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University of North Dakota
  • Employee Resources
    • Job Openings
    • Benefits
    • Equal Opportunity
    • Staff Senate
    • TTaDA (Professional Development)
    • UCLC (Childcare)
    • University Council for Women+
    • University Senate
    • Work Well (Employee Wellness)
  • Financial Services
    • Shared Service Center
    • Grants & Contracts Accounting
    • Procurement & Payment Services
    • Resource Planning & Allocation
    • Treasury
    • Accounting Services-Controller
  • Operations
    • Facilities Management
    • Parking & Transportation
    • Policy Office
    • Records Management
    • Safety
  • Communication Services
    • Brand and Identity
    • Campus Postal Services
    • Duplicating
    • Marketing & Communications
    • Telecommunications
    • University Information Technology
    • Web Support
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Scope of this search:
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Finance Training and Resources

UND Finance offers financial services training to UND faculty and staff.

Learn about financial topics with downloadable guides, how-to walkthroughs, videos and in-person sessions.

Software Access Request

Receive access to PeopleSoft Finance, Perceptive Content, TouchNet Marketplace, Campus Connection and HRMS.

Request Software Access

UND Marketplace Request

To become a Requester or Approver in UND Marketplace, you must complete training based on UND's Procurement Policy. This training is mandatory and covers essential knowledge for compliant procurement.

You do not need to request access to be a shopper.

self-enroll in the training

 UND Marketplace Request blog

Marketplace Access Request Form

To submit your access request, click the link above. This will take you to the UND Marketplace. Locate and complete the Access Request Form under the 'Forms and Links' tab.

Financial Training and Resources

Fluid Travel

  • Fluid Training Presentation
  • Fluid Travel Quick Reference Guide
  • Fluid Travel Step-by-Step Instructions
  • Fluid Travel & Expense Training and Q&A

Guides

  • Annual Budget Information
  • How to complete a Budget Journal in PeopleSoft Finance
  • How to complete a Position Funding Form
  • How to look up a Combo Code
  • How to request a new Funding Source (Combo Code)
  • Position Funding Form Salary Accounts

Videos

  • Budget 102

 Jaggaer Help

  • Jaggaer Manual - recommended to enable reading view under the view tab
  • Jaggaer Quick Reference
  • Approver and Requester Checklists
  • RMM Quick Reference
  • Jaggaer Frequently Asked Questions
  • IT Non-Standard Process

Jaggaer Supplier Specific Help

  • Amazon FAQs
  • Amazon User Registration Guide
  • Complete Book
  • Innovative Office

Jaggaer Videos

  • TTaDA Shopper, Requester and Approver Training Sessions
  • Jaggaer Shopping Training Session
  • General Navigation
  • Catalog Shopping
  • Non-catalog shopping
  • Creating a requisition
  • Approving a requisition
  • Receipting Goods and Services
  • Payment Requests
  • Detailed Invoice Process
  • Change Orders
  • Searching Carts, Orders, ETC
  • Assigning Substitute Requestors
  • Assigning Sustiture Approvers
  • Sourcing Requests (RFPs and Bids)
  • Alternate Procurement Requests (APR)
  • Contract Request 
  • Contract Module

Additional Information

  • Procurement Flow Chart
  • Contractual Signature Policy
  • RFP Evaluator Guide
  • Frequently Asked Questions
  • Uniform Guidance - Federal purchases
  • IT Purchases
  • Logo/Licensing Policy

Journal Entry and Journal Import Guides

  • How to enter a Journal Entry in PeopleSoft Finance
  • How to submit a Journal Import
  • Journal Import Template
  • List of Journal Classes and Descriptions
  • How to approve a Journal Entry or Journal Import
  • Frequently Asked Questions

Journal Training for Department Approvers

The training below is required for all journal approvers. The narrative of each audio/video is also available, as well as the PowerPoint, a flowchart of journals, and a diagram of financial sub-ledgers. Once all 4 videos are reviewed, to gain approver access, send 1 question from the 1st, 2nd, and 3rd videos to sharon.loiland@UND.edu that was not answered or was not clear. The questions and answers will be posted for all. The names of who asked the question will not be listed. 

  • Journal Training PowerPoint
  • Journal Flowchart
  • Financial transaction diagram
  • FAQs-Journal Overview Training
  • Journal Training Part 1
  • Journal Training Part 1 Narrative
  • Journal Training Part 2
  • Journal Training Part 2 Narrative
  • Journal Training Part 3
  • Journal Training Part 3 Narrative
  • Journal Training - extra information on reference or tick marks

Guides

  • UND Foundation Fund Reimbursement Process
  • Glossary
  • PeopleSoft Tips and Tricks
  • Queries
  • Run Control
  • Perceptive Departmental Deposits
  • Fiscal Year End Information
  • Inactivating a Fund Number

How to Process

  • Run an encumbrance report
  • Run a budget to actuals report
  • Run a budget overview report

Perceptive Content Help

  • Adding a page in Perceptive
  • Appending Documents
  • Attachments Too Large

Listed below are PDF versions of previous Finance presentations. The newest version of each presentation will be posted following the session.

  • Employee Travel - September 2019
  • Perceptive Content Refresher - Sept 2018
  • T&E - Tips, Tools, & Troubleshooting - Oct 2019 

  • Access Request Help
  • Jaggaer e-procurement
  • UND Financial Reporting (Info Bldrs)
  • Peoplesoft Finance
  • Peoplesoft Campus Solutions Reporting
  • Perceptive Content (web access)
  • Peoplesoft Finance Help Ticket
  • Nelnet Storefront (online payment site)
Finance
Bronson Center Room 120
1301 Ralph Engelstad Arena Dr Stop 8356
Grand Forks, ND 58202-8356
P 701.777.2771
UND.pps@UND.edu

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