PAC - Split Billing Accounts

Split Billing Accounts Overview

This is an optional process where you can define the split billing arrangements on nominated parent accounts for inclusion in the auto-billing run.

These arrangements then enable a current parent account (called the 'Splitting Parent') to 'split' some of their fee charges or credits with another parent account (called the 'Split Recipient').

Important!

The 'Splitting Parent' account must have the 'Auto Billing Account' flag set to 'S for Split Billing' in Finance > Parent Accounts > Account Information > Parent Account Inquiry on the 'Account Details' tab before this can be implemented. You can also set these flags using program Student Admin > Parent Records > Parent Information > Parent Grid Entry.

A Parent's record that has the 'Auto Billing Account' flag set to 'S' but has not yet had the Split Billing arrangement defined, will display in the 'Split Account List' with a 'Split Type' of 'Not Defined'.

These arrangements can be set up to split the charges or credits based on:

• One or more fee codes.
• A percentage share of the overall fees.
• Specific student or students.
  
  

Split Accounts List

The 'Split Billing Accounts List' screen provides a listing of all split billing arrangements currently in place at your school and includes detail of the splitting parent and the type of split.

From here you can choose to view or edit an existing split billing arrangement; including any split billing arrangements that are yet to be defined (i.e. the parent exists in the TASS.web database but their split billing arrangements are not yet defined (indicated by a split type of 'Not Defined').

'View' and 'Edit' functions are available in the 'Action' column.

Select the 'Print' icon to generate a 'Split Bill Accounts' report

You may select the 'destination' of the report. This can be to Adobe® PDF viewer, Microsoft Excel® or Microsoft Word®.

Options to sort the report by are available on the left side of the screen.

Use the checkboxes on the right of the screen to indicate your preference for displaying 'Table Borders' or 'Alternate Row Colours'.

The 'Table Borders' and 'Alternate Row Colours' options can enhance the readability of the report but are not available if the listing destination is Excel®.

Split Bill Account Detail Screen

To access this screen click the 'Edit' link in the 'Action' column against the appropriate Parent Record on the 'Split Accounts List'.

The 'Split Bill Account Details' screen will be populated with details of any split billing arrangements already in place for the nominated parent account.

You may either make changes to an existing split billing arrangement or add a new split billing arrangement against your nominated parent account.

Important!

Once the split billing arrangement has been defined and saved, you may not make any changes to the 'Split Bill Type' field, unless you remove the split details records first using the 'Delete' link in the 'Action' column.  

To use Split Billing, there must be at least two Parent Codes. 

For more information about how to split an existing Parent Code into two, refer to:

• Move a Mother or Father to Another (Existing) Parent Record (Complex Split)
• Move a Mother or Father to a New Parent Record (Complex Split)

The types of splits available and the fields required are:

Split Type	Field 1	Field 2
Percentage	Split Recipient Parent Code. You can use the 'Lookup' (Binoculars) icon and search for a valid parent account code in the database.	Percent. The percentage entered here will be applied to the Recipient Parent(s). The remainder will be applied to the Splitting Parent.
Student	Split Recipient Parent Code. You can use the 'Lookup' (Binoculars) icon and search for a valid parent account code in the database.	Student Code. Charges generated through the auto-billing entered for this student(s) will be applied to the Recipient Parent(s). The remainder will be applied to the Splitting Parent.
Fee Code	Split Recipient Parent Code. You can use the 'Lookup' (Binoculars) icon and search for a valid parent account code in the database.	Fee Code. Charges generated through the auto-billing for this fee code(s) will be applied to the Recipient Parent(s). The remainder will be applied to the Splitting Parent. Important! Only Active Fee Codes will be available in this field. Use Finance > Parents Accounts (PAC) > PAC - Setup Information > Parent Accounts Setup on the Fees Tab to change the Active status of a Fee Code.

Click the 'Update' or 'Save' button to save any changes made to the database (depending on your current mode of entry).

If you choose to delete an existing arrangement for a parent, you will be presented with a message confirming your selection, selecting 'Yes' will delete the split billing arrangement from the TASS.web database. Alternately select 'No' to return to the previous screen.