DATE

TIME

TOPIC

PRESENTED BY

Journal Entries, Imports, & Vouchers

Learn how and when to use journal entries, journal imports, and journal vouchers

PeopleSoft Account Numbers

This session will show how to use PeopleSoft Account Number listing and provide clarification on how items should be coded.

Memorial Union, Badlands Room

PowerPoint Presentation

Account Number Listing

Budgets overview Inquiry

This is for new PeopleSoft users or those PeopleSoft users needing a refresher. This training provides the tools necessary to navigate through PeopleSoft to find your department's budget and cash balance; utilize PeopleSoft to track your department's budget, cash, revenue, and expenditures; and complete a budget journal with hands-on practice activities.

Prerequisite PeopleSoft user ID and password for Finance Module, a local fund number, and/or an appropriated fund number.

Gamble Hall, Lanterman Center, Room 9

Link to Budget Inquiry PowerPoint

Learn the process for Purchase Order payments, Blanket Purchase Order payments, and Voucher payments.

Memorial Union, Badlands Room

PowerPoint Presentation

Running, Reading, and Reconciling Key Finance Reports in PeopleSoft

This training provides the tools necessary to navigate through PeopleSoft in order to run, read, and understand PeopleSoft financial reports. Important tips will be provided to help you recognize why, when, and how to reconcile revenue and expense transactions posted to your funds. Troubleshooting tips and tools to help you resolve budgeting errors will also be provided. This session includes hands on practice activities.

Prerequisites: Must have previously attended either a "Budgets Overview Inquiry" or "Budgets vs Cash Inquire" U2 session and must have a PeopleSoft user ID and password for Finance Module.

Gamble Hall, Lanterman Center, Room 9

Power Point Presentation

Employee Travel Policies & Procedures

Brush up on the procedures to follow for employee ticket authorization, direct billing of airline tickets, and employee travel expense vouchers.

Memorial Union, Badlands Room

Employee Travel Policy

Budgets overview Inquiry

This is for new PeopleSoft users or those PeopleSoft users needing a refresher. This training provides the tools necessary to navigate through PeopleSoft to find your department's budget and cash balance; utilize PeopleSoft to track your department's budget, cash, revenue, and expenditures; and complete a budget journal with hands-on practice activities.

Prerequisite PeopleSoft user ID and password for Finance Module, a local fund number, and/or an appropriated fund number.

Gamble Hall, Lanterman Center, Room 9

Link to Budget Inquiry PowerPoint

Non-Employee/Student Travel, Payments to Non-Resident Aliens & Moving Expenses

Review of required travel procedures for non-employees, students, and non-resident aliens and a review of moving expense procedures

Memorial Union, Badlands Room

Non-Employee/Student Travel Policy

Moving Expense Policy

Running, Reading, and Reconciling Key Finance Reports in PeopleSoft

This training provides the tools necessary to navigate through PeopleSoft in order to run, read, and understand PeopleSoft financial reports. Important tips will be provided to help you recognize why, when, and how to reconcile revenue and expense transactions posted to your funds. Troubleshooting tips and tools to help you resolve budgeting errors will also be provided. This session includes hands on practice activities.

Prerequisites: Must have previously attended either a "Budgets Overview Inquiry" or "Budgets vs Cash Inquire" U2 session and must have a PeopleSoft user ID and password for Finance Module.

Gamble Hall, Lanterman Center, Room 9

Power Point Presentation