1. In Student Billing Processing, click Generate Transactions Automatically
  2. On the General tab, select Determination Table and Reversal Schedule Transactions to generate. If appropriate, check the box to recalculate all included records
  3. Select the Academic year and Session

    Note: You must define a determination table and reversal schedule for the academic year before generating transactions.
  4. Define the Transaction date. This date must fall within the valid date range for the billing item
  5. On the Filters tab, define the appropriate filters
  6. On the Transaction Defaults tab, select the date options
  7. Click Pre-Generation Report to review the transactions that will be created
  8. Click Generate Now when you are ready to create the transactions