Financial information is available to users base upon user roles assigned by the Security Administrator.
The online SUMMIT Dashboard updates financial transaction every 24 hours and is accessible 24/7. Key “SUMMIT Widgets” allow users to customize their reporting dashboard and to drill down to review detail transactions. These include:
- Budget Balance Expense Summary
- Transaction Detail Summary
- Encumbrance Detail Summary
PeopleSoft Financial Reports
The PeopleSoft reporting environment updates financial information every 24 hours and can be accessed 24/7. This tool allows the end user access to the monthly reports as well as access to ad-hoc reporting to view transaction detail, budgets, and fund balances.
Job aids are available.