Northstar V3: Student Balances

Introduction

The Student Balances page, located under the Finance category, provides a detailed view of students with outstanding balances of a selected date. This page helps users monitor Accounts Receivable and Accounts Payable balances, identify overdue amounts, and review student-level balance details from a single location.

At the top of the page, the total Accounts Receivable and Accounts Payable amounts are displayed. The Student aging section further categorizes balances based on how long they have been outstanding, providing a quick snapshot of current and overdue balances.

Getting Started

To begin, enter the date you wish to review and select Load. The results grid will display students with outstanding balances as of the selected date.

Filtering Results

The Student Balances page includes filtering options throughout the results grid.

To filter results:

Select the filter icon in the desired column.
Enter or select the filter criteria.
Apply the filter to update the displayed results.

Filtering allows you to quickly locate specific students or focus on accounts that meet particular criteria.

Student Aging Summary

The Student Aging section provides a high-level summary of outstanding balances. Amounts are grouped based on the age of the balance, allowing you to quickly identify:

Current balances
Recently overdue balances
Older outstanding balances
Total Accounts Receivable amounts

These aging totals help prioritize collection efforts and identify accounts that may require additional follow-up.

Student Balance Results

After selecting a date and loading the results, the Student Balances grid displays detailed balance information for each student. The grid includes information such as:

Student name
Student identification number
Program or class number information
Accounts Receivable balance
Accounts Payable balance
Aging amounts
Outstanding balance totals

This information provides an at-a-glance view of student financial obligations and account status. The available filter options allow you to narrow the results to specific students, programs, or balance types.

If you have questions, comments or feature suggestions, please submit them using the following form: https://forms.office.com/r/NreuhQX1Df or send an email to support@northstarmis.org

Your feedback is essential in helping us improve the new Northstar experience. Thank you for your support and participation!