TSS - Finance Training

Finance Training

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First Published  :Thu Apr 20 22:00:24 GMT 2017
Last Modified  :Wed Mar 06 16:19:35 GMT 2019
Last Published  :Wed Mar 06 16:19:35 GMT 2019
Summary : 


Primary Information

    See below for videos, self-help guides and tip sheets related to the various Finance Systems.
    There is a program that HR and IT conduct once per month called FAST (Foundations of Administrative Support) at Tufts.   The course is 2 full days and it reviews all of the Finance and Human Resources systems and their functionality.  Systems include, PeopleSoft Finance, PeopleSoft HR/E-Serve, e-Expense/Apptricity, Tufts Marketplace. Visit the Tufts Learning Center for more information and the schedule for FAST.

    Also, it may be helpful to reach out to a colleague in your department, as they may use various systems differently and in unique ways, thus it may be helpful to receive training from a member of your department instead, or in addition to, the guidance provided here.

    User Guide
    Video Tutorials for e-Expense (Apptricity)
    Trouble Using Apptricity Mobile Application in e-Expense, pg 47

    Guide to PCard in PeopleSoft
    Reconciling PCard Transactions in PeopleSoft
    Activating a Corporate Card or PCard
    Procurement Card (PCard) Uses and Restrictions
    Information about the PCard

    E-REQ user Guide
    How do I create a requisition or EREQ?

    Data Warehouse
    Data Warehouse Financial Reports Tip Sheet
    Data Warehouse Travel Expense Tip Sheet


    Tufts Marketplace User Guide

    Accounting Functions
    Directions To Complete An Expense Transfer
    How To Complete An IDR

Related Information



    Finance Training,