PASS CX - Viewing your Financial Account Activity

How to view your financial account activity


1. Go to PASS CX
2. Select Financials
3. Select Account Activity


account activity 1

You will now have two options on how to display the data: 


By Term

1. Select the "Period" drop down and change to "Term."
2. Select the "Term" drop down and change to term requested.


account activity 1

(Important to use with caution as this will only display charges/payments that actually occurred during the requested Financial Term. Payments could be displayed during a different term than what the charges were paid for.)

By a Custom Date Range

1. Select the "Period" drop down and change to "Custom."
2. Input a Start and End Date - If no dates are entered, it will gather all data for entire college career 



account activity 2

If you would like a printed version of the page you are on, you can click the printer icon on the upper right hand corner.


If you have questions, please contact the ITS Help Desk at 608.342.1400 or helpdesk@uwplatt.edu.  You may also visit the Help Desk on the first floor of the Karrmann Library.




Keywords:PASS, CX, Dashboard, account, balance,   Doc ID:103412
Owner:Nick R.Group:UW Platteville
Created:2020-06-26 15:12 CDTUpdated:2020-07-01 09:32 CDT
Sites:UW Platteville
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