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<\/a>.<\/p>\n\n\n 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<\/p>\n\n\n\n Download instructions for updating signature authorization<\/p><\/div><\/div><\/a><\/div><\/div>\n\n\n\n A form for scanning your signature for PeopleSoft Financials<\/p><\/div><\/div><\/a><\/div><\/div>\n\n\n\n Instructions for uploading your digital signature to PeopleSoft Financials<\/p><\/div><\/div><\/a><\/div><\/div>\n<\/div>\n\n\n\n The signature authorization workflow training document provides detailed instructions on how to designate and update a signatory or responsible person for your department.<\/p>\n\n\nAuthorization Workflow<\/a>\n\n\n 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.<\/p>\n\n\n\n Look up values and descriptions for the chartfields used at the University.<\/p><\/div><\/div><\/a><\/div><\/div>\n\n\n\n Use this form to request a new chartfield in the Peoplesoft system.<\/p><\/div><\/div><\/a><\/div><\/div>\n\n\n\n Detailed instructions on how to request a new chartfield.<\/p><\/div><\/div><\/a><\/div><\/div>\n<\/div>\n\n\n\n The prior fiscal year end reports are available in your report manager. Real time activity and balances can be obtained in Commitment Control \u2013 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.<\/p>\n\n\nPeopleSoft Financials Report Procedures<\/a>\n\n\n If you are an administrative user who needs assistance accessing the PeopleSoft Financials system, call the PeopleSoft Financials Management Office at 401.874.7048. If you need to reset your Financials system password, call the IT help desk at 401.874.4357.<\/p>\n\n\n\n <\/p>\n\n<\/div><\/section>\n\n\n 221 Carlotti Administration Building *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 […]<\/p>\n","protected":false},"author":1962,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"class_list":["post-1029","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/web.uri.edu\/controller\/wp-json\/wp\/v2\/pages\/1029","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/web.uri.edu\/controller\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/web.uri.edu\/controller\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/web.uri.edu\/controller\/wp-json\/wp\/v2\/users\/1962"}],"replies":[{"embeddable":true,"href":"https:\/\/web.uri.edu\/controller\/wp-json\/wp\/v2\/comments?post=1029"}],"version-history":[{"count":5,"href":"https:\/\/web.uri.edu\/controller\/wp-json\/wp\/v2\/pages\/1029\/revisions"}],"predecessor-version":[{"id":6756,"href":"https:\/\/web.uri.edu\/controller\/wp-json\/wp\/v2\/pages\/1029\/revisions\/6756"}],"wp:attachment":[{"href":"https:\/\/web.uri.edu\/controller\/wp-json\/wp\/v2\/media?parent=1029"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}Access and Training<\/h2>\n\n\n\n
\n\n\n\nSignature Authorization for Internal Financial Transactions<\/h2>\n\n\n\n
Instructions<\/h2>
Signature Form<\/h2>
Signature Collection<\/h2>
\n\n\nHelpful Tips<\/h1>\n\n
\n
Designating a Responsible Person<\/h2>\n\n\n\n
Signature Authorization for Internal Financial Transactions<\/h3>\n\n\n\n
\n\n\n\nChartfield Structure<\/h2>\n\n\n\n
Chartfield Values<\/h2>
Chartfield Request Form<\/h2>
Request Form Instructions<\/h2>
\n\n\n\nFinancials Reporting<\/h2>\n\n\n\n
\n\n\n\nPeopleSoft Financials & HRM Internal Resources<\/h2>\n\n\nInternal Links<\/a>\n\n\n
\n\n\n\nWho Can Help Me?<\/h2>\n\n\n\n
PeopleSoft Financials<\/h3>\n\n\n
75 Lower College Road
Hours: Monday through Friday, 7:30am-5pm
Fax: 401.874.2589<\/p>\n\n\n\nAssociate Director for PeopleSoft Financials<\/td> Dave Hansen<\/td> dhansen@uri.edu<\/a><\/td> 401.874.4420<\/td><\/tr> Financial Reporting Analyst<\/td> Paul McCarty<\/td> pmccarty@uri.edu<\/a><\/td> 401.874.4428<\/td><\/tr> Financials Functional Support Specialist<\/td> Ginny Byrnes<\/td> vbyrnes@uri.edu<\/a><\/td> 401.874.9523<\/td><\/tr> Financials Functional Support Specialist<\/td> Jennifer DeAngelis<\/td> jdeangelis7915@uri.edu<\/a><\/td> 401.874.4417<\/td><\/tr><\/tbody><\/table><\/figure>\n","protected":false},"excerpt":{"rendered":"