Select Fiscal from Global Navigation.
Select Collections from Local Navigation. The Recovery Account Search page displays.
Complete a search for the Recovery Account.
Click the Recovery Account hyperlink for the account needing the change in status. The Recovery Account Detail page displays.
Select Transaction Summary from Task Navigation. The Transaction Summary page displays.
Select the Add Transaction button. The Transaction Detail page displays.
NOTE: A Receipt number does not need to be selected. KEES creates a receipt number after the transaction is saved.
Enter the Effective Month using the <mm/yyyy> format or the calendar icon. The Effective Month is the month the payment is received.
Enter the Transaction Amount.
Select a Transaction Type from the drop-down menu.
Automatic Recoupment – DO NOT USE - This value is for automatic recoupments only.
Back Out — DO NOT USE - this value is used to post a Back-Out Transaction.
Cash, Check, Money Order — this value is used when the consumer has provided a payment.
Compromised — this value is used when a claim balance has been negotiated.
Debt Setoff (State) — this value is posted automatically.
EBT Repayment from Client — this value is posted automatically.
Expungement — this value is posted automatically.
Federal Debt Setoff (FS Only) – this value is posted automatically.
Judgement – DO NOT USE - This value should not be used. Use Compromised instead.
Offset — this value is used for restored benefits.
Payment Reduction — DO NOT USE - This value is for automatic recoupments only.
Tax Intercept Reversal — this is a TOP reversal. This value is posted automatically.
Terminated—this value is posted automatically when the claim is terminated.
Transfer — this value will not be used.
Void — this value is posted automatically when the claim is voided.
Written Off — this is used when CCU has decided to write off a remaining balance.
Select a Transaction Method from the drop-down menu.
Select a Responsible Party from the drop-down menu.
Click the Save button. The Transaction Detail redisplays with the new information.
Click the Close button. The Transaction Summary displays with the new posting.