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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


  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


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


  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)