Follow these instructions to use the Deposits and Receipts Manager system to unclaim (or reverse) a previously claimed unidentified university receipt (check, ACH, or wire) or branch deposits (cash or check).
Unclaim Unidentified Receipts and Branch Deposits
Before You Start
- You can only unclaim (or reverse) a claim that you personally submitted using Deposits and Receipts Manager in Oracle Financials.
- In order to change the claim amount or PTAE/PFO account allocation on one of your claims, follow the instructions below to unclaim and then refer to How To: Claim Unidentified Receipts and Branch Deposits to reclaim the receipt.
- Enter ofweb.stanford.edu in the browser
- Select Login
- As prompted, log in using SUNet ID and Password
- Select SU CM Deposits and Receipts Manager from the Oracle Financials Navigator panel
- Select My Claims from the left hand main menu
The default view will display all of your previous claimed unidentified receipts and branch deposits. As needed, enter search criteria to narrow the search results.
- Select Deposit Type = Branch Deposit
Select Statement Date From and Statement Date To
Select a range of dates that include the date you made the deposit (add 2-3 days before and 2-3 days after to allow for bank processing time).
Enter Originator
You can type in all or a portion of a company/organization name to narrow the search results.
- Enter Check/Bank Transaction Number included in the branch deposit receipt
- In the Amount From and Amount To fields, enter a range of amounts in case fees were assessed to the deposit. (e.g., For a deposited amount of $4,000, enter $3,900 in the Amount From field and $4,100 in the Amount To field).
- Select Search
- Select one of the following Deposit Types:
- ACH: An electronic fund transfer made between banks and credit unions across what is called the Automated Clearing House network.
- Realtime Payment: Currently not in use.
- Wire: An electronic transfer of funds via a network that is administered by banks and transfer service agencies.
- MISC: Other deposit types not included in the list of options.
Select Statement Date From and Statement Date To
Select a range of dates that include the date you believe the money may have been received by Stanford.
Enter Originator
You can type in all or a portion of a company/organization name to narrow the search results.
- In the Amount From and Amount To fields, enter a range of amounts for the receipt you are searching for.
- Select Search
- Locate the receipt or branch deposit you claimed in the search results
- Select Unclaim link in the Action column
- Select Unclaim link from the Unclaim PFO or PTAE pop-up window
- Select OK or Cancel from the Proceed to Unclaim? pop-up window
- Select the X in the upper right corner to return to the My Claims search page
Your claim will no longer appear on the My Claims search page and the unidentified receipt or branch deposit is reversed and available for claiming from the Claim Branch Deposit / Unidentified Receipt page.
- When the transaction is unclaimed in Oracle Financials, the debit (reversal) will post to the PTAE or PFO entered in the original claim and cause a notification to be generated in Oracle. The debit transaction will be viewable in Oracle Business Intelligence (OBI) Financial reports the next business day.
- To resubmit a claim with a different amount or PTAE/PFO account allocation, refer to How To: Claim Unidentified Receipts and Branch Deposits.
