Viewing Student Finances Start

Page 2 of 12 Copyright © 2007 Arizona State University Viewing Student Finances Agenda In this presentation, you will learn how to: Log in to PeopleSoft View a Student’s Financial Account Set your Favorites and Set your user defaults

Page 3 of 12 Copyright © 2007 Arizona State University Viewing Student Finances Log in to PeopleSoft The URL for PeopleSoft is: is.asu.edu Login with your ASURITE ID and password. Peoplesoft is available from any computer that is connected to the internet.

Page 4 of 12 Copyright © 2007 Arizona State University Viewing Student Finances Navigating to Student Finances This is the PeopleSoft Homepage. To view Student Finances, first click on the Campus Community link.

Page 5 of 12 Copyright © 2007 Arizona State University Viewing Student Finances Navigating to Student Finances On this resulting page, click on Student Services Center.

Page 6 of 12 Copyright © 2007 Arizona State University Viewing Student Finances Navigating to Student Finances Because we are looking at the data for a specific student, we start at a search page. Fill in the data that you know about the student and click on search. ID = affiliate ID (100…) Campus ID = ASU ID (993…) National ID = SSN

Page 7 of 12 Copyright © 2007 Arizona State University Viewing Student Finances The Finances Tab This is the Student Center. The two areas we are interested in are any Negative Service Indicators and the Finances Tab.

Page 8 of 12 Copyright © 2007 Arizona State University Viewing Student Finances The Finances Tab This is the finances tab. You can see the total balance and anticipated aid. You can also see a summary of Due charges. To see more details, you can click on the View Student Account.

Page 9 of 12 Copyright © 2007 Arizona State University Viewing Student Finances Student Details This is the list of student details. Clicking on Account Details will show information about that account. You can also view the data in different ways by clicking on the links along the bottom. Click around! See what you find!

Page 10 of 12 Copyright © 2007 Arizona State University Viewing Student Finances Set Favorites You can put a link to your favorite pages under your My Favorites menu by clicking on the Add to Favorites link and following the instructions.

Page 11 of 12 Copyright © 2007 Arizona State University Viewing Student Finances If you find yourself typing the same value into the same field over and over, you can set PeopleSoft to automatically pre-type those values into the fields for you! You get here by clicking on Setup SACR and then User Defaults. Then you can type in the value that you want to appear in that field. Set User Defaults

Page 12 of 12 Copyright © 2007 Arizona State University Viewing Student Finances This is the end of the presentation. Next, go through the interactive practice exercise to learn the step-by-step procedure for viewing student finances. To get credit for taking this course, you must take and pass the test with a score of 50 or greater. You may take the test as many times as necessary. Don’t forget to look at the Resources for job aids that you can print out an post by your desk. Exit