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Student Financials

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Student Financials
- Getting Started with PeopleSoft Student Financials
  - PeopleSoft Student Financials Overview
  - PeopleSoft Student Financials Business Processes
  - PeopleSoft Student Financials Integrations
  - PeopleSoft Student Financials Implementation
  - Additional Information for Getting Started with Student Financials
- Completing Student Financials General Setup
  - Understanding Student Financials General Setup
  - Setting Up Installation Parameters and Keywords
  - Reviewing Valid Records and Fields
  - Setting Up Business Units
  - Setting Up Tax Authorities and Tax Codes
  - Setting Up Aging Sets
  - Setting Up Payment Application Rules
  - Setting Up Account Types
  - Setting Up Accounting Dates
  - Setting Up Item Types and Item Type Groups
  - Setting Up Service Indicator Sets
  - Setting Up a Default Academic Term
  - Setting Up and Managing SEPA Mandates
- Setting Up ePayment Processing
  - Understanding ePayment Processing
  - Setting Up Credit Card Types
  - Re-encrypting Credit Card, Bank Account Numbers, Security Code Data, and Security Key
  - Setting Up Payment Merchants
  - Setting Up Payment Applications
  - Testing Payment and Hosted Payment Transactions
  - Setting Up SF Merchants
  - Setting Up Institution Sets
  - Setting Up Item Types for ePayment
  - Setting Up Self-Service Options
- Setting Up GL Interface Processing
  - Understanding GL Interface Processing Setup
  - Loading Setup Data Using PeopleSoft Application Messaging
  - Reviewing Setup Table Data for PeopleSoft Financials
  - Linking Student Financials Business Units to PeopleSoft General Ledger Units
  - Setting Up HRMS for Oracle Financials
  - Setting Up the Ledger Fields Table
  - Synchronizing Oracle GL Segments
  - Mapping General Ledger Business Units to Oracle General Ledger
  - Synchronizing ChartField Values
  - (Optional) Creating ChartField SpeedType Keys
  - (Optional) Activating ChartField Validation Options
  - Assigning Charts of Accounts
  - Validating ChartFields
  - Setting Up Integration with PeopleSoft Financials and Oracle Financials
  - Copying ChartField Information for Item Types from One Term to Another
- Setting Up Tuition Controls, Criteria, Equations, and Waivers
  - Understanding Tuition Controls, Criteria, Equations, and Waivers
  - Creating Billing and Due Date Calendars
  - Setting Up Adjustment Calendars
  - Establishing Tuition Calculation Controls
  - Defining Variables for Criteria and Equations
  - Establishing Criteria for Tuition Groups and Fee Triggers
  - Using Equation Engine to Define Tuition Calculation Equations
  - Defining Waivers and Waiver Groups
  - Creating Course Lists
- Setting Up Fees and Tuition Groups
  - Setting Up Fee Classes
  - Defining Minimum and Maximum Fees
  - Setting Up Application Fees
  - Setting Up Deposit Fees and Deposit Due Dates
  - Setting Up Term Fee Codes
  - Setting Up Course Fees and Class Fees
  - Defining Optional Fees
  - Setting Up Transaction Fees
  - Setting Up Course List Fees
  - Setting Up Tuition Groups
- Setting Up and Managing Bank Accounts
  - Understanding Bank Account Setup
  - Setting Up and Managing Student Bank Accounts
  - Setting Up and Managing Corporate Bank Accounts
- Setting Up Refunding
  - Understanding Refunding Setup
  - Setting Up Your Business Unit to Refund Customers
  - Setting Up Accounts Payable Options
  - Setting Up and Managing Direct Deposit Distributions for AP Refunding
  - Setting Up Payroll Refund Options
  - Creating Job Data for Payroll Refunds
  - Setting Up Direct Deposit for Payroll Refunding
  - Designating Sponsors
- Setting Up Payment Plans
  - Common Elements Used to Set Up Payment Plans
  - Setting Up Deferral Contracts
  - Setting Up Payment Plan Contracts
  - Setting Up Third-Party Contracts
  - Setting Up Third Party Contract Groups
  - Creating and Processing Third-Party Contract Change Requests
  - Setting Up Collection Agreements
- Setting Up Billing
  - Setting Up Billing Messages
  - Setting Up Invoice Layouts
  - Setting Up Invoice ID Number Generation
  - Setting Up Billing Scan Lines
  - Setting Up Billing Types
  - Setting Up Billing Standard Requests
- Setting Up Cashiering
  - Defining a Cashiering Office
  - Setting Up Valid Registers and Cashiers
  - Setting Up Target Keys
  - Setting Up Tender Keys
  - Setting Up for Processing Credit Cards
  - Setting Up Void Reasons
  - Setting Up Receipt Messages
  - Modifying Cashiering Receipt Forms
- Setting Up Receivables Maintenance
  - Defining Origins and Group Types
  - Setting Up Late Fees
  - Setting Up Late Fees - Billing
  - Setting Up External File Layouts
  - Setting Up Item Reasons
- Setting Up Receivables Collection
  - Prerequisites
  - Setting Up Business Units for Collections
  - Setting Up Collectors
  - Setting Up Collection Criteria
  - Defining Reason In and Reason Out Codes
  - Creating Follow-Up Actions
  - Setting Up Collection Letter Templates
- Setting Up Tax Form Production
  - Common Element Used to Set Up Tax Form Production
  - Setting Up 1098-T Tax Form Production
  - Setting Up T2202A Tax Form Production
  - Setting Up T4A Tax Form Production
- Processing ePayment Transactions
  - Understanding ePayment Transactions
  - Processing ePayment Service Requests
  - Reviewing and Canceling Self-Service ePayment Transactions
  - Processing Refunds for ePayments
  - Reviewing ePayment Transactions
  - Reviewing Self-Service Agreements
- Using Student Financials Web Services
  - Using the SSF_EPAYMENT_TRANS Web Service
  - Using the SSF_FINANCIALS Web Service
  - Service Operations
  - Post Installation Troubleshooting
- Using GL Interface Processing
  - Understanding GL Interface Processing
  - Running the Chartfield Audit Report
  - Creating Accounting Entries
  - Reviewing GL Interface Information
  - Using the Back Out GL Interface Process
  - Sending Accounting Entries to the General Ledger
  - Generating Direct to GL Entries
  - Reviewing Direct to GL Entries
  - Reversing Direct to GL Entries
- Calculating Tuition and Fees
  - Calculating Tuition for a Single Student
  - Calculating Tuition for Multiple Students
  - Assigning Student Waivers
  - Locking In a Minimum Tuition Amount
  - Recalculating Tuition and Fees After Enrollment Cancellation
  - Changing, Calculating, and Posting Optional Fees
  - Using ITEM_SF Installments
- Refunding Customers
  - Understanding Refunds
  - Creating Batch Refunds
  - Creating Online Refunds
  - Approving Refunds
  - Completing Batch Payroll Refunds
  - Distributing Payroll Refunds Through Direct Deposit
  - Printing Checks and Direct Deposit Advice Slips
  - Completing AP Refunds
  - Reviewing Data for AP Refunds
  - Revoking Direct Deposits for AP Refunding
  - Distributing Refunds to ePayment Accounts
  - Canceling Refunds
  - Reversing Refunds
  - Renumbering Refund Checks for Reprinting
  - Deleting Paysheets
  - Viewing Refund Information in Student Financials
- Administering Payment Plans
  - Understanding Payment Plans
  - Linking Students to Deferral Contracts
  - Administering Payment Plan Contracts
  - Administering Third-Party Contracts
  - Enrolling Multiple Students in a Payment Plan or Third-Party Contract
- Billing Customers
  - Understanding Customer Billing
  - Completing Billing Requests
  - Billing Specific Charges for Individual Students
  - Processing Billing Requests
  - Printing Invoices
  - Canceling Bills
  - Viewing Billing Information
- Cashiering
  - Understanding Cashiering
  - Opening a Cashiering Office for a Business Day
  - Processing Cashiering Transactions
  - Posting Delayed Receipts
  - Processing the Cashiering GL Interface
  - Voiding Receipts
  - Reviewing Details for Individual Receipts
  - Reviewing Receipt and Tender Activity
  - Reviewing Totals by Deposit ID
  - Closing a Cashiering Office for a Business Day
  - Reopening a Cashiering Office for a Closed Business Day
- Maintaining Receivables
  - Common Elements Used to Maintain Receivables
  - Entering Groups of Transactions
  - Creating Group Post Entries Using Population Selection
  - Entering Transactions from an External Source
  - Reviewing and Revising Group Data Entries Before Posting
  - Posting Group Data Entries
  - Posting Transactions for Individual Students and Organizations
  - Consolidating and Reviewing Transactions for Individual Students and Organizations
  - Viewing Account Information Within the Maintain Receivables Feature
  - Viewing Payment by Invoice Information Within the Maintain Receivables Feature
  - Managing Disputed Charges
  - Reallocating Restricted Payments
  - Reversing Payments and Charges
  - Applying Payments
  - Writing Off Charges and Account Balances
  - Processing Enrollment Deposits
  - Processing Late Fees
  - Processing Late Fees Using the Billing Request Number
  - Processing Enrollment Cancellation
  - Validating Tables
- Maintaining Customers
  - Understanding the Maintain Customers Feature
  - Managing Student Permissions
  - Processing and Reviewing Customer Credit History
- Collecting Receivables
  - Understanding Receivables Collection
  - Assigning Collection Items to Collectors and Worklists
  - Working Collection Items
  - Updating Collection Letter Information
  - Processing Collection Letters
  - Adding to a Collector's Queue Without Using Worklists
  - Viewing Customers or Corporations That Are in Collection
- Producing Tax Forms and Receipt Information
  - Understanding Tax Form and Receipt Production
  - Understanding Receipt Information Generation
  - Producing and Filing 1098-T Tax Forms
  - Producing T2202A Tax Forms
  - Producing T4A Tax Forms
  - Generating Income Tax and Donation Receipt Information
- Setting Up and Using International Health Coverage
  - Understanding International Health Coverage
  - Setting Up the IHC Feature
  - Maintaining Student Information and Creating Schedules
  - Generating IHC Letters
- (NLD) Using the Banking Interface
  - Understanding the Banking Interface for the Netherlands
  - Setting Up and Managing Bank Accounts
  - Billing Students Using OLA or VERWINFO
  - Using the Clieop03 Process
- (AUS) Setting Up and Using Australian Loan Processing
  - Understanding Loan Processing for Australian Higher Education
  - Setting Up Australian Loan Defaults
  - Reviewing HECS Results and Running the HECS Reconciliation
  - Creating and Updating FEE-HELP Loans
  - Creating and Updating OS-HELP Loans
  - Creating and Updating SA-HELP Loans
  - Creating Commonwealth Assistance Notices
- (NZL) StudyLink Processing
  - Understanding StudyLink
  - Setting Up StudyLink Functionality
  - Processing VOS Requests and Responses
  - Reviewing StudyLink Details
  - Maintaining StudyLink Loan Information
- (NZL) New Zealand Qualification Authority Fees
  - Understanding NZQA Fees
  - Setting Up NZQA Fee Information
- Delivered Workflows for Student Financials
  - Delivered Workflows for Student Financials
- Student Financials Global Invoicing Reminder Letters
  - Defining and Issuing Reminder Letters
- PeopleSoft Student Financials Reports
  - PeopleSoft Student Financials Reports: A to Z

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