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.
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.
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
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
- 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.