After payers submit the student bill payment, in Student Billing, payments waiting to be downloaded and processed in Student Billing appear in the upper left corner.
Show Me: To watch a video about how to manage transactions, see the Manage Transactions in Online Express Bill Pay video.
When you manage transactions, you download them from Student Billing, add transactions to new or existing deposits, and then create payments with Fast!.
Tip: To refresh and get latest transactions more quickly, in the navigation bar, click the Online Express Bill Pay link again.
If you are unable to see and process transactions, you may need to review your security settings. In addition to security rights to Online Express Bill Pay, users who need to manage bill payment transactions need additional security rights.
From the Online Express Bill Pay page, click Manage Transactions. The Manage Online Express Bill Pay Transactions screen appears and opens to the Add to Deposit(s) and Process tab.
Under Filters, you can filter the list of transactions that appear under Undeposited Transactions Table, by date and by payment method.
Tip: As a recommendation of when to add transactions to a deposit, some schools choose to use their settlement report and bank statements to see what has already been dispersed before they create deposits and run Fast!
To create a new deposit or add to an existing deposit, under Undeposited Transactions Table, select the transactions to group together.
Note: For student centric records, a transaction for multiple students is split into one per student. However, because the records must be processed together, if you select one student's transaction and add to a deposit, the other students' transactions are also added to the deposit.
As you select transactions, under Summary of Selected Transactions, review a total of your grouping.
After you select transactions, click Add selected to New Deposit or Add selected to Existing Deposit.
If you add to an existing deposit, search for and open the existing deposit. The deposit then moves under the List of Deposits to Process and the transactions no longer appear under Undeposited Transactions Table.
If you add to a new deposit, the Add a New Deposit screen appears. You can edit information about the deposit before you Save and Close. When you Save and Close, the deposit then moves under the List of Deposits to Process and the transactions no longer appear under Undeposited Transactions Table.
Tip: You have not processed the transactions yet so you can review your deposits again before you create payments with Fast! Also, if you do click Continue to Fast!, you have an opportunity to review a read-only version of the deposit before you commit records.
Under List of Deposits to Process, double-click the deposit to review the included transactions. The Included Transactions screen appears.
If needed, you can remove transactions from the deposit. To remove transactions, select the transactions that you do not want in the deposit and click Remove selected payments from the deposit. The transaction returns to the list of undeposited transactions.
If you forgot to add a transaction to a deposit, select an undeposited transaction and underList of Deposits to Process, in the row of the deposit in which you want to add the transaction, click Add to this Deposit.
When ready to create payments with Fast!, click Continue to Fast! The Fast screen appears.
Enter a name and description. Then, on the Datasheet tab, review the list of payments to be created in the deposit.
Warning: If you want to edit details about the deposit or transactions, you do not edit them in Fast! Close this window before you commit records, and return to the Manage Online Express Bill Pay transactions screen to make the necessary changes.
To run Fast!, click the Commit Records.
To confirm, click Yes. The Save Static Query screen appears.
If you want to save a query of your Fast! results, enter the query information and click Save . Otherwise, click Cancel.
The Commit Records screen appears and the records process.
When complete, the Commit records screen appears with your results. Click Continue. You return to the Manage Online Express Bill Pay Transactions screen and opens to the Review Committed Payments tab.
On the Review Committed Payments tab, each payment created appears as a separate row.
Tip: If the payer included a comment about the student bill payment, you can review the comment in the Payer Notes column.
To review the payment record for the online bill payment transaction, double-click a payment or select the payment and click Open. You can make adjustments as needed. For example, on the Student Billing Detail tab, you may want to add or edit applications.
Click Save and Close to return to the Manage Online Express Bill Pay Transactions screen.
Click Done. You return to the Online Express Bill Pay page and under the History of manage transactions, the deposits you just committed are added to the Recently committed deposits table.
Show Me: For more information about how to review recently committed deposits, see the Recently Committed Deposits video.