Dec 03_Jan&Feb_04 Page 3

8.4 Upgrade

PeopleSoft version 7.6 conversion to 8.0 will be rescheduled. As soon as 8.4 goes live, work sessions will be held for at least two weeks. Starting February 23rd, end-user training will commence through the end of April, and longer if needed. Please check HR's training schedule for March and April. (Navigation: in Outlook, click on Public Folders, then All Public Folders, then Campus Calendars, and finally Training. HR will e-mail updates as they occur. Houston is planning to initiate interactive web training with this version--to get t o these on UH's web site go to: http://www.uh.edu/finance/Training.html.

FINDING ACCOUNTS

There are two ways to find account numbers, depending on what information you want.

1) If you know the account number and want to see a "long description," please log on to PeopleSoft production. Then click on Go, then Use, then Account, then Description. Enter the account number and click OK. This will show the long description. If you want to see another just click on the blue check mark.

2) If you do not know the account number, you may want to use the web search method: Go to http://www.uh.edu/finance/ then References then FRS Account Control and Subcode to PeopleSoft Account. Leave all defaults, enter part of the description (be it a word or phrase), then click Start Search. You will see a list to choose from and you may want a deeper explanation. If this is the case, use step 1 search method.

Travel Tips

Reminder: Any cash/checks received totaling $100.00 or more must be remitted to Finance within one working day of receipt. Any cash/checks received totaling less than $100.00 must be remitted within five working days after receipt. For more information, please see UHV policy http://www.uhv.edu/fin/policy/b/b-6.htm.

Accounts Payable

Voucher Support Documents

To ensure that you vouchers are processed timely, please verify that supporting documents are attached indicated below

All copies of backup are legible:
- the copy has nothing "cut off"
- the copy is not so light that it cannot be read or would have difficulty being filmed;
Please NO HI-LIGHTING on the original--it causes problems when filming; just circle something that you need to stand out;
Copy of the email requesting substitute signatures on a cost center should be attached;
All items that less than letter-size are taped on all corners to a blank 8.5 X 11 sheet of paper;
If the voucher is returned for correction, the Purchase Voucher Return Form should be returned with the corrected voucher.
For accounts payable - the original AND a copy of the invoices are included with all vouchers; for enclosures, include an extra copy of the remittance portion of the invoice;
For travel reimbursements - the original AND a copy of all receipts including the travel request and Excel travel form.