PeopleSoft Financials A Whole New World. Budgeting and NVision Reporting. Presenter. Julie Hall, PeopleSoft Project Specialist X45560 firstname.lastname@example.org. PeopleSoft Financials Website. Online Tutorials Basic Navigation Chart of Accounts Printable training materials Recorded classroom
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PeopleSoft FinancialsA Whole New World
Julie Hall, PeopleSoft Project Specialist
Chart of Accounts
Object 1 Salaries and Wages
Object 2 Contractual Employees
PT Faculty and Lecturers
Regular Student Help
Object 3 Communications
Objects 4 through 14 = your new Operating!
Can Post your own transfers here!
Where do I budget?
Where does Budget Checking occur?
Child/ Account/ Detail
Allows you to view budget activity
Can combine multiple Departments
Can specify certain accounts
Provides quick summary information
Departmental Reporting Tool
Grant’s Profit and Loss Report
Report ID- Found in Report Book
P + 7-digit grant #
Report Name- Found in the Report Manager
Example P Report
TRIAL BALANCE SAMPLE
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