Learn how to accept or decline your financial aid awards in LOUIE.
Learn how to view any charges payments on your account through TouchNet.
Learn how to view your financial account summary in LOUIE.
Learn how to add and edit Authorized Users to TouchNet.
The charge for an item on a requisition may need to be split between
multiple departments, funds, etc. This
can be done by adding multiple accounting lines to an item line on the Review
and Submit page of a requisition. View this "How-To" guide on "Adding Distribution Lines to a Requisition".
Once documents have been routed to an approver, that approver is responsible to check the request against the available budget. If you are an approver, view a "How-To" guide which shows how a voucher can be budget checked before further processing can be completed in PS Financials.
There may be a circumstance where a payment needs to
be cancelled. For example if a check is
voided, stale dated or stopped, the payment must be cancelled. The payment can then be reissued if
necessary. This "How-To" guide shows the process of re-issuing a Payment in PS Financials.
There
may be a circumstance where a payment needs to be cancelled. For example if a check is voided, stale dated
or stopped, the payment must be cancelled. View this "How-To" guide to process this transaction in PS Financials.
Creating a requisition is done by Department Requestors to order goods
and services. A Requisition goes through
approval processes based on amount and items ordered. After the requisition is approved it is
sourced into a Purchase Order then sent to the appropriate vendor. With few exceptions, purchases may not be done without first creating a Requisition. View this "How-To" guide on Creating a Requisition in PeopleSoft.
View this "How-To" guide which shows how to create vouchers from transactions sent from the HR/CMS PeopleSoft system for payroll vendors and student refunds.
Creating a requisition is done by Department Requestors to order goods
and services. A requisition goes through
approval processes based on amount and items ordered. "Amount Only/Blanket" Requisitions are used when you are unable to determine exact quantities or individual unit prices. In which case, you will just create your requisition line item on a total dollar amount only instead of trying to figure out how to get a quantity X unit price to = total dollars. View this "How-To" guide to see how this process is done in PeopleSoft.
If you receive multiple
similar vouchers from a vendor, you can set up a template voucher to improve
data entry efficiency.
Learn how to add and edit your direct deposit accounts in LOUIE.
Learn how to view your direct deposit refunds in LOUIE.
View how-to documentation on Express Checks in PeopleSoft (LOUIE).
Learn how to make a payment in LOUIE.
View this "How-To" guide on Managing the Requisition Approvals Screen in PeopleSoft.
After the pay cycle is initiated, payments are
created the pay cycle must be approved by Financial Services. After approval Financial Services will finish
the payment process.
Learn how to view your pending financial aid in LOUIE.
Learning resources to the new features in the PeopleSoft 9.0 (LOUIE) release.
Learning resources to the new features in the PeopleSoft 9.0 (LOUIE) release.
After a pay cycle has been run and the checks have
been directed to a printer, there may be a circumstance where, due to a paper
jam or printer malfunction, checks may need to be reprinted. In this case the check restart process would
be run by the pay cycle approver to recreate the necessary checks. View this "How-To" guide on doing this task in PeopleSoft.
Learn how to view your financial aid awards in LOUIE.
Learn how to view invoices in LOUIE.