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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
Accounts Payable icon
 

  Excel Upload for Voucher.xlsm


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 

  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  
 General Ledger icon 

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

 
Inventory icon  
 Project Costing icon  
Req icon  
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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