PeopleSoft Finance Access

This course presents key features of the PeopleSoft Financial system, including terminology and business processes.

• Introduction to PeopleSoft Finance Presentation
• Introduction to PeopleSoft Finance Exercise

This course demonstrates steps required for creating budget journals in PeopleSoft, including attaching backup electronically and entering the budget journal into workflow for electronic approvals.

• Budget Journal Workflow
• Budget Journal Workflow Additional Information
• Budget Journal Workflow Examples
• Budget Journal Workflow Exercise

This course demonstrates steps required for creating journal entries in PeopleSoft, including attaching backup electronically and entering the Journal Entry into workflow for electronic approvals.

• How to Create a Journal Entry and Enter it into Workflow
• Additional Information for Processing Journal Entries
• Standard Operating Procedures for Intercampus Journals
• Journal Entry Exercise

This course demonstrates how to run predefined queries and PeopleSoft reports. The course includes a review of terminology and business processes, as well as steps for reading the monthly Department Verification Report (UGLS1074).

• Reports and Query Training
• Helpful Public Queries
• How to Run and Read the PO Status Report
• Reports and Query Exercise

This course demonstrates online entry of purchase requisitions, including attaching backup electronically and entering the Requisition into workflow for electronic approval.

• How to Create a Requisition and Enter it into Workflow
• Additional Information for Requisitions
• New TIBH Tab on Requisition
• Requisition Exercise

This course demonstrates steps required for entering and processing Accounts Payable vouchers in PeopleSoft, including attaching backup electronically and entering the voucher into workflow for electronic approval.

• How to Create a Voucher and Enter it into Workflow
• Additional Information for Voucher Workflow
• Voucher Exercise

SCR (Service Center Requests) voucher is a specific type of Accounts Payable voucher in PeopleSoft. This course demonstrates steps required for creating and processing local and state SCR vouchers, including attaching backup electronically and entering the SCR voucher into workflow for electronic approval.

• SCR Voucher Definition
• How to Create a LOCAL SCR Voucher and Enter it into Workflow
• How to Create a STATE SCR Voucher and Enter it into Workflow
• Notes for the Workflow Approvers
• Steps on Deleting SCR Voucher
• SCR Voucher Common Errors and Fixes

This course explains Fund Equity and how to read the Fund Equity Reports.

• Understanding Fund Equity
• How Fund Equity Ties Between Different Reports
• How to Run and Read the Unbudgeted Fund Equity with Revenue/Expense Report
• Fund Equity Reports (UGLC016, UGLC016A-D, UGLC016E)

The following document explains the different categories of Fixed Asset:

• Fixed Asset Definitions