{"id":1624,"date":"2018-11-16T10:56:06","date_gmt":"2018-11-16T17:56:06","guid":{"rendered":"https:\/\/in.nau.edu\/comptroller\/?page_id=1624"},"modified":"2024-10-08T08:27:43","modified_gmt":"2024-10-08T15:27:43","slug":"peoplesoft-financial-training-documentation","status":"publish","type":"page","link":"https:\/\/in.nau.edu\/comptroller\/peoplesoft-financial-training-documentation\/","title":{"rendered":"PeopleSoft Financial Training Documentation"},"content":{"rendered":"

This site contains training documents related to on-line processing and inquiry\u00a0within the\u00a0PeopleSoft Financials system. The documents are organized into topics by functional area.\u00a0 Click on the functional area drop down to view the training documents under each area.<\/p>\n

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Navigation Accordion Closed<\/span><\/h4>\n <\/span>\n <\/div>\n <\/a>\n
\n \n\n
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Navigating Menus<\/a><\/li>\n
Navigating Favorites<\/a><\/li>\n
Navigating Searches<\/a><\/li>\n<\/ul>\n<\/body><\/html>\n\n <\/div>\n<\/div>\n\n\n
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Purchasing Accordion Closed<\/span><\/h4>\n <\/span>\n <\/div>\n <\/a>\n
\n \n\n
\n
Creating a Requisition<\/a><\/li>\n
Creating a Requisition for Staples<\/a><\/li>\n
Creating a Requisition for Amazon<\/a><\/li>\n
Attaching Supporting Documentation – Requisition OnBase<\/a><\/li>\n
Adding Distribution Lines to Requisitions<\/a><\/li>\n
Initiating a Change Request<\/a><\/li>\n
Dispatching a PO<\/a><\/li>\n
Receive Items by Amount<\/a><\/li>\n
Receive Items by Quantity<\/a><\/li>\n
Canceling a Receipt<\/a><\/li>\n
PCard Reconciliation<\/a><\/li>\n<\/ul>\n<\/body><\/html>\n\n <\/div>\n<\/div>\n\n\n
\n \n
\n
Expenses Accordion Closed<\/span><\/h4>\n <\/span>\n <\/div>\n <\/a>\n
\n \n\n
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Creating Travel Authorizations<\/a><\/li>\n
Creating Cash Advance<\/a><\/li>\n
Creating Expense Report<\/a><\/li>\n
Expense Overview<\/a><\/li>\n
Attaching Supporting Documentation to Travel and Expense Transactions<\/a><\/li>\n
Update Travel Profile<\/a>\n<\/li><\/ul><\/body><\/html>\n\n <\/div>\n<\/div>\n\n\n<\/div>\n\n
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Approvals Accordion Closed<\/span><\/h4>\n <\/span>\n <\/div>\n <\/a>\n
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Approval Overview<\/a><\/li>\n
Approving a Requisition<\/a><\/li>\n
Approving Travel Documents<\/a><\/li>\n
Departmental Journal Approval<\/a>\n<\/li><\/ul><\/body><\/html>\n\n <\/div>\n<\/div>\n\n\n
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Budgets Accordion Closed<\/span><\/h4>\n <\/span>\n <\/div>\n <\/a>\n
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Budgets Overview Inquiry Documentation<\/a><\/li>\n
Finding Documents with Budget Errors<\/a>\n<\/li><\/ul><\/body><\/html>\n\n <\/div>\n<\/div>\n\n\n
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General Accounting Accordion Closed<\/span><\/h4>\n <\/span>\n <\/div>\n <\/a>\n
\n \n\n
Departmental Journals<\/strong><\/span><\/p>\n
\n
Departmental Journal Overview<\/a><\/li>\n
IDT Journal Creation<\/a><\/li>\n
Creating Payroll Expense Transfer IPT Journals<\/a><\/li>\n
Journal Search, Edit and Copy Functions<\/a><\/li>\n
FWS Payroll Expense Transfer<\/a><\/li>\n<\/ul>\n
Fiscal Year End and Other Special Processing<\/strong><\/span><\/p>\n
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Year-End Pre-Paid Expense<\/a><\/li>\n
Year-End Backdating Journals<\/a><\/li>\n
Use-Tax IDT Journal<\/a><\/li>\n
PeopleSoft General Ledger (GL) Overview<\/a><\/li>\n<\/ul>\n
General Ledger Inquiry<\/span><\/strong><\/p>\n
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Journal Inquiry<\/a><\/li>\n
Journal Detail Drill back<\/a><\/li>\n<\/ul>\n<\/body><\/html>\n\n <\/div>\n<\/div>\n\n\n<\/div>\n<\/div><\/p>\n","protected":false},"excerpt":{"rendered":"
This site contains training documents related to on-line processing and inquiry\u00a0within the\u00a0PeopleSoft Financials system. The documents are organized into topics by functional area.\u00a0 Click on the functional area drop down to view the training documents under each area.<\/p>\n","protected":false},"author":447,"featured_media":1626,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","ring_central_script_selection":"","footnotes":""},"class_list":["post-1624","page","type-page","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/in.nau.edu\/comptroller\/wp-json\/wp\/v2\/pages\/1624","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/in.nau.edu\/comptroller\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/in.nau.edu\/comptroller\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/in.nau.edu\/comptroller\/wp-json\/wp\/v2\/users\/447"}],"replies":[{"embeddable":true,"href":"https:\/\/in.nau.edu\/comptroller\/wp-json\/wp\/v2\/comments?post=1624"}],"version-history":[{"count":12,"href":"https:\/\/in.nau.edu\/comptroller\/wp-json\/wp\/v2\/pages\/1624\/revisions"}],"predecessor-version":[{"id":3026,"href":"https:\/\/in.nau.edu\/comptroller\/wp-json\/wp\/v2\/pages\/1624\/revisions\/3026"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/in.nau.edu\/comptroller\/wp-json\/wp\/v2\/media\/1626"}],"wp:attachment":[{"href":"https:\/\/in.nau.edu\/comptroller\/wp-json\/wp\/v2\/media?parent=1624"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}