Student Receivables Overview
Link to information and resources about managing student receivables.
Announcement:
The new decade brings an exciting implementation for the UC San Diego financial community with the upcoming release of the "Oracle" Financial Information System.
In order to have a successful transfer of non-student accounts from the Integrated Student Information System (ISIS) to the new Oracle Financial Information System (OFIS), the following cutover dates are to be adhered to:
- 5/29/2020 (Friday) SFS/UBS will stop creating new non-student account ID #'s.
- 6/5/2020 (Friday) SFS/UBS will no longer accept non-student invoices.
- 6/15/2020 (Monday) SFS/UBS will no longer accept non-student credit memos to clear from an AR balance.
- 6/19/2020 (Friday) - Departments are to have the auto-invoice template completed.
- 6/19/2020 - 6/30/2020 - Cashier's Office to hold payments.
>Have questions about Oracle? Visit the Finance training webpage.
Definition of accounts receivable
"Accounts receivable" refers to the revenue brought into UCSD through the billing process for services or supplies that UCSD departments provide to outside entities.
Departments work with University Billing Services (UBS), a unit within Student Financial Solutions, to enter these charges into UCSD's central records system, ISIS (which is linked to IFIS), and to monitor account status.
Accounts are classified in two ways: Student debt and non-student debt.
Student debt
Information about student debt can be found on our SFS Website.
Non-student debt
- Employees and Entities
- If invoices are collectible, accounts may be held from the normal collections procedure. If not, they may be assigned to a collection agency
Resources for accounts receivable managers
If you manage accounts receivable for your department, link to these resources for background information and step-by-step processes:
- Accounts receivable guidelines
- Accounts receivable roles
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Setting up an account
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Invoicing and billing
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Managing and troubleshooting accounts
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Write-off and collection process, including
- Completing the Recommended for Write-off Report
- Collecting on delinquent accounts
- The role of UBS in the collection process
For other questions or problems, contact Student Financial Solutions through the UC San Diego Services & Support portal or call the Finance Help Line at (858) 246-4237.