Search and Review Student Accounts

Complete the task

1. Enter search and filters

   Use Quick Search, Campus, Academic Term, Department, Programme, Class, payment status, and Payment Date Range as needed.

2. Apply once

   Select Apply so all filter values are sent together in one request. Blank dropdown options remove only that parameter.

3. Open View Details

   Review total charges, payments received, credits and waivers, outstanding balance, fee items, and account statement.

4. Inspect Action By

   Select a person’s name to view the small information card for the user who performed an audited action.

5. Export the statement

   Use Download Statement XLSX to export all transactions shown in the student statement.