- CY2024 1099 Withholding Updates Presentation
This PowerPoint shows 1099 Withholding Changes that take effect as of calendar year 2024.
- CY2024 1099 Withholding Changes Information Session 12.12.24
This video shows 1099 Withholding Changes that take effect as of calendar year 2024.
- Accounts Payable Payment Request Demo
Payment Request provides a self-service option for users to submit non-Purchase Order invoices to Accounts Payable for the payment of approved Suppliers.
- PeopleSoft Financials Security Administration Training 9/23/21
- PeopleSoft Financials Security Presentation 09.23.21
- PeopleSoft Security Presentation 9/23/21
- FY2025 Expense Changes Demo—July 9, 2024 Video
This video discusses the July 2024 update to the Expense Module, where delegates are no longer be able to submit expense transactions on behalf of the traveler.
- FY2025 Expense Changes Demo: Delegate Entry Authority
Powerpoint from July 9, 2024 giving an overview of the new Expense Module Changes. Delegates will no longer be able to submit expense transactions on behalf of the traveler. All Travelers will need to submit their own expense transactions for approval. Delegates will still be able to initiate expense transactions on behalf of the traveler and notify them when the transaction is ready to review and submit.
- FY2024 Change in Expense Reimbursement Module - Meals Per Day
- Budget Prep Upload File for COLA Increase Phase 1 Eligible Employees Salary Adjustments
- SHARE Supplier Approver Training
- eVerify Functionality and Procurement Monthly Checklist
The purpose of this session is to review e-Verify requirements, introduce new functionality for recording e-Verify information within the Purchasing module, and to review the ePro & Purchasing Month-End Process Checklist. This link provides the session PowerPoint slides only.
- eVerify Functionality and Procurement Monthly Checklist Recording
This link provides the training session recording.
- GeorgiaFIRST Presentation: Matching – The Relationship Between Purchasing & Accounts Payable - PowerPoint Only
The purpose of this training is to demonstrate the role that Matching plays between Purchasing and Accounts Payable departments. This link provides the session PowerPoint slides only.
- GeorgiaFIRST Presentation: Matching – The Relationship Between Purchasing & Accounts Payable - Recording
The purpose of this training is to demonstrate the role that Matching plays between Purchasing and Accounts Payable departments. This link provides the session recording in its entirety.
- OneUSG Connect Training
Click the link above to access training materials for OneUSG Connect.
- General Ledger/Commitment Control Delta Training Participant Guide
This 2015 General Ledger/Commitment Control Train-the-Trainer Participant Guide is designed to help institutions learn how to train institutional end-users to use the General Ledger/Commitment Control modules.
- Purchasing/ePro GeorgiaFIRST Marketplace Training
Click the link above to access training materials for Purchasing/ePro and GeorgiaFIRST Marketplace users.
- Introduction to PeopleSoft Query (4:27)
This series is designed to introduce a new user to PeopleSoft Financials queries. In it, you will learn what a query is, how to find the query you need, and how to run a query. This first course will focus on understanding the background and concept of queries.
- How to Use the GeorgiaFIRST Website to Find the Queries You Need (4:27)
This course is designed to teach beginning query users how to use the GeorgiaFIRST website to find existing queries.
- Expenses: Administrator Participant Guide
This 2015 Expenses Administrator Participant Guide consists of six lessons, plus a bonus lesson at the end for institutions that use Cash Advances.
- Travel and Expenses: Train-the-Trainer Toolkit
This 2015 Travel and Expenses Train-the-Trainer Toolkit contains lesson plans, PowerPoints and job aids that institutional trainers can access to teach users how to use the Expenses module.
- Asset Management Transaction Reversal Presentation
This PowerPoint presentation is from the Asset Management Transaction Reversal Presentation video.
- Asset Management Transaction Reversal (26:58)
This video explains how to do transaction reversals, which automatically reverse the transaction last performed on an asset.
- How to Use Query Manager to Find the Query You Need (6:50)
This course is designed to teach beginning query users how to use the GeorgiaFIRST website to find existing queries.
- How to Schedule and Retrieve a Query (3:56)
This course is designed to teach beginning query users how to schedule queries and then retrieve them after they have run.
- Running, Saving and Printing Existing Queries (3:52)
This course is designed to teach beginning query users how to run, save and print an existing query.
- How to Use the Georgia*FIRST* Website to Find the Queries You Need Video (6:50)
This course is designed to teach beginning query users how to use the GeorgiaFIRST website to find existing queries.
- How to Use Query Manager to Find the Query You Need Video (6:50)
This course is designed to teach beginning query users how to use Query Manager to find existing queries in PeopleSoft.
- Creating User Profiles in PeopleSoft Financials (8:29)
The focus of this video is to help Security Administrators learn how to create PeopleSoft User Profiles.
- Asset Management: Train-the-Trainer Participant Guide
This Asset Management Participant Guide is designed to help trainers prepare for the PSFIN Upgrade to version 9.2.
- Using Voucher Build for Marketplace e-Invoices 10:48
This video shows institutions that send electronic invoices or e-Invoices how to use the Voucher build function to build vouchers.
- ePro/GeorgiaFIRST Marketplace Training
Click the link above to access training materials for ePro and GeorgiaFIRST Marketplace users.
- How to Use Accounts Payable Queries
This PowerPoint presentation shows the relationship between AP pages and tables and explains the six queries every AP user should know.
- GeorgiaVIEW Online Training for Asset Management
GeorgiaVIEW Online Training by GeorgiaFirst allows attendees to receive Continuing Professional Education (CPE) Credits by completing online courses and passing exams. To see available Asset Management courses, click on the link above and scroll down.
- GeorgiaVIEW Online Training for Queries
GeorgiaVIEW Vista Online Training by GeorgiaFIRST allows attendees to complete self-paced online courses related to queries. To see available query courses, click on the link above and scroll down.