Skip to main content

Transaction Detail - Department

PeopleSoft Financials 9.2

  • Select the Budget Management homepage

  

  • Choose the Query Viewer tile

**  **

  • Enter the beginning of the Query Name, hit Search

  • Click on Favorite to add this as a favorite query

  • Choose HTML to run the query to your screen or Excel to download the query

  

  • Complete the following fields:

    • Enter a Department

    • Enter a Journal From Date and Journal To Date

  • Hit View Results

  • You may encounter a pop-up blocker when trying to execute a query. Choose and Always Allow.

**  **

The resulting screen should look similar to this example.

  • The journal dates can be entered several different ways:
    • Using the calendar icon to select the dates
    • Using slashes
    • Entering all the digits (including zeros) without slashes
    • You can use a "t" as a shortcut for today's date

  

Sample Charges:

Journal IDLine DescrNotes
PR00325537Payroll pay period 07/02/2016Due to confidentiality, you will not find the details within the PS Financials System. You will need to contact Payroll for further information.
XAC0325599CC 07/25/2016 ST LAWRENCE SUPPThis indicates a Credit Card charge transaction on 7/25/16 to St. Lawrence Supply. It was processed on an eXpense report. Contact AP for further information.
XAC0326382ER 0000022418 calgerThis indicates the Expense Report number for userid: calger Contact AP for further information.
APV0325764FUNDRIVER/P091067/V00256122This indicates Accounts Payable Voucher 256122 processed against PO 91067 to vendor Fundriver. Contact AP for further information.
APV0326399TUPPERLAKE/V00257117This indicates Accounts Payable Voucher 257117 processed on Disbursement Order to vendor Tupper Lake. Contact AP for further information.
0000326637PARAGON 09/20/16 - 09/23/16This indicates postage paid on the Paragon meter for the period 9/20/16-9/23/16. Contact Shipping for further information.
0000326918OIT Local/LD Usage 08/22-09/21This indicates local/Long Distance phone usage for the period 8/22-9/21. Contact OIT for further information.
0000325673UPS 07/09/2016This indicates postage paid to UPS on 7/9/16. Contact Shipping for further information.
SF003288210000000217606This indicates receipt number 217606. Contact the Cashier for further information.
SF003266650945190 MS-EM CorporateThis indicates a Student Financials transaction for student number 0945190 with a brief description of the transaction. Contact the Bursar for further information.
  • If you chose HTML, you can still opt to download the results to Excel using the Excel Spreadsheet hyperlink

Missing Access? Have Questions? Contact Controllers_Office@clarkson.edu

Back to top