PeopleSoft Financials Access and Training
To request access, please complete the following:
Network Account Provisioning Form.
Budget Control Officer Resources
- BCO/BCO Assistant Responsibilities
- Quick Tips - Entering/Approving Transactions and Frequently Asked Questions
- BCO Budget Report Instructions - Generate a report with all detailed transactions for a unit
- Accounts Payable Processing Instructions - Electronic Invoices and Approval
- ProCard Journal Entry Edits/Default GL Account
- Off Cycle Funding Request form
LinkedIn Trainings
Please note: that all references to the S: drive should now be R:
- Budget Review
- Budget Request
- Budget Entry
- Entering and Approving Online Fund Transfers
- How to Get Invoices Paid & Make a Payment Request
Financial Transactions and Forms
- Employee Professional Development Expense Reimbursement Form - Procedures
- Multiple Vendor Payment Request Instructions
- Invoice Request
- Multiple Vendor
- Payment Request Form
Guides and References
- Account Definitions
- Chartfield Reference Guide - View all possible chartfields (account/fund/deptid/program) with descriptions
- Contacts for Specific Areas / Transactions
- Foreign Honorarium Procedures
- Glossary of Terms for Budget Control Officers
- Independent Contractor vs. Employee