PeopleSoft Financials: How to Access and View the Financial System

This article helps UofL faculty and staff understand the PeopleSoft Financials System to view previous university business transactions. PeopleSoft Financials includes general ledger, purchasing, expense reporting, budgeting and more. You must have a valid UofL account and appropriate permissions to access system features.

Before You Begin

• Ensure you have a valid UofL user account and login credentials.
• As this is no longer an active system, all access to PeopleSoft Financials is limited and requires a VPN.
• Job-related access to PeopleSoft Financials requires approval by your Lead Fiscal Officer (LFO) or Unit Business Manager (UBM).
• Some features may require specific security roles or permissions.

Objective or Task

Learn how to access and use PeopleSoft Financials for university financial transactions and reporting.

Instructions

1. Access PeopleSoft Financials
   Using the UofL VPN, log in to PeopleSoft Financials through ULink using your UofL credentials.

2. Request Account Access

   • Access requests require completion by your UBM or LFO.
   • Use the Account Request form in the Financials section of University Reports.
   • Select Add, Modify, Remove or Transfer as needed for your account type if applicable.
   • For security roles requiring training, you will be notified and must complete required training before access is granted.

3. Navigate Key Features

   • Use PeopleSoft Financials for general ledger accounting, purchasing, accounts payable, employee reimbursement, budgeting and sponsored programs.
   • Access BI Listing Reports for budget and expense information (requires ULink login).
   • For travel and expense profile requests, navigate to NavBar > Employee Self-Service > Travel and Expenses > Expense Profile Request.

4. Find Training and Support

   • Financial training courses are available for advanced users, including accounting setup, reconciliation, accounts payable and reporting.
   • View current class listings and registration on the Financial Training Courses page.

Outcome

After completing these steps, you will be able to access PeopleSoft Financials and use the system to view university financial transactions and reporting.

Further Readings

• Enterprise Systems — ITS
• Systems Information — Finance and Administration
• Financial Training Courses
• Travel & Expense - Financials System

Need Additional Help

• Contact the ITS HelpDesk: Call 502-852-7997 during business hours:

o Monday through Thursday: 6:00am – 10:00pm
o Friday: 6:00am – 5:00pm
o Saturday: 7:00am – 5:00pm
o Sunday: 10:00am – 10:00pm
o University Holidays: 7:00am – 5:00pm
o Closed on Thanksgiving, the day after Thanksgiving, and Christmas.
o If you have an emergency during off hours, call the HelpDesk to be transferred to an on-call technician, or leave your request on voicemail. Your call will be returned the next day starting at 7am unless you specify a time.

• Live Chat: Chat with the ITS HelpDesk at https://apps.louisville.edu/it/livechat/phplive.php during business hours.

• Submit a Ticket: Use the self-service portal at http://service.louisville.edu to log requests or check the status of existing tickets.

• In-Person Support: Visit the iTechConnect 1:1 help located on the lower level of the Miller Information Technology Center, Belknap Campus, during business hours.