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



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PeopleSoft (also known as "LOUIE") is NAU's student and employee information management system. ITS provides technical support for the PeopleSoft system.  

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Training & Documentation


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!


Post Award Accounting Services and Fiscal Compliance (PAASFC) has the institutional responsibility for assuring the Arizona State Board of Regents (ABOR), the public, and the Federal government that the University has in-place systems and best practices for fiscal accountability and internal controls for sponsored project funds awarded to the University. Specifically, our responsibility is to provide post-award fiscal compliance and administrative support to the University community while ensuring regulatory compliance with NAU, State, Private and Federal Policies, Procedures and guidelines.


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.


View PowerPoint presentations on different subjects within PS Financials.   The following “Power Point Presentations” were created for easy referencing to share with everyone.


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. 


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