My Student Information Tasks

1. From the My Students portlet, click the appropriate student name link.

2. On the student's screen, click the Student Account Information link.

3. On the My Student Information screen, click the My Account Balances link to retrieve account information.

4. Balances for all accounts are displayed on the My Account Balances screen.

a. To view transaction details of each account, click the amount link.

b. To view the Payment Plan, click the View Payment Plan link and then position to the account for which you want to view the payment plan.

c. To make a payment, click the Make a Payment link. On the Pay on My Account screen, enter the amount you want to pay against each account, and then click Submit.

d. To view the Course and Fee Statement, click the Course and Fee Statement link and then click the Generate my Course and Fee Statement link on the Course and Fee Statement screen. You can view and/or print the statement.

1. From the My Students portlet, click the appropriate student name link.

2. On the student's screen, click the Student Account Information link.

3. On the My Student Information screen, click the Course and Fee Statement link.

4. On the Course and Fee Statement screen:

a. Click the Generate my Course and Fee Statement link to generate the report.

b. Click the View my Course and Fee Statement link to view the statement.

c. Click the icon to print the statement.

1. From the My Students portlet, click the appropriate student name link.

2. On the student's screen, click the Student Account Information link.

3. On the My Student Information screen, click the My Account Balances link to retrieve account information.

4. Balances for all accounts are displayed on the My Account Balances screen.

5. To make a payment, click the Make a Payment link.

6. On the Pay on My Account screen, enter the amount you want to pay against each account, and then click Submit.

1. From the My Students portlet, click the appropriate student name link.

2. On the student's screen, click the Student Account Information link.

3. On the My Account Info screen, click the My Account Balances link to retrieve account information.

4. Balances for all accounts are displayed on the My Account Balances screen.

5. Click the amount link to view transaction details for each account.

1. From the My Students portlet, click the appropriate student name link.

2. On the student's screen, click the Student Account Information link.

3. On the My Student Information screen, click the My Account Balances link to retrieve account information.

4. Balances for all accounts are displayed on the My Account Balances screen.

5. To view the Payment Plan, click the View Payment Plan link and then position to the account for which you want to view the payment plan.

My Account Balances

Click the My Account Balances link to view the current amount due. You can make a payment (if payment is due) and view the Course and Fee Statement. Click on each account balance to view all transactions against that account.

· The My Account Balances screen shows your full Accounts Receivable balance as reported from EX. The balance for each account is a link that opens the View Transactions screen.

· The View Transactions screen displays detailed information on each transaction applied to your account. The Transaction Description, Transaction Date, Transaction Amount, and any relevant notes are displayed for each account. The account balance is shown at the bottom of each section unless a payment plan is associated with the account, in which case a message indicating such will appear.

· The Pay on My Account screen displays each account and account balance, along with an Amount to Pay field for you to enter the amount of your payment.

Course and Fee Statement

The Generate my Course and Fee Statement link opens the Course and Fee Statement screen. This statement may not include all transactions to date and may result in a different ending balance than you see on My Account Balances. Please check with the Business Office for additional details.

· Click the Generate my Course and Fee Statement link to generate a printable statement in PDF format.

· Click the View my Course and Fee Statement link to view and print the statement. Click the

icon to print a copy.

· Click the Pay Must Pay Courses link if you have Must Pay Courses that have not been paid. Once the Must Pay Course fees are paid, the registration status changes from 'R' (Reserved) to 'C' (Current).

Tasks for the My Student Information Portlet

My Account Balances

Course and Fee Statement