Elevate: FIN Upgrade

Announcements

Working sessions taking place now

We are actively conducting working sessions at the campuses and will continue to do so through early June 2015. So far, these have focused on Grants, Workflow, F&A, Billing, Projects, ChartFields, and SpeedTypes. Additional sessions are being planned on Encumbrances and Data Conversion. Campus feedback indicates that working sessions are invaluable in helping departments determine what to do within FIN 9.2 and what business process changes might be required. We’re glad these are working out so well.


ELEVATE: Fin Upgrade Campus/System Calendar

Want to know when we will be working with you on your campus? Want a general sense of what is taking place this month? Take a look at the ELEVATE: Fin Upgrade Campus/System Calendar.

 

View the ELEVATE: Fin Upgrade Campus/System Calendar

Overview

CU has embarked on a journey to upgrade its PeopleSoft Finance System ... and we at the OUC want you to travel this road with us. In fact, we need you to help us build the road. After all, you know the processes, the potential, and the pain points of our financial system better than anyone. Feel free at any time to give us FIN Feedback.


What to expect

PeopleSoft 9.2 delivers an improved user experience that fundamentally changes how users interact with PeopleSoft. 9.2 takes the user experience to the next level with a more intuitive, easy-to-use interface.

Learn more about what to expect

Easier navigation...and a more visual interface

Users will now navigate effortlessly with a global, free text search and have the ability to act directly on the search results. Information is presented in the most visual manner possible, making it easy for casual users to navigate and work faster. Out-of-the-box WorkCenters help frequent users dramatically boost productivity by consolidating user tasks, exceptions, alerts, links, reports, and queries into a single, secure, role-based, command center that can be personalized.

Attachments and notifications

Attachments and notifications will reduce manual effort and save time by eliminating the need to store supplemental information outside of the system. An email can be created directly on a transaction page that will include a link that takes the recipient directly to the transaction for review or action.

Forms

Forms can now be built to replace paper or Excel-based forms for ChartField requests, expense delegate requests, and other departmental forms. Each form built includes separate tabs for the form, instructions, and attachments. Workflow-based approvals can also be implemented to provide an audit trail for tracking progress.

View Module Specific Snapshots

Module Snapshots

Module Snapshots are user-friendly documentation on the functions and features of FIN 9.2 modules.

General Ledger

Module Snapshots are user-friendly documentation on the functions and features of FIN 9.2 modules.

Grants Management

Module Snapshots

Module Snapshots are user-friendly documentation on the functions and features of FIN 9.2 modules.

Billing

Module Snapshots

Module Snapshots are user-friendly documentation on the functions and features of FIN 9.2 modules.

Accounts Receivable