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:

Navigation Guide

Have you ever racked your brain trying to remember what the naviation was for a particular PeopleSoft screen?

Check out our newest guide that has ALL the navigations used in our PeopleSoft HCM and Finance guides and job aids. It groups the navigations by module for ease of use.

Guides & Job Aids Videos & Webinars

Master Guide:

Supporting Guide:

Spreadsheet:

Presentations:

AP Voucher Import Video (Sept. 2018, 11:07)

Supplier Management Video (Dec 2015, 42:04)

1099 Processing Video (Nov 2016, 59:31)

Master Guide:

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Quick Guide:

Master Guide:

Master Guide:

Job Aids:

Spreadsheet:

Budget Import Files:

Open these files and download them to a file on your computer in order for them to work with the macros.

Working Journal Import Files:

Master Guide:

Presentation:

CBO Dashboard Demo Video (Feb. 2019, 55:15)


Master Guide:

Job Aids:


Master Guide:

Supporting Guide:

Presentations:

Spreadsheets:

Import files:

Open these files and download them to a file on your computer in order for them to work with the macros.

Master Guide:

Job Aids:


Refer to the PBCS Project Page for training videos, guides and other related materials.

Master Guides:

Job Aids:

Master Guides:


Master Guides:


Supporting Guides:

Job Aids:

Presentation:

Purchasing Reconciliation Processes Presentation.pptx (01/15/15, v2.0)