Please review the following updates from your State Board Student Financials Team.

Updates/Reminders

• Nelnet:
  • It’s about time to update the interface (connector) between Nelnet & ctcLink.
  • We are currently working with Nelnet on testing the latest version of their connector, which will include new features like service indicators for terminated agreements, past due balance payment plans, and international student payment plans.
  • Due to the timing of current image updates along with finding that sweet spot between terms, the upgrade is estimated to be in production in May 2025. For more details, contact your Nelnet account manager in preparation for the May deployment.
  • Nelnet - set up new payment plans - in the past we accepted emails but now we have a SW request type of “Nelnet” submit a ticket so we can track this important work. ctcLink Support > Student Financials > SF: NELNET
• Is it Winter/Spring Tuition Calculation time yet?
  • When ready, please submit a ticket to turn on 2251 or 2253 terms nightly tuition calculation jobs. This should be prior to your registration opening for the term(s).
  • Ticket request type = ctcLink Support > Student Financials > SF: Turn on Tuition Calc with the Subject: WA### Tuition Calc for 2251 Winter Term
• 1098-T Statements
  • It’s always a good time to promote “paperless” 1098-T statements!
  • NACUBO 1098-T Information Reporting 101 Live Training Event (10/17/2024)
  • State Board produced 1098-T Business Processing Guide
  • The SF Team is finalizing plans for the 2024 1098-T training sessions, look for a message on this next week.
• Queries
  • QCS_SF_CU_MISSING_TERM_FEE
    • This query prompts for two terms and will show term fees that exist for the first prompted term but do not for the second.
  • QCS_SF_CU_FEE_AMT_CHANGED
    • Aims to show discrepancies between term fees from one term to another for two prompted terms.
  • QCS_SR_RSBILLING_HS
    • The new query is designed to simplify the refining of information required for the P223 Running Start invoice process.

Trainings/Work Sessions

• BAR  Budget, Accounting, and Reporting Council Fall meeting taking place October 23^rd and 24^th at Centralia College. I’ve included screenshots of the agenda below.
• Previous 30 Days
  • 10/10/2024 - Intermediate Refunds
    • Link to recording.
  • 9/19/2024 - Refunding Part 1
    • Link to recording & slide deck in Canvas.
  • 9/12/2024 - Intermediate Cashiering
    • Link to recording.
• Next 30 Days
  • 10/14/2024 - Refunding Part 2(TODAY at 1pm!)
    • Link to Trumba calendar/webex link.
  • 10/28/2024 - 2024 1098-T Processing
    • Link to Trumba calendar/webex link.
  • 11/7/2024 - Intermediate Third Party Contracts
    • Link to Trumba calendar/webex link.

Resources

• Previous SF DL Blasts
• Feel free to review previous communications all the way back through September of 2020.  

Thank you for taking the time to review this information. Please feel free to reach out if you have any questions or need further clarification ([email protected].)

-Your State Board SF Team