Finance System

The Finance system includes the following modules:

• Introduction to the Finance system - basic PeopleSoft v9.1 navigation; inquiries, reports and tasks used in all modules
• Approver - approve journals, purchase orders and vouchers
• Billing - create invoices for goods and services sold by the University
• General Ledger - transfer money within the University
• Purchasing - create purchase orders
• Requisitions in eProcurement - request items for purchase
• Vouchers - create vouchers for petty cash, reimbursements and travel advances.

A range of Quick Reference Guides (QRGs) have been produced, providing an overview of some of the key changes within the individual finance modules of the upgraded system.
Note: These guides are intended to act as a supplement and not an alternative to the primary training initiatives of the online training modules, roadshows, demonstrations and classroom based training.

Access to the Finance system is provided based on approval by the relevant Faculty Finance Manager and Financial Services as well as completion of appropriate training. Online training is suitable as a refresher for people who have attended face-to-face training and as an update for people who have attended training for earlier versions of PeopleSoft (before July 2011).

Online training is available in the following modes:

Confidential Information

The Finance system contains confidential information. You should not access, disclose or make use of such information except in the proper course of your duties and in accordance with the University’s Privacy Policy and Management Plan.