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  • PeopleSoft Financial Training Documentation

This site contains training documents related to on-line processing and inquiry within the PeopleSoft Financials system. The documents are organized into topics by functional area.  Click on the functional area drop down to view the training documents under each area.

Navigation Accordion Closed

  • Navigating Menus
  • Navigating Favorites
  • Navigating Searches

Purchasing Accordion Closed

  • Creating a Requisition
  • Creating a Requisition for Staples
  • Creating a Requisition for Amazon
  • Attaching Supporting Documentation – Requisition OnBase
  • Adding Distribution Lines to Requisitions
  • Initiating a Change Request
  • Dispatching a PO
  • Receive Items by Amount
  • Receive Items by Quantity
  • Canceling a Receipt
  • PCard Reconciliation

Expenses Accordion Closed

  • Creating Travel Authorizations
  • Creating Cash Advance
  • Creating Expense Report
  • Expense Overview
  • Attaching Supporting Documentation to Travel and Expense Transactions
  • Update Travel Profile
  • Travel Refresher Training

Approvals Accordion Closed

  • Approval Overview
  • Approving a Requisition
  • Approving Travel Documents
  • Departmental Journal Approval

Budgets Accordion Closed

  • Budgets Overview Inquiry Documentation
  • Finding Documents with Budget Errors

General Accounting Accordion Closed

Departmental Journals

  • Departmental Journal Overview
  • IDT Journal Creation
  • Creating Payroll Expense Transfer IPT Journals
  • Journal Search, Edit and Copy Functions
  • FWS Payroll Expense Transfer

Fiscal Year End and Other Special Processing

  • Year-End Pre-Paid Expense
  • Year-End Backdating Journals
  • Use-Tax IDT Journal
  • PeopleSoft General Ledger (GL) Overview

General Ledger Inquiry

  • Journal Inquiry
  • Journal Detail Drill back