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  format. Please choose the course name:  

• Accounts Receivable Processing (AR 103)
• Student Account Payment Request Workflow (Webinar)

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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.

Online Training

• Accounts Receivable Processing [updated: 2/17/20]

Job Aids

• Accounts Receivable Processing Welcome Kit [updated: 4/2/21]
• AR Pages and Their Uses [updated: 10/29/18]
• Closing a Cashier Session [updated: 10/29/18]
• Entering GAR Charges and Credits [updated: 10/29/18]
• Entering GAR Charges and Credits with the Account Detail Form (TFADETL) [updated: 10/29/18]
• Invoice Numbering [updated: 10/24/18]
• Using the Billing Mass Data Entry Page [updated: 10/29/18]
• Viewing Account Comments [updated: 10/29/18]

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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.

Webinar

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

 

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Please send questions or comments regarding training to Learning Systems Support at sharedservices@uillinois.edu.

Last Updated: November 11, 2019