Budget Inquiry & Reporting - PS Financials
All PSFIN users should refer to these policies and procedures when processing transactions through PeopleSoftFinancials: Comptroller's Policies & Procedures and/or Contracting and Purchasing Services Policies & Procedures
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PeopleSoft (also known as "LOUIE") is NAU's student and employee information management system. ITS provides technical support for the PeopleSoft system.
Training & Documentation
View this "How-To" guide which provides information for one or multiple budgets. It displays drill downs to view individual budget journal lines, ledger entries and source transactions as well as the Budget Details page in PS Financials.
The Budget Details inquiry page provides information for a single budget and
drill downs to view individual budget journal lines, ledger entries, and source
transactions, budget exceptions, budget attributes and parent-child
relationships. View this "How-To" guide on Budget Details.
The Budget Status report
for revenues displays budgeted revenue, recognized revenue, collected revenue
and the available budgeted revenue remaining. The Budget Status expense
reports displays budgeted expense, associated revenue, pre-encumbrance,
encumbrance, expense and the available budgeted expense balance for the chosen
ChartField criteria at either the cabinet level or department level. View these "How-To" guides on how to perform these functions in PS Financials.
Tutorials for the Ledger Details expense
report displays budgeted expense, pre-encumbrance, encumbrance, expense and
available budgeted expense amounts and budgeted revenue, recognized revenue and
available budgeted revenue for revenue ledgers for the chosen ChartField criteria
at either the cabinet level or department level. View this "How-To" guide for more information.
View this "How-To" guide detailing how to find a document with budget errors, how to correct those errors, how to determine if the Zero Budget Line exists, and how to find revenue and expense account classes through a tree viewer.top