9.2 Reviewing the Receivables WorkCenter
Purpose: To get a basic understanding of the ctcLink Receivables WorkCenter.
Audience: Accounts Receivable staff
Viewing the Receivables WorkCenter
Navigation: please refer to the Using AR WorkCenter QRG.
ctcLink Reference Center
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Topics
- Welcome to ctcLink Finance: First Week / First Month 2
-
Finance Navigation Resources
12
- 9.2 Finance WorkCenters, Centers and Dashboards
- 9.2 Using AR WorkCenter
- 9.2 Reviewing the Receivables WorkCenter
- 9.2 Using Billing WorkCenter
- 9.2 Using Expenses WorkCenter
- 9.2 Using AP WorkCenter
- 9.2 Using GL WorkCenter
- 9.2 Using Buyer WorkCenter
- 9.2 Using Buyer's Workbench
- 9.2 Using Requester's Workbench
- 9.2 Using the Receiver Workbench
- 9.2 Using Treasury WorkCenter
-
Finance Queries and Reporting Resources
8
- 9.2 Grant / Contract Award Acronyms
- 9.2 Understanding Cross-Pillar Integration and Combo Codes
- SF - Finance Integration
- Report Catalog
- 9.2 Finance Training Course Query List (1/28/2021)
- 9.2 Running Trial Balance Reports
- 9.2 Running and Retrieving Reports in Finance
- 9.2 Transactional Viewing for State or External Auditors
- Finance Month End/Year End Resources 6
-
User Checklists & Guides
8
- 9.2 Accounts Payable Checklist & Process Steps Guide
- 9.2 Asset Management Checklist & Process Steps Guide
- 9.2 Banking and Cash Management Checklist & Process Steps Guide
- 9.2 Commitment Control Checklist & Process Steps Guide
- 9.2 Expenses Checklist & Process Steps Guide
- 9.2 General Ledger Checklist & Process Steps Guide
- 9.2 Grants and Projects Checklist & Process Steps Guide
- 9.2 Purchasing Checklist & Process Steps Guide
-
Common Finance Errors and/or Corrections
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- 9.2 AR Update Error Codes
- 9.2 Billing Interface Error Codes
- 9.2 Common Budget Exceptions and Corrective Actions
- 9.2 Common Combo Edit Rule Errors
- 9.2 Correcting Billing Errors
- 9.2 Correcting Expense Line Errors
- 9.2 Correcting Interface Errors
- 9.2 Project Tree and Correcting Grant/Project Errors
- 9.2 Resolving Disputed Transactions
- 9.2 Review Budget Exceptions by Budget Chartfield
- 9.2 Review Budget Exceptions by GL WorkCenter
- 9.2 Review Budget Exceptions by Transaction Source
- 9.2 Viewing Journal Entry Errors
- 9.2 Review and Resolve Exceptions
Other Resources
User Acceptance Testing
- DG6 User Acceptance Testing for FIN
- DG6 User Acceptance Testing for HCM
- DG6 User Acceptance Testing for CS
- User Acceptance Testing - Other Resources
- PBCS (Planning Budget Cloud Service)-(Budget Development Tool) - User Acceptance Testing
Resources
- Welcome to ctcLink
- Governance
- Spring Term Shift
- Parallel Testing
- Post Go-Live Resources
- ctcLink Document Repository (cDR)
- PeopleSoft Security
- Commonly Used Reports and Processes
- Data Services
- Legacy to PeopleSoft Conversion Data Validation
- Crosswalks & Glossaries
- Remediation
- Process Scheduling
- Navigation Paths
- 25Live
- Megamation
- Training Videos
- Project Implementation Information
- Business Analyst Boot Camp
- Additional Resources
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
- 9.2 CS - 3Cs: Comments, Communications and Checklists
- 9.2 CS - Continuing Education
- CS Fundamentals
- 9.2 CS - Curriculum Management
- 9.2 CS - Fundamentals
- Mobile (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
- 9.2 FIN - Delegations
- 9.2 FIN - Expenses
- 9.2 FIN - General Ledger
- 9.2 FIN - Grants/Projects/Contracts
- 9.2 FIN - Project Costing
- 9.2 FIN - Purchasing
- 9.2 FIN - Finance Overview Videos
- 9.2 FIN - Finance Resources
- FIN - PBCS (WORK IN PROGRESS)
- 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 3C's
- 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 - Dual Processing
- 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
9.2 Self Service
- 9.2 Employee Self Service
- 9.2 Faculty Self Service
- 9.2 Manager Self Service
- 9.2 Student Home Page
- 9.2 Advisor Homepage
- 9.2 CS Staff Homepage
9.2 Student Financials
- 9.2 SF - Cashiering
- 9.2 SF - Collections
- 9.2 SF - General Ledger Interface
- 9.2 SF - Payment Plans
- 9.2 SF - Refunds
- 9.2 SF - Term Rollover & 1098T
- 9.2 SF - Third Party Contracts
- 9.2 SF - Tuition Calculation
- 9.2 SF - Student Financials Resources
Service Desk
- ctcLink ServiceDesk/Ticketing System
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