General Ledger

This course consists of the following unit. If you have completed a set of PeopleSoft training you are welcome to return at any time if you would like to practice your skills in one or more units:

General Ledger

Target Audience

This unit is aimed at staff who are required to create journals in the University’s Financial System. Such staff may be responsible for charging for goods or services to other areas of the University, or for making payments for such charges. They may also be involved with internal funds transfers as a part of allocation of funds. Access to the General Ledger is provided based on approval by the relevant Faculty Finance Manager and the Finance Branch as well as completion of appropriate training. Attendance at training does not guarantee access to the University's information systems.

Overview

This unit covers the basic processes involved in creating a journal. The different types of journals and when each type must be used are given considerable attention. Time saving techniques and the creation of projects help develop a sound understanding of the General Ledger.

Co-requisite Courses

Upon completion of General Ledger you will be required to attend an open book General Ledger Assessment session by the Financial Systems Manager before access is granted to the Financial Services System.

Course Duration

3.5 hours.

Competencies

At the completion of the course, attendees will be able to:

1. Describe the journal creation process.
2. Create general, funds edistribution, internal transfer and internal trading journals and explain when each type should be used.
3. Copy a journal.
4. Create standard journals and explain the advantages of using them.
5. Run basic inquiries and reports from the General Ledger.
6. Create a project, with at least one segment and explain the structure of projects in the General Ledger.
7. Navigate through the online Library to locate all other General Ledger procedures.

For further details about courses go to the schedule of courses at the ITS training site.