Pennsylvania BANNER Users Group

2006

Dickinson CollegeAccounts Receivable

“Go Live” Lessons Learned

General Announcements:

Please turn off all cell phones/pagers If you must leave the session early, please

do so as discreetly as possible Please avoid side conversations during the

session Questions will be answered at the end of

the session

Thank you for your cooperation

Set Up Lessons Learned

Clearing and Unapplied Accounts Detail Codes and FOAPAL’s Priority Codes Deposit and Payment Codes

Go-Live Lessons Learned

How much historical data do you need? Once data is converted, reconcile Accounts

Receivable in the Legacy system to Accounts Receivable in the Banner system.

Work closely with the Finance, Financial Aid and Student (Registrar) Modules.

TEST, TEST, TEST. Once set up is complete begin to review reporting

needs.

Go-Live Lessons Learned

Application of Payments Late Fees & Finance Charges Account Holds

Process Change Advantages

AR controls the Fee Assessment Rules (tuition, room and board).

Decentralized Billing of charges and fines:a. Registrar’s Office b. Residential Life Office c. Dining Services d. Public Safetye. Libraryf. Global Educationg. Conference Officeh. Admissions

Future Implementations

Portal – Fall 2007 E-Billing – Spring 2008

Pennsylvania BANNER Users Group

2006

Open Floor for Other Questions?

Pennsylvania BANNER Users Group

2006

Have a great day!