Putting You in the Driver's Seat
Your reimbursement and/or expense cash advance is just a few clicks away. This introductory session defines what the ERS is used for and the advantages of utilizing this fully electronic system vs. paper expense claims.
An Introduction to ERS (PDF, 622 KB)
The Fast Administrative Support Tool (FAST) allows users to run a wide variety of financial reports for both the research and the non-research community. This tutorial will introduce you to FAST, provide an overview of the most commonly used reports and give guidance on how to receive access and online training.
An Introduction to the FAST Financial Reporting Tool (PDF, 375 KB)
This video tutorial introduces users to general navigational features of FAST Financial Reporting Tool.
This video tutorial introduces users to FAST Dashboard Reports. Dashboard reports are graphical representations of pinned reports you have selected to appear on your Dashboard.
The Department Expendable Report tracks expendable balances with, or without, commitments, and in-year revenue and expense activity across all funds. This report can be pivoted many different ways such as by fund/department, department/fund, and fund/program to name a few.
This video tutorial introduces users to FAST Pinned Reports. Pinned reports are reports that were created and saved with specific filters, meaning that each time the user runs the report, the filters applied will be the same.
The Project Summary Report displays research project financial information such as surplus/deficit, budget, revenue, expenses, and commitments at a summary level.
FAST Project Summary Report (PDF, 2.1 MB)
The Statement of Operations Research report is an account level summary of detailed information for a single project. Be sure to visit the Financial Services Month-End Reporting Schedule Timelines and Cutoffs.
- Accessing Research Reports
- Understanding your Report
- How to perform the monthly reconciliation process
FAST Statement of Operations Research Report (PDF, 2.45 MB)
This tutorial introduces the Statement of Operations – Non Research Report. This report is an account level summary of opening surplus/deficit plus adjustments, current month actuals, year to date actuals, commitments, budget and closing surplus/deficit with and without commitments.
The two most common uses of this report are:
- To view current year to date information for Actuals, Outstanding Commitments, Budget, Year to Date Variance, and Surplus/Deficit and
- To perform the monthly reconciliation process to ensure that all transactions are accounted for.
Part 2 of a 2-part series entitled Statement of Operations Non-Research Report - Reconciling. Learn how to establish your departmental files, when to run the Statement of Operations Non-Research Report and how to perform your monthly reconciliation.
In this video tutorial, you will learn to run the Transaction Details Balance Sheet Report. The Transaction Details Balance Sheet Report provides you with a line by line transaction details for accounts that start with 1, 2 or 3 for the filter criteria selected.
In this video tutorial, you will learn to run the Transaction Details Revenue and Expense Report. The Transaction Details Revenue and Expense Report provides you with a line by line transaction details for accounts that start with 4, 5, 6, 7, 8 or 9 for the filter criteria selected.
The Trust & Endowment Report tracks opening and closing surplus/deficits, endowment capital contributions and endowment units, as well as in-year capital contributions, revenue, expense and unit activity.
- How do I change the decimal format in FAST? (PDF, 446 KB)
- Need Financial information on a closed Research Project? (PDF, 631 KB)
- Which back button do I use? (PDF, 365 KB)
- Want to see your Statement of Operations Research Report at a more summarized level? (PDF, 810 KB)
Moving Research Dollars
Learn key factors to consider before processing a correcting journal entry that will impact a research project. Special attention is given to transactions involving overhead, salary and benefits, and research revenue.
- Journal Entries - Research (PDF, 658 KB)
- Journal Entries - Part 2 Research (PDF, 684 KB)
- Guidance Document for Transfers In and Out of the Research Fund (PDF, 297 KB)
Watch the Oracle YouTube video: Getting Started with the PeopleSoft Fluid User Interface for a brief overview of FLUID, what to expect, and how to modify your homepage.
The GL WorkCenter is a central spot for navigation within PeopleSoft for GL users. It has been designed to help you do your work by making it easier to access commonly used pages and information needed to perform certain tasks without having to navigate between different menus. Items such as journals requiring processing, journals with exceptions, reporting, and my links, can be found within the General Ledger WorkCenter resulting in improved efficiency, productivity, and effectiveness. Please refer to the training documentation detailing the GL WorkCenter (PDF, 2 MB).