PeopleSoft Financials
The Financials System is used for creating and inquiring on financial journals, payment requests and requisitions.
How do I gain access?
For the Financials System, you will need to complete two steps. The first is filling out a security form with your management center, with the signatures of both parties at the bottom. Employees of the School of Medicine must then forward their security forms to Robin Martorello. The completed security form can be mailed (Crawford 511, location code 7052) or faxed (368-5592) to to ERP Security. The second step is to take the necessary training courses. If you have any questions about your security access please contact erpsecurity@case.edu.
For the Financials Reporting System you must complete Section A and/or B on the security form.
Please note: If you already have access to Financials, you may update your security by checking "Change" in the upper right hand corner of the security form.
Who should I contact if I have questions about the information within the Financials System?
Questions about eProcurement Information, including requisitions, can be directed to the Purchasing Department at 368-2560 or erppo@case.edu.
Questions about Accounts Payable Information, including payment requests, can be directed the Accounts Payable Department at 368-2560 or erpap@case.edu.
Questions about General Ledger Information, including creating a financial journal, can be directed to General Accounting at 368-4274 or erpgl@case.edu.
As always, you may contact the HelpDesk to assist you with any PeopleSoft questions at
368-HELP (368-4357).