SOA Preview Manager

Last updated: March 2025

The SOA Preview Manager allows you to generate, review, and send a preview of the Statement of Account (SOA) to students. This gives them an estimated amount they may need to pay for the upcoming term's enrollment.

Access and Navigation

The SOA Preview Manager can be found under Finance.

Check the privilege assigned to your user account or role if you cannot view a link from the list.

Contact your school’s system administrator to request view or edit access if you cannot access the rights management screen.

Generate SOA Preview Documents

Before Generating the SOA Preview

Ensure that the following have already been set up and generated:

• Payment Schemes for the upcoming term

• Tuition Plans

• Class Demand

• Preview SOA Instructions

Steps to Generate the SOA Preview

• Click the Generate SOA Preview button in the upper-right corner of the screen

• A pop-up window will appear, prompting you to select a Class Demand as the basis for the SOA Preview

• Click Generate to proceed

You can generate the SOA Preview multiple times as needed. However, previously generated versions will be overwritten and will no longer be accessible.

View the SOA Preview Summary

• Once the SOA Previews have been generated, click the View Details link in the upper-left corner of the screen

• A pop-up window will appear, displaying a summary of the generated SOA Previews

Summary Information Includes:

• Name – Student’s name

• Program – Student’s academic program

• Units – The projected number of units the student is expected to enroll in for the upcoming term (based on the selected Class Demand)

• Amount – The estimated total amount the student will need to pay (based on the selected Class Demand, Tuition Plans, and Payment Schemes)

• Download – Allows administrators to download and review SOA Previews before sending them to students

Send the SOA Preview to Students

To send SOA Previews to all students, click the "Send SOA" button located next to the search bar.