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1. 1© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 12136
1098-T Forms Processing in
Powercampus
Margherita Kavulla
University of Mount Union
April 14, 2015
Session ID 12136

2. 2© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 12136
Session rules of etiquette
• Please turn off your cell phone/pager
• If you must leave the session early, please do so as discreetly as possible
• Please avoid side conversation during the session
Thank you for your cooperation!

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Introduction
• In this session, we will discuss the preparation and process of
the 1098-T wizard in the Billing Setflow of Powercampus.
• Goal is to help users with knowing how to properly setup
charge credit codes and how to check data in preparation for
the process.

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Agenda
• Data checks and updates using SQL queries
• Charge/Credit code table
• Charge/Credit detail records
• 1098-T wizard
• Creating filters
• Create test file
• Create production file

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Date Checks and Updates

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Data Checks and Updates
• Charge/Credit code setup
• Scholarship and loans
• Tuition and expenses
• Charge/Credit detail records
• May have to update to ensure proper records are counted for the tuition
and financial aid amounts
• Check for cash receipts that are scholarship payments

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Charge/Credit Scholarship Setup

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Charge/Credit Scholarship Setup

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Charge/Credit Tuition Setup

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Charge/Credit Code Tuition Setup

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SQL Script To Check Scholarships

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SQL Script To Update Charge/Credit Records

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SQL Script To Check Tuition

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SQL Script To Update Charge/Credit Records

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SQL Script to Update Cash Receipt Records

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Charge Credit Table Trigger

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Charge Credit Table Trigger
• In order to update cash receipt records, you will need to
temporarily disable a trigger.
• Proceed with caution! Make sure to perform a back-up of your
database before disabling the trigger.
• Make sure all users are out of Powercampus.
• Make sure to re-enable the trigger after the records are
update.

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CHARGE CREDIT TABLE TRIGGER

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1098-T Wizard in Powercampus

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1098-T Wizard in Powercampus
• Creating filters
• Determine what groups of students to include and/or exclude
• Create test file
• Export file as Excel spreadsheet and review records
• Create production file
• Option to print in-house, or create electronic .tax file

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1098-T Wizard in Powercampus
In Powercampus, to begin the wizard, choose Billing Setflow,
Billing Processing,
Taxpayers Relief Act

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1098-T Wizard in Powercampus - Selection

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1098-T Wizard in Powercampus – Institution Data

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1098-T Wizard in Powercampus - Filter

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1098-T Wizard in Powercampus – Filter Edit

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1098-T Wizard in Powercampus – Filter Edit

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1098-T Wizard in Powercampus – Filter Edit

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1098-T Wizard in Powercampus – Filter Edit

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1098-T Wizard in Powercampus – Print Options

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1098-T Wizard in Powercampus

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1098-T Wizard in Powercampus - Report

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1098-T Wizard in Powercampus – Saved Excel File

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1098-T Wizard in Powercampus – Electronic Filing

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Summary
• Check for correct setup of scholarship and loan charge/credit codes.
• Check for correct setup of tuition and expense charge/credit codes.
• If changes have been made to charge/credit code table, need to
check charge/credit detail records as the changes will not update
there automatically.
• Review records before sending final file.
• Powercampus online help information is a very good resource.

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Questions & Answers

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Thank you!
Margherita Kavulla
kavullam@mountunion.edu
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Session ID 12136