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	Classic. See Viewing an Account Summary Fluid. See Viewing Account Summary.
View details on due invoices	Classic. See Viewing Charges Due Details In Fluid, click the Navigation Bar to navigate to the classic interface.
Viewing payment history	Classic. See Viewing Payment History Fluid. See 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	Classic. See Specifying Payment Details (Hosted Payment). Fluid. See Making Electronic Payments.
Make self-service (non-hosted) payments	Classic. See Specifying Payment Details (Non-Hosted Payment).
Enroll in direct deposit	Classic. See Enrolling in Direct Deposit. Fluid. See Managing Direct Deposits.
Manage bank accounts	Classic. See Setting Up and Managing Bank Accounts.
Enroll in a payment plan	Classic. See Enrolling in a Payment Plan. In Fluid, click the Navigation Bar to navigate to the classic interface.
Enroll or view 1098-T	Classic. See Viewing the 1098-T Form. In Fluid, click the Navigation Bar to navigate to the classic interface.
Access payment profiles	Classic. See Creating Payment Profiles.
Purchase miscellaneous items	Classic. See Purchasing Miscellaneous Items. In Fluid, click the Navigation Bar to navigate to the classic interface.
View or confirm student permissions	Classic. See Viewing Student Permissions. In Fluid, click the Navigation Bar to navigate to the classic interface.

See: