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

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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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:

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)