Search Results
-
SF DL Blast 2/15/2024
Updated on: Feb 26, 2024
WHAT’S NEW: SJS Second Journal Set enhancement deployed to production on 2/12/2024. Action is required from all colleges on this enhancement prior to February 20th. Please visit the Canvas Work Session page or contact the SF Team with any questions. The item type form has been updated and now includes the second journal set activity field. All CTCs can update their own SJS item types through 2/20, after that, this new item type form is required for submittal. 24-25 Tuition Rates Rates have been approved by the S.B.C.T.C. Working from last year’s success, the State Board SF Team will again ask to meet with colleges to assist with updating ctcLink with these new fees. We anticipate these meetings to begin in March, please keep an eye out for additional information. You are welcome to roll or copy fees as needed; this step is the responsibility of the CTCs. B06 & B09 Service Indicators & in person payments The possibility exists that accounts with the B06 and/or B09 Service Indicators can receive in person payments through the Cashier’s Office. To rectify this, attach the NOCHK, NOCSH, NOCRD, and NOEFT Service Impact to the B06 & B09 Service Indicators. Please see Setting Up Service Indicator Codes and Reasons View Payments page and security Student Financials>Charges & Payments>View Payments There was a change made to one role regarding the below navigation (View Payments). This access has been added to the ZD SF Customer Accounts role. PLEASE KEEP IN MIND: 1098T Tax Statements Please be sure to mark your calendar with the March 31st deadline for uploading to the IRS Fire Account. Term Roll General Prepare for the Spring/Summer/Fall terms. Ensure fees are rolled, and payment plans are set up. Utilize the Reference Center's Term Rollover Checklist. ***Submit a ticket when Spring, Summer, & Fall terms are ready for nightly tuition calculation jobs.*** Cashiering & Tender Keys Please take a moment to discuss and review who has access to your Cashiering Tender Keys. The State Auditors would prefer not to see former staff member names there. Please visit the following QRG to update/remove former staff members that may still have access. QRG Add/Update a Cashier Configuration Alternative/Private Loans processing reminder: Per the State Board’s Education & Business Operations divisions, Alternative/Private Loans must be disbursed via the Financial Aid Office. Outside Vendors (NelNET, CyberSource, BankMobile) When was the last time you checked that your vendor needs are up to date & ready for next term…? Please remember to keep a thumb on this task and confirm staff access/update ability and any upcoming needs. Please remember to always work within the systematically defined menu options when making student adjustments within ctcLink. One example is using the Reverse Charge/Reverse Payment pages instead of what should be accomplished within the Assign page. The time/value cost of working outside of the proper Menu items in ctcLink is great and the impact severe. S.F. Training/Work/Info Sessions: SF Work Session: 2023 1098Ts (Part 5) Monday, February 12 work session info/recording SF Info Session: Course/Class Fee Update Instruction Mode Tuesday, February 13 work session info/recording SF/FIN Work Session: Second Journal Sets Thursday, February 15 Reconciliation of GL link to SJS Canvas (Awaiting video recording rendering at time of email.) SF/Fin Aid Work Session: R2T4 Part 2 Thursday, February 22nd, Trumba calendar link SF Training: Mass Select Transactions Monday, February 26th Trumba calendar link SF Info Session: Course/Class Fee Update Instruction Mode Tuesday, March 12 Trumba calendar link 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].) -
Query Secure Tables to Use by Pillar
Updated on: Apr 23, 2024
Purpose: Provide a list of records to use with specific fields in specific instances for query security..Audience: Query Developers -
9.2 Recording a One-Time Paysheet Tax Deduction
Updated on: Aug 17, 2022
Purpose: Use this document as a reference for Recording a One-Time Paysheet Tax deduction in ctcLink. Audience: Payroll Administrator. -
HCM Employee Class Code Crosswalk of Terms
Click on the title below to be re-directed to the QRG titled HCM Employee Class Code Crosswalk of Terms HCM Employee Class Code Crosswalk of Terms -
FF.001.3 Voucher (Project Archive)
A Voucher is a document that details invoice and payment information so it can be reviewed and approved. It acknowledges that money is owed to a Supplier and must complete certain steps (e.g. three-way matching) before a payment can be initiated. The information below is intended to provide colleges guidance on performing a User Acceptance Test on this business process. The business process shown in the flow diagrams below may be only part of what is needed to complete an end-to-end test of a full business cycle. 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, noted by a green 'Start' circle. Use the diagram, following the arrows to each step that must be executed. Use the Quick Reference Guide (QRGs) links, also below, to find the instructions on how to execute each step. The Quick Reference Guides are numbered to match each box on the flow diagram to assistant testers with following the flow of the business process. Once testing is complete for each box on the flow diagram, click the link in the Next Step (Tier 2) in the High Level UAT Framework section to access the next UAT Guide. -
Post and Review a Student Payment
Updated on: Sep 19, 2024
Purpose: Use this document as a reference for processing a student payment for one charge in ctcLink. Audience: Student Financials Staff. -
BankMobile Batch Refunds Video (9.0)
Updated on: Dec 13, 2019
Purpose: Video explaining how to create and process refunds for multiple students in batch with Student Financials Audience: Cashiers, Bursars -
Personalizing Fluid Tiles on Homepage
Updated on: May 13, 2024
Purpose: Use this document as a reference to personalize fluid tiles on a homepage in ctcLink. Audience: All Staff. -
9.2 Student Upload Download Process Business Process Guide
Purpose: Use this document as a reference for the step-by-step process that students use to upload and download documents in ctcLink. Audience: Financial Aid Staff -
PeopleSoft Coding for Basic Skills
Updated on: May 13, 2024
Purpose: Use this document as reference for using PeopleSoft coding basics for Basic Skills in ctcLink. Audience: Student Services Staff.
