Santa Clara University

PeopleSoft Financials 

 

Link Description
Financials System

Link to the PeopleSoft Financials

PeopleSoft Training Classes View course descriptions and class offerings. 
Accounting Distribution Strings View a full list of all PeopleSoft Accounting Distribution Strings
Security of Financial Data Policy View the Security of Financial Data Policy
User Guide for Running Operational Summary Report
 

Users have been broken into 2 separate roles – those who can run reports containing payroll summary data (unrestricted role), and those who have no access to payroll information (restricted role). If you are in the restricted role, payroll dollars will be excluded from reports run under your User ID.

User Guide for Running Actuals Transaction Detail Report
 

Users have been broken into 2 separate roles – those who can run reports containing payroll summary data (unrestricted role), and those who have no access to payroll information (restricted role). If you are in the restricted role and you need to run a report by projects, all revenue and expense account information including payroll expenses charged to the project will be captured in the report. In all other cases people in the restricted role will not see payroll information.