Student Financials is the engine for managing and calculating student financial information, such as tuition, fees, receivables, billing, payment plans, financial aid disbursements and refunds. Student Financials is one of six modules that make up PeopleSoft’s Campus Solutions product. Other modules included in this product are Admissions, Campus Community, Records and Enrollment, Financial Aid and Contributor Relations.


Web Simulations and Instruction Guides

Enter/Modify a Charge for an Individual Simulation PDF
Enter/Modify Charges for a Group Simulation PDF
Reverse a Charge for an Individual Simulation PDF
Reverse Charges for a Group Simulation PDF
Find a Group ID Simulation PDF
Find and Correct Errors in myUFL Simulation

Non-tuition Reports in Enterprise Reporting

  • Receivables – Reports and queries listing your organization’s myUFL Student Financials receivables balance activity like charges (Assessed), payments (Applied), and the remaining AR (Balance)
  • Aging and Activity – Reports listing the aging buckets for your organization’s outstanding myUFL Student Financials receivable balances
  • Transaction Line Detail – Reports and queries that provide the transaction details for your organization’s myUFL Student Financials activity to view the original entry and all adjustments for each student and item
  • Accounting Information – Reports and queries that provide listings of the accounting information for your organization’s myUFL Student Financials collections
  • Charge and Payment Cross Reference – Reports and queries showing the relationship between charges and payments for your organization’s myUFL Student Financials activity; only transactions involving charges with payments applied to them are included

Training

To register for online courses in myTraining, navigate to mytraining.hr.ufl.edu. From the myTraining Dashboard, you can search for courses using the Activity Search field in the upper left hand corner. Just type the course name, course ID or a keyword and then click Search.

After you’ve registered for training, your current enrollments display in the Training list found on the Dashboard page. To begin an online course, click the green Start button.

You can also access myTraining from myUFL using the following navigation:
Main Menu > My Self Service > Training and Development > myTraining


PST310 Student Financials

In this e-learning workshop, participants will learn how to:
• Enter, modify, reverse and view charges
• View Payment
• Access reports

Individuals who will be entering and/or modifying charges in myUFL must complete PST310 Student Financials before requesting the security roles to complete those tasks in myUFL.

Security Roles

Lists and descriptions of all UF security roles may be found on the Identity & Access Management website.

The security roles for end users include:

  • UF_SF_UPDATE_CHARGES – Enter and adjust charges
  • UF_SF_PP_XXXXXXX – Must be requested with UF_SF_UDPATE_CHARGES
    Defines your scope of authority; XXXXXXX = Your department/unit
  • UF_SF_STUDENT_FINANCIALS_VIEW – View only access to Account Summary and Customer Summary
  • UF_SF_STUDENT_ADMIN_VIEW – Access to Student Self Service pages in Admin view
  • UF_ER_SA_Student_Financials – For access to Student Financials data in Enterprise Reporting

Other Resources

Please review the Alert Notices Page for current system information.

Join the listserv: A listserv has been established for student financials.  To subscribe, send an email to: listserv@lists.ufl.edu.  Leave the subject field blank.  In the body of the e-mail type, “SUBSCRIBE PS-STUDFIN-L firstname lastname” where “firstname” and “lastname” are your first and last names.  This will subscribe the e-mail address from which you are sending the message.

Contact Information

Important Phone Numbers

  • Customer Service: 352-392-0181
  • Loan/Disbursements for Financial Aid: 352-392-0737
  • Loan Collection: 352-392-0766
  • Scholarship/Waivers/Prepaid Tuition:  352-392-9545
  • University Cashier:  352-392-0185
  • 1098T Tax Line:  352-846-3808

University Bursar
S-113 Criser Hall
PO Box 114050
Gainesville, FL 32611-4050
Phone:(352) 392-0181
Fax:(352) 392-3448
ufshelp@admin.ufl.edu

For myUFL technical assistance, please contact the UF Help Desk (392-HELP).