People Soft Journal Entry - Instruction Manual (PDF, 1.2 MB)
Moving Research Dollars
Learn key factors to consider before processing a correcting journal entry that will impact a research project. Special attention is given to transactions involving overhead, salary and benefits, and research revenue.
- Journal Entries - Research (PDF, 658 KB)
- Journal Entries - Part 2 Research (PDF, 684 KB)
- Guidance Document for Transfers In and Out of the Research Fund (PDF, 297 KB)
Watch the Oracle YouTube video: Getting Started with the PeopleSoft Fluid User Interface for a brief overview of FLUID, what to expect, and how to modify your homepage.
Please refer to the training documentation outlining the different ways of Navigating within PeopleSoft Finance (PDF, 768 KB) (using the new PeopleSoft Fluid interface) as well as how to Add a New Tile to your Homepage or NavBar (PDF, 1 MB).
The GL WorkCenter is a central spot for navigation within PeopleSoft for GL users. It has been designed to help you do your work by making it easier to access commonly used pages and information needed to perform certain tasks without having to navigate between different menus. Items such as journals requiring processing, journals with exceptions, reporting, and my links, can be found within the General Ledger WorkCenter resulting in improved efficiency, productivity, and effectiveness. Please refer to the training documentation detailing the GL WorkCenter (PDF, 2 MB).
Please see below documentation for additional notes regarding the Peoplesoft upgrade.
- Upgrade Notes (docx, 542.7KB)