Calculating Balances in Banner

2. Calculating Balances in Banner A How-To Run Down Presented byStudent Financial Services

3. Calculating Balances in Banner A How-To Run Down Presented byStudent Financial Services

4. Calculating balances in Banner can be done with a combination of the nine following screens: ROARMAN RPAAWRD SOAHOLD SPACMNT RRAAREQ SGAUSDF TSAAREV SFAREGF TSIQACT

5. Calculating balances in Banner can be done with a combination of the nine following screens: TSAAREV ROARMAN RPAAWRD SOAHOLD SPACMNT RRAAREQ SGAUSDF TSAAREV SFAREGF TSIQACT

6. TSAAREV The first thing to check is always the Account / Amount Due. Subtracting this amount from the Memo/Authorized Aid Balance should provide you with a reasonable starting idea of the balance, but be careful. As this training will demonstrate, this is only a starting point….

7. TSAAREV The first thing to check is always the Account / Amount Due. Subtracting this amount from the Memo/Authorized Aid Balance should provide you with a reasonable starting idea of the balance, but be careful. As this training will demonstrate, this is only a starting point….

8. TSAAREV You can also either click F7 or the “Enter Query” icon while in TSAAREV to change perimeters on the screen. Querying results can help isolated specifics semesters or types of payment as needed.

9. TSAAREV You can also either click F7 or the “Enter Query” icon while in TSAAREV to change perimeters on the screen. Querying results can help isolated specifics semesters or types of payment as needed.

10. TSAAREV TSAAREV can also clue you in on payments that students receive on a regular basis including third party and wire payments. If those payments are missing in the term you are reviewing, keep that in mind; they might be all the student needs to settle their balance.

11. TSAAREV TSAAREV can also clue you in on payments that students receive on a regular basis including third party and wire payments. If those payments are missing in the term you are reviewing, keep that in mind; they might be all the student needs to settle their balance.

12. ROARMAN RPAAWRD SOAHOLD SPACMNT RRAAREQ SGAUSDF SFAREGF TSIQACT

13. SPACMNT ROARMAN RPAAWRD SOAHOLD SPACMNT RRAAREQ SGAUSDF SFAREGF TSIQACT

14. SPACMNT It always helps to check SPACMNT either to point out something you might have missed or find information that hasn’t been updated anywhere else.

15. SPACMNT It always helps to check SPACMNT either to point out something you might have missed or find information that hasn’t been updated anywhere else.

16. ROARMAN RPAAWRD SOAHOLD RRAAREQ SGAUSDF SFAREGF TSIQACT

17. SOAHOLD ROARMAN RPAAWRD SOAHOLD RRAAREQ SGAUSDF SFAREGF TSIQACT

18. SOAHOLD There are a variety of different hold types including: BD (Balance Due), DH (Disciplinary), GD (Gate Loan Default), LF (Library), WC, WU or WS (holds for bad debt write-offs), and others. Checking the hold type can clue you in on whether student’s problem is balance-related.

19. SOAHOLD While checking a hold is important, a student with a balance due hold might have other problems such as missing financial aid paperwork or an unsigned payment plan. Because we try to place only one hold on a student at a time, be mindful when removing his or her hold that they might still have outstanding requirements. There are a variety of different hold types including: BD (Balance Due), DH (Disciplinary), GD (Gate Loan Default), LF (Library), WC, WU or WS (holds for bad debt write-offs), and others. Checking the hold type can clue you in on whether student’s problem is balance-related.

20. SOAHOLD While checking a hold is important, a student with a balance due hold might have other problems such as missing financial aid paperwork or an unsigned payment plan. Because we try to place only one hold on a student at a time, be mindful when removing his or her hold that they might still have outstanding requirements.

21. ROARMAN RPAAWRD RRAAREQ SGAUSDF SFAREGF TSIQACT

22. ROARMAN ROARMAN RPAAWRD RRAAREQ SGAUSDF SFAREGF TSIQACT

23. ROARMAN By quickly reviewing the student’s aid you can check: Origination fees on loans.

24. ROARMAN By quickly reviewing the student’s aid you can check: That accepted, memoed, and paid aid match up. By quickly reviewing the student’s aid you can check: Origination fees on loans.

25. ROARMAN By quickly reviewing the student’s aid you can check: That accepted, memoed, and paid aid match up. By quickly reviewing the student’s aid you can check: Aid that is not memoing (for a variety of reasons).

26. ROARMAN By quickly reviewing the student’s aid you can check: Aid that is not memoing (for a variety of reasons).

27. ROARMAN It is also a good idea to be mindful of a student’s budget to make sure they are not over-packaged. Be particularly aware of the Resources tab as this will show you outside scholarships not included in financial aid.

28. ROARMAN It is also a good idea to be mindful of a student’s budget to make sure they are not over-packaged. Be particularly aware of the Resources tab as this will show you outside scholarships not included in financial aid.

29. ROARMAN Lastly, be mindful of loans such as MEFA, RISLA, Citizens, etc. These loans will not show that they are memoed or paid and details of which semester they apply to can only be found in RPAAWRD.

30. ROARMAN Lastly, be mindful of loans such as MEFA, RISLA, Citizens, etc. These loans will not show that they are memoed or paid and details of which semester they apply to can only be found in RPAAWRD.

31. RPAAWRD RRAAREQ SGAUSDF SFAREGF TSIQACT

32. RPAAWRD RPAAWRD RRAAREQ SGAUSDF SFAREGF TSIQACT

33. RPAAWRD RPAAWRD will help you confirm data in ROARMAN, match up aid to specific semesters, and show aid that is not memoing.

34. RPAAWRD RPAAWRD will help you confirm data in ROARMAN, match up aid to specific semesters, and show aid that is not memoing.

35. RPAAWRD RPAAWRD is also the only place where you can see which semester a loan is set to disburse. Any errors with a loan or other aid disbursement on RPAAWRD should be brought to the attention of the student’s financial aid counselor.

36. RPAAWRD RPAAWRD is also the only place where you can see which semester a loan is set to disburse. Any errors with a loan or other aid disbursement on RPAAWRD should be brought to the attention of the student’s financial aid counselor.

37. RRAAREQ SGAUSDF SFAREGF TSIQACT

38. RRAAREQ RRAAREQ SGAUSDF SFAREGF TSIQACT

39. RRAAREQ As you can see, our example student’s MA No Interest Loan was not memoing in both RPAAWRD and ROARMAN, though RRAAREQ is showing his requirements as completed. In this case you will want to factor in that $1,000 aid into the bill. It is always advisable to give RRAAREQ a quick check to make sure all of the student’s requirements are completed.

40. RRAAREQ As you can see, our example student’s MA No Interest Loan was not memoing in both RPAAWRD and ROARMAN, though RRAAREQ is showing his requirements as completed. In this case you will want to factor in that $1,000 aid into the bill.

41. RRAAREQ You will also want to check Additional Requirements for missing promissory notes. If necessary, double check on COD (Common Origination & Disbursement) to make sure information is linking up correctly.

42. RRAAREQ You will also want to check Additional Requirements for missing promissory notes. If necessary, double check on COD (Common Origination & Disbursement) to make sure information is linking up correctly.

43. SGAUSDF SFAREGF TSIQACT

44. SFAREGF SGAUSDF SFAREGF TSIQACT

45. SFAREGF Though basic, always quickly check SFAREGF to make sure a student is registered and that their credit rate actively reflects their tuition for the semester.

46. SFAREGF Though basic, always quickly check SFAREGF to make sure a student is registered and that their credit rate actively reflects their tuition for the semester.

47. SGAUSDF TSIQACT

48. SGAUSDF SGAUSDF TSIQACT

49. SGAUSDF While not vital for calculating a balance, SGAUSDF can be an easy guide to check certain information about the student’s coding. SGAUSDF will also tell you if a student’s balance is affected by a TMS plan, third-party payer, three-payment plan, WIT dependent coverage, or any other special circumstance.

50. SGAUSDF SGAUSDF will also tell you if a student’s balance is affected by a TMS plan, third-party payer, three-payment plan, WIT dependent coverage, or any other special circumstance.