peoplesoft financials a whole new world n.
Skip this Video
Download Presentation
PeopleSoft Financials A Whole New World

Loading in 2 Seconds...

play fullscreen
1 / 17

PeopleSoft Financials A Whole New World - PowerPoint PPT Presentation

  • Uploaded on

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

I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
Download Presentation

PowerPoint Slideshow about 'PeopleSoft Financials A Whole New World' - diata

Download Now An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.

- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript
peoplesoft financials a whole new world

PeopleSoft FinancialsA Whole New World

Budgeting and

NVision Reporting


Julie Hall, PeopleSoft Project Specialist

  • X45560
peoplesoft financials website
PeopleSoft Financials Website

Online Tutorials

Basic Navigation

Chart of Accounts

Printable training


Recorded classroom


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


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





  • 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


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


Report Name- Found in the Report Manager



ps financials support
PS Financials Support
  • Budget Transfers/Overview Questions
  • PS Financials transactions/Nvision
  • 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.