Close Out Dates

SAL Windows Update

NSF Paid You

Lately we have been receiving NSF paid you transactions on collection agency statements. To accommodate these transactions the user will have to enter the opposite signs on the dollar amounts that are usually entered for a NSF transaction. When entering the dollar amounts for NSF paid you transactions a message, (shown below) will be displayed on the window notifying the user as such to make sure the correct signs are being entered.

Special Reports

Two new reports have been added to the Special Reports menu. Option 18 is the Stop Code report and option 19 is the Special Memo report. The Stop Code report will list all borrowers who have any stop codes that are currently activated. The report will also summarize totals for each stop code category, temporary and permanent. The Special Memo report will list all borrowers who have a special memo associated to the account.

Enhancement to the Address Reports (10, 10A and 10B)

When any of the Address reports (10, 10A and 10B) are run individually, the system will ask which fund type to search by. You can either accept the default of ‘ALL’ if you want the report run on all funds, or you can enter the specific fund on which to create the report on (Ex. ‘PER’ for the Perkins fund).

When the ‘Create All Monthly Reports’ button is clicked, the system will default to ‘All’ loans for this option without pausing.

View Monthly Reports Folder

Special Reports Option 9 from the Reports Menu allows you to view/print any report in the SAL-SYS\REPORTS folder.

An enhancement was added to include the description of each report along with the filename and the date created. The reports will also now sort by their designated number.

To view any of the reports, highlight the desired report and click on the ‘View Report’ button.
To print any of the reports, highlight the desired report and click on the either of the Print buttons.

Supreme Court Hears Arguments on Whether Students Can Sue Colleges Under Privacy Law

April 25, 2002

White House Official Asks Colleges to Help Create National Computer-Security Strategy

April 25, 2002

'CyberShuttle' Offers Wireless Internet Access to UC-San Diego Commuters

April 2, 2002

New Perkins Promissory Note

Learning Center

View Billing Invoice Statement

Perpetual Billing

• Click on Utility
• Click on Perpetual Billing
• Click on Perpetual Billing
• Click on X to close
• Click on Cancel or X to close

Perpetual Credit Bureau

Starting from the Primary Window

• Click on Utility
• Click on Perpetual Billing
• Click on Perpetual Credit Bureau
• Click on X to close
• Click on Cancel or X to close

This enables the user to view the billing history and credit bureau history of any borrower.

Process a Pri Care Non-Comp

Starting from the Primary Window

• Click on Adj
• Click on Pri Care Non-Comp
• Enter the Act No( account number )
• Press Enter
• Enter the Non-Co Date
• Press Enter
• Enter the Repay Mos ( the user can change the number of months )
• Press Enter ( double check all of you choices )
• Click on Switch of P1093

The loan will be changed to P1093 and a memo will be placed on the account.

Process a Capitalized Advance

Starting from the Primary Window

The only way of adding a student to the sal system is by using the advance button.

• Click on the Adv
• Click on OK. (make sure advance file is empty)
• Enter the Social Security Number and tab
• Enter the Last Name, and tab
• Enter the First Name, and tab
• Enter the Mid Int, and tab
• Enter the Title (optional), and tab
• Campus - campus code will be defaulted to your campus identifier. If you have multiple campuses, shift - tab will allow you to change this campus value.
• Tab to Type - enter the six character fund/loan type. Press F2 for a list of the fund/loan types, double clicking on the highlighted fund/loan type will populate this field.
• Tab to Date - enter the date the borrower received their disbursement.
• Tab to Check - the check number of the borrower disbursement check (optional).
• Tab to Amount - enter the amount of the borrowers disbursement.
• Tab to Fiscal - enter (Y) for this fiscal year or (N) for prior fiscal year.
• Tab to Level enter (U) for undergrad or (G) for grad tab.
• Click on Capitalize.
• Click on Accept Button.
• Click on Yes or No, are you sure you want to capitalize this advance?

Then enter the address information and click on Accept *DATE OF BIRTH IS MANDATORY FOR PERKINS LOANS. Then it will ask is the student address the billable address click on Yes or No or Cancel. If Yes, it will use that address, if No, it will bring another address screen to use for the billing address. Click on Accept. Then it will ask does borrower have a co-signer click on Yes or No or Cancel, and enter co-signer information than click on Accept.

Repeat the above procedure for each additional disbursement.

Process Credit Card Payment

Starting from the Primary Window

• Click on Cash
• Click on Credit Card
• Enter the Social Security (press enter)
• Enter the Check Number (press enter)
• Enter the Check Amount (press enter) or
• Click on Advance Payment (only if you have one)
• Click on Accept to accept the payment or Change to change the payment or Cancel to cancel this payment
• Click on Edit listing
• Click on Create, to create the edit listing, Look to look at the edit listing, click on "X" to close the window, Print to print the edit listing, Print Setup to set your printer, click on "Ok", Cancel to close the window
• Check the edit listing to the checks and make sure they match, if they don't do one of the following:
• Click on Edit payment
• Double click on the one you want to change (then make your change)
• Click on Accept
• Click on Delete payment
• Double click on the one you want to delete
• Click on OK
• Do this as many times as needed, then
• Click on the X to close the window
• Click on Apply listing (put the edit and the applied listing away)

Process a Memo

Starting from the Primary Window

• Click on Memo
• Click on Add Memo
• Click on one standard Memo Codes (The default is "ME" Memo)
• Click on Accept
• Enter your memo
• Click on Save Memo
• Click on the X to close