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
Back to Main Training Menu
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.
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.
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.
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