Training Documentation Site - PS Financials
PS Financial Services Technical Support Unit (PS-FSTSU) values all end-user
suggestions, recommendations, and questions. End-users
are encouraged to first contact the appropriate person in the department for
the function they are processing. Transactions
processed through PeopleSoft Financials are subject to Policies &
Procedures set forth by the Comptroller’s Office and Purchasing department. All
PSFIN users should refer to these policies and procedures when processing
transactions through PeopleSoft Financials:
Comptroller's Policies & Procedures and/or Contracting and Purchasing Services Policies & Procedures
PeopleSoft (also known as "LOUIE") is NAU's student and employee information management system. ITS provides technical support for the PeopleSoft system.
Training & Documentation
PeopleSoft is NAU’s system of record for financial
transactions created directly in the system and those interfaced from subsidiary
systems. PeopleSoft modules encompass chart of accounts, general accounting,
purchasing, accounts payable, travel, budgeting and cost accounting.
Transactions entered through these modules are posted to the system’s accounting
journals and ledgers; which, in turn, serve as the basis for the University’s
annual financial statements and other reporting requirements. This section of the "Training Documents" page provides "How-To" guides for users who perform these business transactions. Look to our "Training Class Schedule" for in-person training classes which compliment these "How-To" training guides. If you would like to request an "in-person" training class which does not appear on the calendar, please contact FS FIN training support: 523-1139.
Enterprise Reporting provides institutional information to the
NAU community via a secured reporting environment accessing the NAU Data
Warehouse. This information is provided to the campus community in order to
conduct university business and support university planning, decision-making
and reporting. You will need an Enterprise Reporting account. COMING FOR THE FUTURE: Training on how to obtain PS Financial reports for all you financial needs.
This section of the "Training Documents" provides tools developed by End Users. These User's have submitted these tools in the hopes that others may find them useful. Most, in part, are spreadsheets which may be exported from this page. By using filters, sorts, and other Excel functions, you may streamline this raw data to meet your needs. Some of the "CheetSheets" included are: Speed Chart Listings, Department Lists, Fund Listings, List of Approvers, and more!
View PowerPoint presentations on different subjects within PS Financials.
The following “Power Point Presentations” were created for easy referencing to share with everyone.
These short video clips assist Users to visual see materials shown in the Documentation Training Guides. If there is a section in the Training Guides that may be unclear, PS FIN TIPS is the place to go. These "Tips" are organized according to function. For example, all videos related to Journal Entry Processing would begin with a JE in the title, then description. We hope these "tips" will assist those who are unable to understand the documentation or unable to attend "in-person" training. We will be adding "Tips" regularly to compliment the documentation.top