Payables Operations Homepage
Purpose: Use this as a reference for instructions how to utilize the Fluid tiles for the Accounts Payable module referred as the Payables Operations Homepage in ctcLink PeopleSoft.
Audience: Accounts Payable Staff/Finance Staff/Supervisors.
You must have at least one of these local college managed security roles:
- TBD
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
One of the primary ways to navigate PeopleSoft is to use the Homepage.
The Homepage is best described as a tile menu. As you select menu items, sub-menus dynamically display on the left-hand side navigation. Sub-menus often contain sub-menus of their own. The menu items displayed on Homepages are different per user. The content of your menu depends upon your level of security. Your menu will provide navigation to each of the pages you have permission to work with. The greater your level of security, the more populated your tile menu.
If you click on a tile anywhere on the Homepage, a list of components (collection of folders and pages) will be displayed. For more general instructions on Homepages, please see QRG Using the Homepage Video.
Using Payables Operations Homepage
There is now a homepage with some tiles for Accounts Payables operations. On this page, you may, depending on your security roles, see the following tiles:
- Payables WorkCenter
- Vouchers
- Supplier Tile
- 1099/Withholding
- Payments
From the main Payables Operations home page select the Fluid Tile for the following pages:
Please see the following QRG on Using AP WorkCenter.
Use the Vouchers Fluid page to Add/Update Vouchers, Voucher Processing, Voucher Search, AP Entries, and access the Match Workbench.
Use the Supplier Tile to Add/Update Supplier, Review Suppliers, and/or to perform Supplier Audit Inquiry.
Video Tutorial
The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.
COMING SOON - Appreciate your patience while we wait until this functionality is available in the Testing Environment.
Video Tutorial Via Panopto
View the external link to Payables Operations Homepage. This link will open in a new tab/window.
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