Human Resource Services
Student Financials
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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.
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Web Simulations
LAUNCH PLAYER (Not working? Click here.)
NOTE: After launching the player, you may choose from the following topics:
- Individual: Post a Charge
- Individual: Adjust an Existing Charge
- Individual: Reverse a Charge
- Group: Enter, Post and Review a Charge
- Group: Reverse and Post a Group Charge
- WEBDAV: Find and Correct Errors
- Find a Group ID
- Create a GatorParent
Instruction Guides
- View Charges and Payment (coming soon)
- Review an Account Summary (coming soon)
- Enter/Modify a Charge for an Individual
- Enter/Modify Charges for a Group
- Processing Revenue Refunds
- Reverse a Charge for an Individual
- Reverse Charges for a Group
- Find a Group ID
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 classroom or online courses, click here, log in and click Request Training Enrollment. Search by Course Name or Course Number and select a session that fits your schedule.
PST310 Student Financials
In this hands-on workshop taught by a subject matter expert, participants will learn how to:
• Enter, modify, reverse and view charges
• View Payment
• Access reports
• Validate/Reconcile transactions using Enterprise ReportingIndividuals who will be entering and/or modifying charges in myUFL must attend PST310 Student Financials before requesting the security roles to complete those tasks in myUFL.
Security Roles
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 Helpful Information
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
University Financial Services
S-113 Criser Hall
PO Box 114050
Gainesville, FL 32611-4050
Phone:(352) 392-0181
Fax:(352) 392-3448
ufshelp@admin.ufl.eduFor myUFL technical assistance, please contact the UF Help Desk (392-HELP).
November 5, 2007 11:46 AM
