Financial Services

How Do I...

As you type, only rows with matching text will be shown in the table below. Pressing the escape key will clear the search text.

How Do I...
TitleDescriptionDepartment
Campus Marketplace User Guide (PDF)Instructions for navigating the Campus MarketplaceProcurement & Contract Services
CFS Guide 1: Setup - Log into Peoplesoft (PDF)Instructions for logging into CFSProcurement & Contract Services
CFS Guide 2: Setup - Creating a Tile & Adding to Favorites (PDF)Instructions for setting up favorites in CFSProcurement & Contract Services
CFS Guide 3: Setup - Personalize my Entry Fields (PDF)Instructions for personalizing data entry in CFS-generally done one time onlyProcurement & Contract Services
CFS Guide 4: Setup - Personalize my Print Fields (PDF)Instructions for personalizing requisition printing-generally done one time onlyProcurement & Contract Services
CFS Guide 5: Requisition - Entry Guide (PDF)Instructions for entering a requisitionProcurement & Contract Services
CFS Guide 6: Requisition - Copy an Existing Requisition (PDF)Instructions for copying an existing requisitionProcurement & Contract Services
CFS Guide 7: Requisition - Multiple Chartfields (PDF)Instructions for entering a requisition using multiple chartfieldsProcurement & Contract Services
CFS Guide 8: Requisition - Printing (PDF)Instructions on how to print a requisitionProcurement & Contract Services
CFS Guide 9: Find an Existing Requisition (PDF)Instructions on finding a requisition once it has been enteredProcurement & Contract Services
CFS Guide 10: View Status (Find my PO#) (PDF)Instructions on finding the PO# once the requisition has been converted to a POProcurement & Contract Services
CFS Guide 11: Purchase Order - View Status (Find my Buyer) (PDF)Instructions on finding which buyer has been assigned to your requisitionProcurement & Contract Services
Choose the Correct Account Code(opens in new window)Used to assist with choosing appropriate expenditure accountsFinancial Accounting & Reporting
Choose the Correct Category Code (XLS)Matrix for helping choose the correct account codeProcurement & Contract Services
Determining Budget vs. Actuals Transfer (PDF)General decision tree to assist with determining most appropriate correction methodFinancial Accounting & Reporting
Goods and Services Processing Matrix (PDF)Detailed processing and bidding requirements for procurement requests for goods, services and information technologyProcurement & Contract Services
Travel: Concur Quick Guide - Approval (PDF)How to locate, review and approve expense reportsAccounts Payable
Travel: Concur Quick Guide - Expense (PDF)How to create an expense report after travel, add receipts, and enter personal car mileageAccounts Payable
Travel: Concur Quick Guide - Travel Request (PDF)How to create or recall a travel requestAccounts Payable
Travel: Concur Quick Guide - User Profile (PDF)How to set up your unique user profile on Concur prior to booking travelAccounts Payable
Travel: Concur User Guide (PDF) Accounts Payable
Year-End REQ Entry Instructions (PDF)Instructions for 2019/20 Contract and Service Order RenewalsProcurement & Contact Services