Information Technology

Finance 9.1

Navigating Finance 9.1

  • Click on the Main Menu link at the top right of the page to display the dropdown menu.
  • Click on the Add to Favorites link at the top right of a page to create a favorite.
  • Click on the Favorites link at the top left of the page to display both your recently used pages and your favorites.
  • Click the arrows at the top right of the main menu to alphabetize the menu items.
  • As you navigate to a page, the system will leave a "trail of breadcrumbs" at the top of the screen to track your navigation path.

Brief Video Introduction to Navigation Features

Site and Software Requirements

Review this document to make sure that the version of your web browser and the version of Microsoft Office you are using are supported by PeopleSoft/Oracle for Finance 9.1.

Internet Explorer Settings for Finance 9.1

Firefox Settings for Finance 9.1

Safari Settings for Finance 9.1

How to Clear Your Browser History in Internet Explorer, Firefox and Safari

On-line Tutorials (UPK) and Job aids

How to Access Month-end Finance Reports in the Report Manager  (Updated 4/11/14)

View the UPK tutorials to learn how to use many of the functions of the system.  But first read How to Use the UPK Player.

Important: In order to access the UPK player, you will need to disable pop-up blockers.

Note:  Topics will continue to be added to the UPKs through February, 2012, so check back frequently.

 

Module UPK Player Link Related Documents
Payables UPK Player  
Receivables UPK Player Managing the Collections Workbench
Asset Management UPK Player  
Billing UPK Player

Billing Worksheet

Amending a Prepaid Contract Amount

Commitment Control UPK Player  
e*mpac Fundamentals UPK Player  
   

Procard Split Distribution Workaround

Procard Distribution Template

Expenses UPK Player  
General Ledger (Central Users) UPK Player

Printing a Journal Entry

Submitting a Journal to Workflow and Checking Status

Uploading Journals

General Ledger (Decentral Users) UPK Player  
Grants UPK Player

Budget Detail Page

Adding Prepaid Bill Plans to the Contract

Reporting Tools UPK Player  


eProcurement Job Aids

Purchase Orders
How to Inquire on a Purchase Order