Financial Training

Web Journal Entries - training guide, tutorial, and quick reference guide for how to enter web journal entries which are designed to electronically move funds among Chartfields

Web Reporting - training guide, tutorial, and quick reference for running financial reports tailored to fit your needs in using options such as DeptID, Fund, Program, etc.

ChartFields & MoCodes Desk Reference - PeopleSoft utilizes data fields called Chartfields to “route” transactions to the appropriate operation’s Income Statement, see also ChartFields and MoCodes PowerPoint

Financial Reporting-Using the Transaction Checklist - an electronic method to “check off” the requested period’s financial transactions as they are reconciled or matched to supporting source documents.

Cash Received Report - data source used to process cash receipt transactions into PeopleSoft General Ledger; each University bank account deposit must have a matching entry recorded by the appropriate deposit type explained here