Quick Reference Guides

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.

Purchasing
Accounts Payable
eProcurement
Approvers
General Ledger
Billing
Project Costing

Purchasing

Quick Reference Guide: Purchase Orders
(Changes in PeopleSoft v9.1)

Adding a GST free item to a Purchase Order

Creating a PO Voucher from multiple POs or Receipts

Accounts Payable

Additional information when adding vendors

Creating a B-Batch or Registered voucher with GST

Creating a B-Batch or Registered voucher with taxable & non-taxable items

Creating a B-Batch or Registered voucher without GST

Processing Asset Information in Accounts Payable

Quick Reference Guide: Vouchers
(Changes in PeopleSoft v9.1)

eProcurement
Creating an ePro Requisition (Sigma)
Creating an ePro Requisition (Special Request)
Managing an ePro Requisition

Approvers
Quick Reference Guide: Approvals (Accessing and Using the Workflow Approval Page)

General Ledger
Quick Reference Guide: General Ledger (Changes in PeopleSoft v9.1)
Quick Reference Guide: Journal Approval (Approving Journals using Workflow)

Billing
Changing GST Information on Bill Lines (Selected users only)
Processing GST Free Bills for Australian Customers
How to Finalise and Print a Bill in v9.1
How to Run a Pro Forma Bill in v9.1

Project Costing
Quick Reference Guide: Project Costing