Finance Tip Sheets detail the steps involved in running common processes within UND Financials. The Tip Sheets are grouped by category below. Click the links below to see the Tip Sheets applicable to the category.
Many of the files are in Adobe PDF format. You must have Adobe Reader installed to download these documents. Click here to download Adobe Acrobat Reader. |
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General Tip Sheets |
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| (Adobe pdf, 05.23.07) Description: You can quickly and easily take returned information from PeopleSoft inquiries and download it into Excel. |
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| (Adobe pdf, 01.31.07) Description: Downloading the custom feature available in Query Viewer that allows files to be created from queries and copied to a user’s PC. |
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| (Adobe pdf, 08.19.05) Description: If you have trouble accessing reports in PeopleSoft, your Pop-up blocker may be blocking the PeopleSoft production webpages. This document gives you step-by-step instructions for allowing your browser to open the PeopleSoft production web pages. |
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| (Adobe pdf, 08.23.05) Description: Clear your cache and cookies daily to improve the functionality of your web browser. |
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| (Adobe pdf, 06.13.05) Description: Add frequently used reports and inquiries to "My Favorites" for quick access. Follow the step-by-step instruction on the linked document. |
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Inquiry Tip Sheets |
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| (Microsoft Word) Description: Use this Tip Sheet for quick reference to inquiries and their navigations in PeopleSoft. |
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| (Adobe pdf, 08.19.05) Description: The Budgets Overview Inquiry Tip Sheet will outline the PeopleSoft screens available for tracking budget amounts and expenditures by month, and fiscal year-to-date. |
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| (Adobe pdf, 6.20.05) Description: The Budget Journal Inquiry will give you detailed information, including status and errors, using a Budget Journal ID. |
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| (Adobe pdf, 08.19.05) Description: The Journal Entry Inquiry will give you detailed information on specific journals. Follow these step-by-step instructions to obtain information on a Journal. |
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| (Adobe pdf, 06.20.05) Description: Use the Journal Entry Inquiry with Detail to troubleshoot rejected journal entries. This inquiry may give you more information than the other Journal Entry Inquiry. |
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| (Adobe pdf, 08.19.05) Description: The General Ledger Inquiry screens will give actual general ledger data summarized in various formats. |
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| (Adobe pdf, 06.09.05) Description: This Tip Sheet will provide instructions for inquiring on the status of a Purchase Order. You can inquire by Department or by Purchase Order number. |
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| (Adobe pdf, 06.15.05) Description: Looking for the Vendor ID number? This Tip Sheet will give you step-by-step instructions for finding a Vendor ID. |
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| (Adobe pdf, 06.09.05) Description: Are you looking for a particular payment to a Vendor? The instructions in this Tip Sheet will show you how to perform an inquiry using the Vendor ID. You can also perform the search by the date of the Voucher submitted for payment or by the Voucher ID. |
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| (Adobe pdf, 06.09.05) Description: If you need to find the status of a voucher, follow the instructions on the Voucher Inquiry Tip Sheet. |
(Adobe pdf, 6.21.05) Description: Inquire on an Accounts Payable payment by following the step-by-step instructions in the Payment Inquiry Tip Sheet.
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Report Tip Sheets |
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| (Adobe pdf, 08.23.05) Description: Certain reports require that you establish a "Run Control ID." This Tip Sheet will guide you through the setting up a "Run Control ID." |
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| (Adobe pdf, 08.23.05) Description: Follow the steps in this Tip Sheet to run and retrieve your reports. |
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| (Adobe pdf, 08.24.05) Description: This Tip Sheet gives you step-by-step instructions for downloading your report into an Excel spreadsheet. |
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| (Adobe pdf, 08.23.05)Description: Use this Tip Sheet for obtaining reports which detail the status of your Budget. |
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| (Adobe pdf, 07.28.05) Description: Use this Tip Sheet for step-by-step instructions in obtaining a Budget Transaction Detail Report. The Budget Transaction Detail Report gives information on items as they have posted against a budget. |
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(Adobe pdf, 08.24.05) Description: The General Ledger Activity Report summarizes activity by account for a selected fund. Follow the steps in this Tip Sheet to pull a General Ledger Activity Report.
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(Adobe pdf, 08.24.05) Description: The General Ledger Summary report shows line activity by account for a selected fund. This Tip Sheet gives you step-by-step instructions for pulling a General Ledger Summary report.
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| (Adobe pdf, 08.24.05) Description: This Tip Sheet will show users how to access trial balance reports. |
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