PeopleSoft Finance System Training

Finance System Overview

• Logging into the Finance System
• Favorites
• Finance System Navigation
• Finance System Search Pages

Chart of Accounts

• Searching for an Account
• Organization Fiscal Roles Inquiry
• ChartField Inquiry
• Reorg Table Update

Journal Entries

• Creating Journal Entries
• Journal Entry Copy Down Template
• Journal Entry Change Values
• Validating Journal Entries
• Approving Journal Entries
• Copying Journal Entries
• Posting Journal Entries
• Journal Entry Status
• Printing Journal Entries
• Gift Fund Journal Entries
• Correcting Errors on Journal Entries
• Journal Entry Debit Credit Convention

Asset Management

• Chapter 1 - Adding Assets
• Chapter 2 - Depreciation Calculation
• Chapter 3 - Account Entry Creation
• Chapter 4 - Adjusting Assets
• Chapter 5 - Transferring Assets
• Chapter 6 - Recategorizing Asserts
• Chapter 7 - Retiring and Reinstating Assets
• Chapter 8 - Asset Update
• Chapter 9 - Asset Inquiry
• Chapter 10 - Depreciation Close
• Chapter 11 - FOPPS Allocation
• Chapter 12 - Reporting