Financial Services

Financial Services

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ERS Tip of the Month - Set up Default Chartfield information in your profile

Set up Default ChartField information in your profile

Benefits:                                

Setting up default ChartField information in your Profile Settings will save you time if you will frequently use the same ChartField information (Fund, Department, Project) for your expense reports. 

Once this is set up, this information will be automatically filled-in for you in the Report Header for every new expense report that you create.

What is required:          

Training Tip of the Month - New Online Journal Entry Training Resources

New Online Journal Entry Training Resources

New Series of Journal Entry Training Videos and Instructional Manual Now Available Online

Financial Services is pleased to announce a new series of online instructional video tutorials along with a full instructional manual for the PeopleSoft Journal Entry system is now available through the online Learning Catalogue

Project Spending Deadline

Project Spending Deadlines

To better assist Principal Investigators (PIs) in ensuring their project spending is completed prior to funding agency deadlines, commencing later this month, PIs and their delegate will begin to receive email notifications advising of upcoming spending deadlines.  To view a template of the communication, see Appendix 1 below.

Reminder emails will be sent prior to the Project Spending Deadline (PSD) at 90 day, 60 day, and 30 day intervals.  Project Spending Deadline's can be found in the FAST research reports.

Congratulations Graduates!

Working Together – Achieving Professional Excellence!

Congratulations to the inaugural class of 42 graduates of the Financial Services Certificate Program “Understanding the Basics of Financial Activities at Queen’s”.  What a great celebration it was!  Thank you to the many managers, Business Officers, and other important people who supported the graduates in completing the program and who attended this week’s graduation celebration!

Training Tip of the Month - View ChartField Listings Using FAST

View ChartField listings using FAST

Did you know that as a user of the FAST financial reporting tool, you can view a complete list of all ChartFields including Account, Class, Department, Fund, and Program IDs?  

It’s as easy as 1, 2, 3.

From the FAST Home page:

1. Select Pinned Reports

2. Select All Public Pinned Reports

3. Select desired ChartField Listing

Examples of steps 1 to 3

Monthly Training Tip - Learning Excel Made Easy

Learning Excel Made Easy

Microsoft Excel – a powerful and easy to use tool that will assist you with reconciling and analyzing your departmental financial data.  Whether you are Beginner, Intermediate, or Advanced user, a wide range of online tutorials make it easy for users to access learning resources 24/7.

Learning Excel Made Easy

Microsoft Excel – a powerful and easy to use tool that will assist you with reconciling and analyzing your departmental financial data.  Whether you are Beginner, Intermediate, or Advanced user, a wide range of online tutorials make it easy for users to access learning resources 24/7.

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