Student Financials to Finance GL Recon

Purpose:  Use this document as a reference to understand a method of reconciling Student Financial transactions batched/journalized data in ctcLink posted into the General Ledger in the Finance Pillar. This particular guide involves two separate pillars and assumes that users have access to query viewer.  In addition, the queried data will be downloaded into a spreadsheet and analyzed using pivot tables.

Audience:  Campus Solutions staff, Student Financials staff, Financial Aid staff, Finance Staff.

You must have at least one of these local college managed security roles:

  • ZD_DS_QUERY_VIEWER

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

How to Use this Guide:

Below, we display 4 queries that use dates which correspond with a "period" in Finance.  Each of the querie's data is then analyed for Fund, Class, and Department ID using Pivot tables.   

Student Financials to Finance GL Recon

Navigation: Reporting Tools > Query > Query Viewer or Schedule Query

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