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:
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:
Introduction to PeopleSoft Guide.pdf (05/02/22, v4.0)
Job Aids:
PeopleSoft Terminology for New Users.pdf (05/01/18, v3.0)
Sharing Grid Personalizations.pdf 05/21/20, v1.0)
Presentations:
Personalizing PeopleSoft - Demo.pdf (11/19/15)
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
Clearing Chrome Browser Cache Video (09/01/22. 2:35)
Using WorkCenters to Streamline Your Work Video (Jul 2019, 25:40)
Master Guide:
AP1 Accounts Payable Guide.pdf (04/11/22, v7.2)
Supporting Guide:
1099 Processing in PeopleSoft Guide.pdf (11/15/21, v8.0)
Spreadsheet:
ASB Payment Load Spreadsheet.xlsx (Updated 01/07/22)
Presentations:
AP Voucher Import Process - Demo.pdf (Aug 2019)
AP Voucher Import Video (Sept. 2018, 11:07)
Supplier Management Video (Dec 2015, 42:04)
1099 Processing Video (Nov 2016, 59:31)
Quick Guides:
AP ACH Vendor Payment Quick Guide (04/13/22, v1.4)
Supplier Portal Quick Guide (04/01/22, v1.1)
Master Guide:
AP ACH Vendor Payment Guide.pdf (04/13/22, v2.3)
Supplier Portal Request Guide for Districts (08/26/21, v1.0)
Supplier Portal Guide for Suppliers (08/25/21, v1.1)
Presentations:
ACH Vendor Payment Presentation.pptx (04/13/21)
ACH Vendor Payment Q&A from Webinar.docs (04/13/21)
Supplier Portal Video (04/12/22, 11:48)
ACH Return Workflow Video (03/03/22, 3:00)
Master Guide:
AR1: Accounts Receivable Guide.pdf (06/07/22, v6.1)
Accounts Receivable Basics Video (15:59) BASIC
Direct Journal Deposits Video (10/15/15, 41:18)
Quick Guide:
Quick Steps for Manager Approvals (06/03/22, v1.0)
Master Guide:
Manager Approvals Guide (06/02/22, v2.4)
Approval WorkCenter Video (08/06/21, 26:01)
Manager Approvals in PeopleSoft Finance Video (Mar 2016, 41:37)
Master Guide:
KK1: Commitment Control Guide.pdf (05/17/22, v7.1)
Job Aids:
Manual Encumbrance Journals.pdf (07/09/18, v1.0)
Spreadsheet:
Financial Data Load Budget Working.xlsx (01/12/2.1)
Budget Import Files:
Open these files and download them to a file on your computer in order for them to work with the macros.
BudgetJrnlUpload_Template_Control_PBCS.xlsx (12/21/20) This templade can be used for regular budget uploads as well as PBCS uploads.
BudgetJrnlUpload_Template_Non-Control_PBCS.xlsx (12/21/20) This templade can be used for regular budget uploads as well as PBCS uploads.
Working Journal Import Files:
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)
Master Guide:
CBO Dashboard Guide.pdf.(11/10/20, v2.0)
Presentation:
CBO Dashboard Demo Presentation (02/22/19)
CBO Dashboard Demo Video (Feb. 2019, 55:15)
Job Aids:
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)
Master Guide:
FAM1 Financial Asset Management Guide.pdf (06/08/22, v6.1)
Job Aids:
FAM1 Integrating Assets Flowchart.pdf 06/08/22, (v4.7)
Master Guide:
GL1: General Ledger Guide.pdf (06/01/22, v7.2)
Supporting Guide:
Combo Code Guide.pdf (08/16/18, v1.0).
Presentations:
Creating Journal Entries with Excel - Demo.pptx (Sept 2017)
Everything You Need to Know About Combo Codes Since You Implemented PeopleSoft HCM - Demo.pdf (Aug 2018)
Spreadsheets:
GL Trial Bal PS.xlsx (11/08/19, v8.1)
Import files:
Open these files and download them to a file on your computer in order for them to work with the macros.
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)
Master Guide:
IN1 Inventory Guide.pdf (06/13/22, v6.0)
Job Aids:
Inventory Flowcharts.pdf (Dec. 2018, v4.1)
Master Guide:
PC1 Project Costing Guide.pdf (05/01/18, v2.0)
Presentation:
Project Costing and Grant Management - Demo.pdf (July 2017)
Project Costing - Demo Video (35:31)
Master Guides:
PO1 Requisitions Guide - Managed Reqs.pdf (05/11/22, v6.2)
PO1C Requisitions Guide - Core Pages.pdf (11/30/20, v2.0)
Job Aids:
Activities:
Activity Sheet for PO1 (05/13/22)
Presentations:
PO1A Requisitions - Presentation.pptx. (Dec 2018)
Master Guides:
PO2 Purchase Order Guide.pdf (06/01/22, v7.2)
Job Aids:
Add Ship To Location Code.pdf (12/10/21 v1.1)
Procure-to-Pay Process Video. (Jan 2015, 58:28)
Viewing an Existing Purchase Order Video (Sep 2015, 59:09)
Supporting Guides:
PeopleSoft Procure to Pay Process Guide.pdf (11/09/18, v1.3)
Job Aids:
Changing Sales and Use Tax Rates.pdf (11/09/18, v1.1)
Purchasing Reconciliation Process (4/29/21, v2.0)
Presentation:
Procure-to-Pay Process Presentation.pptx (01/15/15, v2.0)
Purchasing Reconciliation Processes Presentation.pptx (01/15/15, v2.0)
Master Guides:
Query Manager Guide.pdf (01/07/20, v1.0)
Job Aids:
Query Manager Tips and Tricks.pdf (01/07/20, v1.0)
QY2 Records and Fields Master List.xlsx (05/02/18)
Presentation:
Finance Query Manager.pptx (April 2017)
Finance Query Manager Video (Apr 2017, 41:50)
Master Guides:
QY1 Query Viewer Guide.pdf (01/07/20, v2.1)
Supporting Guides:
Finance Query Reference Guide (09/11/17, v1.1)
Excel & PeopleSoft Queries Guide.pdf (10/23/17, v1.1)
Job Aids:
Scheduling PeopleSoft Queries and Reports.pdf (07/19/17, v1.0)
Finance Queries Video (Mar 2015, 59:18)
PeopleSoft Conference - Excel and PeopleSoft Queries FIN Video (12:28)
Master Guides:
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)
Job Aids:
TA_ER Cheat Sheet.pdf. (v3.1)
Business Unit Verification for TAs and ERs.pdf (05/03/18, v2.0)
SDCOE TE Refresher.pdf (06/12/19)
Presentations:
How to Enter a TA - Demo.pdf (May 2018).
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)
Master Guides:
Year End Finance Closing Guide.pdf (05/05/22, v5.0)
Important Dates for 2021-22 Year End Closing (March, 2022)
Activities:
Activity Sheet for Year End Finance.pdf (05/04/22)
Presentations:
2022 Year End Refresher Presentation.pdf (05/10/22)
Year Closing for Finance - Detailed Presentation from 2020.pptx (May 2020)
Year End Finance Accrual Process - Presentation.pptx (06/23/16, v1.1)
Year End Finance Refresher Video:
Year End Finance Refresher Video (May 2022, 23:42 )
Year End Finance Detailed Video:
Year End Finance Review of Closing Activities Webinar Video (May 2020, 54:58)
Year End Clean up Vidoes by Module:
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)
Closing and Finalizing Purchasing Documents in PeopleSoft Finance (03/25/15, 1:24:07)
Master Guides:
PeopleSoft Year End Closing Guide for Purchasing & Inventory.pdf (04/19/22, v7.1)
Important Dates for 2021-22 Year End Closing (March, 2022)
PO Rollover:
PO Rollover Process Guide.pdf (05/19/20, v2.0)
PO Rollover - Presentation.pptx (05/19/20)
Job Aids:
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)
eProcurement to Create Requisition for Next FY (05/24/21, v1.0)
Presentations:
Year End Purchasing Refresher Video:
Year End Purchasing Refresher Video (April 2022, 54:54)
Year End Purchasing Detailed Video:
Year End Purchasing Review of Closing Activities Webinar Video (May 2020, 1:22:30)
PO Rollover Videos:
Year End PO Rollover Process Webinar Video (May 2020, 46:51)
PO Rollover Process Video (May 2020, 14:36)
Other Purchaising Year End Videos:
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)
Master Guides:
PeopleSoft Year End Closing Guide for Purchasing & Inventory.pdf (04/19/22, v7.1)
Supportingt Guides:
IN2 Inventory Count and Reconciliation Guide.pdf (04/20/21, v2.0)
Presentations:
Year End Closing for Inventory Refresher Presentation.pptx (05/19/22 v6.0)
Year End Closing for Inventory - Presentation.pptx (05/12/20, v5.0)
Year End Inventory Refresher Video:
Year End Inventory Refresher Video (May 2022, 35:04)
Year End Inventory Detailed Video:
Year End Inventory Review of Closing Activities Webinar Video (May 2020, 45:03)
Inventory Count and Reconciliation Webinar Video (May 2016, 1:21:00)