Finance Tip Sheets
Finance Tip Sheets detail the steps involved in running common processes within UND Financials. The Tip Sheets are grouped by category below. Click the links below to see the Tip Sheets applicable to the category.
Many of the files are in Adobe PDF format. You must have Adobe Reader installed to download these documents.
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General Tip Sheets
Clear Cache and Cookies
Download (Adobe PDF, 06.07.12)
Description: Clear your cache and cookies daily to improve the functionality of your web browser.
Opening A File In Its Associated Program
Download (Adobe PDF, 07.10.08)
Description: Open a file from the web in its associated program (Word, Excel, PowerPoint) rather than in Internet Explorer.
Setting Favorites
Download (Adobe PDF, 06.20.08)
Description: Add frequently used reports and inquiries to "My Favorites" for quick access. Follow the step-by-step instruction on the linked document.
Turn off Pop-up Blocker
Download (Adobe PDF, 08.12.08)
Description: If you have trouble accessing reports in PeopleSoft, your Pop-up blocker may be blocking the PeopleSoft production webpages. This document gives you step-by-step instructions for allowing your browser to open the PeopleSoft production web pages.
Using the Query Download Feature
Download (Adobe PDF, 06.20.08)
Description: Downloading the custom feature available in Query Viewer that allows files to be created from queries and copied to a user’s PC.
Utilizing the “Download to Excel” Feature in PeopleSoft
Download (Adobe PDF, 06.20.08)
Description: You can quickly and easily take returned information from PeopleSoft inquiries and download it into Excel.
Inquiry Tip Sheets
Finance Inquiry Navigations
Download (Adobe PDF, 05.18.12)
Description: Use this Tip Sheet for quick reference to inquiries and their navigations in PeopleSoft.
Budget to Actuals
Download (Adobe PDF, 05.08.12)
Description: This tip sheet will outline how to run the Budget to Actuals Report on the PeopleSoft Finance system.
Budgets Overview Inquiry
Download (Adobe PDF, 06.04.08)
Description: The Budgets Overview Inquiry Tip Sheet will outline the PeopleSoft screens available for tracking budget amounts and expenditures by month, and fiscal year-to-date.
Budgets Overview Inquiry for Encumbrances
Download (Adobe PDF, 05.04.09)
Description: The Budgets Overview Inquiry for Encumbrances Tip Sheet will outline the best way to review your open Purchase Orders and remaining Encumbrances in PeopleSoft.
Budget Journal Inquiry
Download (Adobe PDF, 6.23.08)
Description: The Budget Journal Inquiry will give you detailed information, including status and errors, using a Budget Journal ID.
Journal Inquiry
Download (Adobe PDF, 11.28.08)
Description: The Journal Entry Inquiry will give you detailed information on specific journals. Follow these step-by-step instructions to obtain information on a Journal.
Ledger Inquiry
Download (Adobe PDF, 10.02.08)
Description: The General Ledger Inquiry screens will give actual general ledger data summarized in various formats.
Payment Inquiry
Download (Adobe PDF, 08.08.08)
Description: Inquire on an Accounts Payable payment by following the step-by-step instructions in the Payment Inquiry Tip Sheet.
Purchase Order Inquiry
Download (Adobe PDF, 06.23.08)
Description: This Tip Sheet will provide instructions for inquiring on the status of a Purchase Order. You can inquire by Department or by Purchase Order number.
Vendor ID Inquiry
Download (Adobe PDF, 04.20.09)
Description: Looking for the Vendor ID number? This Tip Sheet will give you step-by-step instructions for finding a Vendor ID.
Vendor Payment Inquiry
Download (Adobe PDF, 07.18.08)
Description: Are you looking for a particular payment to a Vendor? The instructions in this Tip Sheet will show you how to perform an inquiry using the Vendor ID. You can also perform the search by the date of the Voucher submitted for payment or by the Voucher ID.
Voucher Payment Inquiry
Download (Adobe PDF, 07.02.08)
Description: If you need to find the status of a voucher, follow the instructions on the Voucher Inquiry Tip Sheet.
Report Tip Sheets
Establishing a Run Control ID
Download (Adobe PDF, 07.11.08)
Description: Certain reports require that you establish a "Run Control ID." This Tip Sheet will guide you through the setting up a "Run Control ID."
Delete Run Control IDs
Download (Adobe PDF, 12.08.08)
Description: This documentation will show Finance users how to delete unwanted and unused Run Control IDs.
Getting a Report in Excel
Download (Adobe PDF, 06.20.08)
Description: This Tip Sheet gives you step-by-step instructions for downloading your report into an Excel spreadsheet.
Running Reports in PeopleSoft
Download (Adobe PDF, 09.05.08)
Description: Follow the steps in this Tip Sheet to run and retrieve your reports.
Process Monitor
Download (Adobe PDF, 70.08.08)
Description: Identifies the various statuses on the Process Monitor and identifies what steps to take to retrieve your report.
Running a Budget Status Report
Download (Adobe PDF, 06.04.08)
Description: Use this Tip Sheet for obtaining reports which detail the status of your Budget.
Running a Budget Transaction Detail Report
Download (Adobe pdf, 06.04.08)
Description: Use this Tip Sheet for step-by-step instructions in obtaining a Budget Transaction Detail Report. The Budget Transaction Detail Report gives information on items as they have posted against a budget.
Running a General Ledger Activity Report
Download (Adobe PDF, 06.04.08)
Description: The General Ledger Activity Report summarizes activity by account for a selected fund. Follow the steps in this Tip Sheet to pull a General Ledger Activity Report.
Running a General Ledger Summary Report
Download (Adobe PDF, 06.04.08)
Description: The General Ledger Summary report shows line activity by account for a selected fund. This Tip Sheet gives you step-by-step instructions for pulling a General Ledger Summary report.
Running a Trial Balance Report
Download (Adobe PDF, 06.04.08)
Description: This Tip Sheet will show users how to access trial balance reports.
Accounts Receivable
Viewing Accounts Receivable for Vendors (External Orgs) in PeopleSoft
Download (Adobe PDF, 05.31.11)
Description: Instructions for viewing your Accounts Receivable vendor (external org) accounts.