Guide to PeopleSoft Finance System Access and Documentation

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System/Application Description Documentation/Training Guides/Training Contact How to Obtain Access

PSAccounts Receivable/Billing

Bill or invoice customers outside the University for goods and services. Written documentation used in training that is useful as a reference and an online tutorial are available on the web: ‌Accounts Receivable/Billing , ARBI Navigation and Quick Reference Guide . Training is required before access is granted. Contact Sharon Sbabo in Accounting Services. You must be a campus employee in order to be granted access. Click here for a copy of the necessary form. Check mark the box for PS Accounts Receivable on the form and submit this form to Accounting Services. Once training has been provided, access will be requested from UM Administrative Information Technology Services.
PS Non-PO Vouchers

Create vouchers to pay non-purchase order items such as utilities, subscriptions, shipping. for more info on University payments methods for specific types of purchases, refer to the Accounts Payable/Purchase Order Quick Reference Guide

Written documentation used in training that is useful as a reference and an online tutorial are available on the web: Non-PO Voucher Create, Non-PO Voucher Appendix, Non-PO Voucher Quick Reference . Training is required before access is granted. Contact Accounting Services with your specific training needs. You must be a campus employee in order to be granted access. Click here for a copy of the necessary form. Check mark the box for PS Accounts Payable on the form and submit this  form to Accounting Services. Once training has been provided, access will be requested from UM Administrative Information Technology Services.
PS CRR (Cash Received Report) Ability to create a document required to deposit cash and checks at the Cashier's office. Written documentation useful as a reference and to assist in training is available on the web. Click here for PeopleSoft Cash Receipts documentation. Contact Accounting Services with your specific training needs. You must be a campus employee in order to be granted access. Click here for a opy of the necessary form. Check mark PS CRR on the form and submit this form to Accounting Services.
PS Financial Reports, Web Application Ability to retrieve budget variance reports, income statements, and balance sheets for individual chart field strings or combinations of chart field strings, and to produce reports for grant activity. Written documentation useful as a reference is available on the web: Click here to access Web PS Financial Report documentation. A training guide is also available on-line: Web Reporting for Finance . Contact Accounting Services with your specific training needs.   You must be a campus employee or on courtesy appointment in order to be granted access. Click here for a copy of the necessary form. Check mark PS Financial Reports and submit this form to Accounting Services.
PS Journal Entry Web Application Ability to create journal entries (JE), correcting entries (CE), or internal service entries (ISE). Written documentation useful as a reference is available on the web: Click here to access Web PeopleSoft Journal Entry documentation. A training guide and an online tutorial is also available: Enter Web Journal Entries . Contact Accounting Services with your specific training needs. You must be a campus employee in order to be granted access. Clickhere for a copy of the necessary form. Check mark the specific entries that you will need access to described in column 2 and submit this form to Accounting Services.
  Ability to create payroll correcting entries (PCE). See above. See above.
  Ability to create Transfer Journal Entries (TRE). See above. See above.
Legacy Applications Ability to access financial data from legacy finance system (FRS). FRS was the finance system of record before March 2, 2002. If assistance is needed, contact Accounting Services . You must be a campus employee in order to be granted access. Your access should be requested by your supervisor through an E-mail to John Terrill or Janet Gill in the Accounting Office.
PS MoCode Create Web Application Ability to create new MoCode when a class value is added to an existing chartfield string. A reference guide is available on-line: Chartfields and Mocodes. Contact Accounting Services with specific training needs. You must be a campus employee in order to be granted access. Click here for a copy of the necessary form. Check mark PS MoCode Create (Web Applications) and submit this form to Accounting Services.
PS Search Options Web Application Ability to search for details on accounting transaction data in a variety of ways. Written documentation useful as a reference and for training is available on the web. Click here for PeopleSoft Search Options documentation. Contact Accounting Services with your specific training needs. You must be a campus employee in order to be granted access. Click ‌ here for a copy of the necessary form. Check mark PS Search Options (Web Applications) and submit this form to Accounting Services.
 
PeopleSoft Access/Training Information - Other PeopleSoft Systems
PS Requisitioning, Receiving, and Approving Ability to create requisitions for purchase orders, approve requisitions, and record receipt of goods.   To request eProcurement access, each user must complete an eProcurement Security Form . Follow submission instructions at bottom of form.
PS HR RPT 8.0 Database/Webtime Ability to enter and review pay data for hourly and monthly employees. Written documentation useful as a reference and for training is available on the web. Click here for the Web Time Tutorial. (Adobe Acrobat required) Training is required. Contact Marcia Lane in Human Resource Services. You must be a campus employee in order to be granted access. Once training is complete, Human Resources will request access for you.
PS Grants Ability to create, track, and/or manage grant proposals for your department. Written documentation useful as a reference and for training is available on the web. Click here for Training Guide and Quick Reference Sheet. Contact Office of Sponsored Programs with any specific training needs. Contact Office of Sponsored Programs.
Student Financial System Ability to inquire on student account information in the Student Financial System. Contact Cashier's Office. Contact Cashier's Office.