Student Financials

Student Financials is the engine for managing and calculating student financial information, such as tuition, fees, receivables, billing, payment plans, financial aid disbursements and refunds.

You may notice the navigation in myUFL is different than what is shown in these training resources. Rest assured, these changes are primarily look and feel differences. All policies and procedures discussed in these materials are accurate and up to date. Training materials will be updated to reflect the new look and menu of myUFL.

Web Simulations and Instruction Guides

Enter/Modify a Charge for an Individual PDF | Simulation

Enter/Modify Charges for a Group PDF | Simulation

Reverse a Charge for an Individual PDF | Simulation

Reverse Charges for a Group PDF | Simulation

Find a Group ID PDF | Simulation

Find and Correct Errors in myUFL Simulation

Training

To register for online courses in myTraining, navigate to mytraining.hr.ufl.edu. From the myTraining Dashboard, you can search for courses using the Activity Search field in the upper left hand corner. Just type the course name, course ID or a keyword and then click Search.
After you’ve registered for training, your current enrollments display in the Training list found on the Dashboard page. To begin an online course, click the green Start button.

You can also access myTraining from myUFL using the following navigation:
Main Menu > My Self Service > Training and Development > myTraining

BRS001 Student Financials in myUFL Part 1: Overview

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In this e-learning course, participants will learn how to:

• View Payment
• View Charges
• Use Related Content to view Student Financial Data

Individuals who will be viewing charges in myUFL must complete BRS001 Student Financials in myUFL Part 1: Overview before requesting the security role to complete those tasks in myUFL.

BRS002 Student Financials in myUFL Part 2: Using the System

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In this e-learning course, participants will learn how to:

• Enter, modify and reverse charges for individuals
• Enter, modify and reverse charges for groups
• Access reports

Individuals who will be entering and/or modifying charges in myUFL must complete BRS002 Student Financials in myUFL Part 2: Using the System before requesting the security roles to complete those tasks in myUFL.

Security Roles

Lists and descriptions of all UF security roles may be found on the Identity & Access Management website.

The security roles for end users include:

• UF_SF_STUDENT_FINANCIALS_VIEW – View only access to Account Summary and Customer Summary
• UF_SF_UPDATE_CHARGES – Enter and adjust charges
• UF_SF_PP_XXXXXXX – Must be requested with UF_SF_UDPATE_CHARGES. Defines your scope of authority; XXXXXXX = Your department/unit
• UF_SF_STUDENT_ADMIN_VIEW – Access to Student Self Service pages in Admin view
• UF_ER_SA_Student_Financials – For access to Student Financials data in Enterprise Reporting

Other Resources

Please review the Alert Notices Page for current system information.

Join the listserv: A listserv has been established for student financials. To subscribe, send an email to: listserv@lists.ufl.edu. Leave the subject field blank. In the body of the e-mail type, “SUBSCRIBE PS-STUDFIN-L firstname lastname” where “firstname” and “lastname” are your first and last names. This will subscribe the e-mail address from which you are sending the message.

Contact Information

University Bursar
S-113 Criser Hall
PO Box 114050
Gainesville, FL 32611-4050
Phone:(352) 392-0181
Fax:(352) 392-3448

Other Important Contacts

• myUFL technical assistance: The UF Computing Help Desk (392-HELP).
• Customer Service: 352-392-0181
• Loan/Disbursements for Financial Aid: 352-392-0737
• Loan Collection: 352-392-0766
• Prepaid/Third Party Sponsor: 352-392-9545
• University Cashier: 352-392-0185
• 1098T Tax Line: 352-846-3808