2. Billing Reporting
Jessica Archambeau
3D Technologies Consultant

3. What are we going to cover?
Agenda
What are we going to cover?
Billing Statements
BYOR
Aging/Account/Other Reports

4. Billing Statements

5. Billing Statements 2019 Term or Transaction Date Pending Housing
Pending Financial aid
Schedule or Ledger
Source: Ledger/Batch
Authorize (official/unofficial or registration/pre-registration batch)
Non-billing transactions
ed Billing Statements – student portal

6. Build Your Own Report (BYOR)

7. BYOR Terms Dates Transdocs Student type/scenario Export to excel
Billing categories
2019

8. Aging/Accounting/Other Reports

9. Aging/Account/Other Reports
Aging/Accounting Reports
Aging/Account/Other Reports
Aging reports – overall balances
Over/Under Reports
Export data
Other reports – Document Tracking, non-returner report

10. Let’s look at CAMS

11. Questions?