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PeopleSoft Tools & Resources

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A      
AP Voucher Information Fin Info Systems & Reporting; PeopleSoft Document Status Inquiry (Voucher) A 07/02/25
Additional Approver for a Requisition Fin Info Systems & Reporting; PeopleSoft How to Insert an Additional Approver for a Requisition A 07/02/25
Approval Training Guide (Requisitions) Fin Info Systems & Reporting; PeopleSoft Financials Requisition Approval How to A 07/02/25
Associated Documents for a Purchase Order Fin Info Systems & Reporting; PeopleSoft Financials Associated Documents for a Purchase Order A 07/02/25
Associated Documents for a Requisition Fin Info Systems & Reporting; PeopleSoft Financials Associated Documents for a Requisition A 07/02/25
Associated Documents for a Voucher Fin Info Systems & Reporting; PeopleSoft Financials Associated Documents for a Voucher A 07/02/25
B      
Budgets Overview, Inquiry Fin Info Systems & Reporting; PeopleSoft Financials Budgets Overview, Inquiry A 07/07/25
Budget Activity Report Fin Info Systems & Reporting; PeopleSoft Financials Budget Activity Report A 07/07/25
Budget Status Report Fin Info Systems & Reporting; PeopleSoft Financials Budget Status Report A 07/07/25
Budget Transaction Detail Report Fin Info Systems & Reporting; PeopleSoft Financials Budget Transaction Detail Report A 07/07/25
Budget Transaction Detail Report (CSV) Fin Info Systems & Reporting; PeopleSoft Financials Budget Transaction Detail Report (CSV) A 07/07/25
C      
Cancel a Requisition Fin Info Systems & Reporting; PeopleSoft Financials Cancel a Requisition A 07/02/25
Cancel a Scheduled Report Process Fin Info Systems & Reporting; PeopleSoft Financials Cancel a Scheduled Report Process A 07/02/25
Comprehensive Financial Report Fin Info Systems & Reporting; PeopleSoft Financials How to Run a Comprehensive Financial Report A 07/07/25
Copy a Private Query to User Fin Info Systems & Reporting; PeopleSoft Financials Copy a Private Query to User A 07/02/25
D      
Department Approver Information Fin Info Systems & Reporting; PeopleSoft Financials Department Approver Information A 07/07/25
Document Status for Purchase Order Fin Info Systems & Reporting; PeopleSoft Financials Document Status for Purchase Order A 07/07/25
Document Status for Requisition Fin Info Systems & Reporting; PeopleSoft Financials Document Status for Requisition A 07/07/25
Document Status for Voucher Fin Info Systems & Reporting; PeopleSoft Financials Document Status for Voucher A 07/07/25
F      
FAQ and Tools Review Training Fin Info Systems & Reporting; PeopleSoft Financials Training - FAQ and Tools Review; January 31, 2022 G 07/01/25
Favorite Menu Options Fin Info Systems & Reporting; PeopleSoft Financials Favorite Menu Options A 07/07/25
Find a PO or Requisition If You Have the Voucher ID Fin Info Systems & Reporting; PeopleSoft Financials Find a PO or Requisition If You Have the Voucher ID A 07/07/25
Find a PO or Requisition If You Have the Requisition ID Fin Info Systems & Reporting; PeopleSoft Financials Find a PO or Requisition If You Have the Requisition ID A 07/07/25
Find a Requisition or Voucher ID If You Have the PO ID Fin Info Systems & Reporting; PeopleSoft Financials Find a Requisition or Voucher ID If You Have the PO ID A 07/07/25
FY2025 Fall Training Forum Fin Info Systems & Reporting; PeopleSoft Financials FY2025 Fall Training Forum; November 11, 2024 G 07/01/25
G      
Grant Administrator Report Fin Info Systems & Reporting; PeopleSoft Financials Grant Administrator Report A 07/07/25
H      
How to See a List of Department Approvers for a Department Fin Info Systems & Reporting; PeopleSoft Financials How to See a List of Department Approvers for a Department A 07/07/25
I      
Inquiry Training and Tips Fin Info Systems & Reporting; PeopleSoft Financials Inquiry Training and Tips; June 22, 2021 G 07/01/25
Insert an Additional Approver for Requisition Approvals Fin Info Systems & Reporting; PeopleSoft Financials Insert an Additional Approver for Requisition Approvals A 07/07/25
L      
Log In to PeopleSoft Financials Program Fin Info Systems & Reporting; PeopleSoft Financials Log In to PeopleSoft Financials A 07/07/25
Log In - How to Save a Bookmark in Firefox Fin Info Systems & Reporting; PeopleSoft Financials Log In - How to Save a Bookmark in Firefox A 07/07/25
Log In - How to Save a Bookmark in Google Chrome Fin Info Systems & Reporting; PeopleSoft Financials Log In - How to Save a Bookmark in Google Chrome A 07/07/25
Log In - How to Save a Bookmark in Internet Explorer Fin Info Systems & Reporting; PeopleSoft Financials Log In - How to Save a Bookmark in Internet Explorer A 07/07/25
N      
Notification Panel Off/On Fin Info Systems & Reporting; PeopleSoft Financials Notification Panel Off/On A 07/07/25
O      
Open Encumbrance Query Report Fin Info Systems & Reporting; PeopleSoft Financials Open Encumbrance Query Report A 07/07/25
P      
PDF Report Prints Larger than Paper Fin Info Systems & Reporting; PeopleSoft Financials PDF Report Prints Larger than Paper A 07/07/25
Personal Service Changes Presentation Training Fin Info Systems & Reporting; PeopleSoft Financials Personal Service Changes Presentation Training; October 27, 2020 G 07/07/25
Personnel Report Fin Info Systems & Reporting; PeopleSoft Financials Personnel Report A 07/07/25
Print a Requisition Report Fin Info Systems & Reporting; PeopleSoft Financials Print a Requisition Report A 07/07/25
Process Monitor Fin Info Systems & Reporting; PeopleSoft Financials Process Monitor A 07/07/25
PS Financials Release 1.40 Training Fin Info Systems & Reporting; PeopleSoft Financials Release 1.40 Training; May 11, 2021 G 07/01/25
PS Financials Release 1.60 Training Fin Info Systems & Reporting; PeopleSoft Financials Release 1.60 Training; November 30, 2023 G 07/01/25
Purchase Order (PO) Information Fin Info Systems & Reporting; PeopleSoft Financials Purchase Order (PO) Information A 07/07/25
Purchasing Training Session Fin Info Systems & Reporting; PeopleSoft Financials Purchasing Training Session; August 25, 2020 G 07/07/25
Purchasing Open Forum Training Session Fin Info Systems & Reporting; PeopleSoft Financials Purchasing Open Forum Training Session; March 15, 2024 G 07/07/25
Q      
Query Training Fin Info Systems & Reporting; PeopleSoft Financials Query Training; April 26, 2022 G 07/01/25
Query ChartField Information Fin Accounting & Reporting; PeopleSoft Financials Query ChartField Information A 07/02/25
Query - How to Copy a Private Query to Another User Fin Accounting & Reporting; PeopleSoft Financials Query - How to Copy a Private Query to Another User A 07/07/25
Query - Key Records and Fields Fin Accounting & Reporting; PeopleSoft Financials Query - Key Records and Fields A 07/07/25
Query Manager Navigation Fin Accounting & Reporting; PeopleSoft Financials Query Manager Navigation A 07/07/25
Query Scheduling Fin Accounting & Reporting; PeopleSoft Financials Query Scheduling A 07/07/25
Query Viewer Navigation Fin Accounting & Reporting; PeopleSoft Financials Query Viewer Navigation A 07/07/25
Questions and Answers Session - 2021 Fin Info Systems & Reporting; PeopleSoft Financials Training - Questions and Answers; April 28, 2021 G 07/01/25
Questions and Answers Session- 2023 Fin Info Systems & Reporting; PeopleSoft Financials Training - Questions and Answers; September 7, 2023 G 07/01/25
R      
Receive Items Delivered to Your Location via eProcurement Fin Info Systems & Reporting; PeopleSoft Financials Receive Items Delivered to Your Location via eProcurement A 07/07/25
Reports and Inquiry Training - FY2025 Fin Info Systems & Reporting; FY2025 PeopleSoft Financials Reports and Inquiry Training; April 3, 2025 G 07/01/25
Requisition Workflow Approval Fin Info Systems & Reporting; PeopleSoft Financials Requisition Workflow Approval A 07/07/25
Run Controls Fin Info Systems & Reporting; PeopleSoft Financials Run Controls A 07/07/25
S      
Schedule a Report to Run Monthly, Weekly, or at Night Fin Info Systems & Reporting; PeopleSoft Financials Schedule a Report to Run Monthly, Weekly, or at Night A 07/07/25
Security Request Form (Finance and DSPA Users) Fin Info Systems & Reporting; PeopleSoft Financials Security Access Request for Finance and Sponsored Accounting Users Form; Rev 10/15/21 F 06/30/25
Security Request Form (Department Users) Fin Info Systems & Reporting; PeopleSoft Financials Security Access Request Form; Rev 04/29/24 F 06/30/25
Security Form for Query Access Instructions Fin Info Systems & Reporting; PeopleSoft Financials Security Form for Query Access Instructions; Rev 04/29/24 A 07/02/25
Security Request Form (Query Access) Fin Info Systems & Reporting; PeopleSoft Financial Security Access Request for Query Access Form F 06/30/25
Security Form Instructions Fin Info Systems & Reporting; PeopleSoft Financials Security Form Instructions; Rev 04/29/24 A 07/02/25
Security Form Instructions for Adding Asset Equipment Control Officer Department Changes Fin Info Systems & Reporting; PeopleSoft Financials Security Form Instructions for Adding Asset Equipment Control Officer Department Changes; Rev 04/29/24 A 07/02/25
T      
Tiles, Add to Your Homepage Fin Info Systems & Reporting; PeopleSoft Financials How to Add Tiles to Your Homepage A 07/07/25
U      
Update MyPreferences/Turn on AutoComplete Off & Skip Magnifying Glass Fin Info Systems & Reporting; PeopleSoft Financials Update MyPreferences/Turn on AutoComplete Off & Skip Magnifying Glass A 07/07/25
User Audit Training - 2022 Fin Info Systems & Reporting; PeopleSoft Financials User Audit Training; March 28, 2022 G 07/01/25
User Audit Training - 2024 Fin Info Systems & Reporting; PeopleSoft Financials User Audit Training; September 26, 2024 G 07/01/25
User Audit Training - May 2025 Fin Info Systems & Reporting; PeopleSoft Financials Spring User Audit Training; May 1, 2025 G 07/01/25
User Audit Training - October 2025 Fin Info Systems & Reporting; PeopleSoft Financials Spring User Audit Training; October 28, 2025 G 10/30/25
V      
Voucher Inquiry Fin Info Systems & Reporting; PeopleSoft Financials Voucher Inquiry A 07/07/25
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