For faculty and staff



Financial Access and Training

Below are the different areas of PeopleSoft and instructions explaining what to do in order to acquire or delete access for an extension employee. No form or training is required for data entry access unless specified otherwise below. 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 MU Fiscal Operations specifying the different parts of MIS WebApps that will be needed or deleted. Below are examples of sections an employee may need; additional information is linked. 

  • FIN Financial Reports (Reference materials)
  • FIN Search Options
  • HR PAF
  • FIN Journal Entry (Reference materials)
    • Level 3-CE, ISE, PCE, TRE, JE (all entries)
    • Level 4-CE, ISE, PCE
    • Level 5-CE, ISE

PS Authorization
Send an email request to MU Fiscal Operations in order to set up or inactivate employees to approve or view sensitive information at the DeptID/DeptNode level. Please include DeptID/DeptNodes in the email request.

CRR
Send an email request to  MU Fiscal Operations Please specify if the access will be cashier or direct deposit.  If the access is for direct deposit, please provide the deposit location number. Reference materials

Grants
Send an email request to MU Ext Fiscal Grants Team.. 

ECC Cognos Reporting
Send an email request to  MU Extension Fiscal Operations . Reference materials

Voucher Data Entry and Vendor Requests
Send an email request to  MU Fiscal Operations . Reference materials for both Non-PO Vouchers and Suppliers.

HR Access
Send an email to Diane Dews specifying system needs.

T&E access
Access should be automatic. If you have an issue, send an email request to UM Finance Support with a screenshot or snippet of the problem screen. Reference Materials

One Card
Complete the One Card Application and email to  MU Fiscal Operations . Training will be required before the employee will receive their card in the mail. It typically takes up to one month after the application submission to receive the onecard.  To change limits on or cancel a One Card, please submit an Outlook form to MU Fiscal Operations .

Purchase orders/ePro (show Me Shop)
Please email your request to  MU Fiscal Operations  along with the following information: Ship To Code (PDF), Location Code (PDF), MoCode, and PS account. Reference materials eProcurement and Purchasing and PO Vouchers.

ARBI/Invoicing
Send an email request to  MU Fiscal Operations  for either data entry or view access.  Reference materials

PS Financial Query
Send an email request to  MU Fiscal Operations Reference materials

Budget (Hyperion & Cognos)
Complete the Budget Security Form and email to  MU Fiscal Operations . Although training is not initially required, it will be expected that the employee attends seasonal training. Reference materials

Contract Portal
Send an email request to  MU Fiscal Operations  specifying whether they need read-only access or access to create documents.  Reference materials

Misc PS financial training