PeopleSoft Financials A Whole New World

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PeopleSoft FinancialsA Whole New World

• Budgeting and
• NVision Reporting

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Presenter

• Julie Hall, PeopleSoft Project Specialist
• X45560
• jmhall_at_towson.edu

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PeopleSoft Financials Website

• Online Tutorials
• Basic Navigation
• Chart of Accounts
• Printable training
• materials
• Recorded classroom
• sessions

• http//wwwnew.towson.edu/adminfinance/fiscalplanni
  ng/psfinancials.asp

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Budget Office Website

• Links to PeopleSoft
• Financials website
• Budget Transfer Information
• Parent/ Child Budgeting
• Information

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PeopleSoft Chart of Accounts
Chartfield String
PeopleSoft Terminology PeopleSoft Field Length
Department 5
Account 6
Fund 4
Grant/Project 7
Initiative 5
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

Child/ Account/ Detail
6,940.00
25,000.00
18060.00
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 NVision

• Departmental Reporting Tool

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Nvision Benefits/Features

• Users will run their own reports
• Users select the as of date to run
• Run as an HTML or Excel file
• Drill down capability
• Available only on HTML file
• After report is run you can
• Email as a link or an attachment
• Save to your PC/Network drive

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NVISION Reports Available

• P report
• Grants Profit and Loss Report
• F report
• Fund report

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Identification Keys

• Report ID- Found in Report Book
• P 7-digit grant
• Ex P5060110
• F5060110

• Report Name- Found in the Report Manager
• TU_GL200_5060110
• TU_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
• UBO_at_towson.edu
• PS Financials transactions/Nvision
• PSFinancials_at_towson.edu
• 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.