PeopleSoft

Custom report which matches our criteria can be accomplished using PeopleSoft Query.

Selecting the fields

The first step in the query building process is the selection of fields.

Typically we are looking for these fields:

Vendor name
Invoice/Payment date
Invoice number
Invoice amount
Total GST/HST paid
Batch number (if you use them)
Other (if you use additional information to identify a transaction, such as the branch or entity involved, etc.)

The exact names for the fields will depend on the configuration of your system

Selecting criteria

Next the criteria for the report have to be specified. The start and end date for the range of data we are looking for has to be selected here (typically this is current date back to 4 years in the past).

Downloading the query

You can download to Excel or CSV. We prefer CSV text files. Older versions of PeopleSoft might use the term exporting instead of downloading.