Completion of this two-part course is required for access to the PeopleSoft General Ledger module.
- Journal Preparers must complete the first part:
- Journal Approvers must complete both parts:
Click the links above to access each course in the UC Learning Center. MyAccess login is required.
Additional Resources
The following step-by-step guides and additional resources are referenced in this course.
Getting Started
- Establishing Journal Preparers and Approvers in PeopleSoft
- How to Navigate in the PeopleSoft Fluid User Interface
Moving Money at UCSF
- Using the UCSF Chart of Accounts
- Moving Money Quick Reference Guide
- Journal Source Codes
- Combo Edit Rules
- Supporting Documentation Guidelines for Journal Entries
- Financial/Payroll Codes & Data Lookup
- Campus Key Controls
- Journal Preparer ID List
Journal Preparer Job Aids
- How to Prepare, Edit, and Submit Budget Adjustment Journals in PeopleSoft (Source Codes 135, 136, 137, and 138)
- How to Prepare, Edit, and Submit Cash Journals in PeopleSoft (Source Code 320)
- How to Prepare, Edit, and Submit Credit Card Journals in PeopleSoft (Source Code 323)
- How to Prepare, Edit, and Submit Offset Journals in PeopleSoft (Source Code 53O)
- How to Prepare, Edit, and Submit Financial Journals in PeopleSoft (Source Code 535)
- How to Prepare, Edit, and Submit Sponsored Research Cost Transfer Journals in PeopleSoft (Source Codes 545/547)
- How to Prepare, Edit, and Submit Recharge Journals in PeopleSoft (Source Code 555)
- How to Use the PeopleSoft Worklist
- How to Define and Review PeopleSoft Standard Journals
- How to Delete PeopleSoft Journals
- How to Print or Save a PeopleSoft Journal PDF File