Finance System

James Madison University has chosen PeopleSoft as it's finance system. We have over 450 users on campus that have diverse capabilities on this system. Our department users have the capability to review their expenses and print monthly summary and detail reports at any time.

Would you Like to Become a User of our Finance System?

There are two requirements before someone will be granted access to the system. The first task is to complete an "IIS Access Control Request" form (available online) and mail it to the Data Manager indicated on the form. Page 2 of the IIS Access form is needed in some cases. (Please see the table below to determine what form is needed) We also require all new users complete a brief training class (Finance 8.8 and Finance 8.8 Report Reading for departmental report running and Finance 8.8 Credit Card Recon for reconcilling your Charge Card). You can register for Finance 8.8 (and all other training classes) through J-ESS.

NOTE: If a user leaves James Madison, we request the employee (before leaving) or the department in which the employee worked, complete an IIS Access Request Form to request the person be deleted from the system

IIS Access Control Request form
Page 2 of IIS Access form
Instructions for completing form

The following table determines which forms are to be completed by whom.

       Cardholder

	Complete Page 1	Complete Page 2	Comments
1. You would like to delegate authority to reconcile your card to someone else and do not want to review the card information online.		X	Make sure that you have expendature signature authority for the departments.
2. You would like to delegate authority to reconcile your card to someone else and would like to review the card information online.	X	X	Request Reviewer only access to the Card Reconciliation Menu.
3. You want to reconcile your own card, and you are not currently a Finance System user.	X	X	Request Reconciler access to the Card Reconciliation Menu.
4. You need to change the departments linked to your card.		X	Make sure that you have expenditure signature authority for the departments.

      Non-Cardholder

	Complete Page 1	Complete Page 2	Comments
1. If you are a Finance System user, and you are not a cardholder, but will reconcile someone else's card.	X	See #1 for cardholder	Request Reconciler access to the Card Reconciliation Menu.
2. If you are not a Finance System user, and you are not a cardholder, but will reconcile someone else's card.	X	See #1 for cardholder	Request Reconciler access to the Card Reconciliation Menu.

System Unavailability

In order to complete the nightly process and have the system available for users at 6:00 am, a dedicated amount of time is needed to perform some of our processes. These are associated with performance issues related to system exports and back ups. After reviewing system usage of our customers, we found that the heaviest usage of the system was between 6:30 am and 6:30 pm. Therefore, the Finance System will be unavailable from 11:00pm and midnight each night in order to perform these processes. We have also recently adopted Sunday morning maintenance between 5am-noon. Users will have the ability to run their nVision Monthly Summary Reports, however, the monthly detail reports and GL activity reports can not be run during this time frame. To ensure the availability of the Finance System, it is recommended you check with the helpdesk x83555 or the JMU computing alerts page located at "www.jmu.edu/computing/" if you have plans to work any given weekend or "off hours".