Finance: Job Aids

Job Aids are 'how-to' instructions, reference documents, and other materials to help you use the PeopleSoft systems.

Analysis Type  download (Microsoft Excel, 07.05.05) Analysis type is a required field when entering a project on a journal entry or journal import.   Turn off the Pop-up blocker   download (Adobe pdf, 06.20.08) Description: If you have trouble accessing reports in PeopleSoft, your Pop-up blocker may be blocking the PeopleSoft production web pages. This document gives you step-by-step instructions for allowing your browser to open the PeopleSoft production web pages.   Clear Cache & Cookies   download (Adobe pdf, 05/15/08) Description: Clear your cache and cookies daily to improve the functionality of your web browser.   Setting Favorites   download (Adobe pdf, 05.15.08) Description: Add frequently used reports and inquiries to "My Favorites" for quick access. Follow the step-by-step instruction on the linked document.   How to: do a Budget Journal (Adobe pdf) Description:   Journal Import Tips and Requirements   download (Adobe pdf, 09.12.05) Description: This Job Aid has tips for completing a Journal Import spreadsheet.   Journal Import Example    download (Microsoft Excel, 09.13.05) Description: This spreadsheet shows how a Journal Import document should be completed.   Budget Journal Accounts    download (Microsoft Excel, 02.04.05) Description: This Job Aid gives you a listing of Budget Accounts categorized by Revenue and Expense. These Accounts are used on Budget Journals only.   Ledger Group Identifiers   download (Microsoft Excel, 01.25.05) Description: This Job Aid identifies the ledger group which funds are classified.         Chart of Accounts Account Numbers download (Microsoft Excel, 07.09.08) Description: This Job Aid provides a listing of PeopleSoft Accounts used to classify revenues, expenditures and etc.   Building List   download (Microsoft Excel, 07.09.08) Description:This Job Aid lists the new PeopleSoft Location Codes by building or facility.   Department Listing download (Microsoft Excel, 07.09.08) Description: This Job Aid Provides a listing of all departments.   Fund/Department/Project Combinations   download (Microsoft Excel, 07.09.08) Description: Use this Job Aid to find Funds associated with a Department and vice versa. Use the drop down arrows to filter the spreadsheet for the fund or department you are looking for.   Fund Listing download (Microsoft Excel, 07.09.08) Description: This Job Aid provides a listing of all funds.   Program Chartfields   download (Microsoft Excel, 07.09.08) Description:   Project Chartfields   download (Microsoft Excel, 07.09.08) Description:       Legacy Chart of Accounts Legacy Fund Numbers converted for PeopleSoft    download (Microsoft Excel, 08.24.05) Description: All Legacy Fund numbers which were converted to PeopleSoft have been combined into one spreadsheet. Use this Job Aid for reference and mapping.   Legacy Department Numbers Converted for PeopleSoft   download (Microsoft Excel, 01.18.04) Description: Use this Job Aid for reference and mapping your Legacy Department Numbers to the new PeopleSoft Department Numbers.