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CWRU Administrative Professionals Series (CAPS)
Financial Journals
This class reviews the General Ledger module of PeopleSoft Financials. In this hands-on class, participants will:
- Create an event chartfield
- Create a new journal (ESP Process) and use the event chartfield
- Inquire on the journal created
- Perform various edits (copy, delete, mass change, etc.) on the journal
- Review entering a spreadsheet journal
This class is an elective class for the Certificate of Financial Management. Details about the Program can be found on the CAPS Program page.
Class Types Available
onlineInteractive Online
Description
This course is required for access to PeopleSoft FinancialsGeneral Ledger.

This class reviews the General Ledger module of PeopleSoft Financials. In this online course, students will learn and practice the policy and concepts for creating an event chartfield, entering and searching for journals, and creating a spreadsheet journal.

This class is an core or elective class for the Certificate of Financial Management. Details about the Program can be found on the CAPS Program page.
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Special Instructions
Go to connect.case.edu and log in with your CWRU Network ID and password. Go to the Training Catalog and choose Financial Journals to start the training.
Policies
To gain access to eProcurement and Accounts Payable modules, a 80% or higher must be received on the Final Quiz.
onlineClassroom
2 hours
Description
This class is held in a computer lab.
Registration
Prerequisites
Preferred Prerequisites:
- Class: ABCs of Financials at CWRU
- Security Form completed for access
To receive access to the General Ledger module, a security form needs to be submitted. For details about the form please see the PeopleSoft Financials training page.
Policies
- Indviduals must register for classes in order to attend.
- It is requested that individuals who must cancel their participation give at least 24 hours notice to the CAPS training team.
- A $25 no-show fee will be assessed to the department of an individual that registers for a class but does not appear and had not cancelled his/her registration.
- All CAPS classes will start at the time scheduled. Registrants are asked to arrive five to ten minutes early in order to be prepared for class.
- Registrants who are more than 10 minutes late for a class or who depart 10 minutes early from a class will not receive credit for the course towards certification. If time accomodations need to be made, registrants should contact the CAPS facilitator at least 24 hours prior to the start of class.
Please read the complete CAPS Participation Policy.
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