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
Introduction to PeopleSoft Guide.pdf. (10/26/20, v3.2)
PeopleSoft Terminology for New Users.pdf. (05/01/18, v3.0)
Personalizing PeopleSoft - Demo.pdf. (11/19/15)
Sharing Grid Personalizations.pdf. 05/21/20, v1.0)
WorkCenters Presentation.pdf. (07/18/19)
INTRO: Introduction to PeopleSoft. (Jun 2015, 1:01:28) BASIC
Introduction to PeopleSoft Overview. (Feb 2021,4:51) BASIC
Using WorkCenters to Streamline Your Work Video. (Jul 2019, 25:40)
AP1 Accounts Payable Guide.pdf. (09/06/19, v6.4)
Excel Upload for Voucher.xlsm.
AP Voucher Import Process - Demo.pdf. (Aug 2019)
1099 Processing in PeopleSoft Guide.pdf. (11/15/21, v8.0)
ASB Payment Load Information.xlsx. (Dec 2014)
AP Voucher Import Video. (Sept. 2018, 11:07)
Supplier Management Video. (Dec 2015, 42:04)
1099 Processing Video. (Nov 2016, 59:31)
AP ACH Vendor Payment Guide.pdf, (11/03/20, v1.5)
ACH Vendor Payment Presentation.pptx. (04/13/21)
ACH Vendor Payment Q&A from Webinar.docs. (04/13/21)
Supplier Portal Request Guide for Districts, (08/26/21, v1.0)
Supplier Portal Guide for Suppliers. (08/25/21, v1.1)
ACH Vendor Payment Video. (7:57)
Supplier Service Portal and District Approvals Webinar Video. (09/02/21, 57:05)
ACH Vendor Payment Webinar Video. (04/13/21,48:12)
Approval WorkCenter Guide.pdf. (08/07/20, v1.0)
Approval WorkCenter Video. (08/06/21, 26:01)
Manager Approvals in PeopleSoft Finance Video. (Mar 2016, 41:37)
KK1: Commitment Control Guide.pdf. (02/22/21, v7.0)
Manual Encumbrance Journals.pdf. (07/09/18, v1.0)
BudgetJrnlUpload_Template_Control_PBCS.xlsx (12/21/20)
BudgetJrnlUpload_Template_Non-Control_PBCS.xlsx. (12/21/20)
Financial Data Load Budget Working.xlsx .(01/12/2.1)
Budget Inquiry Video. (Jul 2015, 53:10)
Import Budget Journals from a CSV File Video. (Jul 2016, 28:33)
Working Budget Video. (May 2017, 37:17)
CBO Dashboard Guide.pdf .(11/10/20, v2.0)
CBO Dashboard Demo Presentation. (02/22/19)
CBO Dashboard Demo Video. (Feb. 2019, 55:15)
Financials Overview.pdf. 05/01/18, v2.0)
Finance Reports Cheat Sheet.pdf. (04/22/18, v1.0)
Finance Workflow Overview.pptx 05/21/15, v2.0)
Using WorkCenters to Streamline Your Work Video.. (Jul 2019, 25:40)
Finance Workflow Video. (May 2015, 37:18)
GL1: General Ledger Guide.pdf. (05/26/21, v7.1)
Creating Journal Entries with Excel - Demo.pptx. (Sept 2017)
Combo Code Guide.pdf. (08/16/18, v1.0).
GL Trial Bal PS.xlsx. (11/08/19, v8.1)
GL_Journal_Import_Staging[1].xlsx.
Everything You Need to Know About Combo Codes Since You Implemented PeopleSoft HCM - Demo.pdf. (Aug 2018)
Creating a KK No Post Journal Video. (Oct 2020, 2:53)
Auditor’s Transfer Processing Updates Video. (Jan 2017, 52:30)
Clearing Payroll Suspense Video. (Mar 2017, 33:17)
GL Journal Import Process (Using Excel) Video. (Sep 2017, 31:06)
PC1 Project Costing Guide.pdf. (05/01/18, v2.0)
Project Costing and Grant Management - Demo.pdf. (July 2017)
Project Costing - Demo Video. (35:31)
PO1 Requisitions Flowchart.pdf.
PO1 Requisitions Guide - Managed Reqs.pdf. (05/01/18, v6.0)
PO1A Requisitions - Presentation.pptx. (Dec 2018)
PO1C Requisitions Guide - Core Pages.pdf. (11/30/20, v2.0)
eProcurement to Create Requisition for Next FY. (05/24/21, v1.0)
PO2 Purchase Order Guide.pdf. (11/15/20, v7.0)
Add Ship To Location Code.pdf. (12/14/18, v1.0)
Procure-to-Pay Process Video. (Jan 2015, 58:28)
Viewing an Existing Purchase Order Video. (Sep 2015, 59:09)
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)
Query Manager Guide.pdf. (01/07/20, v1.0)
Query Manager Authorization Form.pdf. (v2.0)
Query Manager Tips and Tricks.pdf. (01/07/20, v1.0)
QY2 Records and Fields Master List.xlsx. (05/02/18)
Finance Query Manager.pptx, (April 2017)
Finance Query Manager Video. (Apr 2017, 41:50)
QY1 Query Viewer Guide.pdf. (01/07/20, v2.1)
Scheduling PeopleSoft Queries and Reports.pdf. (07/19/17, v1.0)
Excel & PeopleSoft Queries Guide.pdf. (10/23/17, v1.1)
Finance Queries Video. (Mar 2015, 59:18)
PeopleSoft Conference - Excel and PeopleSoft Queries FIN Video. (12:28)
TE1Travel and Expenses for Employees Guide.pdf. (10/18/21, v3.3)
TE2 Travel and Expenses Administration Guide.pdf (05/22/18, v2.1)
TE3 Travel and Expenses for AP Guide.pdf. (09/12/18, v2.1)
TA_ER Cheat Sheet.pdf. (v3.1)
How to Enter a TA - Demo.pdf. (May 2018).
Business Unit Verification for TAs and ERs.pdf . (05/03/18, v2.0)
SDCOE TE Refresher.pdf. (06/12/19)
TA and ER Quick Start Directions Video. (Sep 2016, 48:41)
How to Enter a Travel Authorization Video. for SDCOE and Lakeside (May 2018, 31:06)
PeopleSoft Year End Finance Closing Guide.pdf. (05/19/20, v4.8)
Year Closing for Finance - Presentation.pptx. (May 2020)
Year End Finance Accrual Process - Presentation.pptx. (06/23/16, v1.1)
Important Dates for 2021 Year End Closing. (April 2021)
Year End Finance Review of Closing Activities Webinar Video. (May 2020, 54:58)
Year End Accounts Payable Closing Activities Video. (May 2020, 4:16)
Year End Accounts Receivable Closing Activities Video. (May 2020, 2:54)
Year End Commitment Control Closing Activities Video. (May 2020, 5:14)
Year End General Ledger Review of Closing Activities Video. (May 2020, 11:30)
Year End Finance Accrual Process Webinar Video. (June 2016, 45:22)
PeopleSoft Year End Closing Guide for Purchasing & Inventory.pdf. (05/11/20, v7.0)
Year End Closing for Purchasing Presentation.pptx. (05/12/20, v5.0)
PO Rollover Process Guide.pdf. (05/19/20, v2.0)
PO Rollover - Presentation.pptx. (05/19/20)
Important Dates for 2021 Year End Closing. (April 2021)
Year End Purchasing Issues and Solutions.pdf. (11/16/17, 1.0)
Requisitions and POs for Next Fiscal Year.pdf. (05/18/16, v1.0)
Year End Purchasing Review of Closing Activities Webinar Video. (May 2020, 1:22:30)
Year End PO Rollover Process Webinar Video. (May 2020, 46:51)
PO Rollover Process Video. (May 2020, 14:36)
PO1: Creating New Requisitions for the Next Fiscal Year Video. (June 2015. 1:18:44)
Year End Purchasing Issues and Solutions Video. (Nov 2017, 24:25)
PeopleSoft Year End Closing Guide for Purchasing & Inventory.pdf. (05/11/20, v7.0)
Year End Closing for Inventory - Presentation.pptx. (05/12/20, v5.0)
IN2 Inventory Count and Reconciliation Guide.pdf. (04/20/21, v2.0)
Year End Inventory Review of Closing Activities Webinar Video. (May 2020, 45:03)
Inventory Count and Reconciliation Webinar Video. (May 2016, 1:21:00)