Student Financials Track

About This Track

The Student Financials module in PeopleSoft encompasses university Bursar functionality, and is responsible for maintaining the student account. The product administers Tuition, Charges and Payments, Billing, Cashiering, Refunding, Collections, Payment Plans, Third Party Payments, Student Taxes and General Ledger Feed. Via self service, students can view their accounts, make payments and conduct all of their Bursar business.

The Student Financials track at Alliance Conference is a vibrant community of bursar, financial and technical professionals. The track features robust presentations on the setup and use of all aspects of the SF functionality. Topics that have been presented at recent conferences include Demystifying Tuition Calculation, The SF-Student Records Connection, Using Population Selection, Payment Applier, Archiving, and Oracle presentations on new SF features. The track also offers a Community Session and two “Birds of a Feather” sessions to facilitate networking and provide an opportunity to share solutions to common challenges.

Other tracks for you to explore:

A Few of Our Sessions

Understanding Transaction Tables in Student Financials

Paul McWhorter
Harvard University
Senior Manager, Student Accounts Systems and Operations

Overview of the core tables containing information about every Student Financials transaction. Understand what data is stored in which tables, how the tables relate and where data can be viewed in administrative pages.

1098-T Payments Received Method and Payment Plans

Brian Robson
University of Michigan
Product Manager - Student Administration, Information and Technology Services

In changing 1098-T reporting methods from Amounts Billed to Payments Received, the University of Michigan's payment plans became problematic. Learn about potential solutions and the modification we implemented.

Tuition Fees 101

Karen Tallett
University of Glasgow
Functional Expert

Tuition fee set up is extremely complex, due to the vast number of published tuition fees, and the continuously changing tuition fee marketing strategy. This session is aimed to share with you the setup which makes this process 100% automated, taking in consideration a vast range of eligible criteria. We will talk through the tuition groups, eligible criteria, term fees, and various equations.

Our Complete Agenda

Note that this listing below includes sessions from other tracks that we think you may be interested in. If you are using our mobile app, make sure to select the track you see listed below in order to get that session added to your agenda!!

Click on any session to get additional details!!

Monday, March 4

Tuesday, March 5

Wednesday, March 6