Insights and Tips from the Experts

Modernization, Cloud Enablement, Managed Services

Quick Tip: Don’t get mired in your PeopleSoft Financials. 5 Tips to help you improve productivity & efficiency.

[fa icon="calendar"] April 16, 2018 / by Highstreet

Workcenters, dashboards, mobile approvals and drilling functionality help you and your team stay on top of things and keep the business moving.

  • 1. PeopleSoft feature for productivity improvement in reporting and analysis.

New drilling functionality from PeopleSoft queries allows you to analyze your results much more efficiently.

You can drill from summary queries to more detailed queries for selected rows. And you can drill directly to a component from a query transaction line. For example, you can click a hyperlink to drill from a ledger account query to a detailed transaction query for a specified account, then drill from a specific journal line to see the details from the journal entry page. If you post voucher lines at a detail level, you can even drill directly to the voucher page from the journal line query.

  • 2. PeopleSoft feature for efficient period closing.

PeopleSoft GL Account Reconciliations enable you to track all of your account reconciliations, and the progress your staff have made on completing them, in a single location.

Even when staff are in multiple sites, they can attach all of their reconciliation documentation in the reconciliation workbench. No more marked up balance sheets to track the status of your recs or e-mailing of files to corporate accounting in response to questions!

  • 3. PeopleSoft productivity feature for managers on the move.

PeopleSoft Mobile Approvals allow you to see all of your approvals from a single user-friendly page on your tablet or phone.

You can see Requisitions, Vouchers, Expense Reports, and Journal Entries, and view transaction details and attachments. Pending items can be viewed by date or priority so you can address the most pressing items first. This keeps your business moving when you're traveling, or just stuck in a day full of meetings.

  • 4. PeopleSoft productivity feature analysis and exception based management.

PeopleSoft Dashboards present financial information in an intuitive format for review, even by non-accounting staff.

Pivot grids, charts and graphs allow managers to easily track the performance of their department or the company as a whole. There are many delivered pagelets for tracking common performance metrics, or you can create your own. And you can do all of this from within PeopleSoft, without IT support or having to export your data to a third-party data warehouse.

  • 5. PeopleSoft productivity feature for one stop work page access.

PeopleSoft WorkCenters are a great tool for tracking all of your to-do items in a single place.

WorksCenters are available for many modules, including general ledger, accounts payable, accounts receivable, and asset management, in both Classic and Fluid formats. In addition to items to be worked, you can add links to frequently used pages, queries, or reports. And you can give your users the ability to personalize their own WorkCenters, or not, based on security roles.



Topics: PeopleSoft Upgrades & Implementations, Quick Tip


Highstreet provides modernization, cloud enablement, and management services for your applications and IT infrastructure. Learn more.

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