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Administrator Guide
Last Updated: 2023-06-23
Steps: Remove Students from Collections or Bankruptcies

Steps: Remove Students from Collections or Bankruptcies

Security:
  • Manage: Student Collections
     domain in the Student Financials functional area.
  • Manage: Student Financial Accounts
     domain in the Student Financials functional area.
You can remove students from collections when:
  • They pay back their past due charges.
  • You write off their past due charges.
You can also remove students from active bankruptcy tracking when resolved.
  1. Access the
    Find Students with Past Due Charges
     report.
  2. From the related actions menu of a student, select
    Financials
    Maintain Collection Tracking History
    .
  3. Change the
    Collection Status
     to
    Inactive
    .
  4. When the student has a collection agreement, cancel it.
    1. Click
      View Collection Agreement
      .
    2. Click
      Cancel Collection Agreement
      .
  5. Remove any holds for collections.
    1. Access the
      Find Students with Holds
       report.
    2. From the related actions menu of the hold, select
      Holds
      Remove Hold
      .
  6. (Optional) Remove a student from Active Bankruptcy.
    1. Select
      Financials
      Maintain Collection Tracking History
       from a student's related actions menu.
    2. Clear the
      Active Bankruptcy
       check box.
    3. (Optional) Clear the
      Exclude from Notifications
       check box.
  7. (Optional) On the
    Documents
     tab, click
    Add
     to include new documents for removal of collection or bankruptcy tracking.