Finance Guide

Find a General Ledger (GL) Journal in PeopleSoft Finance

Search for a GL journal to view the transactions posted in its entirety, uploaded supporting documentation and approval information.

PEOPLESOFT FINANCE NAVIGATION:

Main Menu > General Ledger > Journals > Journal Entry > Create/Update Journal Entries

Click "Find an Existing Value" located at the top right-hand side

Business Unit - For UHD, Business Unit must always be "00784"

Journal ID - Enter the journal ID number

Click "Search"

 

GL journals can also be searched by:

Journal Date - Search for journals by a specific date or date range

Source - Search for journals by a specific Source selected by the initiator(s) of the journal(s)

Entered By - Search for journals by using the journal initiator's employee ID

 

Find a Budget Journal in PeopleSoft Finance

Search for a budget journal to view the budgets adjusted in its entirety, uploaded supporting documentation and approval information.

PEOPLESOFT FINANCE NAVIGATION:

Main Menu > Commitment Control > Budget Journals > Enter Budget Journals

Click "Find an Existing Value" located at the top right-hand side

Business Unit - For UHD, Business Unit must always be "00784"

Journal ID - Enter the budget journal ID number

Click "Search"

 

Budget journals can also be searched by:

Journal Date - Search for journals by a specific date or date range

Description - Search for journals using key characters entered in the Long Description box of the budget journal Budget Header tab

Entered By - Search for journals by using the journal initiator's employee ID

 

Find an Account in PeopleSoft Finance

Search for an account or accounts to view the long description entered by UH upon account setup on the "Description" tab or view accounts available for utilization.

1xxxx - Accounts that begin with "1" are asset accounts

2xxxx - Accounts that begin with "2" are liability accounts

3xxxx - Accounts that begin with "3" are fund equity accounts

4xxxx - Accounts that begin with "4" are revenue accounts

5xxxx - Accounts that begin with "5" are expense accounts

 

PEOPLESOFT FINANCE NAVIGATION:

Main Menu > Set Up Financials/Supply Chain > Common Definitions > Design Chartfields > Define Values > Chartfield Values

Click "Account" located at the top

Set ID - Accounts are established and managed at the UH System level so Set ID must always be "00797"

Account - Enter the five digit account or enter range of digits in account

Click "Search"

 

Accounts can also be searched by:

Description - Enter key words associated with the account's description. May need to select "contains" drop-down menu option in place of "begins with".