Articles (29)

Adding Attachments in UGA Financials

Adding Attachments in UGA Financials

Assigning Ad Hoc Approvers

Assigning Ad Hoc Approvers

Clearing Your Cache

Clearing Your Cache

Delegating Travel and Expense Responsibilities

This article will show you how to authorize a delegate to create and edit travel documents on your behalf in the UGA Financial Management System.

Introducing WorkCenters

In this article, you will take a tour of a WorkCenter to understand how daily tasks are organized and managed.

Maintaining User Preferences

In this article, you will learn the steps to update some of the configurable preferences in the UGA Financial Management System.

Managing My Favorites

In this article, you will learn how to add and manage favorites in the Classic view of the UGA Financial Management System.

Managing User Defaults

This article will walk you through the steps on how to change your User Defaults within the UGA Financial Management System.

Managing User Profiles

Managing User Profiles

Navigating in Classic View

Navigating in Classic View

Navigating in Fluid

Navigating in Fluid

Navigating in the UGA Financial Management System

Navigating in the UGA Financial Management System

Navigating the Classic Menu

In this article, you will learn how the menu system works in the Classic interface.

Personalizing ChartFields Display in GL Journals

In this article, you will learn the steps to personalize how ChartFields display in GL Journals to change the order of values, freeze values, or hide values in the UGA Financial Management System.

Reviewing Travel-Related Notices in the UGA Financial Management System

Reviewing Travel-Related Notices in the UGA Financial Management System

Searching for Data

Searching for Data

Searching for Data Records

In this article, you will learn to limit which expense reports are retrieved for review.

Searching for Data Values

In this article you will learn to use the lookups and the drop-down lists to provide data.

Searching in UGA Financal Management

In this lesson, you will learn about the search functionality that can be found in UGA Financial Management System, specifically focusing on the Global Search Bar.

Selecting a HomePage

In this article you will change from the Employee Self Service homepage to the UGA Financials homepage to perform work with purchasing.

Setting Up a Notification Email Forwarding Rule in Outlook 365

In this article, you will learn to set up email rules to forward your emails in Outlook mail to another recipient.

Setting Up System Emails to Forward to a Folder in Outlook 365

In this article, you will learn to set up email rules to filter your emails in Outlook mail to a new folder.

Signing In and Out

In this article, you will learn how to sign in to the UGA Financial Management system and how to sign out.

Switching to Classic View

In this article, you will learn how to get to the Classic menus.

Traveling with ArchPass

Traveling with ArchPass

UGA Financial Management System (PeopleSoft) Basics

UGA Financial Management System (PeopleSoft) Basics

UGA Financial Mangement System Access

UGA Financial Mangement System Access

Working in the Fluid Interface

In this article you will learn a few of the navigation tips to use this interface effectively.

Working with Search Lists

In this article, you will learn how to use the controls within any Classic View search results list.