Transaction list

The Transaction list consists of all payments that have been applied toward charges and fees.

To customize the list results, select Filter()  and choose relevant filters to refine results. Next, select Columns () to hide or show additional data columns. Select Export to download a .csv file that follows the exact layout you customized and contains the results featured in the list.

Tip: Create lists that showcase past due payments that occurred within a timespan to quickly identify user trends by quarter or by school year. Select Filter () and under Status select a status type (e.g., Past Due). Select a time field under Post date (e.g., Last month), and then click Apply filters. Finally, select Save () then select Save as a New List. Repeat these steps with a new list () until you've completed your scenarios of results to compare.

To get started, navigate to Billing management hover over Lists in the navigation, and select Transaction list.

 

Create a new list to capture a unique set of student data to then analyze, import into 3rd party software, or optionally share with other Billing clerks.

To create a list:

  1. Select Add () .

  2. Select Build a new List.

  3. Select Filter () and Columns () to determine how results within your list will be refined. For example, create a list for each payment status classification (e.g., paid, partially paid, past due, etc.).

  4. Select Save () and then select Save as a new list.

  5. Enter a Name (e.g., Past due).

  6. Determine if other Billing clerks can only view or manage (i.e., edit) the list you created.

  7. Select Save.

     

Open a saved list that you or another Billing clerk previously created. Use the tabbed menu to quickly move between opened lists.

To open a list:

  1. Select Add () .

  2. Select Open a saved list.

  3. Select an available list. Lists that other Billing clerks have shared will be featured here.

  4. Select Open.

     

To delete lists, go to the Manage lists page.

To navigate to the Manage lists page, log in to Billing management, hover over Reporting in the navigation, and select Manage lists.

Once you are on the page, locate the list you wish to delete, expand the corresponding context menu () beside the List name column, and select Delete.