Case Western Reserve University Est. 1826 concrete sign students walking past

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
Computer and pen and paper on desk


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

Someone looking at a book

Manuals & Guides

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

A staff member raising her hand during training


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