PeopleSoft Newsletter for Finance

• Introduction
  • Changes in PeopleSoft Version 8.4

   

• Accounting Update

  • Trust Fund Cash Availability

     

  • Converting Accounts To and From PeopleSoft

     

  • Travel Expense Claims

   

  • Trust/Reimbursement Transfer

     

    • Fiscal Year 05-06 Monthly Close-Out Information/Dates
    • Fiscal Year 06-07 Monthly Close-Out Information/Dates

•  Administration and Finance Technical Support

  • Imaging System

• Budget Office Update

  • November 2001

   

  • Instructions for Printing Report on Current Status of Departmental Accounts (known as 020)

   

  • Financial Queries

   

  • Common Mistakes and Important Reminders When Submitting Budget Transfers

   

  • Setting up "Favorites" in PeopleSoft

   

  • Accounts Payable Query

   

  • Removing Gray Columns in Queries run to Excel

   

  • Step by Step Instructions for Running PO Report

   

   

  • Period 998 Information - Sected Funds

   

  • Step By Step Instructions for Transaction Detail Query

 

• Fiscal Year 05-06 Monthly Close-Out Information/Dates
• Fiscal Year 06-07 Monthly Close-Out Information/Dates

• Purchasing Update

  • Location Codes

   

  • Prior Year Encumbrances

   

  • Finding Requisitions

   

  • Assigning Accounts to Requisition Lines

   

  • "Receiving" in the Purchasing Process

   

  • Assigning Different Accounts to Lines on Requisitions

   

  • Cross-Referencing GL Journal IDs to Requisitions and Purchase Orders