|The PeopleSoft Finance system is available 24 hours a day, 7 days a week. The system may be unavailable for maintenance during some weekends.
Navigation Job Aids
The job aid explains the NavBar and how to Navigate within PeopleSoft 9.2
The job aid explains the HomePage and how to Customize it.
The job aid explains how to add and Delete Favorites.
This Job Aid explains how to enable Accessibility Settings in PeopleSoft V9.2
Travel and Expense Module
Click here for: Travel Manual
PeopleSoft Travel Authorization Entry V9.2 - This guide explains how to create a travel authorization.
PeopleSoft Expense Report Entry V9.2 - This guide explains how to create an expense report.
PeopleSoft Adding Attachments to Expense Transactions V9.2 - This guide explains how to add attachments to an expense report.
Printing Expense Reports and Travel Authorization PeopleSoft V9.2 - This guide explains how to print your expense report and travel authorization.
PeopleSoft Approving Expense Transactions V9.2 - This job aid provides instruction on how to approve expense transactions submitted by an employee.
Deleting Travel Authorizations and Expense Reports v9.2 - This guide will explain the process of deleting travel authorizations and expense reports.
Purchasing - Procard Reallocations
Re-Allocating Procurement Card Charges - Single Distribution v9.2
This job aid provides step-by-step instructions for approving and re-allocating a transaction.
Approve/Reallocate Transactions with Split Distribution V9.1
This job aid provides step-by-step instructions for approving and re-allocating transactions with split distribution.
Querying Procurement Card Information V9.2
This job aid describes the procedure for running queries related to Procard information.
View Posted Transactions V9.1
This job aid describes the procedure for viewing posted transactions.
Running SQR User Executed Reports V9.2
This job aid provides step-by-step directions for running an SQR report.
This Job aid Provides Step by Step directions on Running the GL7062 and GL7045 reports.
Monthly Reports/Report Manager Tool
This job aid describes how to access batch reports using the Report Manager Tool.
Running nVision User-Executed Reports
This job aid provides step-by-step directions for copying an nVision report scope and running an nVision report.
Use this Job Aid for instructions on how to Download the new Excel Add In file that is needed to Run nVision reports in version 9.2.DrilltoPIA.xla
Add in File that is needed to successfully run nVision Reports on the Web in version 9.2. Read the above job aid and download this file to the directory in the job aid.
Note, this is an add in file for excel that will not open.
This cheat sheet provides basic instructions for running SQR reports, as well as guidelines for information needed to complete run controls for SQR reports.
Deleting Run Controls in PeopleSoft Financials V9.2
This cheat sheet provides basic instructions for deleting unwanted Run Controls.
Distributing Reports to Multiple Users
This job aid describes the procedures for distributing nVision and SQR reports to multiple users.
This job aid explains the procedure for running a pre-defined query, as well as saving favorite queries.
Inquire on Budgets
This job aid describes how to inquire on a budget.
Purchasing Account Code Listing
Listing of expense accounts and brief descriptions.
Fund Budget Types
This job aid lists Dartmouth fund codes with a description and budget type.
List of Available Queries
List of all public queries for Dartmouth users.
Clearing Browser Cache and Disabling Popup Blockers
This job aid provides step-by-step directions for clearing browser cache files (temporary files).