Help for Financial Admins

Role Responsibilities & Administrative Workflows

Essential resources and step-by-step guides to help Financial Administrators configure departmental pricing, manage project IDs, set cancellation policies, and streamline ledger reconciliation in REPORTER.

Financial Admin Role At-a-Glance

Charge Model + Common Billing Questions

REPORTER Financial Admin Refresher

Click on a topic to review helpful Financial Admin tools

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REPORTER Fiscal Year End Instructions (updated annually)
Business Services, Support, and Contacts for Financial Admins
REPORTER Financial Reconciliation Guide
Completing a System Access Request— Certain roles in the system require a formal request to be granted, learn more about those roles and the request
Nelnet Services

Cancellation & Refund Policies
Project ID Information
Payment Instructions
Pricing
Discounts

Pay Later/Payment Plan Guide
Managing Cart Add-Ons
Setting Up Date Range Pricing

The REPORTER Finances Tab
Managing and Reviewing Orders
Financial Reports & System Roles

Refunds
Accepting and Posting Payments
Paying Later as a Third Party Payee
Paying with an NC State Project ID (IDT)
Applying Bluefin Payments

From the desk of the REPORTER Financial Coordinator

Practical tips and updates for keeping your department’s finances on track.

See the blog

Help for Financial Admins

Role Responsibilities & Administrative Workflows

Financial Admin Role At-a-Glance

Charge Model + Common Billing Questions

REPORTER Financial Admin Refresher

Click on a topic to review helpful Financial Admin tools

Financial & Business Process Resources

Managing the Financial Setup

Optional Setup Features

Managing Orders & Reports

Payment Help

From the desk of the REPORTER Financial Coordinator

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