Financial controls determine when balances or unresolved charges affect access to student services. Reports and settlement pages depend on the institution’s enabled finance configuration and the signed-in role.
Before you begin
- Confirm the report scope and date range before exporting or sharing financial data.
Compare a report total with a sample source account and confirm the selected date range.
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Review financial hold policy
Open the financial hold settings and review which balance or status triggers a hold and which student actions are affected.
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Review exceptions
Use the authorized exception workflow for a student who has an approved reason to continue despite a hold. Record the reason and validity period where required.
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Run or inspect a report
Choose the correct campus, academic term, date range, and report filters. Check totals against the underlying student account ledgers.
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Review institution settlement pages
If the institution uses settlements or banking detail workflows, open the designated page and review transaction status, required approvals, and supporting details.
Reports may contain student identifiers and sensitive payment information.
Data and permissions
Reports reflect the selected scope and filters. A campus administrator may not see institution-wide settlement information; use an account assigned the relevant finance role.
Banking information and settlement actions are sensitive. Follow the approval and verification process shown by the portal and do not send account credentials by email.
Date ranges
Enter dates using the page’s supported date controls and check the displayed range before exporting. User-facing dates use the institution’s selected display format where supported.
Recommended next step
Ask the Institution Admin if settlement or banking detail pages are not available.