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Student Business Services

June 2019 Chargeback

By Rhonda High | Assistant Director | July 24, 2019

From: Rhonda Lynn High <rhonda.high@ucr.edu>
Sent: Monday, July 8, 2019 3:14 PM
To: 'Banner_DeptBilling@lists.ucr.edu
Cc: sbsadmin@ucr.edu
Subject: June 2019 Chargeback

Dear Colleagues,

SBS recently completed its first chargeback since the 2016 Banner conversion. This email is being sent to all Banner A/R Departmental Billing users to notify you of the new report that has been developed to assist you with your recently charged back accounts. We ask that you also share this information with your FAO.

SBS completes both a systematic and manual chargeback process for all aged accounts. The chargeback report has been designed similar to the current standard A/R reports you now access in iReport. The new chargeback report ID/Description is CBS-DEPT-DETAIL/Dept Chargeback Detail Report. The new chargeback report is in the process of being updated to iReport and should be accessible to you by Wednesday, July 10, 2019. The actual charges have already hit your ledgers as of June 30, 2019.

Chargeback accounts are no longer eligible for current charges in Banner. Departmental Billing users are blocked from assessing new charges to charged back accounts until the account has been paid in full or cancelled in SBS’s collection system.

Moving forward, SBS will complete the chargeback process in Banner on a bi-annual basis (usually May and November). We encourage departments to routinely review current BRS reports, BRS-OUTSTANDING, as to not be surprised when charges are reversed affecting previously reported revenue. Please refer to policy 200-16, Billing and Receivables Management for additional details (https://fboapps.ucr.edu/policies/index.php?path=viewPolicies.php&policy=200-16).

The chargeback process is completed by both a journal (manually) and systematic process. Below are a few screen shots to assist in navigating the chargeback report:

  • Tab (1) Department Totals: Summary of charges by category and description

  • Tab (2) Department Detail: Detail of charges by category, term, and detail code
    • Allows the user to drill-down to specific charge details by choosing a Category, Term, or Detail code.

 

  • Tab (3) Journal-Manual CB: Detail of charges by FAU
    • Allows the user to drill-down to specific charge by choosing the FAU.

 

Questions about this email or about the chargeback process can sent to sbsadmin@ucr.edu.

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