Financial Services

Financial Services

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Resources

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Systems Access
IT Services

For assistance with IT related matters, your departmental ITAdmin REP is your first level of support for IT inquiries.

NetID and Password

Your NetID is your network identity at Queen’s. It is the single ID used to sign on to all applications and services managed by IT Services. For assistance with managing your NetID and Password, visit NetID FAQs or contact your departmental ITAdmin Rep

Need to change your password?  Log in to the NetID Profile Manager

 

Financial Systems

New and existing employees are required to submit the online Financial Systems Security Access Request form for the following reasons:

  • Create a New User
  • Modify an Existing User (add or remove access)
  • Update an Existing User (new job)
  • Clone an Existing User
  • Remove All User Access (A Manager may complete the form on behalf on their employee to REMOVE ACCESS only.  Please use the comments field.)

The Process

Submission of this form creates an iTrack record.   When submitted, the named Manager is sent an iTrack email for approval.  When the Manager approval is received, the FN Security Officer is notified and the appropriate Approver (Departmental Business Officer) is contacted for their approval. Once all approvals are received, the FN Security Officer reviews the request and determines if online training is required. If so, the user is contacted and directed to the appropriate training. Once training is complete, the FN Security Officer contacts the Security iTrack Team (PS Security) to action the request.

Roles & Permissions

Role Description Notes Training Required
Journal Entry Create Journal Entries Ability to create, update and view entries entered under User's Operator ID. Prior to receiving this role, user must complete the onQ course "Financial Services Journal Entry Module and Quiz". A score of 10/10 is required on the quiz. Check Mark
Journal Exception Override Process a Journal Entry applicable to any Department ID outside of User's approved GL access. Intended for Users who process entries that impact Department ID's outside of User's approved GL access. (i.e. Internal Cost Recoveries or Internal Sales Revenue)  
Spreadsheet Journal Upload (SSJR) Create Journal Entries that contain a large number of lines (i.e. >50) using special Excel and Journal Upload templates provided by Financial Services. Intended for Users who process frequent high-volume transactions. Role should be limited to one or two Users within a unit.  
GL Inquiry - Financial Reporting View FAST Financial Reports User has the ability to inquire on all financial activity related tot he GL Department ID's and/or reporting Tree Nodes for which the User is authorized to view.  FAST training tutorials are available in our Learning Catalogue.  
Research Reports View FAST Research Financial Reports User has the ability to inquire on all financial activity related to the Research PeopleSoft Projects for which the User is authorized to view.  FAST training tutorials are available in our Learning Catalogue.  

 

With the addition of Queen's new e-procurement system, acQuire, access to create PeopleSoft Purchase Requisitions will no longer be offered.  All new Purchase Requisitions (PO) activity should be submitted through acQuire.

 

Due to the required Statement of Confidentiality, the Financial Systems Security Access Request form must be filled out and submitted by the intended USER.

 

Questions, Comments or Inquiries can be sent to finance.security@queensu.ca

Remote Access

Whether working from home or while travelling, there are times when you may need to be able to access shared drives, software or files that are stored on your work computer, or to connect to resources that are restricted to campus without actually being on campus.  As a result, Queen's provides Enterprise Remote Access to the campus.