PeopleSoft Financials Management

New: Remote access to PeopleSoft Financials

As of July 2021, PeopleSoft Financials users who need to access the system when working remotely must set up a VPN through the IT department. More information can be found on the ITS website.

Access and Training

For new employees or those who would like a refresher on the use of PeopleSoft Financials, individual training sessions can be arranged by calling 401.874.7048

Signature Authorization for Internal Financial Transactions

Instructions

Download instructions for updating signature authorization

Signature Form

A form for scanning your signature for PeopleSoft Financials

Signature Collection

Instructions for uploading your digital signature to PeopleSoft Financials

Designating a Responsible Person

Signature Authorization for Internal Financial Transactions

The signature authorization workflow training document provides detailed instructions on how to designate and update a signatory or responsible person for your department.

Authorization Workflow

Chartfield Structure

The attributes in a chart of accounts are called chartfields in PeopleSoft Financials. A chartfield string combines fund, department, program and project categories if applicable.

Chartfield Values

Look up values and descriptions for the chartfields used at the University.

Chartfield Request Form

Use this form to request a new chartfield in the Peoplesoft system.

Request Form Instructions

Detailed instructions on how to request a new chartfield.

Financials Reporting

The prior fiscal year end reports are available in your report manager. Real time activity and balances can be obtained in Commitment Control – Budgets Overview. Please contact PeopleSoft Financials Management at 401.874.7048 and we will be glad to assist you with any of your financial reporting needs.

PeopleSoft Financials Report Procedures

PeopleSoft Financials & HRM Internal Resources

Internal Links

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