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PeopleSoft Financials A Whole New World

PeopleSoft Financials A Whole New World. Budgeting and NVision Reporting. Presenter. Julie Hall, PeopleSoft Project Specialist X45560 jmhall@towson.edu. PeopleSoft Financials Website. Online Tutorials Basic Navigation Chart of Accounts Printable training materials Recorded classroom

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PeopleSoft Financials A Whole New World

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  1. PeopleSoft FinancialsA Whole New World Budgeting and NVision Reporting

  2. Presenter Julie Hall, PeopleSoft Project Specialist • X45560 • jmhall@towson.edu

  3. PeopleSoft Financials Website Online Tutorials Basic Navigation Chart of Accounts Printable training materials Recorded classroom sessions • http://wwwnew.towson.edu/adminfinance/fiscalplanning/psfinancials.asp

  4. Budget Office Website • Links to PeopleSoft • Financials website • Budget Transfer Information • Parent/ Child Budgeting • Information

  5. PeopleSoft Chart of Accounts Chartfield String Fund 5000 Department 52402 Grant 5030100

  6. 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!

  7. Parent/Child Budgeting Where do I budget? Where does Budget Checking occur? Parent Level • CommunicationsBudgetExpenses • 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!!

  8. What is Budgets Overview Allows you to view budget activity Can combine multiple Departments Can specify certain accounts Provides quick summary information

  9. BUDGETS OVERVIEW ANY QUESTIONS?

  10. PeopleSoft NVision Departmental Reporting Tool

  11. 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

  12. NVISION Reports Available P report Grant’s Profit and Loss Report F report Fund report

  13. 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

  14. Example P Report

  15. TRIAL BALANCE SAMPLE

  16. PS Financials Support • Budget Transfers/Overview Questions • UBO@towson.edu • PS Financials transactions/Nvision • PSFinancials@towson.edu • Financial Services Help-line • Still the same X45599 • Call with AP, WF, Payroll, PS Financial journal entry, Online Requisition related questions

  17. PeopleSoft Security Form • Fill out form • Obtain Supervisor Approval • Return to Vera Swearingen, Financial Services Will be notified when security is set up.

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