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PeopleSoft Financials A Whole New World. Budgeting and NVision Reporting. Presenter. Julie Hall, PeopleSoft Project Specialist X45560 [email protected] PeopleSoft Financials Website. Online Tutorials Basic Navigation Chart of Accounts Printable training materials Recorded classroom

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Peoplesoft financials a whole new world

PeopleSoft FinancialsA Whole New World

Budgeting and

NVision Reporting


Presenter
Presenter

Julie Hall, PeopleSoft Project Specialist

  • X45560

  • [email protected]


Peoplesoft financials website
PeopleSoft Financials Website

Online Tutorials

Basic Navigation

Chart of Accounts

Printable training

materials

Recorded classroom

sessions

  • http://wwwnew.towson.edu/adminfinance/fiscalplanning/psfinancials.asp


Budget office website
Budget Office Website

  • Links to PeopleSoft

  • Financials website

  • Budget Transfer Information

  • Parent/ Child Budgeting

  • Information


Peoplesoft chart of accounts
PeopleSoft Chart of Accounts

Chartfield String

Fund 5000

Department 52402

Grant 5030100


Budget checking by objects
Budget Checking by Objects

Object 1 Salaries and Wages

Overtime

Shift Differential

Tuition Waivers

Object 2 Contractual Employees

Contractual Fringe

Tuition Waivers

PT Faculty and Lecturers

Regular Student Help

Graduate Assistants

Object 3 Communications

Objects 4 through 14 = your new Operating!

Can Post your own transfers here!


Parent child budgeting
Parent/Child Budgeting

Where do I budget?

Where does Budget Checking occur?

Parent Level

  • CommunicationsBudgetExpenses

  • 603003 Postage Regular Bulk $15,000.00 $12,336.00

  • 603009 Express Mail UPS $1,000.00 $500.00

  • 603103 Line Charges $9,000.00 $5,224.00

Child/ Account/ Detail

$6,940.00

$25,000.00

$18060.00

Parent

  • NOTE: All transactions will be budget checked!!


What is budgets overview
What is Budgets Overview

Allows you to view budget activity

Can combine multiple Departments

Can specify certain accounts

Provides quick summary information


Budgets overview
BUDGETS OVERVIEW

ANY QUESTIONS?


Peoplesoft nvision
PeopleSoft NVision

Departmental Reporting Tool


Nvision benefits features
Nvision Benefits/Features

  • Users will run their own reports

  • Users select the as of date to run

  • Run as an HTML or Excel file

  • Drill down capability

    • Available only on HTML file

  • After report is run you can:

    • Email as a link or an attachment

    • Save to your PC/Network drive


Nvision reports available
NVISION Reports Available

P report

Grant’s Profit and Loss Report

F report

Fund report


Identification keys
Identification Keys

Report ID- Found in Report Book

P + 7-digit grant #

Ex: P5060110

F5060110

Report Name- Found in the Report Manager

TU_GL200_5060110

TU_GL100_5060110




Ps financials support
PS Financials Support

  • Budget Transfers/Overview Questions

    • [email protected]

  • PS Financials transactions/Nvision

    • [email protected]

  • Financial Services Help-line

    • Still the same X45599

    • Call with AP, WF, Payroll, PS Financial journal entry, Online Requisition related questions


Peoplesoft security form
PeopleSoft Security Form

  • Fill out form

  • Obtain Supervisor Approval

  • Return to Vera Swearingen, Financial Services

    Will be notified when security is set up.


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