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Finance: Tip Sheets

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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.

 
General Tip Sheets
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Utilizing the “Download to Excel” Feature in PeopleSoft  download
(Adobe pdf, 05.23.07) Description: You can quickly and easily take returned information from PeopleSoft inquiries and download it into Excel.
 
Using the Query Download Feature   download
(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.
 
Turn off Pop-up Blocker   download
(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.
 
Clear Cache and Cookies   download
(Adobe pdf, 08.23.05) Description: Clear your cache and cookies daily to improve the functionality of your web browser.
 
Setting Favorites   download
(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.
 
 
Inquiry Tip Sheets
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Finance Inquiry Navigations  download
(Microsoft Word) Description: Use this Tip Sheet for quick reference to inquiries and their navigations in PeopleSoft.
 
Budgets Overview Inquiry    download
(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.
 
Budget Journal Inquiry   download
(Adobe pdf, 6.20.05) Description: The Budget Journal Inquiry will give you detailed information, including status and errors, using a Budget Journal ID.
 
Journal Entry Inquiry  download
(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.
 
Journal Entry Inquiry with Detail   download
(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.
 
Ledger Inquiry   download
(Adobe pdf, 08.19.05) Description: The General Ledger Inquiry screens will give actual general ledger data summarized in various formats.
 
Purchase Order Inquiry   download
(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.
 
Vendor ID Inquiry   download
(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.
 
Vendor Payment Inquiry  download
(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.
 
Voucher Payment Inquiry   download
(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.
Payment Inquiry    download
(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.
 
Report Tip Sheets
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Establishing a Run Control ID  download
(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."
 
Running Reports in PeopleSoft    download
(Adobe pdf, 08.23.05) Description: Follow the steps in this Tip Sheet to run and retrieve your reports.
 
Getting a Report in Excel    download
(Adobe pdf, 08.24.05) Description: This Tip Sheet gives you step-by-step instructions for downloading your report into an Excel spreadsheet.
 
Running a Budget Status Report   download
(Adobe pdf, 08.23.05)Description: Use this Tip Sheet for obtaining reports which detail the status of your Budget.
 
Running a Budget Transaction Detail Report  download
(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.
 
Running a General Ledger Activity Report  download
(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.
 
General Ledger Summary Report    download
(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.
 
Running a Trial Balance Report  download
(Adobe pdf, 08.24.05) Description: This Tip Sheet will show users how to access trial balance reports.
 
 
 
 
Associate VP for Finance & Operations
116 Twamley Hall
Box 8364
Phone: (701) 777-2015
Fax: 701-777-3086
Email: financeandoperations@mail.und.nodak.edu