ConnectUND Information Session New Employee Review

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ConnectUNDInformation SessionNew Employee
Review

• May 1, 2007

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Topics for Today

• Accounting Services Training
• ConnectUND website
• Finance Module
• Need Help?

• General Tips
• Finance Inquiry Navigations
• People Soft Accounts
• General Ledger Activity
• Report
• Ledger Inquiry

• Budgets Overview Inquiry
• Budget Transaction Detail Report
• Departmental Receipts
• PO Queries

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Accounting Services Training

• Accounting Services is pleased to offer numerous
  training sessions through U2.
• Please visit the Accounting Services website for
  more details.
• Hot Topics
• Registrations for sessions should be made
  through U2 www.conted.und.edu/U2/

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ConnectUND website

• www.und.edu/cnd/
• How do I find the Connect UND website from the
  UND Home Page?

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ConnectUND website

• What Information is on the ConnectUND website?
• Announcements
• Email Notifications sent to the Listservs
  (Department Heads, Finance, Academic HRMS
  Users)
• Announcements Archive
• Tuesdays _at_ 9 sessions
• PowerPoint presentations
• Referenced documents

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ConnectUND - Finance

• Access
• Finance Inquiry Access Form
• Required Training
• FERPA
• Employee Data Privacy

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ConnectUND - Finance

• Tip Sheets
• Detailed steps for running processes (inquiries
  and reports) in PeopleSoft

Finance Inquiry Tip Sheets
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ConnectUND - Finance

• Job Aids
• How-to' instructions, reference documents, and
  other materials to help you use PeopleSoft.

• Chart of Accounts
• Account Numbers
• Fund/Department Combinations
• Location Codes

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ConnectUND - Chart of Accounts

• Account 's are used to classify transactions.
• List of Account s
• Account Definitions

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Personalizing Your Navigations

• Allows you to personalize your tab key. You can
  select the fields for input recognized by the tab
  key.

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Navigation Personalizations

• Select Navigation Personalizations

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Navigation Personalizations
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General Tips

• Run Control IDs
• Run Control IDs cannot contain any spaces. Use
  either an underline or dash.
• When a Run Control ID contains spaces, the
  PeopleSoft database cannot read the Run Control
  ID, causing the initiated process to run without
  parameters.

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General Tips

• For local funds (fund range 00001 thru 29999),
  only use the fund number when running a report.
  NEVER use a DEPARTMENT NUMBER.
• For appropriated funds (fund range 30000 thru
  39999) use both a fund number and department
  number.

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Icons Hyperlinks
Download to Excel
Expand for more detail
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Customize Your Results

• Customize Your Results

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Customizations
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Finance Inquiry Navigations

• The Finance Inquiry Navigations is a Tip Sheet
  identifying the navigations for inquiries on
  finance information.
• Finance Inquiry Navigations Tip Sheet

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General Ledger Activity Report

• The General Ledger Activity Report should be used
  to monitor activity on your funds. The GL
  Activity report lists all activity posted to the
  general ledger.
• The GL Activity report should be used to
  balance your funds. The Budget Transaction
  Detail report can be used as a tool in balancing
  your funds.
• Running a General Ledger Activity Report Tip Sheet

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General Ledger - Ledger Inquiry

• The Ledger Inquiry can be used for any Account
  number and is a quick easy way to find the cash
  balance on your fund.
• The Ledger Inquiry cannot be used for cash
  balance inquiries on appropriated funds (fund
  30000 thru 39999) or Grant Contract funds (fund
  40001 thru 49999).
• General Ledger Ledger Inquiry Tip Sheet

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Budgets Overview Inquiry

• The Budgets Overview inquiry gives you a snapshot
  of your budget.
• Budgets Overview Inquiry Tip Sheet

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Budget Transaction Detail Report

• The Budget Transaction Detail report gives
  detailed transactions posted to your budget.
• The Budget Transaction Detail report can be used
  as a tool to monitor your funds.
• Running a Budget Transaction Detail Report Tip
  Sheet

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Departmental Receipts

• Departmental Receipts listed on Accounting
  Services website.

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PO Queries

• PO Queries are used to review PO Status and
  Encumbrances
• Queries are available for review by
• Department
• Fund
• Project

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Running a PO Query

• Navigation
• Reporting Tools
• Query
• Query Viewer

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Running a PO Query
Step 1 Query Viewer
Department query NDU_PO10_DTL_BY_DEPT Project
query NDU_PO14_DTL_BY_PROJECT Fund query
NDU_PO15_DTL_BY_FUND
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Running a PO Query
Step 2 Generate the Report
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Running a PO Query
Step 3 Select Report Criteria
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Running a PO Query
Step 4 Save Report to Excel
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Running a PO Query

• Step 5 Report Output
• Each report provides the same information
• Department Report contains all PO activity
• Fund Project Reports contain POs only related
  to Funds or Projects

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Running a PO Query

• Step 6 The report will deliver the following

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Help is Available!

• What happens if youre stuck? Who can you
  contact for help? You have several options
• ConnectUND website
• Finance Contacts
• Who is my Finance Contact?
• Your Finance Contact is the primary communication
  link between the central administrative offices
  and your department.
• Departmental Contact Listing

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Still Need Help?

• Email Your Questions
• FinanceQuestions_at_mail.und.nodak.edu
• Contact Administrative Offices
• Accounting Services/Purchasing/Etc.
• You should only contact the Administrative
  Offices after you have contacted all other
  resources.
• What you should NOT do
• Do not submit a Remedy Ticket via the ConnectND
  website or ITSS website for your PeopleSoft
  questions.

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Questions?Thank you for coming!