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Charges File Specification

SIS

File Details

Field Value
File format CSV (comma-separated), zipped before upload
File name format YYYY-MM-DDTHHMMSSZ_[school abbreviation]_charges.csv
Header row Required
Encoding UTF-8

Example: 2026-03-19T143022Z_SCH_charges.csv

Field Definitions

# Column name Required Description PeopleSoft Suggested Location Special Functionality
1 charge_credit_id Required Unique ID for the charge (should remain stable over time). Use the database primary key if available. PS_ACCOUNT_SF.EMPLID • PS_ITEM_SF.ITEM_TERM • PS_ITEM_SF.ITEM_NBR, joined with -
2 student_id Required SIS student identifier mapped to the students file. PS_ACCOUNT_SF.EMPLID Links to student.
3 academic_year Required Map to the academic calendar file row the charge is associated with. PS_TERM_TBL.TERM_BEGIN_DT (year only) Payments will be posted back to appropriate year/term/session.
4 academic_term Required Map to the academic calendar file row the charge is associated with. PS_ACCOUNT_SF.ACCOUNT_TERM, or PS_ITEM_SF.ITEM_TERM when blank Payments will be posted back to appropriate year/term/session.
5 academic_session Map to the academic calendar file row the charge is associated with. Payments will be posted back to appropriate year/term/session.
6 code Required Internal or institutional code for the charge (e.g., "TUIT-UG") PS_ITEM_SF.ITEM_TYPE; anticipated aid rows: constant ANTICAID
7 code_med_desc Short label tied to the charge code (e.g., "UG Tuition", "Fin Aid")
8 code_long_desc Long label tied to the charge code (e.g., "Undergraduate Tuition", "Financial Aid")
9 type Required Highest-level classification of the charge, like R for cash receipt or C for charge. PS_ITEM_SF.ITEM_TYPE_CD; anticipated aid rows: constant ANTICAID
10 amount Required Monetary value of the charge (positive or negative) PS_ITEM_SF.ITEM_AMT; anticipated aid rows: PS_ANTC_AID_TERM.NET_AWARD_AMT Sign can optionally be flipped per-term. Some SIS's represent payments as positive, some as negative.
11 paid_amount Reserved for future use.
12 balance_amount Reserved for future use.
13 note Any note entered on the specific charge. Rare; not show to students. Useful for troubleshooting.
14 is_prebill Y/N indicating that the charge is not yet real. Don't use for aid unless it's in your pending transaction table. If Y, automatically hidden from students.
15 is_eligible_fin_aid Reserved for future use.
16 is_eligible_refund Reserved for future use.
17 batch_number Batch number the charge is part of, if applicable.
18 is_printed_stmt Y/N whether the charge has been printed on a statement
19 first_stmt_date Date of the first statement on which charge was printed.
20 due_date Reserved for future use.
21 description Required Individualized description of the charge line (e.g., "Full Time Tuition Spring ADJUSTED") PS_ITEM_TYPE_TBL.DESCR; anticipated aid rows: constant ANTICIPATEDAID
22 entry_date Required Nominal date of the charge that will be shown to students. PS_ITEM_SF.LAST_ACTIVITY_DATE; anticipated aid rows: SYSDATE
23 is_anticipated Required Y/N Indicates anticipated (not yet disbursed) aid. Constant N; anticipated aid rows: Y By default, undisbursed aid will not reduce the balance in other terms.
24 scheduled_disbursed_date When the aid will be disbursed. Only applies to aid rows.
25 is_assessed Y/N whether charge was created by rules (vs manually entered)
26 is_voided Y/N whether the charge has been voided. If Y, automatically hidden from students.
27 is_posted Y/N whether the charge has been posted to the G/L
28 stmt_type Statement type on which the charge was printed
29 summary_type Required Classification of the charge by purpose (e.g., "TUITION, HOUSING, FA") if the SIS offers it. Alternately, a classification more granular than type. Useful for configuring bill presentation. PS_ITEM_SF.FEE_CD
30 summary_type_med_desc summary_type short label (e.g., "Student Charges, Financial Aid"). Not user-facing, but useful for configuring billing.
31 summary_type_long_desc summary_type long label (e.g., "Student Charges, Financial Aid"). Not user-facing, but useful for configuring billing.
32 receipt_number Unused
33 has_details Unused
34 created_at Creation timestamp (audit trail, not nominal)
35 modified_at Modification timestamp (audit trail, not nominal)
36 true_academic_year Map to the academic calendar file row the charge is associated with. Payments will be posted back to appropriate year/term/session.
37 beginning_balance_flag Whether this charge represents a forward balance. If Y, automatically hidden from students.
38 is_reversed Y/N the transaction has had a reversal entered
39 reversed_number The charge_credit_id of the reversing entry
40 is_pay_plan Unused
41 source_code Which process or office created the charge/credit, such as Banner's TTVSRCE.
42 cash_receipt_payment_type Unused
43 cash_receipt_note Unused
44 cash_receipt_description Unused
45 cash_receipt_payment_plan_applied Unused
46 cash_receipt_voided_date Unused
47 cash_receipt_posted_date Unused
48 cash_receipt_created_at Unused
49 cash_receipt_modified_at Unused
50 academic_session_start_date Unused
51 academic_session_end_date Unused
52 current_balance Student's overall balance. Used for integrity checking. All charges across rows for the student should sum to this number. Evaluated after flipping signs by type, where applicable.
53 academic_term_balance Unused
54 academic_session_balance Unused
55 tuition_plan Extra field that can indicate special circumstances like a discounted tuition rate.
56 tuition_plan_term Extra field that can indicate special circumstances like a discounted tuition rate.
57 ar_type Accounts-receivable type the charge belongs to. Leave blank if your SIS does not use AR types. Payments can optionally be posted back to appropriate AR Type.