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Business Office

PeopleSoft

General Information
PeopleSoft Terminology
Computer Setup for Downloading Excel Files [pdf]
Login for Finance Production Environment

Crosswalks-HECNFormat
Account List (includes budget account numbers)xls
Account Description Detailpdf
Fund number vs PS fund numberxls
Department Numbersxls
Project number vs PS program numberxls
Expense TCC vs PS expense accountdoc
Income TCC vs PS income accountdoc

FormsFormat
Adjunct/Overload/Non-Instructional Formpdf
Budget Adjustment Entryxls
Cash Prize/Award Acknowledgementpdf
Contract for Temporary Servicespdf
Department Depositxls
Journal Entryxls
Journal Import Spreadsheet Templatexls
Lease versus Purchase Justificationxls
Non-Employee/Student Travel Expense Worksheetdoc
Notification of Change in Inventoryxls
Purchase Requisitionxls
Purchasing Card Recordxls
Request for New Fund Setupxls
Sole Source Purchase Justificationdoc
Voucher [formerly Request for Payment]xls
Voucher Correctionxls
Retro Distribution Request [Use for salary corrections]xls

Training DocumentsFormat
Account Chartfield - Expense Examplespdf
Budget, Revenue, & Expenditure YTD Lookuppdf
Budget Statuspdf
Budget Transaction Detailpdf
General Ledger Activitypdf
General Ledger Summarypdf
How to Run Reports in PeopleSoftpdf
Journal Entry Inquiry (similar to GL53 in Legacy)pdf
Payment Inquirypdf
Purchase Order Inquirypdf
Queriespdf
Trial Balancepdf
Voucher Inquirypdf