Financial Systems Support: Which System to Use


resources
•	which system to use
•	current desktop standards
•	system hours of operation
•	responsibility naming conventions
•	Oracle 11i icons and shortcuts
Oracle simulation
•	Oracle navigation guide
whom to call
•	whom to call in Central Administration
•	whom to call locally

•	contact Administrative Systems Training

Which Financial System to Use

Use the table below to determine which financial application you should use for various types of activities:

Type of Activity	System to Use
Create a budget for a department	Fiscal Budget Tool
Create a budget for a sponsored account	Sponsored Budget Tool
Create a journal entry	General Ledger
Create an interdepartmental charge	General Ledger
Create an invoice	Accounts Receivable
Pay a vendor – corporate or individual	Web Voucher / create vendor payment
Pay a vendor – employee	Payroll (Extra Compensation Form)
Pay a vendor – small dollar amount	PCard (or WV if PCard is not possible)
Pay a GE Corporate card	Web Voucher / create GE direct pay
Pay an honorarium	Web Voucher / create vendor payment
Pay an honorarium to an employee	Payroll (Extra Compensation Form)
Process a credit memo	Web Voucher / credit memos (but a refund is preferred)
Reassign the coding for a transaction	General Ledger
Reimburse a non-employee	Web Voucher / create reimbursement
Reimburse a student	Web Voucher / create reimbursement
Reimburse an employee	Web Voucher / create reimbursement
Reimburse an employee – reportable income	Payroll (Extra Compensation Form)
Replenish a petty cash account	Web Voucher / replenish petty cash
Request or settle a travel advance	Web Voucher / travel advances
Run a financial, HR, or grants management report	CREW

Reportable payments to non-resident aliens will be processed through Web Voucher for non-employees and through payroll (using the extra compensation form) for employees.