PeopleSoft Financials - KBA 78023

Financials is also referred to as PeopleSoft Financials or ERP Financials by faculty and staff. The Financial system is the university administrative system used for General Ledger, Purchasing, and Accounts Payable. Employees use the system to record financial journal entries, create and approve purchasing requisitions (including the SmartCART system), and enter payment requests. The system also supports additional back-end processing for Grants Accounting, Miscellaneous Billing and Receivables, and is used to generate the monthly Financial Reports that are available through LaunchPad.

Access to the system is a multiple-step process, which includes completion of the online Financials security form with approval from your management center and completion of the appropriate training courses. The CWRU Administrative Professional Series (CAPS) offers these courses as well as other optional classes related to finances at CWRU. See the CAPS link under Related Services.

The Window Shopper link for authorized SmartCART users who do not have access to Financials is listed under Related Services.

To Log into Financials go to