Job Aids - Student Financials
Terminology - General Peoplesoft and Student Financials
Cashiers
- Opening a Cashier's Office
- Processing a Student Payment for One Charge
- Processing a Student Payment for Multiple Charges
- Viewing Customer (Student) Accounts
- Emergency Loan (Creating Student Refund w/Extra Amount)
- Voiding Transaction Receipts
- Closing a Cashier's Office
Student Accounts
- Viewing Comments
- Entering Comments
- Search/Match
- Post Student Transaction
- Entering and Posting Charges for Multiple Students (Group Post)
- Entering Organizations (For adding Third Party Contracts)
- Creating and Linking a Third Party Contract to an Account
- Adding a Service Indicator to a student
- Updating Address, Phone, and Email using Campus Community
- Assigning a Student Payment Plan to an Account
- Canceling a Student Payment Plan
- Reversing Group Charges
- Viewing Student Financials Queries
Departments