Training / Reference Material

Financial Services is pleased to offer the following training and reference materials for the Western community.

• Classroom Training
• Online Training
• PeopleSoft Training Documentation
• Reference Material
  
  • An Overview of the Annual Administrative Accountability Report - 2012 - YouTube Presentation
  • Changes to the Procurement and Travel & Expenses Policies - 2011 - YouTube Presentation

Classroom Training

These courses will be repeated on a monthly basis as required. There is no charge for any course. To request training, complete an online PeopleSoft Training Request Form. These courses will be repeated on a monthly basis as required. There is no charge for any course.

Courses Description

On-Line Journal Entries. All on-line journals - including interdepartmental charges, bank deposits, and general journals - are created in UWO Financials. This session is for users who need to create on-line journal entries.

Billing & AR Inquiry. This session is for users who need to create invoices for billing customers outside the University. Through the use of several hands-on exercises, participants will be able to handle all their invoicing requirements. [Note: Billing of internal customers (i.e. other departments) is done through On-Line Journal Entries]. This session will also include Reprinting an Invoice, Searching for Customers, using the inquiry pages, and printing of reports.

Reporting – GL Inquiry/nVision. This session will introduce users to the UWO General Ledger (GL) Inquiry screen and will focus on how to track account balances, expenditures and encumbrances for your department, programs and projects. We will also cover how the monthly statements are handled in UWO Financials. Several reports have been created using a tool called PS/nVision to provide users with a wide range of reporting possibilities.

Electronic Purchase Requisitions. This session is for users who generate Electronic Purchase Requisitions for purchasing goods and services. It will also cover reports used for tracking these orders.

AP/PO Inquiry. This session is for users who wish to look up financial information and activity against Purchase Orders and Accounts Payable transactions. We will also cover using the reference numbers from your UWO Financial reports and General Ledger (GL) Inquiries to investigate supporting details from Purchasing and Payables.

Online Training

• Cash Advances
• Expense Claims
• Approvals

Reference Material

• An Overview of the Annual Administrative Accountability Report - 2012 - YouTube Presentation
• Changes to the Procurement and Travel & Expenses Policies - 2011 - YouTube Presentation
  
  
  

• Forms
• PeopleSoft Documentation
• Policies & Procedures
• Publications
• Financial Statements
• Training / Reference Material