Financial information is available to users base upon user roles assigned by the Security Administrator.

SUMMIT

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

Job aids and training are available.

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.