Enrollment Financial Clearance
Balance Forwarding for Returning Students Guide
Carry forward unpaid student balances from prior semesters into the active term or reverse erroneous forwards.
Roles: Accounting Supervisors, Billing Clerks·Last updated: August 25, 2026
Before You Begin (Prerequisites)
- Unsettled Prior Semester Student Debts
Step-by-Step Instructions
1
Open Balance Forwarding Queue
Navigate to Enrollment Management > Balance Forwarding in the Accounting Portal.
2
Filter by Period
Select the target enrollment period to view returning students with unsettled balances.
3
Forward Balances
Select student records and click 'Forward Balances' to post carryover debit entries to the new term ledger.
Important Business Rules & Invariants
Exam Permit Gate: Students carrying forwarded prior balances must settle downpayments before examination permits can be issued.
Common Questions & Troubleshooting
Yes, click 'Reversal History' in the Balance Forwarding module to undo an incorrect balance transfer.
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