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.
Financial Training and Resources
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
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
- Requesting a New Supplier
- Assigning Substitute Requestors
- Assigning Sustiture Approvers
- Sourcing Requests (RFPs and Bids)
- Alternate Procurement Requests (APR)
- Contract Request
- Contract Module
Additional Information
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.
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
Perceptive Content Help
Listed below are PDF versions of previous Finance presentations. The newest version of each presentation will be posted following the session.