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SF DL Blast 10/14/2024
Updated on: Oct 14, 2024
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 23rd and 24th 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 -
Return to Title IV Funds (R2T4) Business Process Map 23g
Return to Title IV Funds (R2T4) Business Process Map 23g -
Employee and Faculty Navigation
Updated on: Apr 18, 2023
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Running AFRS Report
Updated on: Oct 18, 2023
Purpose: Use this document for running the AFRS (Agency Financial Reporting System) report within ctcLink. Audience: SBCTC Accounting Staff. -
Project Analyst Specific Matrix for Assigning Tickets in OTM
Wondering who to assign that data validation ticket to in OTM? This Project Analyst Specific Matrix for Assigning Tickets in OTM should help. -
Track Instructor Workload Business Process Map 21c
Track Instructor Workload Business Process Map 21c -
9.2 Creating an Online Check (Check Simulation)
Updated on: Sep 18, 2022
Purpose: Use this document as a reference for how to create an online check (for simulations only) in ctcLink. Audience: Payroll Administrator. -
Generating Space Utilization Reports in 25Live Pro
Updated on: Sep 18, 2024
Purpose: To create reports collecting utilization data for space management purposes such as managing your space use policy or submitting your institutional capital budget request. Audience: 25Live Functional Administrators and Senior Management -
1098-T Guide
Updated on: Oct 25, 2024
Purpose: Use this checklist as a guideline for 1098-T preparations for Student Financials in ctcLink. Audience: Student Financials staff -
Matriculating an Applicant into a Student (Fluid)
Updated on: Jan 24, 2024
Purpose: Use this document as a reference for how to matriculate an applicant into a student in ctcLink Fluid, using the Admissions Processing section of the CS Staff Homepage. Audience: Student Services staff.
