Use this glossary of tile images to crosswalk between the Finance System classic (text-driven) navigations and the new FIN Fluid (streamlined and visual) navigations.
| Tile | Description |
|---|---|
|
Create/Update Journal Entries |
Provides access to enter or review journal entries. The same access was found by navigating to General Ledger > Journals > Journal Entry. |
|
Worklist |
Provide access to journals requiring your approval. The same access was found by navigating to Worklist > Worklist. |
|
General Ledger Reports |
Provides access to GASB, CORE feed and CORE extracts reports. The same access was found by navigating to General Ledger > General Reports, Reports > Batch Reports, or Reports > Finance Reports. |
|
SpeedTypes |
Provides access to create or review SpeedTypes The same access was found by navigating to Setup Financials/Supply Chain > Common Definitions > Design Chartfields > Define Values > CU SpeedTypes. |
|
Query Manager |
Provide access to run an existing query or create a new query. The same access was found by navigating to Reporting Tools > Query > Query Manager. |
|
General Ledger |
Provides access to create or update journal entries, review financial information and general reporting, maintain CORE reporting, and view ledger detail. The same access was found by navigating to the General Ledger link in the Main Menu. |
|
Award Information |
Provides access to add or review award profiles, project information, project activity and project budget information. The same access was found by navigating to Grants > Awards. |
|
ChartField/ SpeedType Setup |
Provides access to set up or view SpeedTypes and ChartField values (fund, account, program, project, etc.). The same access was found by navigating to Set Up Financials/Supply Chain > Common Definitions > Design ChartFields > Define Values > ChartField Values and CU SpeedTypes; and Project Costing > Project Definitions > Project General Information |
|
Tree Manager |
Provides access to org, account, and campus trees The same access was found by navigating to Tree Manager > Tree Manager. |
|
Report Manager |
Provides access to view reports/results generated via PeopleSoft processing. The same access was found by navigating to Reporting Tools > Report Manager. |
|
User Profiles |
Provides access to view users’ role access in the Finance System. The same access was found by navigating to PeopleTools > Security > User Profiles > User Profiles. |
|
Reporting Tools |
Provides access to PeopleSoft reporting utilities, including Query, BI Publisher and Report Manager. The same access was found by navigating to the Reporting Tools link in the Main Menu. |
|
Accounts Payable |
Provides access to maintain and view accounts payable information and reporting. The same access was found by navigating to the Accounts Payable link in the Main Menu. |
|
Suppliers |
Provides access to maintain and view supplier information and reporting. The same access was found by navigating to the Suppliers link in the Main Menu. |
|
Asset Management |
Provides access to view and maintain asset inventory information. The same access was found by navigating to the Asset Management link in the Main Menu. |
|
Billing/Receivables |
Provides access to review, maintain and process billing and receivables activity. The same access was found by navigating to the Billing and Accounts Receivable links in the Main Menu. |
|
Query Viewer |
Provide access to view and run an existing query. The same access was found by navigating to Reporting Tools > Query > Query Viewer. |
|
Asset Management |
Provides access to view and maintain asset information. The same access was found by navigating to the Asset Management link in the Main Menu. |
|
Payment Inquiry |
When users click this tile the system navigates to the Payment Inquiry page. The same access was found by navigating to Accounts Payable > Review Accounts Payable Information > Payments > Payment. |
| Tile | Description |
|---|---|
|
Voucher Regular Entry |
When users click this tile the system navigates to the Add/Update Vouchers page. Users can search for an existing Voucher from this page. The same access was found by navigating to Accounts Payable > Vouchers > Add/Update |
|
Customers |
Provides access to maintain and view customer information and reporting. The same access was found by navigating to the Customers link in the Main Menu. |
|
Supplier Inquiry |
When users click this tile the system navigates to the Supplier Information page. The same access was found by navigating to Suppliers>Supplier Information>Add/Update |
|
Project Inquiry |
Provides access to maintain and view project definitions and information. The same access was found by navigating to Project Costing > Project Definitions |
|
Billing/Receivables |
Provides access to review, maintain and process billing and receivables activity. The same access was found by navigating to the Billing and Accounts Receivable links in the Main Menu. |
|
Purchase Order Inquiry |
Provides access to review, maintain and process purchase order activity. The same access was found by navigating to Purchasing > Purchase Orders |
|
Grants Inquiry |
Provides access to review and maintain grant activity. The same access was found by navigating to the Grants link in the Main Menu. |
|
Chartfield Values |
Provides access to enter or review chartfield values. The same access was found by navigating to Setup Financials/Supply Chain > Common Definitions > Design Chartfields > Define Values > Chartfield Values |
|
Purchasing |
When users click this tile the system navigates to the purchasing page. The same access was found by navigating to the Purchasing link in the Main Menu. |
|
Accounts Payable |
When users click this tile the system navigates to the Accounts Payable page. The same access was found by navigating to the Accounts Payable link in the Main Menu. |
|
Treasury Management |
When users click this tile the system navigates to the Treasury Management page. The same access was found by navigating to the Cash Management and Banking links in the Main Menu. |
|
Process Monitor |
Provides access to processing results The same access was found by navigating to PeopleTools > Process Scheduler > Process Monitor |
|
Set Up Financials |
Provides access view or setup business unit and product options and common definitions like chartfields and user preferences The same access was found by navigating to the Set Up Financials/Supply Chain link in Main Menu |
|
Voucher Search |
Provides access to the voucher inquiry page The same access was found by navigating to Accounts Payable > Review Accounts Payable Info > Vouchers > Voucher |
|
Fund/Account Combo Edit |
Provides access to the setup of funds valid for use by account The same access was found by navigating to Setup Financials/Supply Chain > Common Definitions > Design Chartfields > Define Values > Fund-Account Combo Edit. |
|
Imaging |
Provides access to the scanned images attached to vouchers, purchase orders, and suppliers. The same access was found by navigating to the Imaging link in the Main Menu. |
|
Allocations |
Provides access to review and set up GL Allocations The same access was found by navigating to the Allocations link in the Main Menu. |
|
Payment Cancellation |
Provides access for the Procurement Service Center and Bursar offices to cancel AP voucher payments. The same access was found by navigating to Accounts Payable > Payments > Cancel/Void Payments > Payment Cancellation |
