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  1. Home
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Departments + Centers

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    • Office of Finance and Planning
      • FY25 Budget Information
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    • Administrative Research Office
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Financial Planning FAQs

I need to set up a new account, whom do I contact?

  • If it is for a gift or grant and could be classified as a sponsored project, please reach out to the Office of Grants and Contracts.
  • If it is a startup account or commitment account, please contact Lauren Adams (lxa205).

How can I gain access to the Financials system or PeopleSoft Financials?

Please visit the PeopleSoft Financials page on the Utech website and complete the necessary steps.
 

I would like to review my Financial Reports; where can I find out more information on the different types of Financial Reports and which reports correspond to the different types of accounts?

Please review the Financials Reporting page on the ERP Financials website for assistance.

Where can I find out more information about managing my department’s payroll costs in HCM?

Please review the Training Manuals page on the ERP Financials website.

Where can I find out more information on the crossbill process with UH?

Please reach out to Lauren Adams (lxa205). 

I have some adjustments and cost transfers that need to be completed, what is the University’s cost transfer policy?

Information can be found on this Office of Research and Technology Management page.

Where can I find information on the University’s Business Policies?

Please check out the University's Business Policies.

Who do I reach out to if I have a question about MD student tuition and accounts?

Please reach out to the SOM Office of Financial Aid.

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School of Medicine
Phone: 216.368.2000
Email: medweb@case.edu
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Health Education Campus

Campus Location:

9501 Euclid Ave.
Cleveland
OH
44106

Mailing Address:

10900 Euclid Ave.
Cleveland
OH
44106-7341
Research Campus

Campus Location:

2109 Adelbert Road
Cleveland
OH
44106

Mailing Address:

10900 Euclid Ave.
Cleveland
OH
44106-4921
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