Stratus Financials Training & Resources

Financial Systems & Technology offers resources on Stratus Financials functions through a series of detailed self-help documents in PDF format and selected videos.

Please review the self-help documents, presentations and videos available via the links under the headings throughout this page. If you still need additional training, please contact

stratus assistance and training

Need Assistance?

Need help getting started? Unsure who to contact for help? General questions that need answering? Please contact the Stratus Financials Team at  or 410-704-2188.

For assistance, training, and resources for the different Stratus Finanicals modules, please see our videos and documents below as well as the Who to Contact list at the bottom of this page

 

Get Started

General Navigation

General Navigation FAQ

We have a Stratus Help Desk. Either call 410-704-2188 or email during normal business hours, the phone line and email are manned. The helpdesk is trained to either quickly address your question or if more involved, get you to the correct expert. 

Log into the system through the “Stratus Financials” tile on MyTU. You’ll need to use your TU NetID and password to sign in through Single Sign-On (SSO) and authenticate through Duo.

Infotiles, also called tiles, act like dashboards alerting you to top priorities, such as items not submitted and rejected or pending approvals.

Your access/view in the system is tailored to your role, so now that Stratus is live, you might not see modules that you won’t need to use.

Web browser pop-up blockers can prevent Stratus pages from displaying. Here's how to display them if a Stratus page doesn’t appear:

  1. Look for pop-up blocker icon in your browser window. It’s usually in the top right corner, identified with a red x.
  2. Click on the icon and select the option to "always allow pop-ups from the Stratus URL.”
  3. Click Done/Save.

You'll need to set your default email app to Outlook. Here’s how:

  1. Using the Windows search feature, search for “Choose a default email app.”
  2. Under Email, click on the email app displayed.
  3. Select “Outlook” from the list of apps.

Mac users should follow the instructions for setting a default email app on a Mac.

The Stratus Financials Team has created a feedback form to allow end users to provide feedback, report issues, and request system improvements. The Feedback Form is located on the Stratus Financials landing page. Once completed, it will be routed to the appropriate functional or technical team for analysis and resolution. Data from this form will also be collected and reviewed for future training and enhancements.

Financial Stewards and Cost Center Managers should not be the same person. Two separate approvals are required for most financial workflows.

If something was rejected by an approver for an error or correction, it needs to be reentered into the approval workflow again. Using the Actions>View Approvals option from your notification can show you the full approval trail, if something was rejected, who has and hasn’t approved it yet, etc.

Oracle Cloud is not customizable like with PeopleSoft.  We can configure within the cloud, but options are limited and during the implementation the entire team configured Stratus as close to our previous business processes as possible.  Analyzing and adjusting your business processes is critical to moving forward. When presented with issues or opportunities we are reviewing our current configurations to see if we can change the configuration without causing additional issues.  Sometimes we are limited by the State of Maryland, auditors and compliance.

Chart of Accounts

Chart of Accounts FAQ

The source code is the same as the fund code in PeopleSoft. Once training starts, you’ll be able to find them in the chart of accounts crosswalk document on the chart of the accounts webpage.

The alias is a “shorthand” way to streamline data entry of the chart of accounts (COA) and can be used  with financial documents such as invoices, expenses, purchase requisitions and journal entries. Alias is used like the speed type feature in the PeopleSoft Financials system: enter either a five digit cost center or a seven digit research Grant ProjectID followed by a %, and the correct COA string will be brought onto the transaction. Learn more (PDF).

The PeopleSoft seven digit ProjectID is no longer part of the chart of accounts in Stratus. All PeopleSoft ProjectIDs that started with a 5, 6, 7 or 8 have been replaced by a source and cost center combination in the new chart of accounts. However, research grant ProjectIDs starting with a 5, will continue to be assigned and used as a prefix for the cost center description as well as set up as an alias for easy searching. We continue to assign Grant cost centers and ProjectIDs in planning for the future implementation of a new Grants and Projects module beyond the July 11 go live date of Stratus. Compare PeopleSoft and Stratus chart of accounts fields and terms (PDF). You can find your new source and cost center values related to your ProjectIDs in the chart of accounts crosswalk document (EXCEL).

Journals

Journals FAQ

Similar to PeopleSoft Financials, accounting/financial transactions in Stratus will be transferred to the general ledger (GL) through spreadsheet, manual, import and automatic journals. Everyone in Stratus will use the improved spreadsheet journals function, but manual, import and automatic journals will only be utilized by the core/central financial office staff when applicable.

Key features of the new spreadsheet include a simpler design eliminating the set-up of separate header pages; information consolidated onto one worksheet; and a journal name replacing the PeopleSoft journal number. Journal approvals are also new to the spreadsheet journal process in Stratus. All journal creators will be required to approve their journals which facilitates the submission of attachments to the Stratus Team for review, ultimate approval and posting of campus journals. The Stratus Financials team (formerly known as the PeopleSoft Team) is made up of individuals within the Financial Systems and Technology unit.

Yes. The current Peoplesoft Journal Sources will become Stratus Journal Categories.

Reporting

A report matrix (EXCEL) was developed to assist users in determining what reports are available in Stratus: the matrix also contains a column listing the PeopleSoft equivalent report.

Reporting FAQ

Additional hierarchies have been developed which will provide improved reporting such as expanded grouping capabilities.

Yes. Don’t worry, you can run budget reports in Stratus.

The TU_BC_DAT_Invoice_Expense_list report provides a listing of invoices/expense reports that have been processed through the system and sent to Annapolis for payment.  You can run this report by cost center(s).  This report will contain the RStars check number and date when it is sent to us from the State.  We receive this data daily.  We realize a report of invoices that are pending would be helpful and it is on the list of reports that need to be developed so stay tuned.

There is a report called TU_BC_REQ_PO_Listing that can be run by Cost Center or for just a particular PO number which should provide the information you seek.

Run the TU_BC_REQ_PO_Listing report which will give you the remaining balance for each cost center.

You are not limited to run detailed reports for a particular month.  You can run through today’s date if you like and can export and view/filter the results.  From the budget summary reports you can drill down from any of the columns whether it be revised budget, current month or YTD or Life to date for grants to get the details behind those summary numbers.

We agree and we are working towards a better reporting experience but it will take time and resources. The DAT you are used to was developed and enhanced over multiple years. As mentioned, Stratus is a cloud based product and cannot be customized like PeopleSoft so we are limited to the tools and data structure they provide. The good news is there are newer capabilities that include dashboards and analytics that we are learning and will eventually be very beneficial.

 

who to contact

Contact List

A broad range of contact phone numbers and websites is listed on our Who to Contact (PDF) document.

Stratus Financials Team

For questions regarding Stratus Financials general navigation, chart of accounts,  journal uploads, reporting, or Stratus Financials access, please see our Training & Resources page. You may also contact the Stratus Financials Team at  or 410-704-2188.

Business Travel

For questions regarding travel expenses, please contact the Business Travel Office at or 410-704-5421.

Stratus training and resources for travel expenses can be found here.

Financial Services Help Line

For questions regarding Payroll or Accounts Payable please contact the Financial Services Help Line at  or 410-704-5599.

Stratus training and resources for employee reimbursements and payables can be found here.

Procurement and ProCard Questions

For questions regarding ProCard and Purchasing, please contact the Procurement Department at or 410-704-2171.

Stratus training and resources for ProCard expenses and purchasing can be found here.

University Budget Office

For questions regarding the Stratus budget monitor, budget transfers, and Stratus budgeting information, contact the University Budget Office at .

Stratus training and resources for the Budget Office can be found here.

 

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