Wesleyan Financial System Implementation

WFS General Information

• Help E-Mail Addresses

WFS Posts

• Misc

• 1. WFS Overall Information

  • 1. PeopleSoft Security Request Form
  • 2. VPN
  • 3. SmartDoc Usage
  • 4. Departmental Sponsorships
  • 5A. Scanning Using Office Copiers
  • 5B. Scanning Using Office Copiers-Quick Instructions
  • 6. Wesleyan Chart of Accounts
  • 6A. Fund Codes
  • 6B. Account List
  • 7A. Departments in Alpha Order
  • 7B. Departments in Organization Order
  • 8. Personalizing Pagelets
  • 9A. Smart Doc Toolbar User Guide
  • 9B. Smart Doc Toolbar Quick Reference
  • 9C. Smart Doc Toolbar Approver's Guide

• 2. Travel

  • FY2013 Travel Expense Form
  • Travel Advance Process

• 3. Workflow

  • 1. Inserting an Ad Hoc Approver
  • 2. Approval from an E-mail Link
  • 3. Approving Using the Approval Inbox
  • 4. Assign Proxy
  • 5, Denied Voucher Comments
  • 6. Enhanced Workflow

• 4. Budget Warnings

  • Budget Warnings

• 5. Vouchers

  • 1. Substitue W-9 for Individuals
  • 1A. Substitute W-9 for Businesses
  • 1B. W-8BEN Form for Foreign Vendors
  • 2. Voucher Entry Instructions
  • 3A. Original Receipts Retention Policy
  • 3B. Sample of Valid and Invalid Receipts
  • 4A. Vendor Lookup for PO's and Vouchers
  • 4B. Invoice Numbering Conventions
  • 4C. Copying a PO to a Regular Voucher
  • 4D. Voucher Handling Codes
  • 4E. Voucher No Smartkey Access
  • 5, Denied Voucher Comments
  • 7. Journal Voucher
  • 9. WFS-New Vendor Request
  • Voucher Inquiry

• 6. P-Cards

  • 1. Reconciling Your PCard Voucher (Pcard Voucher Tips)
  • 2. PCard Process Doc. #1 – Reviewing charges in Purchasing
  • 3. PCard Process Doc. #2 – Submitting your Pcard voucher in WFS
  • 4. Relating a PO to a P-Card Transaction

• 7. Purchase Orders

  • 1. Completing a Purchase Order
  • 4A. Vendor Lookup for PO's and Vouchers
  • 9. WFS-New Vendor Request

• 8. Journals

  • GL Journal Tip Sheet
  • Open Journal

• 9. Deposit Transmittals

  • Depost Transmittal Tip Sheet

• 9A. Budget

  • Budget Transfer Instructions
  • Department/Program Chair Finance Presentation, 2011

• 9B. Inquiry and Reports

  • 1. Overview of Inquiry and Common Features
  • 2. SmartKey Summary Pages
  • 3. Transaction Detail Inquiry Page Help
  • 4. Personnel Earnings Detail Inquiry Page
  • 6B. Account List
  • 7. Budget vs Actual By SmartKey Report
  • 7A. Budget vs Actual Column Heading Definitions
  • Finding Unapproved Documents

• Archives

  • 2010 Year End Memo
  • 2010 Year-End Finance Seminar PowerPoint
  • Department/Program Chair Finance Presentation, 2011
  • Year-End P-Card Information

• Online Tutorial (UPK)

  • UPK Link

• UPK

  • UPK Link

Team News

• Wesleyan Financial System (WFS) Blog