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Home > Elevate: FIN - Overview Learning Resources - Navigation and WorkCenters

Elevate: FIN - Overview Learning Resources - Navigation and WorkCenters [1]

Favorites

If you use favorites in PeopleSoft FIN 8.4, those favorites will not migrate to PeopleSoft FIN 9.2. Here you can have a refresher on how to add favorites. Also, a new feature in FIN 9.2 displays your 5 most recently visited places, whether they are in your favorites list or not.

Adding Favorites

  • Step-by-Step Guide [2]

Recently Used

  • Quick Reference Guide [3]

WorkCenters

When you log in, you will see your General Ledger WorkCenter. The WorkCenter is a central place for processing transactions, running reports and queries, and looking up information (such as SpeedTypes).

General Ledger WorkCenter

  • How-to Video [4]
  • Quick Reference Guide [5]

Personalizing General Ledger WorkCenter

  • Step-by-Step Guide [6]
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OUC - Elevate: FIN - Overview Learning Resources

Source URL:https://www.cu.edu/controller/elevate-fin-overview-learning-resources-navigation-and-workcenters

Links
[1] https://www.cu.edu/controller/elevate-fin-overview-learning-resources-navigation-and-workcenters [2] https://www.cu.edu/controller/policies/adding-favorites [3] https://www.cu.edu/controller/policies/recently-used [4] https://www.cu.edu/controller/elevate-fin-92-how-general-ledger-workcenter [5] https://www.cu.edu/controller/policies/general-ledger-workcenter [6] https://www.cu.edu/controller/policies/personalizing-general-ledger-workcenter