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Accounts Receivable Training Materials

Job aids, handouts and training guides are the latest versions of materials used in OBFS training courses. For your convenience, documents will open in new browser windows. Most documents are in the Acrobat PDF PDF icon format. Please choose the course name:  

Accounts Receivable Processing (AR 103)

This web-based course consists of six lessons. It is designed for University of Illinois System staff who need to know how to process charges and credits to students (SAR) and outside the U of I System customers (GAR) in the Accounts Receivable module of Banner. This is not an Accounts Payable training course. Therefore, this course will not cover content related to paying invoices or vendors.

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This lesson will introduce you to Accounts Receivable (AR), the benefits of using Banner AR, the AR process flow, and the data that you need to process AR.

In this lesson, you'll learn how to enter charges and reverse them for General Accounts Receivable (GAR) accounts.

This lesson will show you how to enter charges and reverse them for Student Accounts Receivable (SAR) accounts.

In this lesson, you'll learn why it's important to review accounts. You'll also learn how to review GAR and SAR accounts in Banner.

This lesson will cover billing statements and payment schedules for GAR and SAR accounts.

In this lesson, you'll learn how to run EDDIE reports to monitor your accounts.

Job Aids

Student Account Payment Request Workflow

The Student Account Payment Request (SAPR) form is used to make a payment on a student's account. This webinar demonstrates the workflow of a Student Account Payment Request using the SAPR form. It shows how the Originator (the person submitting the form) can track the SAPR's status, from submission to final payment.


  • Student Account Payment Request Workflow Demonstration [posted: 8/18/2017]
Note: This webinar has audio. To view closed captions, click the CC button ( Closed Captioning ) in the playback controls at the bottom of the video.

Please send questions or comments regarding training to the OBFS Training Team at

Last Updated: March 22, 2019

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