PeopleSoft FinancialsPeopleSoft FinancialsA Whole New WorldA Whole New World

Budgeting andBudgeting and

NVision ReportingNVision Reporting

PresenterPresenter

Julie Hall, Julie Hall, PeopleSoft Project SpecialistPeopleSoft Project Specialist• X45560X45560

• jmhall@towson.edujmhall@towson.edu

PeopleSoft Financials Website• Online Tutorials

Basic Navigation Chart of Accounts

• Printable training materials

• Recorded classroomsessions

•http://wwwnew.towson.edu/adminfinance/fiscalplanning/psfinancials.asp

Budget Office WebsiteBudget Office Website

•Links to PeopleSoft Financials website

•Budget Transfer Information

•Parent/ Child Budgeting Information

PeopleSoft Chart of Accounts

PeopleSoft Terminology

PeopleSoft Field Length

Department 5

Account 6

Fund 4

Grant/Project 7

Initiative 5

Chartfield String

Fund 5000

Department 52402

Grant 5030100

Budget Checking by Objects Object 1 Salaries and Wages

• Overtime• Shift Differential• Tuition Waivers

Object 2 Contractual Employees• Contractual Fringe• Tuition Waivers• PT Faculty and Lecturers• Regular Student Help• Graduate Assistants

Object 3 Communications

Objects 4 through 14 = your new Operating! • Can Post your own transfers here!

Parent/Child Budgeting Where do I budget?

Where does Budget Checking occur?• Parent Level

Communications Budget Expenses• 603003 Postage Regular Bulk $15,000.00 $12,336.00• 603009 Express Mail UPS $1,000.00 $500.00• 603103 Line Charges $9,000.00 $5,224.00

$25,000.00 $18060.00 $6,940.00

Child/ Account/ Detail

Parent

NOTE: All transactions will be budget checked!!

What is Budgets Overview

Allows you to view budget activity Can combine multiple Departments Can specify certain accounts Provides quick summary information

BUDGETS OVERVIEW

ANY QUESTIONS?

PeopleSoft NVisionPeopleSoft NVision

Departmental Reporting ToolDepartmental Reporting Tool

Nvision Benefits/FeaturesNvision Benefits/Features

Users will run their own reportsUsers will run their own reports Users Users select the as of dateselect the as of date to run to run Run as an Run as an HTML or ExcelHTML or Excel file file Drill downDrill down capability capability

• Available only on HTML fileAvailable only on HTML file After report is run you canAfter report is run you can::

• Email as a link or an attachmentEmail as a link or an attachment• Save to your PC/Network driveSave to your PC/Network drive

NVISION Reports AvailableNVISION Reports Available

P reportP report• Grant’s Profit and Loss ReporGrant’s Profit and Loss Reportt

F reportF report• Fund reportFund report

Identification KeysIdentification Keys

Report IDReport ID-- Found in Found in Report BookReport Book

P + 7-digit grant #P + 7-digit grant #

Ex: P5060110Ex: P5060110

F5060110F5060110

Report NameReport Name- - Found in Found in the Report Managerthe Report Manager

TU_GL200_5060110TU_GL200_5060110

TU_GL100_5060110TU_GL100_5060110

Example P Report

TRIAL BALANCE SAMPLE

PS Financials Support Budget Transfers/Overview Questions

• UBO@towson.edu

PS Financials transactions/Nvision• PSFinancials@towson.edu

Financial Services Help-line• Still the same X45599• Call with AP, WF, Payroll, PS Financial journal entry,

Online Requisition related questions

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