- Minerva menu options for student accounts administrators

OVERVIEW

Target audience: Staff who are authorized to view/update student accounts in Minerva.

Before accessing the Accounts Receivable (AR) Administration Menu in Minerva, you must:

Take Online course SIS 394 for query only access or take Online courses SIS 394 & SIS 301 for update access. See Banner SIS Training courses.
Complete the Banner Accounts Receivable Authorization form, available as a PDF at:
https://www.mcgill.ca/financialservices/forms/bannerar.
Submit completed & approved form by email to security-ar.finserv@mcgill.ca or by fax to (514) 398-2656

In this article:

This article describes the menu options available on the AR Admin Menu

When accessing items in the AR Admin Menu, you are generally performing tasks on behalf of a student.

When you click on an item, you will be brought to the Search Form.
Select the student by entering their McGill ID, SIN, Last or First Name or other search criteria.
If the student is located, their McGill ID will become a clickable link; click the McGill ID to access their information.
Follow the onscreen instructions or click the HELP link on the top right of the Minerva screen.

Many of the items in the AR Admin menu are restricted to specific individuals/roles.

Use this option ...	To do this ...
Student Fee Information Menu	View e-bills - A student's e-bills and account summaries, for all terms or a specific one including charges, payments, reversals, credits and deposits Account summaries - view recent bills, payments, and transactions not yet appearing on a bill Refund Request Menu - create & manage refund requests (access restricted) Student Tax Menu - tax receipts for tuition fees, health insurance,housing, etc. (access restricted) Tuition fee/legal status General student profile (academic and personal data) (access restricted) Student Fee Opt-outs These items are restricted to administrative staff who process student account records and communicate with students.
Deceased Address Update	Enter a Care-of address for a deceased student (access restricted)
Maintain e-Bill Groups and Inserts	Set up billing groups to allow students to view their e-bills; attach inserts to e-bills (access restricted)
Guest Access Privileges - by Student or by Guest ID Guest Access Privileges - Update	View and update guest access privileges (permissions given to a student's parent, guardian, or other guest) (access restricted)
uPrint - Campus Printing Menu	Review copying and printing charges on a student's account (access granted to individuals who need this ability, upon request and with internal approval)