Transaction date From To | Click the calendar icon to select a date in the From and To fields. Put the same data in each field to search for a transaction from one date. |
Transaction # or Range | Type the number or range of transactions you want to view. |
Transaction amt. | Type the dollar amount of the transaction. |
Transaction type | Select the type of transaction. Options are: - All
- Adjustment
- Charge
- Finance charge
- Payment
- Return
- Service charge
- Unapplied payment
|
Account Code | Identifies the type of account. Types: - All
- AC-AR Collateral
- BB-Buyback
- CC-Campus Card
- DC-Department Charge
- FA-Financial Aid
- GV-Government
- UC-University Control
- IC-includED (Follett ACCESS) Charge
- IE-includED (Follett ACCESS) Collateral
- PM-Personal Major
- SC-Scholarship
- TP -Third party
- OT_Other
|
Customer name | Type part of the customer's name and click Search Customer. Tell me how... |
Customer # | Type the customer account number. |
Major Name | Type part of the major account name and click Search Customer. Tell me how... |
Major # | Type the major account number. |
Adjustment reason | Select an adjustment reason. |
Adjustment date | Click the calendar icon to select a date in the From and To fields. Put the same data in each field to search for an adjustment from one date. |
Payment date | Click the calendar icon to select a date in the From and To fields. Put the same data in each field to search for a payment from one date. |
Check # (LockBox Only) | Type a check number from a Lockbox payment only. |
Check amt. | Type the dollar amount of the check. |