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.

Video overview of Training Materials Webpages (March 2021, 18:25)

Visit these other web pages for additional training materials:

Guides & Job Aids Videos & Webinars

IN1 Inventory Guide.pdf. (03/15/21, v5.0)

Inventory Flowcharts.pdf. (Feb 2016, v4.0)


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)