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Introduction to PeopleSoft Guide.pdf (10/26/20, v3.2)
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PeopleSoft Terminology for New Users.pdf (05/01/18, v3.0)
Personalizing PeopleSoft - Demo.pdf (11/19/15)
Sharing Grid Personalizations.pdf (05/21/20, v1.0)
WorkCenters - Demo.pdf (07/18/19)
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INTRO: Introduction to PeopleSoft (Jun 2015, 1:01:28) BASIC
Introduction to PeopleSoft Overview (Feb 2021, 4:51) BASIC
PeopleSoft WorkCenters - Using WorkCenters to Streamline Your Work (Jul 2019, 25:40) |
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AP1 Accounts Payable Guide.pdf 09/06/19, v6.4)
Excel Upload for Voucher.xlsm
AP Voucher Import Process - Demo.pdf (Aug 2019)
1099 Processing in PeopleSoft Guide.pdf (08/13/20, v6.0)
ASB Payment Load Information.xlsx (Dec 2014)
AP ACH Vendor Payment Guide.pdf (11/03/20, v1.5)
ACH Vendor Payment Presentation (04/13/21) This is the presentation from the webinar
ACH Vendor Payment Q&A from Webinar (04/13/21) This document captures questions and answers from the webinar.
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AP Voucher Import (11:07)
Supplier Management (Dec 2015, 42:04)
1099 Processing (Nov 2016, 59:31)
ACH Vendor Payment (7:57) This video is the "how to" for changing Suppliers for ACH.
ACH Vendor Payment Webinar (04/13/21,48:12) This is the webinar video that includes the "how to video" as well as questions and answers about the process.
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AR1: Accounts Receivable Guide.pdf (10/09/20, v6.0) |
Accounts Receivable Basics (15:59) BASIC |
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AR3: Billing and Express Deposits Guide.pdf (08/12/20, v4.0) |
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Approval WorkCenter Guide.pdf (08/07/20, v1.0) |
Approval WorkCenter (26:01)
Manager Approvals in PeopleSoft Finance (Mar 2016, 41:37) |
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KK1: Commitment Control Guide.pdf (02/22/21, v7.0)
Manual Encumbrance Journals.pdf (07/09/18, v1.0)
BudgetJrnlUpload_Template_Control_PBCS.xlsx (12/21/20)
BudgetJrnlUpload_Template_Non-Control_PBCS.xlsx (12/21/20)
Financial Data Load Budget Working.xlsx (01/12/21)
MACRO_file.xlsm
JRNL1_WRK_SDFP.xls
JRNLMCRO.xla
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Budget Inquiry (Jul 2015, 53:10)
Import Budget Journals from a CSV File (Jul 2016, 28:33)
Working Budget (May 2017, 37:17) |
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CBO Dashboard Guide.pdf (11/10/20, v2.0)
CBO Dashboard Demo Presentation (02/22/19) |
CBO Dashboard Demo (55:15) |
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Financials Overview.pdf 05/01/18, v2.0)
Finance Reports Cheat Sheet.pdf (04/22/18, v1.0)
Finance Workflow Overview.pptx 05/21/15, v2.0)
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Finance Workflow (May 2015)
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FAM1 Financial Asset Management Guide.pdf (12/02/20, v6.0)
FAM1 Integrating Assets Flowchart.pdf (v4.4) | |
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GL1: General Ledger Guide.pdf (05/26/21, v7.`)
Creating Journal Entries with Excel - Demo.pptx (Sept 2017)
Combo Code Guide.pdf (08/16/18, v1.0)
GL Trial Bal PS.xlsx (11/08/19, v8.1)
GL_Journal_Import_Staging[1].xlsx
GLLOG.xlt
JRNL1_WS_SDFP92.xlsm
JRNLMCRO_WS.xlam
Everything You Need to Know About Combo Codes Since You Implemented PeopleSoft HCM - Demo.pdf (Aug 2018)
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Creating a KK No Post Journal (2:53)
Auditor’s Transfer Processing Updates (Jan 2017, 52:30)
Clearing Payroll Suspense (Mar 2017, 33:17)
GL Journal Import Process (Using Excel) (Sep 2017, 31:06) |
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IN1 Inventory Guide.pdf (03/15/21, v5.0)
Inventory Flowcharts.pdf (Feb 2016, v4.0)
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PC1 Project Costing Guide.pdf (05/01/18, v2.0)
Project Costing and Grant Management - Demo.pdf (July 2017) |
Project Costing - Demo (35:31)
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PO1 Requisitions Flowchart.pdf
PO1 Requisitions Guide - Managed Reqs.pdf (05/01/18, v6.0)
PO1A Requisitions - Presentation.pptx (Dec 2018)
PO1C Requisitions Guide - Core Pages.pdf (11/30/20, v2.0)
eProcurement to Create Requisition for Next FY (05/24/21, v1.0)
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PO1: Creating New Requisitions for the Next Fiscal Year (1:18:44) |
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PO2 Purchase Order Guide.pdf (11/15/20, v7.0)
Add Ship To Location Code.pdf (12/14/18, v1.0)
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Procure-to-Pay Process (Jan 2015, 58:28)
Viewing an Existing Purchase Order (Sep 2015, 59:09)
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PO3 Receiving Goods and RTVs Guide.pdf (05/01/18, v5.0) | |
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PO4 Request for Quotes Guide.pdf (06/04/15, v2.0) | |
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PeopleSoft Procure to Pay Process Guide.pdf (11/09/18, v1.3)
Procure-to-Pay Process Presentation.pptx (01/15/15, v2.0)
Purchasing Reconciliation Process (4/29/21, v2.0)
Purchasing Reconciliation Processes Presentation.pptx (01/15/15, v2.0)
Changing Sales and Use Tax Rates.pdf (11/09/18, v1.1)
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Query Manager Guide.pdf (01/07/20, v1.0
Query Manager Authorization Form.pdf (v2.0)
Query Manager Tips and Tricks.pdf (01/07/20, v1.0)
QY2 Records and Fields Master List.xlsx (05/02/18)
Finance Query Manager.pptx (April 2017)
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Finance Query Manager (Apr 2017, 41:50) |
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Finance Query Reference Guide.pdf (09/11/17, v1.1)
QY1 Query Viewer Guide.pdf (01/07/20, v2.1)
Scheduling PeopleSoft Queries and Reports.pdf (07/19/17, v1.0)
Excel & PeopleSoft Queries Guide.pdf (10/23/17, v1.1)
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Finance Queries (Mar 2015, 59:18)
PeopleSoft Conference - Excel and PeopleSoft Queries FIN Video (12:28) |
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TE1Travel and Expenses for Employees Guide.pdf 08/27/18, v3.1)
TE2 Travel and Expenses Administration Guide.pdf (05/22/18, v2.1)
TE3 Travel and Expenses for AP Guide.pdf (09/12/18, v2.1)
TA_ER Cheat Sheet.pdf (v3.1)
How to Enter a TA - Demo.pdf (May 2018)
Business Unit Verification for TAs and ERs.pdf 05/03/18, v2.0)
SDCOE TE Refresher.pdf (06/12/19)
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TA and ER Quick Start Directions (Sep 2016, 48:41) |
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PeopleSoft Year End Finance Closing Guide.pdf (05/19/20, v4.8)
Year Closing for Finance - Presentation.pptx (May 2020)
Year End Finance Accrual Process - Presentation.pptx (06/23/16, v1.1)
Important Dates for 2021 Year End Closing (April 2021) |
Year End Finance Review of Closing Activities Webinar (May 2020, 54:58)
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PeopleSoft Year End Closing Guide for Purchasing & Inventory.pdf (05/11/20, v7.0)
Year End Closing for Purchasing Presentation.pptx (05/12/20, v5.0)
PO Rollover Process Guide.pdf (05/19/20, v2.0)
PO Rollover - Presentation.pptx (05/19/20)
Important Dates for 2021 Year End Closing (April 2021)
Year End Purchasing Issues and Solutions.pdf (11/16/17, 1.0)
Requisitions and POs for Next Fiscal Year.pdf (05/18/16, v1.0)
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Year End Purchasing Review of Closing Activities Webinar (May 2020, 1:22:30)
Year End PO Rollover Process Webinar (May 2020, 46:51)
PO Rollover Process (May 2020, 14:36)
PO1: Creating New Requisitions for the Next Fiscal Year (June 2015. 1:18:44)
Year End Purchasing Issues and Solutions (Nov 2017, 24:25)
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PeopleSoft Year End Closing Guide for Purchasing & Inventory.pdf (05/11/20, v7.0)
Year End Closing for Inventory - Presentation.pptx (05/12/20, v5.0)
IN2 Inventory Count and Reconciliation Guide.pdf (04/20/21, v2.0)
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Year End Inventory Review of Closing ActivitiesWebinar (May 2020, 45:03)
Inventory Count and Reconciliation Webinar (May 2016, 1:21:00) |
