NAU Business Processes - PS Financials
All PSFIN users should refer to these policies
and procedures when processing transactions through PeopleSoft Financials:Comptroller's Policies & Procedures and/orContracting 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.
Training & Documentation
These "How-To" guides provide basic navigation tips such as moving around on the various menus, Icon definitions, Creating Favorites & Templates, Saving Searches, and much more. These tips work in any of the PeopleSoft functional areas such as Purchasing, General Accounting, etc. "In-Person" training classes are now available. Be sure to look at the training calendar for "in-person" training classes to assist you in learning the PS Financial environment.
There are several processes for which to purchase goods/services for NAU in PeopleSoft. This section of the Training Documents will provide guides on Requisitions, Purchase Orders, and Receiving against Purchase Orders. Another way of Purchasing goods/services, is by using a Purchasing Card (PCARD). You will find guides for this process of purchasing as well.
Vendors and Employees who need to be paid via PeopleSoft must be entered into the PS Financial System. This section provides "How-To" guides such as Adding A Regular Vendor, Adding a Payroll Vendor, Modifying Vendor Information, and much more.
Once Purchase Orders are dispatched and items received, Vendor/Employee invoices may be entered and applied against the Purchase Order line items through the creation of Vouchers. Once Vendor/Employee invoices have been vouchered, Vendor/Employee Vouchers will be scheduled for payment through the Payment Pay Cycle. Training Guides related to VOUCHERS, PAY CYCLES, and ISSUING CHECKS are included in this section.
This section provides "How-To" guides for both Travel and Expense reporting. Creating Travel Authorizations, Cash Advances, Travel and Non-Travel expense processing as well as the Approval Processes are but a few from which you may choose. For more detail information on travel compliance, see Travel Processing Tips
This section provides "How-To" guides to run reports and inquiries comparing revenue and expense actuals versus budgets in PS Financials. Inquiries such as Budget Details, Budget Overviews, Budget Status Reports, and Troubleshooting Budget Errors are but a few.
This section provides "How-To" guides than enable you to search for and view summary and detail information such as Departmental Journal Overviews, IDT and IST Journal Transactions, Journal and Ledger Inquiries. Also provided are guides for Journal Creation and the Approval Processes. top