Reporting & Training Documents

PeopleSoft Financials Reporting, Training & Documentation

Use our online registration: PeopleSoft Workshops and Training sessions to sign up for training. And, review the self-help documents, presentations and videos available via the links under the headings throughout this page.

Accounts Payable

• Voucher Search in PS 9.1 (using PC or MAC) (PDF)

Deposit Management System (DMS)

• DMS Instructions Revenue Distribution PS 9.1 (PDF)
• DMS Data Entry for Cash/Credit Cards PS 9.1 (PDF)

nVision & Budget Reporting

• Running the nVision Add-In for Excel in Windows 10/Office 365
• Secured Query Manual for Department Users in PS 9.1 (PDF)
• How to Run a Drill Down in PS 9.1 (using PC) (PDF)
• How to Run nVision Reports in PS 9.1 (using PC) (PDF)
• How to Run nVision Reports in PS 9.1 (using MAC) (PDF)
• How to Utilize Budgets Overview for Departments in PS 9.1 (using PC or MAC) (PDF)
• How to Utilize Budgets Overview for Grants in PS 9.1 (using PC or MAC) (PDF)
• PeopleSoft Financials Grant Users Guide (PDF)
• PeopleSoft Financials Department Users Guide (PDF)
• How to Close a Grant or Self-Support Department (PDF)
• Understanding the DAT Report (PDF)

Spreadsheet Upload Information:

• Spreadsheet Upload Instruction Manual (PDF)
• Spreadsheet Upload Quick Guide (PDF)
• Applying an Initiative on an Expense Journal (PDF)

University Budget Office

• How to Enter a Department Budget Transfer in PS 9.1_PC or MAC (PDF)

For more information on budgeting information, please see the Budget Office website.