Locations: 

  • Financial menu tab
  • Financial Reports menu tab
  • Billing Reports menu tab

 

Users with the following permissions: 

  • Admin → Financial
  • Financial → ISIRs [Beta]
  • Financial → FA Tracking Form
  • Financial → Received Payments
  • Financial → Reports 
  • Financial → Edit Past Payments
  • Financial → View
  • Billing Reports


Case:

New financial reports and features are constantly being added to GEGI, and the Financial Menu grows bigger.

Problem:

Using the Financial Menu has become difficult due to a large number of menu items.


Solution: 

A new Financial Menu structure has been created. Functions from the Financial and the Financial Reports menu tabs were combined and distributed among the Financial and the Financial Aid menu tabs more conveniently and logically. And some of the functions have been combined into submenus using the multi-level menu. 

  • The Financial menu tab is where the main part of financial work happens - searching students, adding payments, financial reports.
  • The Billing Reports menu tab contains reports related to a student balance as before.
  • The Financial Aid menu tab contains all the useful FA features. Also, the new Settings menu item was added to this tab. This menu item helps to find the finance settings that were previously located in the Admin menu.


The detailed structure of the new Financial Menu is described below.


Financial

  • Students
  • Add:

- Payment

- Adjustment

- Award Refund

- Refund

- Returned Check

- RSDR Refund

- Sales Receipt

  • Import:

- Import Payments

- Import Refunds

  • Financial Reports:

- A/R Aging Summary

- A/R Table

- Customer Balance Detail

- Customer Balance Summary

- 1098-T Table

- Deposits

- STRF - Student Eligibility Records

  • Payments Reports:

- Imported Payments

- Payments Reconciliation

- Received Payments

  • Charges Reports:

- Deleted Charges

- Scheduled Charges

- Unpaid Charges

  • Other Reports:

- Gainful Employment

  • Settings:

- Bank Accounts:


 

Billing Reports :

  • A/R Aging Summary
  • Customer Balance Detail
  • Customer Balance Summary
  • Invoices Reports:

- Invoices

- Overdue Invoices

- Schedule of Billables

- Sent Statements of Obligation

- Unpaid EP/Invoices Summary:



Financial Aid :

  • FA Tracking Report
  • Financial Aid Statuses
  • Schedule of Funding
  • Award Reports:

- Award Refunds that are not Related to Awards

- Credit Balances for Refund

- FA Total (Received Awards)

- Received Awards

- Received Awards Discrepancy

  • CPS Files [Beta]
  • ISIRs [Beta]
  • Settings:

- Federal Pell Grant Payment and Disbursement Schedules

- Groups of Payment Plan Components

- System Payment Plan Templates

- IRS Standard Mileage Rates

- Origination Fees

- Students Eligible for FISAP: Intervals [Beta]

- Shopping Sheet Templates:



Note: More information about Multi-Level Menu can be found in the following article: Interface: Added the ability to use Multi-Level Menu.


Available since GEGI v4.19.0 (view release notes)