These training resources can help employees complete tasks such as purchasing, budgeting, approving transactions, running reports and managing expenses. Understanding how to use financial management platforms correctly helps ensure accurate records, smooth workflows and compliance with University policies.
PeopleSoft Financials
PeopleSoft Financials
- Navigation Basics training guide (PDF)
- Navigation Basics training video (YouTube, 8 min.)
- Requesting and Updating Suppliers Training Guide (PDF)
- Payment Requests / Non-PO Vouchers Online Training Guide (PDF)
- Payment Requests video (YouTube, 7 mins)
- Setting Up an Approver Delegate (PDF)
- Recurring Vouchers Training Guide (PDF)
- Non-PO Vouchers Training Guide (PDF)
- Maintaining Supplier (PDF)
- PaymentWorks (Supplier Management System)
- Managing Non-PO Vouchers Online Training Guide (PDF)
- Managing PO Vouchers Training Guide (PDF)
- Requester Training Guide (PDF)
- Show-Me Shop Training Guide (PDF)
- eProcurement & Show-Me Shop Learning Channel (Percipio, 7 videos, 18 mins total)
- Shopper only role
- FIN ECC Mapper Training Guide (PDF)
- E-Commerce Reports (PDF)
- Financial Reports Training Guide (PDF)
- Entering Web Journal Entries (PDF)
- ChartFields & MoCodes Reference Guide (PDF)
- MoCode Guide (PDF)
- Cash Receipts Reports (CRRs and ARRs) Training Guide (PDF)
- General Ledger Core User Training Guide (PDF)
- MUHC eProcurement Requester (PDF)
- MUHC Learning Channel Series Guide (PDF)
- MUHC Cycle Counter Training Guide (PDF)
- Inventory Manager - Changes Between 9.0 and 9.2 (PDF)
- MUHC Buyer Training Guide (PDF)
- Approving Justification Documents (PDF)
- Supplier Contracts: Contract Administrator Training Guide (PDF)
- Supplier Contracts: Collaborator and Approver Training Guide (PDF)
Budget & Planning
Budget & Planning
Feature Overviews
- Unit 1: WP Introduction and Basics (PDF)
- Unit 2: WP Fin Plan Budgeting (PDF)
- Unit 3: WP Transfers and Full Costing Budgeting (PDF)
- Unit 4: WP Regular Positions (PDF)
- Unit 5: WP Pool Positions (PDF)
- Unit 6: WP Review JED Nightly Updates (PDF)
- Unit 7: WP Running Reports (PDF)
- Unit 8: WP Modifying Reports (PDF)
- Unit 9: WP OfficeConnect (PDF)
- Unit 10: WP Using Workflow (PDF)
- Unit 11: WP Future Commitment Budgeting (PDF)
- Unit 12: WP Dashboards Overview (PDF)
- Unit 13: WP Dashboards Advanced (PDF)
- WP Glossary (PDF)
Videos
- All Videos (Percipio)
- Workday Planning Basic Navigation (Percipio)
- Sheets Overview: Modeled and Cube (Percipio)
- Sheet Details: The Toolbars (Percipio)
- Sheet Details: Cell Formatting (Percipio)
- Examining a Modeled Sheet: Transfer Entry (Percipio)
- Reports Overview (Percipio)
- Running Reports (Percipio)
- Position Updates: Pool Positions (Percipio)
- Position Updates: Regular Positions (Percipio)
- Budgeting for Additional Pay (Percipio)
- Workday Reports with Office Connect (Percipio)
- Workday Planning Dashboards: