Managing Financial Accounts Using PeopleSoft Fluid User Interface

This topic discusses how to manage financial accounts using PeopleSoft Fluid User Interface.

To enable fluid user interface, see Setting Up Installation Parameters and Keywords.

Field or Control

Definition
Sort icon

Depending on the page you access, click this icon to sort the rows in ascending or descending order according to the available sort options.
Left Panel icon

On smartphones, click this icon to open up the hidden group box that contains links to other menus or pages or displays steps pertaining to an activity guide.

Page/Tile Name

Definition Name

Usage

Financial Accounts Tile

SSF_FIN_ACCT_FL

Click to access the Financial Accounts landing page.

This tile is accessible only if the student is assigned to an institution set. Otherwise, the tile is disabled.

See Using the Student Homepage.

Account Balance Page

SSF_ACCT_BAL_FL

Click to view account summary.

Make a Payment Page

SSF_SS_PMT_METH_FL

Click to make electronic payments.

Charges Due Page

SSF_CHRGS_DUE_FL

Click to review all outstanding charges and deposits incurred to date, including charge details.

Navigation

select Student Homepage, then select Financial Accounts, then select Account Balance

Use the Account Balance page to view a summary of outstanding charges and deposits, pending payments, pending financial aid, and total due.

Field or Control

Definition
Due Now

The amount that appears consists of outstanding deposits, current due charges, pasts due charges, and charges with a due date in the future but are limited to the (Days in Future) value defined on the Institution Set page.

The information that appears on this page is controlled by the parameters you set up for the institution set.

If the student belongs to multiple business units, the business unit appears in the grid.

On smartphones, the Account Balance page shows only the Charges & Deposits column. Tap on a row to view other details like pending financial aid.

See Defining Basic Institution Set Parameters.

Navigation

select Student Homepage, then select Financial Accounts, then select Make a Payment

Use the Make a Payment activity guide to make electronic payments towards your account using credit card or eCheck. The form of payment depends on what your institution accepts.

Depending on your institution’s setup, your payments may be allocated to specific charges.

Follow the instructions on the screen to complete your payment.

Note: Newly admitted students can access Make a Payment via a link in the Applicant Fluid Self Service to pay their deposit. See Accessing Applicant Self Service Using PeopleSoft Fluid User Interface.

Navigation

select Student Homepage, then select Financial Accounts, then select Charges Due

Note: Charges without due dates are labeled “Future.”

On smartphones

Outstanding charges and their due dates as well as pending financial aid are displayed on a single page. Click a charge or pending financial aid row to view the Detail for Due Date page.

Field or Control

Definition
Make a Payment

Click to pay outstanding charges. This invokes the Make a Payment page.

On desktops or tablets

Use the Charges Due page to view:

  • a summary of your charges by due date (Summary By Due Date)

  • details of your charges due (Detail of Charges Due)

  • details of deposits due (Detail of Deposits Due)

  • pending financial aid

If only deposits are due, then Summary By Due Date, Detail of Charges Due, Detail of Deposits Due appear.

If only charges are due, then Detail of Deposits Due does not appear.