PeopleSoft: Journals and eT Forms

Intended Audience:

This workshop is highly relevant to staff with financial responsibilities - new and existing School Managers, Finance Officers and Administrative Officers with 25% financial responsibilities.

Workshop Description:

PeopleSoft: Journals and eTForms is designed to provide participants the knowledge and tool to transfer funds or cost from a project grant to another and from a Business unit to another. This workshop is delivered in simple and non-Accountant language which helps you overcome the fear of dealing with debit/credit and signage.

Intended Outcomes:

After completing this workshop, participants should be able to understand:

• How to transfer funds/cost from a PG to another?
• How to transfer funds/cost from/to other Business Unit?
• When to create and post a journal?
• How do I create a journal correctly?
• How to search and retrieve an existing journal?
• How to copy and reverse a journal?
• How to create and post multiple lines journal.
• The simple way to remember signage (+ or -, debit or credit)
• The rules and auditors’ concerns with regard to journals.

Key Activities:

Hands-on activities on PeopleSoft with real-scenario examples.

Duration:

1 hour

Dates and Times:

• Workshop 1: Tuesday 10 February 2009: 9:45am - 11:00am
• Workshop 2: Wednesday 18 March 2009: 9:45am - 11:00am [FULL]
• Workshop 3: Monday 6 April 2009: 9:45am - 11:00am
• Workshop 4: Tuesday 12 May 2009: 9:45am -11:00am
• Workshop 5: Wednesday 10 June 2009: 9:45am - 11:00am
• Workshop 6: Tuesday 21 July 2009: 9:45am - 11:00am
• Workshop 7: Wednesday 19 August 2009: 9:45am - 11:00am
• Workshop 8: Tuesday 15 September 2009: 9:45am - 11:00am
• Workshop 9: Tuesday 13 October 2009: 9:45am - 11:00am

Venue:

• Sanders Building, Myer Street, Room 101A,

Facilitator:

Kathy Kok, Project Accountant, Financial Services, UWA

Cost:

UWA staff members and UWA affiliates will receive priority in gaining access to this session. Participant enrolment in this workshop will be confirmed following the closing date for applications. Please note a cancellation fee may apply for non-attendees. We also welcome enrolment by non-UWA participants, subject to availability. The commercial fee for non-UWA attendees is calculated at $100 per hour of attendance. Staff working in other universities will receive a 20% discount on the commercial fee.

Number of Places:

12

Closing Dates:

• Workshop 1: Registration for this workshop closed on Monday 26 Janauary 2009 .
  
• Workshop 2: Registration for this workshop closed on Monday 16 February 2009 [FULL] .
  
• Workshop 3: Registration for this workshop closed on Sunday 5 April 2009 .
  
• Workshop 4: Registration for this workshop closed on Tuesday 21 April 2009 .
  
• Workshop 5: Registration for this workshop closed on Wednesday 20 May 2009 .
  
• Workshop 6: Registration for this workshop closed on Tuesday 30 June 2009 .
  
• Workshop 7: Registration for this workshop closed on Wednesday 29 July 2009 .
  
• Workshop 8: Registration for this workshop closed on Friday 11 September 2009 .
  
• Workshop 9: Registration for this workshop closed on Tuesdsay 6 October 2009 .
  

TRIM Number:F26471