Credit to Cash Operations Homepage
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 Homepage 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.
One of the primary ways to navigate PeopleSoft is to use the Homepage.
The Homepage is best described as a tile menu. As you select menu items, sub-menus dynamically display on the left-hand side navigation. Sub-menus often contain sub-menus of their own. The menu items displayed on Homepages are different per user. The content of your menu depends upon your level of security. Your menu will provide navigation to each of the pages you have permission to work with. The greater your level of security, the more populated your tile menu.
If you click on a tile anywhere on the Homepage, a list of components (collection of folders and pages) will be displayed. For more general instructions on Homepages, please see QRG Using the Homepage Video.
Using the Credit to Cash Operations Homepage
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 homepage 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.
Use this page...
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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 Homepage. This link will open in a new tab/window.
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