“Tips for Making Life Easier with PeopleSoft”

Inactivate cost centers that are no longer required (those that have no activity).  Time and paper can be saved by only printing active status cost centers to be reconciled.

Note: 
On the 1074 and 1063 report request page, use the checkbox “Only Print Active Cost Centers” if you want the report to exclude cost center combinations that are inactive.  Therefore, you have the flexibility of running reports for inactive cost centers, when needed, and the ability to suppress those cost centers, when not needed.

Now you can delete old financial reports in Report Manager. Users now have the ability to delete their old financial reports in Report Manager, using the Administration tab.  They can click in the box next to the report and then click the Delete button to delete their reports.  Otherwise, reports will remain in Report Manager for 30 days.       

Assembling Vouchers

Here are some tips for assembling vouchers:

All bills and receipts smaller than a sheet of paper should be taped down on all edges. Avoid taping over print on cash register receipts. Thermal ink will disappear when tape covers it.

Avoid using highlighter in vouchers, especially on bills and invoices. Highlighter makes originals unusable because the Finance office cannot send highlighted documents to Records Retention.