For faculty and staff



PeopleSoft financial access and training

Below are the different areas of PeopleSoft and what to do to acquire or delete access for an extension employee. For all requests, the following is needed:

  • Full employee name
  • SSOID (for instance, Joe Smith would be smithj — the first part of the employee's email address)
  • Emplid

MIS WebApps
Send an email request to Shelly DeJaynes, specifying the different parts of MIS WebApps that will be needed. No form or training is required for data entry access. Accounting contact is Lynn Herdzina 573-882-3051.

  • Financial Reports*
  • Search Options*
  • CRR/ARR
  • Authorization Lookup
  • HR PAF
  • Journal Entry
    • Level 3-CE, ISE, JE, PCE, TRE
    • Level 4-CE, ISE, JE, TRE
    • Level 5-CE, ISE, JE
    • Level 6-CE, ISE, ,JE, PCE
    • Level 7-CE, ISE
    • Level 8-CE, ISE, PCE
    • Level 9-PCE
    • Level 10-CE, ISE, PCE, TRE
    • Level 11-Approval Only

CRR
Send an email request to Shelly DeJaynes. No form or training is required for data entry access. Accounting contact is Lynn Herdzina 573-882-3051.

Grants
Send an email request to Tiffany Hughes. OSPA contact is Jennifer Duncan 573-882-7560.

Zon credit card crosswalk
Send an email request to Shelly DeJaynes including the employee’s name, SSO ID(login name) and department. No form or training is required for data entry access. Accounting contact is Diane Bartley 573-882-2654, cc Lynn Herdzina 573-882-3051.

Voucher data entry and vendor requests
Send an email request to Shelly DeJaynes. No form or training is required for data entry access. Accounting contact is Rita Wells 573-882-2483, cc Lynn Herdzina 573-882-3051.

T&E access
Access should be automatic. If you have an issue, send an email request to Shelly DeJaynes with a screenshot or snippet of the problem screen. No form or training is required for data entry access. Accounting contact is Rita Wells 573-882-2483, cc Lynn Herdzina 573-882-3051.

eProcurement/Purchase orders
Users and approvers, whether new or a change, will need to send in a completed ePro Security form. Please enter the ship-to code if one has been set up, otherwise enter the full mailing address where requested. Once the "access request approved by" line is signed, please forward to Shelly DeJaynes, 212 Whitten, UMC. Training is not required for access. Procurement contact is Krista Young 816-235-6299

Invoicing create
The employee will train with a test system and end user manuals. Once the practice test is completed, please email Shelly DeJaynes in order to receive the self test. Access will be granted once the self test is passed. Accounting contact is Rita Wells 573-882-2483.

Paymentnet (Purchasing card)
Approver sends Outlook form to Purchasing. Extension contact is Shelly DeJaynes. Purchasing contact is Nichole Turner 573-882-6907.

Query
Send an email request to Shelly DeJaynes. No form or training is required for data entry access. Accounting contact is Diane Bartley 573-882-2654.

Budget
Send an email request to Tiffany Hughes. No form or training is required for data entry access. Accounting contact is Rob Taylor 573-882-9154.

Misc PS financial training