HUB: Post a Transaction to an

Individual Student Account

If you have an individual student and need to post a transaction to that students account, this
tutorial will instruct you through the process.

Start off by clicking on the Navigator button in the upper right hand corner. Another menu will
open where you click on Navigator. A new window will open where you can click on Student
Financials>Charges and Payments>Post Student Transaction.
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Last Updated on: January 13, 2018 1

You will then be taken to the Student Post search page. Once you’ve completed this search
criteria (Fields 1 – 4), click Add.
Student Post

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Account TypeD o. 3 '
Item TypeI ]O. 4
User ID 5
Group Line Time Stamp 6 •
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Line sequence Nbr
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Ref. # Field Name Description

Business Unit This will always be UBFLO. If the field is blank, click the
fl magnifying glass and select UBFLO from the look up table.
a ID
Account Type
Type the student person number in this field
Account types classify item types into useable account
8 groupings. UB currently uses 5 account types. They are:
Conversion Balances – Used for balances from our former
Legacy system
Third Party Contracts – Used with Third Party Functionality
Student Account Transactions – Used for current transactions
in HUB
Excess Financial Aid – Used when there is excess Financial Aid
Excess Waiver - Used when a waiver is in excess of the charges
it can pay
Item Type To make your selection, click the magnifying glass. Scroll
fJ through the list of item types making sure you select the
appropriate Payment or Charge as it relates to the transaction
you want to post. This list will reflect your permissions based
upon the job you perform at UB.

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User ID

Group Line time Stamp

Line Sequence Nbr

This is the account you are logged in as. You cannot change
this field.
This is the date and time stamp that this transaction is being
posted. You cannot change this field.
This is an assigned number. You cannot change this field.

Last Updated on: January 13, 2018 2

After you’ve clicked Add, you’ll be taken to the Student Post transaction page.

Student Post

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1 ID Name
Balance 0.00 Anticipated Aid 0.00
Student Accounts 14
2 Account Type Student Account Transactions
13 New Tran saction

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4 Currency lUSD IQ. currencyDeta,1 Select Charges to Pay
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• Academic Information
6 Reference Number I •

Item Effective Date I !El 7 Tender Details

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Excess Account ~ 12 El Restrict Payment to Account
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Ref. # Field Name Description

0 Student Information This area will have the student person number, student name,
any balances that remain on the account, any anticipated aid,
and possibly a service indicator icon.
Account Type This area will be populated from one of the 5 account types you
selected in the previous screen (e.g. Conversion Balances,
Third Party Contracts, Student Account Transactions, Excess
Financial Aid, or Excess Waiver).
Item Type This field is populated from the choice you made from the
previous screen.
Amount This is the amount of payment or charge that is being applied
0 to the account. All currency should be US Dollars (USD) only.
UB does not use the link Currency Detail.. Employees, should
not worry about any other currency beside US dollars.
Term Click the magnifying glass to select which term this
transaction will be applied to
Reference Number Use this field to enter a reference number or a note for the
transaction (optional).
Item Effective Date This is the date that the transaction becomes effective. This
field defaults to the current date.
Charge Priority The charge priority should not be changed. It will default to
the correct charge priority based on the set up of the item
type.

Last Updated on: January 13, 2018 3

 Use Excess Acct Leave this field with the default.
Restrict Payment to Leave this field with the default. The “Student Accounts” link
Account will show you the Student Account for the student. The
“Academic Information” link will show you Academic Detail
for the student. The “Payment Details” link allows you to enter
in additional information about the payment you are posting.
Payment Method This field should be left blank.
CD
Payment ID This field should be left blank.
New Transaction Use this button to create a new transaction for this student
Post Use this button to save and post the transaction

Last Updated on: January 13, 2018 4