Microsoft & Adobe Training
For training in Microsoft Office and Adobe products, including Excel, please visit the Office of Human Resources Web site.
Other Training
For more information please contact
Angelito Santos
(781) 736-8311
asantos@brandeis.edu
Account Codes
Click here for the complete list of actual transaction account codes.
Training
Oracle PeopleSoft Instructions
Brandeis University uses the Oracle PeopleSoft financial system, which comprises different modules that are used to support specific areas of the university.
-
Oracle PeopleSoft Financials Training Manual - how to run budget overview, nVision reports, budget transfers
-
Oracle PeopleSoft Web-Reporting Interface Instructions - how to run a Web-Report
-
How to Drill-Down - how to open and drill-down on web nVision reports that have been emailed to you
-
If you are missing the nVision menu in Excel and are unable to drill-down on reports, click here for instructions on how to install drill-to-PIA in excel 2007.
- For excel 2003, click here for drill-to-PIA instructions.
-
-
Links to PeopleSoft Website:
- Financials (to see budget and transaction details, to run nVision reports, and to make budget transfers)
- Web Reports (to run monthly web reports)
General Information
-
Brandeis University
-
Budget Office
-
Procurement
Understanding a Chartstring
The Chartstring (or chargeline) of any transaction tells the "Who, What, Where and How" of the transaction posting to the University General Ledger. It provides details of any financial transaction taking place and includes the following:
Account - Fund - DeptID - Program
6180 - 11 - 12345 - 23456
Account Code: "What" Details the type of transaction. Will have 4 digits. Account codes show whether the transaction is revenue, expense, or budget. Revenue and expense account codes will automatically roll-up to the appropriate budget code.
Note: Please try NOT to use Account Code 7180 (other) - choose the account code that most closely describes the transaction.
Fund Number: "Where" Will have 2 digits. This number identifies the ledger.
Department ID: "Who" Will have 5 digits. Shows who made the transaction.
Program Number: "How" Will have 5 digits. Describes how the transaction is being funded- using a gift, discretionary fund, endowment etc.
Project or Grant Number (if applicable): "What" Will have 6 or 9 digits. Only used to indicate that the transaction is part of a grant or a capital project.
Click here for more information on Chartstrings.