Understanding Student Financials Self Service

What students see when they access Student Financials self service depends on what your institution has defined on the setup pages. For example, you can use Institution Sets to specify not only that students view their account activity by business unit, term, or charge, but you can also decide whether to display payment history, pending payments, charges due, and financial aid totals. If PeopleSoft Fluid User Interface is enabled, students first see Fluid Home, and from this page access other home pages based on their permissions. In Student Financials classic user interface, the navigation tabs are defined on the Navigation Tabs Setup page.

The following table outlines what students can do using classic or Fluid user interface, or both.

Students can

Using these interfaces

View account activity

Classic. See Viewing Account Activity.

View outstanding charges and deposits, pending payments and financial aid, and total due

View details on due invoices

Viewing payment history

Charges paid by payment is available through the classic interface; for Fluid, you can view this only on a laptop.

Make self-service (hosted) payments

Make self-service (non-hosted) payments

Classic. See Specifying Payment Details (Non-Hosted Payment).

Enroll in direct deposit

Manage bank accounts

Classic. See Setting Up and Managing Bank Accounts.

Enroll in a payment plan

Enroll or view 1098-T

Access payment profiles

Classic. See Creating Payment Profiles.

Purchase miscellaneous items

View or confirm student permissions