How to Find Financial Information, Resources and Documentation on the GRU Website

1. How to Find Financial Information, Resources and Documentation on the GRU Website Janice Chancey Mgr, Financial Info Systems and Reporting Controller’s Division

2. Purpose This session is designed to present resources that are available on the GRU website to find financial and accounting information, resources, documents, and training.

3. Agenda 1. Where do I find financial information? 2.Where do I find financial forms? 3. Who do I contact for HELP? 4. Questions/Answers

4. What Departments are under the Controller’s Division? • Financial Information Systems & Reporting • Financial Accounting and Reporting • Payroll Office • Business Office • Accounts Payable

5. Financial Information– Controller’s Division Web Pages – • Year-end Cutoff Memo (Menu) • How Do I? (forms processing under Resources) • Financial Training (Under Resources) • Chartfield Documentation (under Financial Accounting & Reporting) • Purchasing Matrix (under Popular Links) • Travel Information (under Accounts Payable Travel) • Policies and Procedures (under Popular Links)

6. Financial Information– PeopleSoft Web Pages – • Who to contact for questions? (Contacts) • Training Documentation & Handouts (PeopleSoft Documentation) • How to resolve budget checking errors (PeopleSoft Documentation under FAQs) • Security Forms (Forms) • Query Information (PeopleSoft Documentation)

7. Forms– Controller’s Web Pages – • Travel Forms (Sections, Travel Office) • Financial Reporting Forms (Sections, Fin Accounting and Reporting) • Accounts Payable Forms(Sections, Accounts Payable) • Payroll Forms(Sections, Payroll)

8. Forms– PeopleSoft Web Pages – • Health eShop Shopper Request Form (Forms) • PS Financials Security Access Request Form (Forms) • COA Department Maintenance Form (Forms) • Department Authorized Security Form (Forms)

9. Contact Information • Controller’s Contact Listing • Found under the Controller’s Website http://www.gru.edu/finance/controller/documents/phone_list_july2013.pdf • PeopleSoft Financials Area Contacts • Found under the PeopleSoft Website http://www.gru.edu/finance/peoplesoft/documents/ps_general_contact.pdf • Buyer’s Commodity Listing • Found under the Supply Chain Website http://www.gru.edu/supply/purchasing/documents/grubuyerlist-072013.pdf

10. Other Helpful Resources • Classroom Reservation System (Classroom Services) • Directory Search (eGuide) • Register for HR Training Classes (Under Human Resources > Workforce Development) • Policy Library (Administrative Policies & Procedures)

11. Questions