Overview of Student Financials Implementation

With Student Financials, you can manage student receivables, billing, and payment collection. Your staff and students can find and use the financial information they need to make critical decisions.

Your staff can manage student accounts by creating charges, accepting payments, processing refunds, and generating receipts.

You can implement Student Financials if you have an Application Implementation Consultant job role.

To implement Student Financials, perform the setup tasks in the order they appear in the table. Alternatively, you can use the Rapid Implementation process to quickly upload setup data that's required in the implementation. To perform the tasks, in the Setup and Maintenance work area, use these options:

• Offering: Student Management

• Functional Area: Student Structures

Sequence	Task	Navigation	Description
1	Manage Student Financials System Options	In the Setup and Maintenance work area, use: Offering: Student Management Functional Area: Student Structures	Define level transaction and receipt numbering, accounts receivable values, and self-service payment options.
2	Manage Miscellaneous Categories	In the Setup and Maintenance work area, use: Offering: Student Management Functional Area: Student Structures	Set up miscellaneous categories of fees and group fees within them.
3	Manage Student Financials Academic Periods	In the Setup and Maintenance work area, use: Offering: Student Management Functional Area: Student Structures	Set up academic period defaults and assign an academic period to charges, using start and end dates.
4	Manage Adjustment Calendars	In the Setup and Maintenance work area, use: Offering: Student Management Functional Area: Student Structures	Set up adjustment calendars to enable subsequent creation of adjustment schedules.
5	Manage Due Date Calendar	In the Setup and Maintenance work area, use: Offering: Student Management Functional Area: Student Structures	Set up due dates related to adjustment calendars.
6	Maintain Discounts	From Student Central, search for Discounts.	Create and manage discounts used throughout a business unit.
7	Manage Academic Period Fees	In the Setup and Maintenance work area, use: Offering: Student Management Functional Area: Student Structures	Create and manage fees that enable a bursar to calculate a student's fee based on the summarized billing units for a reporting academic period.
8	Manage Fee Groups	From Student Central, search for Fee Groups.	Create and edit fee groups containing a set of academic period fees for a reporting academic period.
9	Manage Fee Group Default Settings	In the Setup and Maintenance work area, use: Offering: Student Management Functional Area: Student Structures	Assign a default fee group to an academic level.
10	Manage Adjustment Schedules	In the Setup and Maintenance work area, use: Offering: Student Management Functional Area: Student Structures	Create and edit adjustment schedules.
11	Manage Due Date Schedule	In the Setup and Maintenance work area, use: Offering: Student Management Functional Area: Student Structures	Set up due dates related to adjustment schedules.
12	Manage Curriculum Fees	In the Setup and Maintenance work area, use: Offering: Student Management Functional Area: Student Structures	Set up course fees and scheduled course fees. A scheduled course is also known as a course section.
13	Manage Miscellaneous and General Fees	In the Setup and Maintenance work area, use: Offering: Student Management Functional Area: Student Structures	Set up categories to group miscellaneous fees; these categories of grouped fees are used in self service.
14	Manage Curriculum Costs	In the Setup and Maintenance work area, use: Offering: Student Management Functional Area: Student Structures	Set up curriculum cost items for an institution (such as instructor fee or room rental), and define how those costs are calculated.