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PeopleSoft Financials News

  • Updates for PeopleSoft Financials are planned for February 2021
    • PeopleSoft Financials and Financials reporting will not be available from 7PM on Friday, February 12 until 8AM on Monday, February 15th
    • Summary of Updates
    • The issue with SmartCart and the Chrome web browser are expecting to be resolved.
    • A new version of the Journal Excel tool is not required.
    • Any current access or privileges will not be changed with this upgrade.
    • It is recommended that all users clear their web browser cache on Monday, February 14th. (Instructions to Clear Cache)
  • To join the ERP Financials List, please visit the PeopleSoft Access page.
  • For users that need to use the Excel upload tool: Please check with your IT support staff before installing any new software. After checking with your staff and you still require the download please email erpfingroup@case.edu
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PeopleSoft

PeopleSoft Financials and PeopleSoft Financials Reporting are composed of many different modules. 

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Manuals & Guides

Financials and HCM training manuals along with some commonly used reference guides are on-hand to assist you. 

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Training

Do you need to take in-person or online CWRU Administrative Professional Series (CAPS) course?