Transition Workshop Materials
Our introductory sessions about the changes to expect with the new financial system ended in June 2008.
Chart of Accounts
Provides an overview of the new chart of accounts. Learn how to go from CUFS account numbers to PeopleSoft chart strings. We will provide examples.
- Recall that CUFS account numbers are being replaced by chart strings
Provides an overview of new purchasing policies, practices, systems and organizational changes.
Budget and Spending Mechanics
Learn the types of spending and budget controls that are associated with chart strings.
- Budget Framework
What's New with General Ledger?
Explains which processes are changing or staying the same for General Ledger. We will discuss security, workflow, data access, journal spreadsheets, and journal entry.
Using the COA Crosswalk Tool and Chartfield Request Form
Use the COA crosswalk to:
- Search for PeopleSoft chart strings using CUFS account numbers
Chartfield request form:
- Access the chartfield request form
Handling Cash and Making Deposits
You will no longer need to wait in line at the Bursar’s Office to make your department’s deposit. In this session you will learn about major changes that will simplify your life:
- How you will use the new Online Cash Receipt Ticket instead of an NUR
Security Access, Workflow/Approvals, Conversion, Reporting, and NUPortal
We’ll discuss security access to the new systems, the workflow (approvals) process, what data is being converted, how reporting on data maintained within the new systems will occur, and Café’s portal presence.
- Review security forms and discuss roles and row-level data security
Accounts Payable Policy and Procedure Changes; Reimbursements; Advances
- Changes to Accounts Payable Policies and Procedures
Will introduce users to PeopleSoft Grants Management, with special emphasis on changes to processes for Cost Sharing, F&A, Clinical Trials, Pre-Spending, and Invoicing.
If you have difficulty accessing any of the materials, please call the help desk at 1-HELP (847-491-4357), option 2
1800 Sherman Avenue Suite 200 Evanston, IL 60201
Fax: 847-467-0788 firstname.lastname@example.org