Student Finance User Group Minutes

Student Finance User Group Minutes

September 27, 2017  9:00 AM to 11:00 AM

Ph# 701-328-1601 Conf ID:65200#

Minutes assigned to: LRSC

Present: BSC, DCB, LRSC, MaSU, MiSU, NDSCS, NDSU, UND, VCSU, WSC, CTS

Absent: DSU

Old Business:

1)Campus Community Updates-Carla, NDSCS

Dorreen from NDSU will be the new Student Finance representative on Campus Community.
Dee is working on a query to pull various checklist codes.
Cancelling October meeting.
Discussed address issue, Bio Demo, and social security card issue.

2)ND HEUG 2017 – Ashley, CTS

3)Form 8300 update – Chelsea, UND

Chelsea still needs to send letter to SF group for your review before sending to Laura Schratt.

New Business:

1)NDU_0079_SF – SF Acctg Entries by Item Type – uses for this? Chelsea, UND

NDSU asked that the program number field be added. NDSU uses this for allocation of collection agency fees. They also use it for the allocation of credit card fees from corporate payments that are made through Marketplace.

2)Term Charges Report – Mary, BSC

Mary would like this report to pull in charges for enrolled students for the term requested even if tuition/fees are paid in full. Mary stated they are using this to find students with a bill in housing. Students do not show up on the report if tuition is paid and housing is not paid. Marie said they could include charges they are reporting. LRSC would also like to see if students on the unaccepted aid list have bills. The group approved. Mary will submit a ticket for the DR.

3)Waiver display in Account Summary – Chelsea, UND

Currently waivers display under the charges section. Discussed ideas for the placement of waivers. Can waivers be displayed under payments and credits and can waivers display in anticipated aid?
Can waivers be a separate section? Marie said that should not be a problem. It was discussed to place the waivers right after the charges, subtotal each section, and have a total balance on the bottom. There were no objections. Chelsea will submit a ticket for the DR.

4)Touchnet – Option for “Pay Partial Amount” – Chelsea, UND

There have been issues where the student cannot chose to pay a lesser amount when they go on Touchnet to pay their bill. Dee stated there was an issue where auto populate was turned back on with the update. This has been set back to blank as of last week. This should resolve the issue of not being able to pay a lesser amount.

Development Request List: Marie Lindstrom, NDUS

Waivers-email after waiver posted Popselect query. This is in stage. Should try to test before stage refresh.
Review Cashiering Entries Query. There were issues with migration. Will have available in a week to test.
1098-T Tax Year 2017 mods. Should be ready to test in November.

Other Items of Discussion:

Next Meeting: October 25, 2017  9:00 AM to 11:00 AM
Minutes will be assigned to: DSU