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News

Events

News

Events

  • May 9: Graduate Commencement Ceremony
  • May 9: University Commencement Ceremony
  • May 10: College Commencement Ceremonies
  • More >

News

Events

  • May 9: Graduate Commencement Ceremony
  • May 9: University Commencement Ceremony
  • May 10: College Commencement Ceremonies
  • More >

News

Events

  • May 9: Graduate Commencement Ceremony
  • May 9: University Commencement Ceremony
  • May 10: College Commencement Ceremonies
  • More >

News

Events

  • May 9: Graduate Commencement Ceremony
  • May 9: University Commencement Ceremony
  • May 10: College Commencement Ceremonies
  • More >

Accounting Technology

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Finance System

James Madison University has chosen PeopleSoft as its 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 "IS Access Request". This request will be processed through the online system.  We also require all new users complete a brief training class (Finance Overview - IT610 and Finance Reading Reports - IT612) for departmental report running and Finance Credit Card Recon - IT611 for the reconciling charge cards). You can register for all training classes through MyMadison. The reading reports class is optional.

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

IS Access Request (online submission)
SPCC Information Form
The following tables determine which forms are to be completed by whom.

Cardholder

Complete Online ISA Complete SPCC Information Form 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 expenditure signature authority for the departments.
2. 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 and provide card information on the SPCC Information Form
3. 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 Online ISA Complete SPCC Information Form 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. Cardholder completes the SPCC Information Form to request you be added as a reconciler
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. Cardholder completes the SPCC Information Form to request you be added as a reconciler

Instructions for Adding/Deleting Reconcilers, Adding/Deleting Departments to the Small Purchase Charge Card

You will proceed with the following steps if you need to add/delete a reconciler to a charge card:

  1. Fill out the SPCC Information Form (link to form is available above)
  2. Fill in cardholder’s name
  3. Fill in last 4 digits of SPCC
  4. Leave blank: “Department ID’s” box
  5. At “Reconcilers" box, fill in names of those who you want to have the access to reconcile this charge card.  If you are only "adding" a reconciler, note "Add ******" in this box.
  6. Have the cardholder sign at “Cardholder’s Signature”
  7. Send the form to Accounting Services Technology, MSC 5705

You will proceed with the following steps if you need to add/delete a department to a charge card:

  1. Fill out the SPCC Information Form (link to form is available above)
  2. Fill in cardholder’s name
  3. Fill in last 4 digits of SPCC
  4. At “Department ID’s: box, fill in departments you want to either add or delete to the card of the person listed above as a cardholder.
  5. Leave blank: “Reconcilers” box
  6. Have the cardholder sign at “Cardholder’s Signature”
  7. If the cardholder does NOT have signature authority over the added department, then an authorized signer will need to sign at “PLEASE NOTE: The cardholder must have signature authority for Department ID’s listed above.”
NOTE:  If you are doing both of the actions above - only one form submission is needed.  Complete all the boxes and submit the form.

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".