This reference card explains how to use the Campus Journal Chartfield Matrix.
A quick reference card showing how to create a campus voucher to pay an individual with a PID.
This webinar details how to use the new template functionality for campus vouchers, including how to: create templates use templates to create a campus voucher modify templates For more information, you can use the Working With Voucher Templates guide.
This document shows the process for fixing project or grant-related campus journals with budget errors that route to OSR for approval.
This document provides an overview of journal entries in PeopleSoft.
Full webinar presentation from 12/14/16 on Enhancements to the Correcting JE process.
Slides used in the November 2, 2016 OSR reports webinar. Webinar covers the OSR Invoice Listing report and the OSR GL Expense and Budget report.
This procedure explains and demonstrates the GL Activity tab in InfoPorte. This tab shows journals for all account types: assets, liabilities, expenses, revenue, and fund balance. This document explains what each line on the tab represents and how it is different from the InfoPorte Transactions tab.
The PowerPoint presentation identifies some key information areas needed by people who manage contracts and grants, including: finding open requisitions, purchase orders, and unposted vouchers; finding voucher payments; finding sponsor payments; finding payroll accounting rows; finding cash balances; finding budget balances.
This report shows fund and cash balances, and revenue and expenses, by source. It is based on the GL Actuals ledger.