Terminology - General Peoplesoft and Student Financials

Cashiers

• Opening a Cashier's Office
• Processing a Student Payment for One Charge
• Processing a Student Payment for Multiple Charges
• Viewing Customer (Student) Accounts
• Emergency Loan (Creating Student Refund w/Extra Amount)
• Voiding Transaction Receipts
• Closing a Cashier's Office

Student Accounts 

• Viewing Comments
• Entering Comments
• Search/Match
• Post Student Transaction
• Entering and Posting Charges for Multiple Students (Group Post)
• Entering Organizations (For adding Third Party Contracts)
• Creating and Linking a Third Party Contract to an Account 
• Adding a Service Indicator to a student
• Updating Address, Phone, and Email using Campus Community
• Assigning a Student Payment Plan to an Account
• Canceling a Student Payment Plan
• Reversing Group Charges
• Viewing Student Financials Queries

  Departments

• Departmental View of Customer Accounts
• Template Tips
• FileZilla - FTP Process (test set up)
• Viewing a Query - Unposted Query
• Viewing Suspended Groups & Updating Errors

• Running the Financial Detail by Account Report
  
• Running the Financial Detail by Account Report (same as above)
  
• Running the Financial Detail by Item Type Report