Information for...

Finance Staff

The following training tools are primarily designed for staff within the various Administration and Finance departments. Academic and other administrative users should should see the "Information For Departmental Users" page for appropriate training support materials.

General Access

Employees who access the e*mpac Financials system should be aware of the basic layout, navigation and functionality of the application.

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e*mpac Fundamentals Manual (doc) UPK

Finance Business 

There are a number of different financial business functions performed within the e*mpac Financials application. Depending upon your access and the business function you perform, you may use one or more of the following:

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Accounts Payable (AP) Manual (doc) UPK
Accounts Receivable (AR) Manual (doc) UPK
AR- Managing the Collections Workbench Job Aid (doc)
Billing (BI) Manual (doc) UPK
BI- Billing Worksheet Job Aid (doc)
BI- Amending a Prepaid Contract Job Aid (doc)
Commitment Control Training Guide (doc) UPK
eProcurement (EPRO) Manual (doc) UPK
EPRO - Procard Split Distribution Workaround Job Aid (doc)
EPRO - Procard Distribution Template Job Aid (doc)
Expenses (EX) Training Guide (doc) UPK
General Ledger (GL) Training Guide (doc) UPK
GL - Uploading Journals Job Aid (doc)
GL - Submitting a Journal to Workflow     Job Aid (doc)
GL - Printing a Journal Job Aid (doc)
Grants Management (GM)
UPK
GM- Budget Detail Page Job Aid (doc)
GM- Adding Prepaid Bill Plans to the Contract Job Aid (doc)
Asset Management (AM) Training Guide (doc) UPK
Project Costing Training Guide (doc) UPK

e*mpac Reporting

Most traditional reporting tools are still available in e*mpac PeopleSoft 9.1. These include batch reports like "month-end reports" that can be viewed in the report distribution tool, PeopleSoft query and nVision. 

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Report Center Manual (doc) UPK

Summit Reporting

Summit is a web-based tool that delivers PeopleSoft data both quickly and easily through customized graphs and tables. Summit is the Enterprise Reporting tool currently used to support Finance and Human Resources. It will eventually include Student (iSiS) and Advancement data. As a Summit user, you have access to your day-to-day processes.

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Summit Fundamentals N/A UPK

Key Summit Widgets

  • Budget Balance Expense Summary
  • Transaction Detail Summary
  • Encumbrance Detail Summary
N/A UPK
Summit Quick Reference Guide Job Aid (pdf) N/A
Setting a Default Dashboard Job Aid (doc) N/A
Academic Admin Dashboard Job Aid (pdf) UPK
Department Admin Dashboard Job Aid (pdf) UPK
PI Dashboard Job Aid (pdf) UPK
Facilities Dashboard Job Aid (pdf) UPK
Fiscal Reporting Dashboard N/A UPK
Updating Trusted Sites in IE  Job Aid (doc) N/A