PeopleSoft Financial News

June department statements are final as of July 1, 10:22 AM.

Please log into the Financials system at http://fin.ou.edu/ to print the statements you need to use for your reconciliations.

The navigation path for the reports is as follows: General Ledger>OU GL Reports. Remember to enter fiscal year 2016 and period 12 to get June 2016 statements. If you want a detail listing of all transactions, click on the box next to "Show Detail".

If you have any questions about your statements, please send an email to fss@ou.edu or call Financial Services at 325-3021.

To view previous announcements please visit our news archive at http://www.ou.edu/controller/fss/psnewsarchive.htm.

 

New YTD Report Options in PeopleSoft

We now have new YTD options for the Commitments vs. Budget, Revenue vs. Budget, and Soft Money Balance Sheet reports in Peoplesoft.  For more information, click here.

 

nVision Reports -

When running nVision reports you may receive a Windows Security message requesting your log on and password. When this happens, you will need to leave the name and password defaulting in the Windows Security box as it is, check "Remember my credentials", and click OK. You will be asked to do this three times before the report will open in excel. You will not be prompted to do this again unless you delete saved passwords under your internet's browsing history.

 

Helpful Links

Current PeopleSoft Data -

For current list of department and account numbers, run the appropriate query in PeopleSoft Financials;
OU Folder>Departmental Query>OU_GL_DEPT_VW or OU_GL_ACCT_VW.

 

General Information

FAQ PeopleSoft Frequently Asked Questions word Financial Statement Reconciliation
Training Materials
word Grants Inception-to-Date
Report Instructions
excel Vendor/Supplier Standards
word On-Line Payroll Expenses Transfers word Oracle IPM Procedures
word Laserfiche Procedures    
EDR Earnings Distribution (Budget Office)  

 

PS Forms

Application for
Department Number Form
(OU-230-C)
Transfer Form
Hard Money Department Reconciliation Form Soft Money (Cash) Department Reconciliation Form