Accounts Receivable Aging

Last Updated: October 27, 2025 2:19:20 PM PDT

Accounts Receivable Aging information is used in the Student Information System (SIS) to show the amount of money owed to the University. This money may be owed by Students, Vendors, or other organizations doing business with the University.

Coming Soon!

This report is coming soon. Check out the link below for the release schedule.

Current and Future Report Development

The Accounts Receivable Aging report provides insight into outstanding amounts owed to the University and the length of time those amounts have been outstanding. This report helps track overdue balances and supports financial monitoring and follow-up activities.

Some sample uses of the Accounts Receivable Aging Query are:

To view total money owed to the University by an Account or Fund.
To list who owes the University money and how much.

The AR Aging report will be available from the Business Analytics Hub (bah.ucsd.edu) under the SIS Financial Management tab in card view, or category in list view.

Report User Guide

For tips and information on how to run reports, please review the SIS Financial Management, Get Started and Student Operational Reporting Help pages.

Access

Quality Assurance and User Acceptance Testing Phase:

During QA and User Acceptance Testing (UAT), access is provisioned only to the development and testing team. Access can be requested in advance for when the reports go live.

When requesting access to this report, please select the "SIS Financial Management" reporting category in the report access request.

Please see Requesting Access to Student Reports on the Get Started page for more information.

Before access can be requested, the following UC Learning trainings are required:

FERPA - Confidentiality of Student Records and Privacy Rights
Privacy at UC San Diego (or Privacy 101)
UC San Diego Business Analytics Hub Fundamentals

Once the trainings have been completed, please allow at least 24 business hours for the data to update then submit the Student Reporting Access Request SNOW form.

Data Overview

Please review the information below which is critical to understanding what is and is not included in this report.

AR Aging vs AR Transactions

AR Aging leverages the AR Transactions with outstanding balances to allow the user to focus only on outstanding balances. While the AR Transactions report focuses purely on the transaction amount (SIS data), the AR Aging report includes accounting information that would be found in Financial Information System, Oracle Financial Cloud.

ISIS Data Only

Charges and payments currently available in the Student Information System (ISIS/TSS) are included in this report. Archived transactions that are no longer in ISIS/TSS are not currently available (though plans to include these archived transactions are being evaluated).

Oracle Financial Cloud (OFC) Chart of Accounts

While some legacy ISIS fields are available, most often the accounting information you will see in the remediated reports will be the OFC codes.

Financial Aid Data Masked

Information identified as sensitive by the AR Data Governance Committee will display a generic message instead of the original values. Non-sensitive data such as amounts and dates are still available.

Querylink Field Mapping

QueryLink Field Names not listed in the table below were not migrated. The fields removed were carefully assessed and approved for removal by the data steward, considering factors such as data privacy, relevance, and applicability to general report usage. If any of the removed fields are needed, please submit an enhancement request and describe why the information is needed and how it will be used.

Table that maps between field names from the original Querylink reports and the field names in the new report.
Field Name	SAH Field	Comments
Account Code	Account Code
Account Title	Account
Index	SIS Detail Code Index
Index Title	SIS Detail Code Index Title
Level One Org Hierarchy	Financial Unit L2 Code
Level One Org Title	Financial Unit L2
Level Two Org Hierarchy	Financial Unit L3 Code
Level Two Org Title	Financial Unit L3
Level One Fund Hierarchy	Fund L1 Code
Level One Fund Title	Fund L1
Level Two Fund Hierarchy	Fund L2 Code
Level Two Fund Title	Fund L2
Level Third Fund Hierarchy	Fund L3 Code
Level Third Fund Title	Fund L3
Level Four Fund Hierarchy	Fund L4 Code
Level Four Fund Title	Fund L4
PID	SIS Account ID
Name	SIS Account Full Name
NA—NEW FIELD!!	SIS Account Last Name
NA—NEW FIELD!!	SIS Account First Name
Transaction Date	SIS Transaction Date
Transaction Number	SIS Transaction Number
Effective Date	SIS Transaction Effective Date
Bill Date	SIS Bill Date
Detail Code	SIS Detail Code
Detail Description	SIS Detail Code Description
Category Code	SIS Category Code
Balance	SIS Account Balance	CHANGE: Querylink has the Transaction Balance, which is also available in the various aging columns. Cognos report has the over SIS Account Balance.
Elapsed Days	Elapsed Days	CALCULATION: The number of days between today and the SIS Transaction Date. _days_between(CURRENT_DATE, cast([AR Transaction Detail].[AR Dates].[SIS Transaction Date], date))
Less Than 30 Days	Less Than 30 Days	CALCULATION: Displays the remaining Transaction Distribution Balance if the Elapsed Days is less than or equal to 30. if ([Elapsed Days] <= 30) then ([AR Transaction Detail].[AR Measures].[SIS Transaction Derived Dist Balance]) else (0)
31 to 60 Days	31 to 60 Days	CALCULATION: Displays the remaining Transaction Distribution Balance if the Elapsed Days is greater than 30 but less than or equal to 60. if ([Elapsed Days] > 30 and [Elapsed Days] <= 60 ) then ([AR Transaction Detail].[AR Measures].[SIS Transaction Derived Dist Balance]) else (0)
61 to 90 Days	61 to 90 Days	CALCULATION: Displays the remaining Transaction Distribution Balance if the Elapsed Days is greater than 60 but less than or equal to 90. if ([Elapsed Days] > 60 and [Elapsed Days] <= 90 ) then ([AR Transaction Detail].[AR Measures].[SIS Transaction Derived Dist Balance]) else (0)
91 to 120 Days	91 to 120 Days	CALCULATION: Displays the remaining Transaction Distribution Balance if the Elapsed Days is greater than 90 but less than or equal to 120. if ([Elapsed Days] > 90 and [Elapsed Days] <= 120 ) then ([AR Transaction Detail].[AR Measures].[SIS Transaction Derived Dist Balance]) else (0)
121 to 180 Days	121 to 180 Days	CALCULATION: Displays the remaining Transaction Distribution Balance if the Elapsed Days is greater than 120 but less than or equal to 180. if ([Elapsed Days] > 120 and [Elapsed Days] <= 180 ) then ([AR Transaction Detail].[AR Measures].[SIS Transaction Derived Dist Balance]) else (0)
181 Days to One Year	181 Days to One Year	CALCULATION: Displays the remaining Transaction Distribution Balance if the Elapsed Days is greater than 180 but less than or equal to 365. if ([Elapsed Days] > 180 and [Elapsed Days] <= 365 ) then ([AR Transaction Detail].[AR Measures].[SIS Transaction Derived Dist Balance]) else (0)
One Year to Two Years	One Year to Two Years	CALCULATION: Displays the remaining Transaction Distribution Balance if the Elapsed Days is greater than 365 but less than or equal to 730. if ([Elapsed Days] > 365 and [Elapsed Days] <= 730 ) then ([AR Transaction Detail].[AR Measures].[SIS Transaction Derived Dist Balance]) else (0)
Over Two Years	Over Two Years	CALCULATION: Displays the remaining Transaction Distribution Balance if the Elapsed Days is greater than 730. if ([Elapsed Days] > 730) then ([AR Transaction Detail].[AR Measures].[SIS Transaction Derived Dist Balance]) else (0)
Refresh Date	SIS Transaction Date Maximum
Account Status	SIS Account Status
Hold Code	Student Active Hold Codes Current or Student Active Hold Codes Future	The Student Active Hold Codes Current and Student Active Hold Codes Future are being evaluated so these can be consolidated.

Release Notes & Communications

Table showing update release dates and release notes.
Date	Release Notes & Communications
Coming December 2025	Initial version of the report will be released in December 2025.