Systems Information

To prepare for the July 7 go-live date for Workday Finance, there will be a temporary system blackout June 27-July 6. During this time, no PeopleSoft Finance, Human Resources or Payroll-related entries will be allowed.  We understand that transitioning to a new platform may take some adjustment and ask for patience as we make updates to our websites.  FY2025 Year-End Schedule (requires BI access)

The Peoplesoft General Ledger is an integrated general ledger accounting and reporting system. The general ledger is the trial balance of the university and includes all real accounts (assets, liabilities, revenue, expenses, and fund balance) and nominal accounts (fund additions, fund deductions and budgetary control account). Reports from General Ledger may be on a fiscal year basis, or on a project-to-date basis, as in the case of restricted accounts or plant funds. Access to Peoplesoft also provides inquiry access Budget and Expense Information. 

BI Listing Reports (links to BI Listings, requires ULink login)

• Chartfield Listing (select a value type for report you would like to pull and extract via Excel to be able to filter and sort the data)
• Fund
• DeptID
• Program
• Grant
• Account*
• Grant Scholarship
• Speedtypes (deptID, fund, program, fiscal year, etc.)

*For current list of Expense Account Codes, please use BI - Chartfield Listing. This list of Expense Account Codes includes the Definitions, which might be helpful when trying to select the appropriate code. Please verify that the code is listed in BI. If it's not, then the code is no longer active and you'll need to select a different code.