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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
Configuring ChartFields
Entering and Reviewing Valid ChartField Combinations
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
Understanding Table Setup Data for PeopleSoft Financials
Linking Student Financials Business Units to PeopleSoft General Ledger Units
Setting Up Common Objects 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
Configuring 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 Banking
Setting Up Banks and Bank Branches
Setting Up IBAN Information
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
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
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 AP Refunds
Reviewing Data for AP Refunds
Revoking Direct Deposits for AP Refunding
Distributing Refunds to ePayment Accounts
Canceling Refunds
Reversing Refunds
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
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