ctcLink Reference Center
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Topics
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Welcome to ctcLink Finance: First Week / First Month 4
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ctcLink Training Recording Archives 1
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User Checklists & Guides 9
- Accounts Payable Checklist & Process Steps Guide
- Asset Management Checklist & Process Steps Guide
- Banking and Cash Management Checklist & Process Steps Guide
- Billing and Accounts Receivable Checklist & Process Steps Guide
- Commitment Control Checklist & Process Steps Guide
- Expenses Checklist & Process Steps Guide
- General Ledger Checklist & Process Steps Guide
- Grants and Projects Checklist & Process Steps Guide
- Purchasing Checklist & Process Steps Guide
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Finance Navigation Resources 15
- Finance WorkCenters, Workbenches and Dashboards
- Using AM WorkCenter
- Using AP WorkCenter
- Using AR WorkCenter
- Using Billing WorkCenter
- Using Buyer WorkCenter
- Using Expenses WorkCenter
- Using GL WorkCenter
- Using Grants WorkCenter
- Using Projects WorkCenter
- Using Treasury WorkCenter
- Using Buyer's Workbench
- Using Collections Workbench
- Using Receiver Workbench
- Using Requester's Workbench
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Common Finance Errors and/or Corrections 14
- AR Update Error Codes
- Billing Interface Error Codes
- Common Budget Exceptions and Corrective Actions
- Common Combo Edit Rule Errors
- Correcting Billing Errors and Exceptions
- Correcting Expense Line Errors
- Correcting Interface Errors
- Project Tree and Correcting Grant/Project Errors
- 9.2 Resolving Disputed Transactions
- 9.2 Review and Resolve Exceptions (Optional)
- Review Budget Exceptions by Budget Chartfield
- Review Budget Exceptions by GL WorkCenter
- Review Budget Exceptions by Transaction Source
- Viewing Journal Entry Errors
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Finance Queries and Reporting Resources 10
- Finance Training Course Query List (1/28/2021)
- Grant / Contract Award Acronyms
- 9.2 Running and Retrieving Reports in Finance
- Running Trial Balance Reports
- Transactional Viewing for State or External Auditors
- Understanding Cross-Pillar Integration and Combo Codes
- Report Catalog
- SF - Finance GL Integration
- Testing in PCD and Production
- Most Commonly Used Finance ctcLink Queries
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Finance Month End/Year End Resources 7
- Finance Monthly Closing Checklist
- Monthly Closing of Sub-Modules and General Ledger
- Finance Sub Modules to GL Recon Queries
- Accounts Payable and Purchasing Year End Closing Guide
- Accounts Payable and Purchasing Monthly Closing Document
- Accounts Receivable Monthly Closing Guide
- Billing Monthly Closing Guide
Colors and button shapes may appear differently in QRGs compared to the live PeopleSoft environment, but functionality has not been affected by the PeopleTools 8.59 upgrade. Please refer to the Fundamentals section of the Reference Center for images of several current system pages.
QRGs are intended to provide a quick walk-through for college staff performing a business process in ctcLink and do not necessarily provide a comprehensive explanation of all possible scenarios. Updates to Reference Center materials are made continuously, so please check back frequently for the most current information.
Other Resources
Welcome to ctcLink (Start Here!)
- Intro to ctcLink
- Onboarding Training Materials and Applications
- Fundamentals
- Crosswalks & Glossaries
- ctcLink Service Desk/Ticketing System
Resources
- 25Live (Software)
- Commonly Used Reports and Processes
- Data Services
- Governance
- ctcLink Enhancement Requests
- Implementation Project Archived Materials
- Legacy Access
- Local Configuration Guides
- Megamation (Software)
- Navigation Paths
- PeopleSoft Security
- PMO - Project Information
- Testing (Current & Project Archive)
- Training Videos
9.2 Campus Solutions
- 9.2 CS - Academic Structure
- 9.2 CS - Academic Advisement
- 9.2 CS - Admissions
- CS Business Process Maps (Flow Charts)
- 9.2 CS - Campus Community
- CS - 3Cs: Comments, Communications and Checklists
- 9.2 CS - Continuing Education
- 9.2 CS Fundamentals
- 9.2 CS - Curriculum Management
- HighPoint Campus Experience (HCX)
- 9.2 CS - Student Records
- 9.2 CS - Campus Solutions Resources
9.2 Finance
- 9.2 FIN - Accounts Payable
- 9.2 FIN - Accounts Receivable
- 9.2 FIN - Asset Management
- 9.2 FIN - Billing
- 9.2 FIN - Budget/Budgeting (Commitment Control)
- 9.2 FIN - Budget Security
- 9.2 FIN - Treasury - Cash Management
- 9.2 FIN - Closing Periods and Years Procedures
- FIN - Delegations
- 9.2 FIN - Expenses
- 9.2 FIN - General Ledger
- 9.2 FIN - Grants/Contracts
- FIN - Project Costing
- 9.2 FIN - Purchasing
- 9.2 FIN - Finance Overview Videos
- 9.2 FIN - Finance Resources
- FIN - PBCS (Planning Budgeting Cloud Services)
- FIN Business Process Maps (Flow Charts)
9.2 Financial Aid
- 9.2 FA - Budgets
- 9.2 FA - Disbursement
- 9.2 FA - Financial Aid Business Process Guides
- 9.2 FA - Financial Aid Term
- 9.2 FA - ISIR Processing
- 9.2 FA - Loans
- 9.2 FA - Managing 3Cs
- 9.2 FA - Packaging and Awards
- 9.2 FA - SAP
- 9.2 FA - Service Indicators/User Edit Messages
- 9.2 FA - Student Access
- 9.2 FA - User Set Up
- 9.2 FA - Return to Title IV
- 9.2 FA - Viewing Financial Aid Pages
- 9.2 FA - Federal and State Reporting
- 9.2 FA - COD Reporting
- 9.2 FA - Reconciliation & Reporting
- 9.2 FA - Financial Aid Resources
9.2 Human Capital Management
- 9.2 HCM - Absence Management
- 9.2 HCM - Benefits
- 9.2 HCM - FWL (Faculty Workload)
- HCM Business Process Maps (Flow Charts)
- 9.2 HCM - HR Core
- 9.2 HCM - Payroll
- 9.2 HCM - TAM (Talent Acquisition Management)
- 9.2 HCM - Time & Labor
- 9.2 HCM - Human Capital Management Resources
