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Learning Resources - Finance System

Click on a topic to select a learning resource format.

Finance System Overview
Logging into the Finance System
Finance System Navigation
Finance System Search Pages
Chart of Accounts
Searching for an Account
Organization Fiscal Roles Inquiry
ChartField Inquiry
Reorg Table Update
Journal Entries
Creating Journal Entries
Journal Entry Copy Down Template
Journal Entry Change Values
Validating Journal Entries
Approving Journal Entries
Copying Journal Entries
Posting Journal Entries
Journal Entry Status
Printing Journal Entries
Gift Fund Journal Entries
Correcting Errors on Journal Entries
Journal Entry Debit Credit Convention
Asset Management
Chapter 1 - Adding Assets
Chapter 2 - Depreciation Calculation
Chapter 3 - Account Entry Creation
Chapter 4 - Adjusting Assets
Chapter 5 - Transferring Assets
Chapter 6 - Recategorizing Asserts
Chapter 7 - Retiring and Reinstating Assets
Chapter 8 - Asset Update
Chapter 9 - Asset Inquiry
Chapter 10 - Depreciation Close
Chapter 11 - FOPPS Allocation
Chapter 12 - Reporting


 

New PeopleSoft User IDs
Transitioning to your new PeopleSoft ID

Legend

* See It - Watch a movie of the process
* Try it - An interactive movie of the process
* Step-by-Step - Instructions with screenshots
* Quick-Step - Instructions without screenshots


 
           
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