View open or completed billing actions

My actions lists all open actions the logged-in Billing clerk must take regarding following up with a payer. Billing clerks create actions assigned to themselves or another Billing clerk to fulfill. Once resolved, a Billing clerk marks the action as completed.

Actions can additionally be managed in the student's billing profile.

  1. Under Actions, select Add.

  2. Enter the Student to contact to resolve the action.

  3. Select the Type of action to take.

    Note: Create Action types under Billing settings.

  4. Select the Due Date for when Action should be taken by. Actions that are not completed before their due date are marked as Past due in the list.

  5. Enter a summary Title and as much Description as necessary to assist the Billing clerk with fulfilling the task.

  6. Assign the Action to a Billing clerk.

  7. Select Open if the action must be taken, or Closed if this record is historical.

Actions not resolved before their due date are assigned a Status of Past due.

To complete an action:

  1. Under Actions, select the context menu for an action.

  2. Select Mark complete.

Upon being marked as complete, the action is assigned a status of Closed, including the date the action was closed.

 

Although My actions defaults to include all actions assigned to the Billing clerk viewing the list, it can also list all actions assigned to other Billing clerks.

To see all open actions:

  1. Under Actions and beside Filter, select the X within Assigned to:.

Seeing the entire list of open actions enables Billing clerks to work in tandem on actions.