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Finance Training Materials

PeopleSoft Support Team has created a variety of Finance training materials to help you work in each of the different modules.
  • Guides and Job Aids: Provide step by step instructions spreadsheets and Excel-to-CI tools.
  • Videos & Webinars: These include basic and advanced videos and recordings from our webinars.
    • BASIC Videos: Great way to get your new hires working in PeopleSoft; use in conjuction with the training guides.
Visit these other web pages for additional training materials:


 Guides & Job Aids    Videos & Webinars
Intro to PeopleSoft icon

 
 Introduction to PeopleSoft Guide

 
 INTRO: Introduction to PeopleSoft (1:01:28) BASIC

 Introduction to PeopleSoft Overview (4:51) BASIC
Accounts Payable icon
 
  
  Excel Upload for Voucher.xlsm
  AP ACH Vendor Payment Guide

OTHER:

  1099 Processing in PeopleSoft Guide
  ASBPayment Load Information.xlsx
 
  
  

  AP Voucher Import (11:07)
 
  ACH Vendor Payment (7:57)
 Accounts Receivable icon   
  

  AR1: Accounts Receivable Guide
   
 

  Accounts Receivable Basics (15:59) BASIC
 Accounts Receivable icon
 
  

   AR3: Billing and Express Deposits Guide
     
 Approvals in Finance icon  
  Approval WorkCenter (26:01)
Budgets icon 
  KK1: Commitment Control Guide
 
  BudgetJrnlUpload_Template_Control.xlsx
  BudgetJrnlUpload_Template_Non-Control.xlsx
  MACRO_file.xlsm

  JRNL1_WRK_SDFP.xls
  JRNLMCRO.xla

 
CBO Dashboard icon 
 
  CBO Dashboard Guide

  CBO Dashboard Demo Presentation (9 slides)
   
  
  CBO Dashboard Demo (55:15)
 FAM icon 
 

  FAM1 Financial Asset Management Guide
 
 General Ledger icon 
 
  GL1: General Ledger Guide

  GL_Journal_Import_Staging[1].xlsx
  
  GLLOG.xlt
  JRNL1_WS_SDFP92.xlsm
  JRNLMCRO_WS.xlam

 
 
  Creating a KK No Post Journal (2:53)
Inventory icon  
 Project Costing icon  
Req icon
 

  PO1C Requisitions Guide using Req. core pages
 
PO Icon 
 
  PO2 Purchase Order Guide
 
Purchasing Receiving icon
  
Quote icon  
Query Manager icon  
Query Viewer icon  
T&E icon   
 
 
  

PeopleSoft Year End Finance Closing Guide
  Year End Finance Review of Closing Activities Webinar (54:58)
 
 
 
  
  
 Year End Closing Inventory 
  

PeopleSoft Year End Closing Guide for Purchasing & Inventory
 


Year End Inventory Review of Closing ActivitiesWebinar(45:03)
 Year End Purchasing  
 

PeopleSoft Year End Closing Guide for Purchasing & Inventory
  
  Year End Purchasing Review of Closing Activities  Webinar (1:22:30)
 
  Year End PO Rollover Process Webinar (46:51)
   
  PO Rollover Process (14:36)
 
    
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