金融系统与技术 offers resources on 层云金融类股 functions through a series of detailed self-help documents in PDF format and selected videos.
Please review the self-help documents, presentations and videos available via the links under the headings throughout this page. If you still need additional training, please contact 布莱恩Starkloff。
The TechHelp系统 is now available for 层云金融类股 assistance, using the following categories:
These requests will automatically route to the 层云财务团队 and requesters will have access to view the ticket, monitor its progess and have a record of the resolution.
You can continue to contact the 层云财务团队 at stratusfinancialsteam AT_TOWSON or 410-704-2188 for any questions, issues, or requests. A TechHelp ticket is now an option for those who would like to use it, but is not required.
一些校园用户将需要在层云中提升角色来执行以下任务：
To acquire this access, users must complete the 层云财务担保表格（DocuSign）. If you have any questions about filling out this form, contact the 层云财务团队 for assistance.
我们有一个层云帮助台。 Either call 410-704-2188 or email stratusfinancialsteam AT_TOWSON during normal business hours, the phone line and email are manned. The helpdesk is trained to either quickly address your question or if more involved, get you to the correct expert.
通过“层云金融类股”登录系统 My稳定的十大彩票网站。 You’ll need to use your 稳定的十大彩票网站 NetID and password to sign in through Single Sign-On (SSO) and authenticate through 两人.
Infotiles, also called tiles, act like dashboards alerting you to top priorities, such as items not submitted and rejected or pending approvals.
Your access/view in the system is tailored to your role, so now that 层云 is live, you might not see modules that you won’t need to use.
网页浏览器弹出窗口阻止程序可以阻止层云页面的显示。 Here's how to display them if a 层云 page doesn’t appear:
你需要将你的默认电子邮件应用设置为Outlook。 方法如下:
Mac users should follow the instructions for 在Mac电脑上设置默认的电子邮件稳定的十大彩票网站.
财务主管和成本中心经理不应该是同一个人。 Two separate approvals are required for most financial workflows.
If something was rejected by an approver for an error or correction, it needs to be reentered into the approval workflow again. Using the Actions>View Approvals option from your notification can show you the full approval trail, if something was rejected, who has and hasn’t approved it yet, etc.
Oracle Cloud不像PeopleSoft那样可定制。 We can configure within the cloud, but options are limited and during the implementation the entire team configured 层云 as close to our previous business processes as possible. Analyzing and adjusting your business processes is critical to moving forward. When presented with issues or opportunities we are reviewing our current configurations to see if we can change the configuration without causing additional issues. Sometimes we are limited by the State of Maryland, auditors and compliance.
源代码与PeopleSoft中之前的基金代码相同。 You can find them in the chart of accounts crosswalk document on the 帐目网页图表.
The alias is a “shorthand” way to streamline data entry of the chart of accounts (COA) and can be used with financial documents such as invoices, expenses, purchase requisitions and journal entries. Alias is used like the previous speed type feature in PeopleSoft Financials system: enter either a five digit cost center or a seven digit research Grant ProjectID followed by a %, and the correct COA string will be brought onto the transaction. 了解更多（PDF）.
Accounting/financial transactions in 层云 are transferred to the general ledger (GL) through spreadsheet, manual, import and automatic journals. Users in 层云 with the 稳定的十大彩票网站 Budget Analyst role will use the spreadsheet journals function to create journal entries. Manual, import and automatic journals will only be utilized by the core/central financial office staff when applicable.
If you need access to create journal entries, you will need to fill out the 层云财务安全表格-校园用户 and check the box for the 稳定的十大彩票网站 Budget Analyst role.
Key features of the 层云 journal spreadsheet include a simple design with information consolidated onto one worksheet; and a journal name replacing the previous PeopleSoft journal number. 日志审批是层云电子表格日志流程的一部分。 All journal creators will be required to approve their journals which facilitates the submission of attachments to the 层云 Team for review, ultimate approval and posting of campus journals. The 层云金融类股 team is made up of individuals within the 金融系统与科技 unit.
是的。 Previously known as Journal Sources in Peoplesoft, they are now called Categories in 层云. For the vast majority of cases, the journal category INT (interdepartmental request) should be used. For any transfer of expenses between different departments or different account codes, INT must be used for the journal source.
For a listing of other journal categories (if needed), see our 期刊分类表（PDF）.
A report 矩阵(EXCEL) was developed to assist users in determining what reports are available in 层云: the matrix also contains a column listing the PeopleSoft equivalent report.
Additional hierarchies have been developed which will provide improved reporting such as expanded grouping capabilities.
是的。 别担心，你可以在层云中运行预算报告。
The 稳定的十大彩票网站_BC_DAT_Invoice_Expense_list report provides a listing of invoices/expense reports that have been processed through the system and sent to Annapolis for payment. You can run this report by cost center(s). This report will contain the RStars check number and date when it is sent to us from the State. 我们每天都收到这些数据。 We realize a report of invoices that are pending would be helpful and it is on the list of reports that need to be developed so stay tuned.
T在这里 is a report called 稳定的十大彩票网站_BC_REQ_PO_Listing that can be run by Cost Center or for just a particular PO number which should provide the information you seek.
Run the 稳定的十大彩票网站_BC_REQ_PO_Listing report which will give you the remaining balance for each cost center.
您不限于运行特定月份的详细报告。 You can run through today’s date if you like and can export and view/filter the results. From the budget summary reports you can drill down from any of the columns whether it be revised budget, current month or YTD or Life to date for grants to get the details behind those summary numbers.
We agree and we are working towards a better reporting experience but it will take time and resources. The DAT you are used to was developed and enhanced over multiple years. As mentioned, 层云 is a cloud based product and cannot be customized like PeopleSoft so we are limited to the tools and data structure they provide. The good news is t在这里 are newer capabilities that include dashboards and analytics that we are learning and will eventually be very beneficial.
A broad range of contact phone numbers and websites is listed on our 联络谁（PDF） document.
For questions regarding 层云金融类股 general navigation, chart of accounts, journal uploads, reporting, or 层云金融类股 access, please see our 培训和资源页面. You may also contact the 层云财务团队 at stratusfinancialsteam AT_TOWSON or 410-704-2188.
For questions regarding 旅行 expenses, please contact the 商务旅行 Office at 旅行AT_TOWSONor 410-704-5421.
员工培训和差旅费的资源 可以找到 在这里.
For questions regarding Payroll or Accounts Payable please contact the Financial Services Help Line at finservehelp AT_TOWSON or 410-704-5599.
层云 training and resources for 员工补偿 and payables 可以找到 在这里.
For questions regarding ProCard and Purchasing, please contact the Procurement Department at 采购AT_TOWSON or 410-704-2171.
为ProCard费用和采购提供培训和资源 可以找到 在这里.
For questions regarding the 层云 budget monitor, budget transfers, and 层云 budgeting information, contact the 大学预算办公室 at ubo AT_TOWSON.
层云 training and resources for the Budget Office 可以找到 在这里.