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  • Resources
    • Student Resources
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    • BYOD
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    • CAPS
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    • UTech Employee Resources
    • Technology for Remote Teaching and Working
    • Remote Work Essentials Checklist
  • New to CWRU
    • Technology Account
    • Email and Google Workspace
    • Network, Internet and Wireless
    • Equipment and Software
    • Education and Research
    • Grades and Paychecks
    • Information Security
    • Now What?
    • Quick Guide
  • Departments
    • Client Experience
    • Finance and Administration
    • Research Computing and Infrastructure Services
    • Teaching and Learning Technologies
    • Enterprise Applications & Data Management
    • Information Security
    • MediaVision
    • Project Management
  • About
    • About the CIO
    • UTech Directory
    • UTech News
    • Organizational Structure
      • Vice President of Information Technology Organizational Chart
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  1. Home
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  4. Financials
  5. PeopleSoft Financials
  6. Financials Materials

Help

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Financials Materials

PeopleSoft Financials Resources

PeopleSoft Financials Materials

Online Security Form

Completing Online Security Form for PeopleSoft Financials Access

Approving Online Security Form for PeopleSoft Financials Access

eProcurement

Creating a Requisition

Approving a Requisition

Managing a Requisition 

Printing a Requisition

Using Requisition Settings to update Ship to and Accounting Info on all lines

Receiving Items from Manage Requisitions

Receiving Assets in eProcurement

Changing a Category Code

How to Approve a Pushed Back Requisition (For Requisition Self Approvers)

Viewing Requisition Details Using the Data Review Tile

All Things Travel

How to Create a Travel & Expense Report

How to View a Travel & Expense Report

How to Modify a Travel & Expense Report

How to Delete a Travel & Expense Report

How to Approve a Travel & Expense Report

How to Modify a My Wallet Transaction

Foreign Exchange Expense Report

General Ledger

Entering Journals

Creating an Event ChartField

Petty Cash

Departmental Deposit

Accounts Payable

Access Invoices in OnBase

Creating a Payment Request

Approving a Payment Request

Payment Request- Large Group Presentation

Viewing Approver Comments on a Payment Request

Reporting

Running a Report in Financials Reporting

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University Technology, [U]Tech
Phone: 216.368.4357
Email: help@case.edu
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Kelvin Smith Library, Lower Level
11055 Euclid Ave.
Cleveland
OH
44106
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Campus Location:

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10900 Euclid Ave.
Cleveland
OH
44106

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10900 Euclid Ave.
Cleveland
OH
44106-7019
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10900 Euclid Ave. Cleveland, Ohio 44106

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