PeopleSoft Financials A Whole New World Budgeting and NVision Reporting.
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Transcript of PeopleSoft Financials A Whole New World Budgeting and NVision Reporting.
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PeopleSoft FinancialsPeopleSoft FinancialsA Whole New WorldA Whole New World
Budgeting andBudgeting and
NVision ReportingNVision Reporting
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PresenterPresenter
Julie Hall, Julie Hall, PeopleSoft Project SpecialistPeopleSoft Project Specialist• X45560X45560
• [email protected]@towson.edu
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PeopleSoft Financials Website• Online Tutorials
Basic Navigation Chart of Accounts
• Printable training materials
• Recorded classroomsessions
•http://wwwnew.towson.edu/adminfinance/fiscalplanning/psfinancials.asp
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Budget Office WebsiteBudget Office Website
•Links to PeopleSoft Financials website
•Budget Transfer Information
•Parent/ Child Budgeting Information
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PeopleSoft Chart of Accounts
PeopleSoft Terminology
PeopleSoft Field Length
Department 5
Account 6
Fund 4
Grant/Project 7
Initiative 5
Chartfield String
Fund 5000
Department 52402
Grant 5030100
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Budget Checking by Objects Object 1 Salaries and Wages
• Overtime• Shift Differential• Tuition Waivers
Object 2 Contractual Employees• Contractual Fringe• Tuition Waivers• PT Faculty and Lecturers• Regular Student Help• Graduate Assistants
Object 3 Communications
Objects 4 through 14 = your new Operating! • Can Post your own transfers here!
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Parent/Child Budgeting Where do I budget?
Where does Budget Checking occur?• Parent Level
Communications Budget Expenses• 603003 Postage Regular Bulk $15,000.00 $12,336.00• 603009 Express Mail UPS $1,000.00 $500.00• 603103 Line Charges $9,000.00 $5,224.00
$25,000.00 $18060.00 $6,940.00
Child/ Account/ Detail
Parent
NOTE: All transactions will be budget checked!!
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What is Budgets Overview
Allows you to view budget activity Can combine multiple Departments Can specify certain accounts Provides quick summary information
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BUDGETS OVERVIEW
ANY QUESTIONS?
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PeopleSoft NVisionPeopleSoft NVision
Departmental Reporting ToolDepartmental Reporting Tool
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Nvision Benefits/FeaturesNvision Benefits/Features
Users will run their own reportsUsers will run their own reports Users Users select the as of dateselect the as of date to run to run Run as an Run as an HTML or ExcelHTML or Excel file file Drill downDrill down capability capability
• Available only on HTML fileAvailable only on HTML file After report is run you canAfter report is run you can::
• Email as a link or an attachmentEmail as a link or an attachment• Save to your PC/Network driveSave to your PC/Network drive
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NVISION Reports AvailableNVISION Reports Available
P reportP report• Grant’s Profit and Loss ReporGrant’s Profit and Loss Reportt
F reportF report• Fund reportFund report
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Identification KeysIdentification Keys
Report IDReport ID-- Found in Found in Report BookReport Book
P + 7-digit grant #P + 7-digit grant #
Ex: P5060110Ex: P5060110
F5060110F5060110
Report NameReport Name- - Found in Found in the Report Managerthe Report Manager
TU_GL200_5060110TU_GL200_5060110
TU_GL100_5060110TU_GL100_5060110
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Example P Report
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TRIAL BALANCE SAMPLE
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PS Financials Support Budget Transfers/Overview Questions
PS Financials transactions/Nvision• [email protected]
Financial Services Help-line• Still the same X45599• Call with AP, WF, Payroll, PS Financial journal entry,
Online Requisition related questions
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PeopleSoft Security Form
Fill out form
Obtain Supervisor Approval
Return to Vera Swearingen, Financial Services
Will be notified when security is set up.