General Information
PeopleSoft Terminology
Computer Setup for Downloading Excel Files [pdf]
Login for Finance Production Environment
| Crosswalks-HECN | Format |
|---|---|
| Account List (includes budget account numbers) | xlsx |
| Account Description Detail - starting on page 115 | |
| Fund number | xls |
| Department Numbers | xls |
| Forms | Format |
|---|---|
| Alternate Procurement Request | docx |
| Budget Adjustment Entry | xls |
| Cash Prize/Award Acknowledgement | |
| Contract for Temporary Services | |
| Credit Memo | xls |
| Department Deposit | xls |
| Expense Report Correction | xls |
| Fund Request | xls |
| Journal Entry | xls |
| Journal Import Spreadsheet Template | xls |
| Lease versus Purchase Justification | xls |
| Non-Employee/Student Travel Expense Worksheet | doc |
| Notification of Change in Inventory | link |
| Payroll - Retro Distribution Request [Use for all other salary corrections] | |
| Payroll - Adjustment Request [Use ONLY for Earning Code Changes] | |
| Purchase Requisition | xls |
| Voucher [formerly Request for Payment] | xls |
| Voucher Correction | xls |
| Training Documents | Format |
|---|---|
| Account Chartfield - Expense Examples | |
| Budget, Revenue, & Expenditure YTD Lookup | |
| Budget Status | |
| Budget Transaction Detail | |
| General Ledger Activity | |
| General Ledger Summary | |
| How to Run Reports in PeopleSoft | |
| Journal Entry Inquiry (similar to GL53 in Legacy) | |
| Payment Inquiry | |
| Purchase Order Inquiry | |
| Queries | |
| Trial Balance | |
| Voucher Inquiry |
