Articles

How-to-View-Budget-Reports… Continue reading »

May 2021   Dear Faculty and Staff Colleagues: Wednesday, June 30, is the last day of the College’s fiscal year (FY21). This memo is packed with important accounting concepts and deadlines related to the fiscal year-end process and audit. You’ll find further details at https://controller.stage.williams.edu/.   Appropriate Use of… Continue reading »

OIT is updating the PeopleSoft Financials login process to make it simpler and more secure. Effective the morning of Thursday, May 13th, the Financials login process will consist of two parts: Part 1: Log in to your Williams Google account, e.g. abc1@williams.edu If you’re already logged in… Continue reading »

Customizations of your personalizations are not always saved during an upgrade. You can customize your personalizations as you wish or copy the one that has been predefined. Journal Entries: Navigate to the Journal Lines panel & Select Personalize. This is typical of a customization to view Journal Entries. Continue reading »

All college cell phone requests must go through the department head, the respective Senior Staff member and then be approved by the VP for Finance and Administration. If you have a college cell phone and need an upgrade in equipment or need to make a change in responsibility for your… Continue reading »

Amazon Business Prime Account Williams College has a business prime account with Amazon. The college strongly encourages all faculty and staff who purchase with Amazon to request an invitation to join the college’s business prime account using their @williams.edu email address and assign their purchasing card to this account. By… Continue reading »

When processing a Journal Entry, you might see pop-ups. This is an example of a pop-up when Editing a Journal Entry: On the WMS_Financials_Report panel, the search criteria that you enter (not including the fiscal year) will carry over between the WMS_Report_Locator and Archived Report:… Continue reading »

Accessing reports has not changed. Click on the WMS Financial Reports icon on the Home screen: Or through the Main Menu: WMS Report Locator: For current year reports PDF files: Use to view or print report. The report will load faster and print without… Continue reading »

Accessing Reports on the WMS Financial Reports page WMS Report Locator will contain current year reports. During July-September, there could two fiscal years available. There will be a message on the page to alert you to the years available. Prior year reports have been archived and will be available by… Continue reading »

Process for Applying for a NEW Purchasing Card   Prior to submitting an application for a new PCARD, you will need to read and electronically sign the PCARD agreement. The electronic signature is at the bottom of the agreement. Applications need to be made by the person requesting… Continue reading »