DL BLAST

Listed below is a copy of the monthly Student Financials distribution list e-mail messages in date order.

7/29/2022

As I write this…I am staring my daughter with a gleam in her eye. What has her attention? Summer sunshine! Hopefully everyone is enjoying the first real week of summer weather so far!

During this time of year, we tend to see a large reduction in students on campus (and even more so for those of us who work from home) 12 I know many of you accomplish projects, take vacation, and prepare for the influx of students for Fall quarter. During the sunnier months, we may dream of being outside instead of inside, however, the important work we do must continue! While we enjoy the quiet and sun, we have lots still going on.

With that said, below are some points of interest that we ask you take a peek at.

See you in August!!!

QRG Updates:

NEW:

Updated:

Other Important Notes:

  • PLEASE ensure that you are not ‘Quick Posting’ (Post Student/Corporate Transactions) tuition, financial aid, or waivers.
  • When moving from one college to another, please ensure that you are updating your run controls. Also ensure that your Business Unit security is updated.
  • Due to all colleges now live in ctcLink, please be patient with second journal set. If you don’t see an email from us by noon, please feel free to ping us.
  • SF Work Session: Course/Class Fee Consolidation - Aug 11th from 1-3pm
    • More information on the course is forthcoming soon! Be on the lookout for the invite!
  • Item Types 101: Theory
    • August 15th 9am to 11am
    • Exciting start to a series for helping you understand all things item types!
  • Item Types 102: Practicum
    • August 22nd 9am to 12pm

Bad Dad Joke Turned Rhymes ♫

♫♪ Can’t post this ♫♪

If you quick post financial aid, your students won’t get paid.

You will fall out of favor if you quick post a waiver.

You won’t be forgiven if you quick post tuition.

6/24/2022

Good Morning!

Wow…what a year…

There were so many accomplishments over the last year to be proud of! We are all officially in ctcLink, students returned to in-person classes, Jeff Bezos wore a cowboy hat, and Russell Wilson went to Denver (is that an accomplishment? I will leave that up for debate 😊).

All those accomplishments were from the hard work and dedication of folks like you. We appreciate all your patience, understanding, and diligence on getting everyone to this point. Thank you!!!

With that said, it is time to reflect on the past month and give you some insight into upcoming training and support activities!

QRG Updates:

NEW:

Report Batch Refund QRG:

This has been added to all the batch refund QRGs and is a very useful tool when processing batch refunds. Check it out!

Updated:

Other Important Notes:

  1. Environment Extensions:
  2. Important reminder! Do not use the “All Charges” tree node when creating Third Party Contracts. This will create lasting issues which require significant clean-up. Also, ensure that you are extending the “last Date” field on the Third Party Contract Tab when creating the contracts. We recommend putting the date out at least a year.
  3. Update coming soon! When closing your cashier session, the SFC journal will have a new template Name - CASHIER/GL, Description - SF Departmental Receipts. Once this has been tested for success, it will be implemented and put into production.
  4. Important reminder! The SBCTC Training Team has begun working on updating/creating our training resources pages and calendars. Linked is the ctcLink Training webpage. Please note that we are also using a calendar that houses all the upcoming SF trainings. Please keep a lookout for upcoming trainings opportunities within SF and other pillars! The URLs are below for each:
  5. Running Start Work Session from 6/23/2022
  6. Upcoming SF Work Session on July 14th!!!
    • Work Session: DG5 and DG6 colleges are currently configured with the newest High/Low tuition calculation. This session will include what the newest High/Low tuition configuration consists of and how it works. This is a great opportunity to learn more about your High/Low processes or how they can be enhanced with the newest configuration.

Bad Dad Joke

What do you call a one-eyed deer? No eye-deer.

5/20/2022

Good Morning!

If you weren’t aware, we thought it prudent to point out that all colleges are officially LIVE in ctcLink! What a momentous and exciting milestone for all stakeholders involved in this project! We appreciate everyone’s hard work and understanding over the last few years as we got to this exact moment in time. I know I can speak for the entire SF team when I say we are thrilled to have gotten to this point and cannot wait for the days ahead!!!

With that said, please welcome our newest and final colleges to go live: Bates Technical College, Yakima Valley College, and South Puget Sound Community College! We are happy to have you join us!

Go-Live Updates

  • All colleges are now live in the system and the post-go live support for SF ends today.

QRG Updates

Other Important Notes

  • Don’t forget to test everything in PCD first! If you are happy with the results, then complete in Production.
  • We have a new External Organization Query in Production! There are many external organizations to select from when building a Third Party Contract. This new query will show you all possible organization options.  To use the new query, leave the input fields blank and select view results to see all external organizations or narrow down via the organization number or the Org Type (SFTP or SCHL.). Check it out:
    • QCS_SF_EXTERNAL_ORGS
  • We also have a new No Due Date Query that is in Production! This will help your college determine which students have charges without due dates which will assist with Past Due Balance reconciliation and Collections processes. The input parameters are (Business) Unit and Term. The Term field is optional. Check it out:
    • QCS_SF_ITEM_CHARGE_NO_DUE_DATE
  • DG6 ILT Sessions are coming up at the beginning of June. These will be recorded and posted to the appropriate SF Canvas courses.
  • The SBCTC Training Team has begun working on updating/creating our training resources pages and calendars. Linked here is the ctcLink Training webpage. Please note that we are also using a calendar that houses all the upcoming SF trainings. Please keep a lookout for upcoming trainings opportunities within SF and other pillars! The URLs are below for each:
  • You will also note some changes to the Pillar Work Session Schedule Information page linked here. There is a link on that page that will also take you to the upcoming schedule calendar referenced above.
  • Please note that CS Core is housing a Work Session on June 3rd, 2022 from 1-3pm and will cover 3Cs vs Message Center. We encourage you to attend!
  • Just a friendly reminder to follow the proper closing procedure of your cashier offices. The steps outlined in the 9.2 Closing a Cashier's Office QRG are very helpful and provide the appropriate steps for closing your cashier office.

Bad Dad Joke

Did you hear about the crash on I-5 in Cali that caused a truck to spill avocados on the road...?

Don’t worry…. CHiPs were already there!

4/15/2022

Welcome to Spring (aka Winter for those of you who got some snow this week!)

We only have a couple things of note for this month, but they are very important!

Go-Live Updates

  • DG6B goes live beginning Friday, April 22nd. Clover Park - Columbia Basin - Walla Walla
    • Please ensure that your cashier offices are closed by noon on April 22nd
    • Please close reoccurring jobs by then as well. You can refer to the attached Word document.
    • You will have access to ctcLink on April 25th.
  • DG6C G-Live: May 9th, 2022
    • Bates
    • South Puget Sound
    • Yakima Valley

QRG Updates

Other Important Notes

Bad Dad Joke

What sounds does a bouncing plane make? Boeing! Boeing! Boeing!

3/18/2022

Good Morning and Happy Spring (this Sunday)!

Go-Live Updates

  • DG6A is now live!
    • Welcome to Shoreline, Renton, and Lake Washington!
  • DG6B Go-Live: April 25th, 2022
    • Clover Park
    • Columbia Basin
    • Walla Walla
  • DG6C G-Live: May 9th, 2022
    • Bates
    • South Puget Sound
    • Yakima Valley

During the DG6B/C Go-live, we will continue to monitor email and tickets, however, please bear with us as it may take longer than normal to get back to you. We sincerely appreciate your patience and understanding!

QRG Updates

Security Note

From the Security Team:

If your institution has the need to schedule Job Sets in ctcLink to run critical processes on a recurring basis, then we have created this new procedure for requesting a Controlled Shared Account for your institution to use. This will allow you to monitor the Job Set, Receive Group email notifications and be able to start/stop jobs as needed. These accounts will be tightly controlled and monitored. There will be no more than two of these per institution and SBCTC will be responsible for creating them upon request.

Local security administrators submit requests through the ticket system for a shared account to be created and send in the following information with each request. https://servicedesk.sbctc.edu

Detailed Business Requirements for what the Shared Account will be used for:

  • Access the Account will need
  • Name of Security Administrator Responsible for Shared Account
  • Process by which you will monitor usage of shared account to include how often you will reset password
  • Email Address you would like associated with this account for notification purposes

There will be one Local Security Admin that will be the point of contact and responsible party, so as you submit your requests, please provide as much detail as you can on the above.

Other Important Notes

  • When adjusting student accounts through Create and Post a Group Data Entry (FA, especially for colleges still in dual processing), ensure that the first post contains the reduction in aid and then create a new post with the updated awards
  • Don’t forget: Lots of new DG5/6 training videos posted in the respective Canvas courses
  • Upcoming Pillar Work Session
    • 4/8/22- Intro to Collections
    • Invite coming soon
  • Reminders:
    • Please do not post waivers or financial aid through the Post Student Transactions (quick-post) page
    • Summer/Fall Term Rates to be expected around June/July 2022
    • Item Type CPL Query
      • CTC_SF_VAL_CHRG_PRI_BI

Bad Dad Joke

Spring is here…I got so excited, I wet my plants!

2/24/2022

Hello Fellow S.F.ers!

We hope your winter term has been full of happy students, laughter, good food, and ctcLink success!

The below message includes a word on our final deployment group, new trainings, and a little message on chart strings

  • DG6
    • This weekend the State Board will turn on the production environment for the first of three groups in Deployment #6. Please welcome Lake Washington Institute of Technology, Renton Technical College, and Shoreline Community College!
    • We anticipate that the production environment should be available Monday morning, albeit a tad slow due to re-caching. The PCD environment should be up and running Tuesday, March 1st. We will send out a note when it’s ready for your testing fun!
    • Although we will be neck deep in Go Live, never fear that your SF team is still here for you. Thank you for all the patience and understanding you’ve afforded us throughout this crazy project. We are almost there!
  • New Training Videos (The below list is from Deployment Group 5 ILT’s  the links go to Canvas)
  • SF Pillar Work Session
    • Item Types Round Table Discussion (2/11/2022)
      • During this 2-hour session, we first reviewed item type priority and then opened up to lots of interesting and valuable questions and answers.
  • SF Bank Reconciliation
    • On 2/24, at the BAR meeting, we had an impressive presentation on SF to Bank Reconciliation Big Bend style. We urge you to take a look and learn about their SEMI Manual Reconciliation style. A big shout out to Angela for sharing this invaluable information  thanks Angela!
  • We wanted to send along a new’ish chart that our State Board’s accounting team recently gave to SF Project for use when validating DG6 term fee chart strings. We thought it could serve everyone as a tool to help with tuition chart string review.
Image of Fund and Class Fee Table

Why did the Cash Analyst become a pirate?

    Because they knew a lot about treasury 😆

Thank you all for everything you do!

-SF Team (Alec, Amanda, Amy, Brandon, Charles, Charles, Sopheth, Spencer, and Tamara)

1/11/2022

Happy New Year from the Student Financials Team!

We are optimistic and hopeful about this new year and we’re very much looking forward to bringing on the final group of CTC’s into the ctcLink family.

To start the year, we have a few announcements for you.

  1. We have a new member of the Student Financials team, Alec Risk is now the SF Trainer. Be on the lookout for DL Blasts coming from him and of course upcoming trainings!
  2. 1098T season is upon us! Please stay on top of your “tax” ticket and don’t forget about the information we have on the reference center @ 1098T Tuition Statements
  3. The Running Start page experienced a facelift.
    1. Please familiarize yourself with the newer QRG 9.2 Process Running Start (NEW)

Be on the lookout for additional DL messages coming out on even more updates to SF resource materials.

-State Board SF Support Team

PS - What did Chuck Norris tell his father when he left for college? “You’re the man of the house now.”

 

9/15/2021

Hello to all the Student Financials Folks Out There!

Below you will find a few notes on new ctcLink materials. In addition are a few dates you may want to mark down as well, during Go-Live dates we will not have the quantity of available meeting times as usual. We are also VERY excited to announce that our ctcLink Project Team (Charles V, Charles S, & Spencer) have all agreed to stay on with the State Board after the project concludes  YAY!

In addition, a few months will pass by until the next SF Work session. If you missed out on Sopheth’s “Angst of Waivers” work session, be sure to listen in. Brian and Lou gave an interesting update regarding waiver reporting, Sopheth’s work session definitely helped to relieve a few anxieties.

 

  • New Canvas Course materials
  • QRG’s
  • Work Sessions
    • New to Archives:
      • Tamara’s Term Roll archived
      • Sopheth’s Angst of Waivers (w/ Waiver Reporting updates from Brian & Lou)
    • Up and Coming:
      • 1/14 Communications a’la S.F.
  • SF Support & Training Schedule Update
    • DG5 Go Live Dates
      • 10/11  10/22: DG5A (Green River, Skagit Valley)
      • 10/25  11/5:  DG5B (Big Bend, Bellingham Tech, Whatcom)
      • 11/8  11/22: DG5C (Bellevue, Everett, Grays Harbor)
    • DG6 UAT trainings:
      • 11/29  2/18
    • DG6 Go Live Dates
      • 2/28  3/11: DG6A
      • 4/25  5/6:  DG6B
      • 5/9  5/20:  DG6C
  • ctcLink Training Registration web page
  • Be on the lookout for:
    • New & Improved Running Start ctcLink page
    • New State Employee Waiver (W51) process

 

  • Why did the sun skip college…? It already has a million degrees!!!

 

Thank you for being such amazing ctcLinkers!

  • Amanda, Amy, Brandon, Sopheth, and Tamara

PS  I’m fiddling with the DL list to help ensure these links are displayed properly  if you get more than one of these messages, it’s because I’m adjusting DL parameters…sorry!

 

7/30/2021

Greeting to our ctcLinkers Team!

This month, we begin DG5 Go Live activities.  The Go Live date for DG5A (Grays Harbor, Green River, and Skagit Valley) is October 11th (August 2nd is the beginning of Key Concepts training.)

Please review the below updates regarding Student Financial resource updates.

QRG & Canvas Updates

Work Sessions

-

Why are accountants always so calm, composed, and methodical?  

-  They have strong internal controls!

- Amanda, Amy, Brandon, Sopheth, and Tamara

 

6/25/2021

Greetings All,

We hope this message finds you all cool minded and in happy spirits - the summer is starting off in a heated and sizzlin’ way!  

Schedule

Starting in July, the ramping up of assisting the next ctcLink deployment group (#5) will begin.  Just like last time  please know that scheduling meetings with Support will have additional constraints…this time, however, DG6 will follow up immediately. We have enjoyed a bit of time between DG4 and DG5, a period like this will not happen again until April of 2022.  Two thousand twenty-two; weird…sounds WAAAY in the future!?!

Note on submitting tickets in Solar Winds

PLEASE take time to review tickets prior to submitting in order to be 100% sure that the request and follow up comments are communicated in the clearest way possible. If we are unable to decipher a ticket due to anxious/hurried communication, all that accomplishes is to elongate the ticket time. Include attachments of screen shots if a ticket is difficult to explain and refer to the file name specifically. Make sure to review all the verbiage in the ticket to make sure it conveys the issue and to review the ctcLink Support Ticket User Guide.

New/Updated Resources

High/Low Tuition Calculation:

Colleges Prior to DG4 - Want to use the new fancy High/Low process?  Submit a ticket to support before August to get the configuration setup.  ACT NOW!  This offer will expire the beginning of September as we prepare for the next round of new colleges.

QRG’s

9.2 Updating Second Journal Set General Ledger

  • New terminology added

9.2 Steps to Creating a New Financial Aid Item Type

  • New QRG

9.2 Enrollment Cancellation Population

  • New call out regarding the Academic Programs section
  • New terminology on the Class by Class Within Term Cancellation Type
    • Thanks Jill!

9.2 Sponsor Refund Process

  • New call out regarding sponsor creation

Third Party Contract Invoice Query

  • New feature - Custom External Organization Address/Use of Third Party Contract Detail tab

9.2 Post a Corporate Payment (Non-Cashier)

  • New call out regarding the use of the Reverse Payment/Reverse Charge pages

9.2 Post Corporate Payment (Cashiers)

  • New call out regarding the use of the Reverse Payment/Reverse Charge pages

9.2 Refund a Third-Party Sponsor Payment

  • New call out regarding the use of the Reverse Payment/Reverse Charge pages

Blocking FA Refunds Due to Withdrawals Business Process Guide

  • New QRG (for SF)

Queries

QCS_SR_STUDENT_GROUP_DATA_VAL

  • It was brought to our attention that some colleges were not seeing some of their students show up in the SAPR (Apprenticeship) Student Group for SF related processes (W91) in a given term because the effective date that was added for those students’ SAPR attribute was not in that term.

So, the SF team worked to change the SF related processes to use a college’s local student group (e.g., RAPR).  And, the Reporting Team developed a query to identify which students had this issue with their SAPR effective date.  The new query in PRD, QCS_SR_APPRENTICESHIP_DATA_VAL, has one required and one optional prompt for Student Group and, thus, can be run for up to two Student Groups.  Since this query is not hard-coded for SAPR or any other Apprenticeship group, the Reporting Team renamed it QCS_SR_STUDENT_GROUP_DATA_VAL.  

The intended users of QCS_SR_STUDENT_GROUP_DATA_VAL are colleges with post-census date registrations (Policy Manual 5.30.10) that need to be assigned to a student group for reporting purposes.

 

5/28/2021

Howdy Everyone!

The Summer is creeping around the corner and we are ready for more partners in all of the fun that is ctcLink. Our next group of institutions (DG5) are the midst of training/testing and have Go Live beginning in October.

We would like to promote the Student Financials Distribution List.

Please know that use of the DL is not just confined to this periodic ctcLink resource message. Currently, the DL includes over 100 of our Student Financials team mates throughout the state. Consider using this list for questions and concerns as you feel is appropriate.

Of course, problems with processing could warrant a ticket…however, if you have a tip/trick to share on any process this list may should be utilized. If you know of anyone interested in being a part of this DL, please forward them this link.

Updated ctcLink Resources

QRG’s/Reference Center:

Canvas (registration/sign up)

Work Sessions (VPN necessary for access)

The State Board is launching a renewed effort at providing client/analyst/trainer led work sessions for all departments/pillars…including Student Financials! Update your calendars with the below dates!

  • 2021 SF Schedule
    • 6/11/2021
      • Come to Term with Term Fees: Discover the many ways tuition is calculated. How do enrollment credits turn into dollars displayed on the Customer Account page, what ctcLink pages are involved, and good ole’ fashioned hand tuition calc’ing will all be discussed.
    • 7/29/2021
      • Solving the Intricacies of Cashiering: Review the how/what of over/shorts and most importantly options on what to do. In addition, bring along your credit/debit card terminals and be ready to how they’re incorporated with ctcLink.
    • 8/12/2021
      • Do the Term Roll/Do the Hustle: When is it the best time to roll…what are the most important fields to consider??
    • 9/10/2021
      • The Angst of WAIVERS: A rundown of the many waiver processes and queries/reports as of right now. Let’s look at the A to Z process with fresh eyes and discuss what works for you.
  • Archived SF Work Sessions (recent)
    • 4/30/2021
      • Refunds  Tips and Tricks
    • 5/14/2021
      • 3rd Party Contract Group Payment Posting

 

Blast Joke

What’s the exchange rate between deer and corn…?

It’s a buck-an-ear!

We thank you for all that you do!

The SF State Board Team,

Amanda, Amy, Brandon, Sopheth, and Tamara

 

4/15/2021

Greetings All,

We hope everyone’s Spring is going well. Hopefully, the warmer weather will sprout a few more students for everyone!

New/Updated ctcLink Resources

>What’s a church missionary’s favorite car?

-A convertible

The SF Support Team

Amanda, Amy, Brandon, Sopheth, and Tamara

 

Brandon Reed

ctcLink Student Financials Trainer

Washington State Board for Community and Technical Colleges

breed@sbctc.edu

3/10/2021

Hello Everyone -

Please join us in welcoming DG4 Institutions to the ctcLink Family!

Over the past 4 ½ weeks - we worked with Centralia, Edmonds, Highline, Wenatchee Valley, North Seattle, South Seattle, Seattle Central, and the Seattle District in order to transition onto the official Washington State Community and Technical College database.

Although a vast majority of the Student Financials Support Team was consumed with trying to be as helpful as possible for Go Live, we do have a few updates to share regarding some of our SF QRG’s. Please notice that below this message are the previous DL Blast messages and if this is your first DL Blast, please take a moment to scan through our previous updates!

New/Updated Training Resources

QRG’s:

 

What do you call two birds stuck together? VelCrows!

  • The SF Support Team

Amanda, Amy, Brandon, Sopheth, and Tamara

 

1/27/2021

We hope your holidays were successful/relaxing and that you are as excited as we are that 2020 is over. All sorts of exciting things have happened in the world of student financials since our last DL message went out on 12/8/2020…below, we have colored this new stuff in red and updated stuff in green for your viewing pleasure!

New/Updated Training Resources

QRG’s:

  • SF100  Tuition Calculation
    • Calculating High/Low Tuition UPDATED QRG
    • CS Workshop Recording on View Customer Accounts (12/11/2020  1 hour) NEW VIDEO*
  • SF103  Payment Plans
    • Post Payment to Payment Plan (Reconcile Who Paid When) NEW QUERY
  • SF104  Third Party Contracts
    • Post a Third-Party Contract Payment (Reconcile Third Party Payments) NEW QUERY
    • DG4 ILT Workshop on Third Party Contracts (12/11/2020  1.5 hour) NEW VIDEO*
  • SF105 Collections (AVAILABLE 2/27/2021)
    • Collection Agreement Recon Query (QCS_SF_COLLECT_AGREE_PYMNT_RCN) NEW QUERY
  • SF205 Intermediate Collections
    • SF Collections Letters to Message Center (4:00 minute video) NEW VIDEO
    • All Together Now (Collections Checklist #2) NEW PROCESS STEP LIST PDF

* = Located in Canvas > Additional Resources > Training Videos

SF Schedule/Calendar for January & February

  1. Deployment Group 4-A (Centralia, Edmonds, Highline, & Wenatchee Valley) GO LIVE occurs on February 8th.
    • SF Support will be assisting for 2 weeks through February 22nd.
  2. Deployment Group 4-B (North Seattle, South Seattle, Seattle Central) GO LIVE happens on February 22nd.
    • SF Support will be assisting for 2 weeks through March 8th.

During these GO LIVE and Support sessions, priority is given to assisting the needs of our newest ctcLink institutions. That does not mean, however, that ya’ll are on your own…it just means that we ask for a little more patience in replies and communication. Please continue to submit tickets the normal way and we will do what we can, when we can. We are excited that the ctcLink family is growing!

As always, we hope this message finds you happy and healthy!

  • Amanda, Amy, Brandon, Sopheth, and Tamara

 

Brandon Reed

ctcLink Student Financials Trainer

Washington State Board for Community and Technical Colleges

 

PS  Elton John has bought his pet bunny a treadmill…It’s a little fit bunny!

PSS  Invite others to the DL

 

12/8/2020

Greetings and Happy Holidays from the State Board Student Financials Crew!

We have a few QRG updates and many training video updates to share.

New QRGs:

  • Third Party Contract Invoice Query = This resource guide will build an invoice that has cost and student registration data. Prior to running the query, it is necessary to complete the “normal” invoicing process and you may need a new security role. Please check out the QRG and practice in PCD…it’s pretty good.
  • 9.2 Request Student SSN and TIN (W-9S) = This guide has been revamped and updated so that communications first go out via email. It next produces a pdf that is snail mailed to those students without a valid email address. We can all utilize it except for Tacoma, Clark, Spokane, and Spokane Falls.

Videos:

We are in the midst of assisting our DG4 institutions with UAT (and soon GO LIVE) activities. Additional types of workshops have been held and recorded. They are all stored within the appropriate Canvas module  if the below links don’t work, you may need to request access to the course via the SBCTC Training Request page.

By the way, this is not just with Student Financials, but across the board for all of the ctcLink pillars. Please feel free to spread the word about these new training resources.

The below videos have been recorded and may be viewed via the Canvas course links now:

  1. SF100 Tuition Calculation
    1. Tuition Waiver Concepts/Pain Points Training Session 11/3/2020
    2. Enrollment & Enrollment Cancellation 11/10/2020
    3. Tuition Waivers, Running Start, Enrollment Cancellation 12/1/2020
  2. SF 101 Cashiering
    1. Cashiering/Pain Points Training Session 11/4/2020
    2. AR Cashiering & CS/SF Cashiering 11/4/2020
    3. SF to GL 11/12/2020
    4. ILT Work Session on Cashiering 12/3/2020
  3. SF102 Refunds
    1. Managing Refunds 11/18/2020
    2. DG4: ILT Refunds Workshop 12/8/2020
  4. SF103 Payment Plans
    1. Payment Plan Concepts/Pain Points Training Session 11/5/2020
  5. SF104 Third Party Contracts
    1. Cross Pillar Third Party Key Concepts 11/17/2020
    2. Manage Third Party Contracts Training Session Recording
  6. SF105 Collections
    1. SF Collections Key Concepts/Pain Points Session 11/19/2020
    2. Credit History, Process Collections in Batch, and the First 3C Letter 7/8/2020
  7. SF106 Term Roll/Item Types/GL
    1. Cross Pillar BPFG 8/27/2020
    2. Item Type BPFG 8/18/2020
    3. Student Financials Term Roll 8/6/2020

 

As always, we hope this message finds you happy and healthy!

  • Amanda, Amy, Brandon, Sopheth, and Tamara
9/18/2020

Greetings SF Friends!

We hope this message finds you all happy and healthy.

Please remember to link out to the reference center/Canvas pages instead of just printing instructions. We update issues as soon as we learn, so we want to make sure documentation is as up to date as possible.

QRG’s

New QRG’s:

Updated QRG’s:

Canvas Updates

As always, please let us know of any training resource ideas or issues.

-Student Financials Customer Support Team

Amanda, Amy, Brandon, and Tamara