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ctcLink Accounting Manual | 50.60 Student Financials Corporate Accounts

50.60 Understanding Third Party (Corporate) Accounts

2022-06-30

50.60.10 Accessing Corporate Accounts

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To access Third Party (Corporate accounts) in Campus Solutions use this navigation (with appropriate security permissions):

  1. Begin at Navigator
  2. Select Student Financials
  3. View Corporate Accounts. Enter either the External Org ID or description to search.

Accessing corporate accounts

In the following example, this college only a total of 24 Corporate accounts. However, some colleges have more than 100.

Access corprate accounts find an existing value

50.60.20 Corporate (Third Party) Accounts Screens

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The corporate accounts main screen looks very similar to the student accounts main screen.  However, it only provides balance amounts by quarter and total balance.

Corporate accounts main screen

See discussion below for additional detail for numbers 1 through 7 .

1 - Detail Transactions

The Detail Transaction displays charges for all students paid for by the Third Party Contract (TPC).  The Item Numbers are added sequentially based on student, quarter, etc. The Item Description tab provides simple information as seen below.

Corporate accounts detail transactions

The Item Detail tab displays the rest of the columns:

Corporate accounts item detail

Selecting the icon displays all the columns in a single display:Corporate accounts column icon

Corporate accounts column display

 

2 - Item Summary

The Item Summary screen summarizes transactions by student and by quarter.  If charges for a student are reversed, the summary line Item Amount should net to $0.

Corporate accounts item summary

Selecting the Item Details link provides the detail for that Summary Line.  Notice the detail lines have a single Item Number but each detail line has a sequential number.

Corporate accounts item summary detail

The detail seen here should be available on the student (customer) account as well:

Corporate accounts student summary

3 - Items By Term  

The Items By Term screen displays the transactions by term with each line separated by date and student.

Corporate accounts items by term

4 - Items By Date

 The Items By Date screen provides sort options by date type or a date range can be selected for a search.  The data is presented in a slightly different format.

Corporate accounts items by date

5 - Due Charges

The Due Charges screen displays the amount still owed by the Third Party Contractor. The data is summarized by amounts due by term by student.

Corporate accounts due charges

6 - Third Party Contract 

 The Third Party Contract screen (Detail 1) displays amount by student, contract number (which includes term), contract status, amount charged to date and student maximum. Most colleges separate tuition charges from books.

Corporate accounts third party

Currently colleges have not been utilizing the Detail 2 screen information.

7 - Account Details

When the Account Details screen is selected a pop-up box requesting Contract Number and Contract ID (Student ID) is displayed.  ‘OK’ may be selected to return all contract numbers and contract IDs. Or by entering a specific contract number or contract ID only that information will be displayed.

Corporate accounts account details

For example, when a Contract ID is entered it displays account details for a single student for Term selected on the main screen.

Account Details

Corporate accounts details display

When the Item Details for a specific line is selected the following information is displayed. The screen has three tabs:

Corporate accounts corporate line

Corporate Line

The Number field on the Corporate Line screen tie to the Number field on the Student Charge and the Student Tuition Item Info screen.

 

Corporate accounts student charge

Student Charge

The Student Item Num and Item Type, etc. on this screen are captured from the Customer (Student) Account screens making it possible to reference back to each transaction.

Corporate accounts student tuition

Student Tuition Item Info

Third Party payments are displayed in the lower section of the screen. 

Corporate accounts payments charge

Payments Paying This Charge

Corporate accounts payments charge

 

50.60.30 Account Analysis

For account analysis of Corporate Accounts, see CLAM 50.70.


50.40 Student Financials Accounts <<  50.60 >>  50.70 Student Financials Account Analysis

Page Manager: slocke@sbctc.edu
Last Modified: 3/7/24, 4:30 PM

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