PeopleSoft Finance Access
Get started with UHCL PeopleSoft Finance training!
Instructions:
Step-by-Step instructions to access to PeopleSoft Finance:
- UHCL PeopleSoft Finance Access Request Form
- PeopleSoft Access for New Hire Diagram
Questions about PeopleSoft Finance?
PeopleSoft Finance Training
Courses
Introduction to PeopleSoft Finance
This course presents key features of the PeopleSoft Financial system, including terminology and business processes.
- Introduction to PeopleSoft Finance Presentation
- Introduction to PeopleSoft Finance Exercise
Budget Journal Workflow
This course demonstrates steps required for creating budget journals in PeopleSoft, including attaching backup electronically and entering the budget journal into workflow for electronic approvals.
- Budget Journal Workflow Additional Information
GL Journal Entry Workflow
This course demonstrates steps required for creating journal entries in PeopleSoft, including attaching backup electronically and entering the Journal Entry into workflow for electronic approvals.
- How to Create a Journal Entry and Enter it into Workflow
- Additional Information for Processing Journal Entries
- Standard Operating Procedures for Intercampus Journals
- Journal Entry Exercise
Reports and Queries
This course demonstrates how to run predefined queries and PeopleSoft reports. The course includes a review of terminology and business processes, as well as steps for reading the monthly Department Verification Report (UGLS1074).
- Reports and Query Training
- Helpful Public Queries
- How to Run and Read the PO Status Report
- Reports and Query Exercise
Requisition Workflow
This course demonstrates online entry of purchase requisitions, including attaching backup electronically and entering the Requisition into workflow for electronic approval.
- How to Create a Requisition and Enter it into Workflow
- Additional Information for Requisitions
- New TIBH Tab on Requisition
- Requisition Exercise
Voucher Workflow
This course demonstrates steps required for entering and processing Accounts Payable vouchers in PeopleSoft, including attaching backup electronically and entering the voucher into workflow for electronic approval.
- How to Create a Voucher and Enter it into Workflow
- Additional Information for Voucher Workflow
- Voucher Exercise
SCR Voucher Workflow
SCR (Service Center Requests) voucher is a specific type of Accounts Payable voucher in PeopleSoft. This course demonstrates steps required for creating and processing local and state SCR vouchers, including attaching backup electronically and entering the SCR voucher into workflow for electronic approval.
- SCR Voucher Definition
- How to Create a LOCAL SCR Voucher and Enter it into Workflow
- How to Create a STATE SCR Voucher and Enter it into Workflow
- Notes for the Workflow Approvers
- Steps on Deleting SCR Voucher
- SCR Voucher Common Errors and Fixes
Fund Equity
This course explains Fund Equity and how to read the Fund Equity Reports.
- Understanding Fund Equity
- How Fund Equity Ties Between Different Reports
- How to Run and Read the Unbudgeted Fund Equity with Revenue/Expense Report
- Fund Equity Reports (UGLC016, UGLC016A-D, UGLC016E)
Fixed Asset Definitions
The following document explains the different categories of Fixed Asset:
- Fixed Asset Definitions