FSCM Insights Dashboards
Purpose: This document provides a link to the FSCM Insights Dashboards User Guide.
Audience: Finance staff.
Link to FSCM Insights Dashboards User Guide.
ctcLink Reference Center
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Topics
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ctcLink Training Recording Archives 1
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Finance User Checklists & Process Steps 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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Common Finance Errors and/or Corrections 19
- Deleting Finance Run Control IDs
- AR Update Error Codes
- Billing Interface Error Codes
- Common Budget Exceptions and Corrective Actions
- Common Combo Edit Rule Errors
- Correcting Billing Errors and Exceptions
- 9.2 Correcting AR Posted Direct Journal Payments (Zero Dollar Deposits)
- Correcting Travel Authorization Errors for Travelers
- Correcting Cash Advance Errors for Travelers
- Correcting Expense Line Errors
- Correcting Expense Report Errors for Travelers
- Correcting Interface Errors
- Project Tree and Correcting Grant/Project Errors
- 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 & Correcting Journal Entry Errors
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Finance Queries and Reporting Resources 12
- Finance Training Course Query List (1/28/2021)
- Grant / Contract Award Acronyms
- Running and Retrieving Reports in Finance
- Running Trial Balance Reports
- Transactional Viewing for State or External Auditors
- Understanding Cross-Pillar Integration and Combo Codes
- Set Up Recurrences for Jobs
- Report Catalog
- SF - Finance GL Integration
- Testing in PCD and Production
- Most Commonly Used Finance ctcLink Queries
- FSCM Insights Dashboards
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Finance Month End/Year End Resources 7
- Finance Monthly Closing Checklist
- Monthly Closing of Sub-Modules and General Ledger (SBCTC ONLY)
- 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
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Finance Security Resources 1
Colors and button shapes may appear differently in QRGs compared to the live PeopleSoft environment, but functionality has not been affected by the latest PeopleTools 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
Process Alignment
- PAW Project Information
- PAW In Progress (Task Force)
- PAW Adoption (OCM)
Resources
- 25Live (Software)
- Business Process Maps (LucidChart Flow Charts)
- Commonly Used Reports and Processes
- Data Services
- Governance
- ctcLink Enhancement Requests
- Legacy Access
- Megamation (Software)
- Navigation Paths
- PeopleSoft Security
- PMO - Project Information
- Testing (Current Activities)
- Training Videos
9.2 Campus Solutions
- 9.2 CS - Academic Structure
- 9.2 CS - Academic Advisement
- 9.2 CS - Admissions
- Apprenticeships
- 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
- CS - Campus Solutions Resources
- ConexED
9.2 Finance
- 9.2 FIN - Finance Fundamentals
- 9.2 FIN - Finance Navigation Resources
- 9.2 FIN - Accounts Payable
- 9.2 FIN - Accounts Receivable
- FIN - Asset Management
- 9.2 FIN - Billing
- 9.2 FIN - Budget/Budgeting (Commitment Control)
- 9.2 FIN - Budget Security
- FIN - Delegations
- FIN - Travel & Expenses
- 9.2 FIN - General Ledger
- 9.2 FIN - Grants/Contracts
- FIN - Project Costing
- 9.2 FIN - Purchasing
- FIN - PBCS (Planning Budgeting Cloud Services)
- 9.2 FIN - Treasury - Cash Management
- 9.2 FIN - Finance Resources
- 9.2 FIN - Closing Periods and Years Procedures
- FIN Business Process Maps (Flow Charts)
9.2 Financial Aid
- FA - User Set Up
- FA - Student Access
- FA - Viewing Financial Aid Pages
- FA - ISIR Processing
- FA - Managing 3Cs
- FA - Financial Aid Term
- FA - Student Budgets
- FA - NSLDS Processing
- FA - Packaging and Awards
- FA - SAP
- FA - Service Indicators/User Edit Messages
- FA - Disbursement
- FA - Pell
- FA - Loans
- FA - Return to Title IV
- FA - Federal and State Reporting
- FA - Reconciliation
- FA - Financial Aid Business Process Guides
- FA - Financial Aid Resources
9.2 Human Capital Management
- 9.2 HCM - Absence Management
- 9.2 HCM - Benefits
- 9.2 HCM - Faculty Workload (FWL)
- 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 Faculty Self Service
- Financials Employee Self Service
- 9.2 HCM Employee Self Service
- 9.2 Manager Self Service
- 9.2 Student Homepage
- 9.2 Advisor Homepage
- 9.2 CS Staff Homepage
9.2 Student Financials
- SF - 1098-T's
- SF - Cashiering
- SF - Collections
- SF - General Ledger Interface
- SF - Payment Plans
- SF - Refunds
- 9.2 SF - Running Start
- SF - Term Rollover and Fees
- SF - Third Party Contracts
- SF - Tuition Calculation
- SF - Student Financials Resources
Archived Project Materials
- Implementation Project Archives
- Local Configuration Guides Project Archives
- Testing Project Archives
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