Credit to Cash Operations Home Page
Purpose: Use this as a reference for instructions how to utilize the Fluid tiles for Billing and Accounts Receivable Modules referred as the Credit to Cash Operations Home Page in ctcLink PeopleSoft.
Audience: Billing/Accounts Receivable/Grants Staff/Finance Staff/Supervisors.
You must have at least one of these local college managed security roles:
- TBD
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Using the Credit to Cash Operations Home Page
There is a new Fluid Homepage that has been created for Accounts Receivable and Billing. This allows users to quickly perform certain tasks necessary for their roles. On this page, you may, depending on your security roles, see the following tiles:
- Billing WorkCenter
- Bill Entry
- Billing Processes
- Billing Exceptions
- Items
- AR Payments
- Posting Errors
- Customer Accounts
From the main Credit to Cash Operations home page select the Fluid Tile for the following pages that will be helpful for day-to-day operations:
Please see the following QRG on Using Billing WorkCenter.
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Video Tutorial
The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.
COMING SOON - Appreciate your patience while we wait until this functionality is available in the Testing Environment.
Video Tutorial Via Panopto
View the external link to Credit to Cash Operations Home Page. This link will open in a new tab/window.
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