CheatSheet Documents - PS Financials
All PSFIN users should refer to these policies and procedures when processing transactions through PeopleSoft Financials: Comptroller's Policies & Procedures and/or Contracting and Purchasing Services Policies & Procedures
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Related Services
PeopleSoft (also known as "LOUIE") is NAU's student and employee information management system. ITS provides technical support for the PeopleSoft system.
Related Information
List Of Approvers Thru 06/14/2013
This full
list of SPEED TYPES/Charts
Cheat Sheet is as of JUNE 01, 2013. Speed Typesare the key component in the assignment of appropriate codes to record
business transactions to the appropriate Fund/Dept/Program; and further,
Projects/Activities, etc. Speed Types are a short cut which will automatically
appropriate the correct combination of codes. You are able to download onto your computer by
selecting "Allow Editing" at the top of the form. Once this is done,
go to "File", Click "Save As" and proceed to save to your
computer. You also may click on the drop-down arrows within each column to
narrow your search. This "cheat sheet" will be updated again on 07/01/2013.
This Speed
Type Cheat Sheet is as of Feb 2013. It is specific to listing DEPARTMENTS’ PREFIXES. This is
helpful when doing Journal Entries using Speed Types. The first 3 numbers
identify a DEPT. By using the DEPT first 3 PeopleSoft Numbers and then the “%”
sign, you will be given all Speed Types available for this DEPT. Further narrowing your Speed Type to a
specific DEPT/FUND you may use the DEPT 3 prefix numbers, the “%” sign, then
the first 2 numbers of the FUND preceded by an “F”. (EXAMPLE: you would like all the Athletic Department Speed Types
associated with Fund 2500. Your search in PeopleSoft would be: 111%F25). You
are able to download onto your computer by selecting "Allow Editing"
at the top of the form. Once this is done, go to "File", Click
"Save As" and proceed to save to your computer. You also may click on
the drop-down arrows within each column to narrow your search.
This Speed
Type Cheat Sheet is as of Feb 2013. It is specific to listing FUNDS’ DESCRIPTIONS. This is
helpful when doing Journal Entries using Speed Types. By using the”%” and FUND’s
first 2 PeopleSoft Numbers of the FUND preceded by an “F”, your search will
call up all Speed Types with that fund. (EXAMPLE: you would like all Speed
Types for Fund #2100. Your search in PeopleSoft would be: %F21). You are able
to download onto your computer by selecting "Allow Editing" at the
top of the form. Once this is done, go to "File", Click "Save
As" and proceed to save to your computer. You also may click on the
drop-down arrows within each column to narrow your search.