PeopleSoft Financials 9.2
Purchasing
PeopleSoft Financials 9.2 Purchasing Add a Requisition Requisition against FY21 Bu...
Add a Requisition
PeopleSoft Financials 9.2 Within this document, take me to... Requisition Defaults Add...
Requisition against FY21 Budgets
PeopleSoft Financials 9.2 Prepare a requisition as normal with the following 3 exceptions: With...
Requisition using Multiple Budgets
PeopleSoft Financials 9.2 Follow the Add a Requisition instructions and return to these instru...
Stages of Purchase Order Activity
PeopleSoft Financials 9.2 The below illustrations walk through the impact of various scenarios o...
Expense Reports
PeopleSoft Financials 9.2 Expense Reports * Creating An Expense Report 9.2 Adding addi...
Finding your worklist in Peoplesoft 9.0 or Peoplesoft Financials
Each user of Peoplesoft 9.0 Student/HR has a personal worklist that will display transactions tha...
PeopleSoft Financials 9.2
What's New in 9.2? Frequently Asked Questions Homepages / Tiles Add Tiles to My Homepage ...
Accounting Information
PeopleSoft Financials 9.2 Accounting Information Accounts Chartfield Values / SpeedCha...
Accounts
PeopleSoft Financials 9.2 Accounts Numeric 4-digits Details the type of Expense, Revenue, As...
Chartfield Values / SpeedCharts
PeopleSoft Financials 9.2 Sample Chartfield String Fund Department Project/Grant Accou...
Controller's Corner
PeopleSoft Financials 9.2 Sorted by Subject General Controller's Corner Introduction Co...
Controller's Corner Introduction
[Controller's Corner] Announcement Date: January 21, 2020 Controller's Office Introduces Contr...
Foreign Travel Using One Card
Controller's Corner Announcement Date: February 4, 2020
Submitting Invoices to be Paid
Controller's Corner Announcement Date: March 4, 2020
Tips For Using My Wallet
Controller's Corner Announcement Date: February 20, 2020
Travel and Expense Center
Controller's Corner Announcement Date: April 24, 2020
Accounts Payable
PeopleSoft Financials 9.2 Accounts Payable Payment Request Payment Request Paymen...
Payment Request
PeopleSoft Financials 9.2 Create a payment request is an automated process to submit disbursemen...
Create Payment Request
PeopleSoft Financials 9.2
Payment Request Center
PeopleSoft Financials 9.2
Payment Request
PeopleSoft Financials 9.2 Create a payment request is an automated process to submit disbursemen...
Payment Request - Custom Expense Types
PeopleSoft Financials 9.2 Select the Accounts Payable homepage Choose the Payment Request Cen...
Approvals
PeopleSoft Financials 9.2 Approvals Approve an Expense Report Approve a Requisition ...
Approve an Expense Report
PeopleSoft Financials 9.2 Select the Expense Report homepage Select the Approval Worklist t...
Approve a Requisition
PeopleSoft Financials 9.2 Select the Purchasing homepage Select the Approval Worklist tile ...
Approve a Travel Authorization
PeopleSoft Financials 9.2 Select the Expense Report homepage Select the Approval Worklist t...
Central Services
PeopleSoft Financials 9.2 Central Services Add a Receipt
Add a Receipt
PeopleSoft Financials 9.2 Select the Central Services homepage Choose the Receiving tile ...
Expense Report
PeopleSoft Financials 9.2 Expense Reports * Creating An Expense Report 9.2 Adding ad...
Cash Advances
PeopleSoft Financials 9.2 Cash Advances Applying Cash Advances to an Expense Report 9.2 ...
Applying Cash Advances to an Expense Report 9.2
PeopleSoft Financials 9.2 Creating an Expense Report Once your expense report lines have been a...
Cash Advances
PeopleSoft Financials 9.2 There are essentially two steps to creating a Cash Advance (CA): en...
Deleting a Cash Advance 9.2
PeopleSoft Financials 9.2 A Cash Advance can only be deleted provided it is not paid, selected f...
Modifying a Cash Advance 9.2
PeopleSoft Financials 9.2 There are only three points at which you can modify a Cash Advance: ...
Viewing a Cash Advance status, pending actions or action history 9.2
PeopleSoft Financials 9.2 1PeopleSoft Financials 9.2 1.1Viewing a Cash Advance Status 1.2P...
Creating An Expense Report 9.2
PeopleSoft Financials 9.2 PEOPLESOFT 9.2 TRAVEL AND EXPENSES:CREATING EXPENSE REPORTSThere are e...
Adding additional expense lines to an expense report 9.2
PeopleSoft Financials 9.2 Entering header information in an Expense Report 9.2 To add one or mo...
Adding One Card charges from My Wallet 9.2
PeopleSoft Financials 9.2 You will need to make sure you have created an Expense Report: If you...
Attaching receipts to an Expense Report 9.2
PeopleSoft Financials 9.2 Once the expense report has been saved, you need to attach your receip...
Checking for errors when creating an Expense Report 9.2
PeopleSoft Financials 9.2 Once you have added all of your expense lines and entered the required...
Copy of Applying Cash Advances to an Expense Report 9.2
PeopleSoft Financials 9.2 Creating an Expense Report Once your expense report lines have been a...
Correcting the expense type in My Wallet 9.2
PeopleSoft Financials 9.2 If the Expense Type selected by the system is not correct, you **must ...
Default Accounting for Report
PeopleSoft Financials 9.2 While creating an expense report, you may need to change the default d...
Entering header information in an Expense Report 9.2
PeopleSoft Financials 9.2 No matter which method you use to start your expense report, you must ...
Modifying an Expense Report
PeopleSoft Financials 9.2 The navigation for Modifying an Expense Report has changed in PS Finan...
Receipt Split in an Expense Report
PeopleSoft Financials 9.2 A single receipt can contain multiple items that require more than one...
Review OneCard Information
PeopleSoft Financials 9.2 Select the User Preferences homepage Choose the Review/Edit Profile...
Saving an Expense Report 9.2
PeopleSoft Financials 9.2 When your expense report is complete and free of errors, you need to s...
Using Hotel Wizard 9.2
PeopleSoft Financials 9.2 Hotel bills often include more than just the room charge and tax; item...
USING MY WALLET
My Wallet includes more functions than just viewing your One Card charges. 1. You can add...
Viewing payment status 9.2
PeopleSoft Financials 9.2 Navigate to the Review Payments page The only required field will b...
Travel Authorizations
PeopleSoft Financials 9.2 Travel Authorizations Associating a Travel Authorization to an Ex...
Associating a Travel Authorization to an Expense Report 9.2
PeopleSoft Financials 9.2 Once your expense report lines have been added, you can associate a Tr...
Canceling a Travel Authorization
PeopleSoft Financials 9.2 Travel Authorizations that have been budget checked cannot be delete...
Create/Modify Travel Authorization
In the Expense Report Homepage, you will find a tile Create/Modify Travel Authorization (TA). Th...
Deleting a Travel Authorization 9.2
PeopleSoft Financials 9.2 First you must navigate to the Delete Travel Authorization page. Fo...
Draft - Approving/sending back a Travel Authorization or Expense Report
PeopleSoft Financials 9.2 First you must navigate to the Approve Transactions screen. Please not...
Draft - Attaching supporting documentation to a Travel Authorization
PeopleSoft Financials 9.2 The process for adding attachments for a Travel Authorization will be ...
Entering header information into a Travel Authorization 9.2
PeopleSoft Financials 9.2 The TA header is also known as the General Information section. Fields...
Saving a Travel Authorization 9.2
PeopleSoft Financials 9.2 When your TA is complete and free of errors, save it and attach any su...
Frequently Asked Questions
PeopleSoft Financials 9.2 Navigation How do I get to the menu path? On the User Prefer...
Homepages / Tiles
PeopleSoft Financials 9.2 Homepages / Tiles Add Tiles to My Homepage Arrange Tiles on ...
Add Tiles to My Homepage
PeopleSoft Financials 9.2 My Homepage is for your own use to add your most frequently used t...
Arrange Tiles on a Homepage
PeopleSoft Financials 9.2 To arrange tiles on a homepage, drag and drop the tile into the po...
Remove Tiles from My Homepage
PeopleSoft Financials 9.2 My Homepage is for your own use to add your most frequently used t...
User Preferences
PeopleSoft Financials 9.2 User Preferences Arrange Main Menu in alphabetical order Cha...
Arrange Main Menu in alphabetical order
PeopleSoft Financials 9.2 Select the User Preferences homepage Choose the My Pref...
Change Date and/or Decimal format
PeopleSoft Financials 9.2 Select the User Preferences homepage Choose the My Pref...
Delegate Authority - Approval
PeopleSoft Financials 9.2 Delegating Authority provides your chosen delegate with the ability to...
Delegate Entry Authority - Expense Report
PeopleSoft Financials 9.2 Depending on your selections, Delegate Entry Authority provides your c...
Enable / Disable Autocomplete
PeopleSoft Financials 9.2 Select the User Preferences homepage Choose the My Pref...
Review/Edit Profile - Expense Report
PeopleSoft Financials 9.2 Select the User Preferences homepage Choose the Review/...
What's New in 9.2?
PeopleSoft Financials 9.2 Changes effective January 2021... Description Pre-Update 9.2 V...
Budget Management
PeopleSoft Financials 9.2 Budget Management Beginner's Budget Training Budget Overview...
Beginner's Budget Training
PeopleSoft Financials 9.2 Download the pdf for the slides presented in Budget Training class
Budget Overview - Department
PeopleSoft Financials 9.2 Select the Budget Management homepage Choose the Budg...
Budget Overview - Grant
PeopleSoft Financials 9.2 Select the Budget Management homepage Choose the Budget...
Budget Overview - Personalize
PeopleSoft Financials 9.2 Run Budget Overview (Budget Overview - Department or Budget Overview -...
Dashboard - Department
PeopleSoft Financials 9.2 Select the Budget Management homepage Select the Depart...
Dashboard - Project/Grant
PeopleSoft Financials 9.2 Select the Budget Management homepage Select the Projec...
nVision - Create Report Book
PeopleSoft Financials 9.2 Select the Budget Management homepage Choose the nVisio...
nVision Drill Down For Excel 2016
Setting up the nVision drill toolbar For Excel 2016 1. Download the DrillToPIA2016.zip file. 2....
nVision - Run Reports
PeopleSoft Financials 9.2 Select the Budget Management homepage Choose the nVisio...
Salary / Wage Detail - Project / Grant
PeopleSoft Financials 9.2 Select the Budget Management homepage Choose the Query Vi...
Student Wage Detail - Department
PeopleSoft Financials 9.2 Select the Budget Management homepage Choose the Query ...
Transaction Detail - Department
PeopleSoft Financials 9.2 Select the Budget Management homepage Choose the Query ...
Transaction Detail - Project / Grant
PeopleSoft Financials 9.2 Select the Budget Management homepage Choose the Query ...