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9.2 Perform Book to Bank Reconciliation
Purpose: Book-to-bank reconciliation compares bank-reported balances in the bank statement against the system's general ledger bank balance for a specified fiscal period. Book to Bank Reconciliation is normally performed as part of the periodic PeopleSoft General Ledger Close process after you run bank reconciliation and have posted all subsystem transactions. Discrepancies between the bank balance and ledger balance are due to: Time difference items that affect the bank statement, such as deposits in transit or unreconciled checks. These are transactions that are booked in the system but not yet acknowledged by the bank. Fees or interest accrual amounts noted on the bank statement but not yet booked into the system. The Book to Bank reconciliation functionality integrates with General Ledger, Payables, Expenses, Receivables, and Treasury applications. Book to bank reconciliation is month end process not a daily process. Audience: Finance Staff. -
View Service Indicator History
Purpose: Use this document as a reference for how to view service indicator history in ctcLink. Audience: Student Services Staff, FA Counselor/Technician. -
9.2 Creating and Reviewing a Journal Entry Reversal
Purpose: Use this as a reference to create and/or review a journal entry reversals using ctcLink. Audience: Finance Staff/Supervisors. -
Exercises - PeopleSoft Security Administration Canvas Course
Updated on: Dec 09, 2021
Next, we'll run two queries that will diagnose the vast majority of query security issues. -
9.2 Overriding Rules for a Day
Updated on: Jul 11, 2024
Purpose: Use this document to override rules for a day within ctcLink. Audience: Time and Labor Administrator. -
Assigning a Checklist in Batch
Updated on: May 16, 2024
Purpose: Use this document as a reference on how to assign a checklist in batch using ctcLink. Audience: Financial Aid Staff. -
Add, Edit, and Release Service Indicators (Fluid)
Updated on: Jul 10, 2023
Purpose: This document is a reference for entering service indicator data in ctcLink via the Admissions Processing tile. Audience: Student Services staff. -
Receive and Validate Billing Information - 22b - Business Process Map
Receive and Validate Billing Information 22b -
EC.001.1 Admissions to Matriculation
Updated on: Jun 09, 2021
Applicants can enter the PeopleSoft system using different paths. If the person record is already established in PeopleSoft, the admissions process can be used to update the Person Record or else it creates the Person Record and establishes a User ID for the new applicant. Most students will use the Online Admissions Application Portal (OAAP) to apply for admissions. Based on questions entered as the applicant applies to establish the type of student they are (general admissions, Running Start, Basic Education), different types of data are gathered which can include: Applicant biographical and contact information, applicant program of interest, admit term, citizenship and visa data, prior education data, emergency contact data, residency data, etc. After the applicant submits their application, the system runs a search process to determine if their person record exists in the system and either updates or creates the user. If a possible match is identified but not clear, the application can go to a suspense table for the colleges to evaluate prior to matching to an existing user profile or creating the new user record. This application suspense process is important to prevent duplicate records being entered from the Online Admissions Application Portal. Once applications have been entered; they will need to go through Matriculation, which establishes their student program record in PeopleSoft. Creating the student program in PeopleSoft is essential for many downstream processes such as activation for a term, enrollment appointments, financial aid processing, enrollment, and eventually program completion. Applicants will also need to add or validate residency information as residency has a downstream impact on tuition calculation. The final step in the admissions process is sending admissions letters to students, communicating with them that they have a student profile established, giving them the next steps toward enrollment. To use this UAT guide, first review the business process flow diagram below, which outlines the various steps to complete the test activities. Note that the business process flow diagram has distinct places where one can start testing this process. Using the diagram, follow the arrows to execute each applicable step. Use the Quick Reference Guide (QRGs) links, also below, to find the instructions for each step. The Quick Reference Guides are numbered to match each box on the flow diagram to assist testers with following the flow of the business process. Once testing is complete for each box on the flow diagram, click the Next Step (Tier 2) link in the High-Level UAT Framework section to access the next UAT Guide, if applicable. -
9.2 Adding or Changing Course Attributes and Values on Classes
Purpose: Use this document as a reference for adding or changing course attributes and course attribute values on classes in ctcLink. Audience: Class Builders.
