FW: Fin Aid Data Entry & Bursar

From: Altmann, Virginia (AltmannV@devalcol.edu)
Date: Wed Aug 07 2002 - 09:20:20 EDT

  • Next message: Maria T. Frey: "Re: FW: Fin Aid Data Entry & Bursar"

    > We are in the process of evaluating our functions in our Bursar's Office.
    > I am interested in how other schools handle the following items.
    >
    > Payment Plan Payments that come in via EFT -
    > Currently our Bursar enters these payments as a batch cash receipt. Does
    > your Bursar's Office do this function or does your Cashier?
    >
    > Financial Aid payments that come in via EFT -
    > These transactions are split between the Financial Aid Office and the
    > Bursar. If the award is transmittable, our FA offices processes them.
    > However, if the award isn't transmittable through FA, our Bursar's office
    > enters these. What criteria do you have in place for an award to be
    > considered transmittable? For any PA schools replying to this, are you
    > transmitting Stafford loans through your FA office? Our Bursar is applying
    > these loans onto the student's account as a cash receipt. How do you
    > handle this?
    >
    > Miscellaneous Scholarships via EFT
    > Any misc scholarship EFT's we receive go through the Bursar's Office. They
    > apply the credit to the student's account as a credit invoice. How do you
    > handle misc scholarship EFT's?
    >
    > Miscellaneous Scholarships via Check
    > Any misc scholarship check we receive goes through our Development office
    > first. Our Development office advises both the FA and Bursar's Office. The
    > Bursar's Office would eventually apply the credit to the student's account
    > as a credit invoice. How are you handling these transactions?
    >
    > Basically, I am looking for responsibilities for the Bursar's Office and
    > the Financial Aid Office.
    >
    > Any input would be much appreciated. TIA.
            Deb Dando
            Assistant Controller
            Delaware Valley College



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