Financial Management

This table lists PeopleSoft delivered Fluid pages that are common to Financial Management Applications:

Cash Management

Application / Product Fluid Page Classic Page (Replaced or Counterpart) Image Fluid Page Delivered Comments

Cash Management

PeopleSoft Cash Management: My Preferences - Forecast Page (Fluid)

Not applicable

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Cash Management

PeopleSoft Cash Management: Cash Forecast - Summary Page (Fluid)

PeopleSoft Cash Management: Cash Forecasting Results Page

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Cash Management

PeopleSoft Cash Management: Cash Forecast - Currency Page (Fluid)

PeopleSoft Cash Management: Cash Forecasting Results Page

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Cash Management

PeopleSoft Cash Management: Cash Forecast - Bank Account Groups Page (Fluid)

PeopleSoft Cash Management: Cash Forecasting Results Page

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Cash Management

PeopleSoft Cash Management: Cash Forecast - Bank Page (Fluid)

PeopleSoft Cash Management: Cash Forecasting Results Page

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Cash Management

PeopleSoft Cash Management: Cash Forecast - Bank Accounts Page (Fluid)

PeopleSoft Cash Management: Cash Forecasting Results Page

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Cash Management

PeopleSoft Cash Management: Cash Forecast - Business Unit Groups Page (Fluid)

PeopleSoft Cash Management: Cash Forecasting Results Page

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Cash Management

PeopleSoft Cash Management: Cash Forecast - Business Unit Page (Fluid)

PeopleSoft Cash Management: Cash Forecasting Results Page

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Cash Management

PeopleSoft Cash Management: Treasury Settlements - Pending Approvals Page

PeopleSoft Cash Management: Treasury Settlements - Approval Header Detail Page

Not applicable

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Cash Management

PeopleSoft Cash Management: Available vs Forecast Details Page (Fluid)

Not applicable

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Cash Management

See the PeopleSoft Cash Management: Investment and Debt Page for information about the following Fluid detail pages:

Investment Mix DrillDown page

Bank Balances Detail page

Investment Holding Details page

Investment Type Details page

Debt Holding Details page

Debt Type Details page

Not applicable

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Cash Management

PeopleSoft Cash Management: Cash Forecast Drilldown Page (Fluid)

Not applicable

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Cash Management

See PeopleSoft Cash Management: Working with Bank Transfers on the PeopleSoft Fluid User Interface for information about the following Fluid detail pages:

Bank Transfer Center Page

Bank Transfer Review Page

Bank Account Transfer Page

Not applicable

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eBill Payment

Application / Product Fluid Page Classic Page (Replaced or Counterpart) Image Fluid Page Delivered Comments

eBill Payment

Fluid eBill Payment

For more information about the pages in Fluid eBill Payment, see PeopleSoft eBill Payment: Accessing PeopleSoft Fluid eBill Payment Transactions

Classic eBill Payment

For more information about the pages in Classic eBill Payment, see PeopleSoft eBill Payment: Accessing PeopleSoft Classic eBill Payment Transactions

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eBill Payment

PeopleSoft eBill Payment: Account Summary Page (LFF)

PeopleSoft eBill Payment: Account Balance Page

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eBill Payment

PeopleSoft eBill Payment: Account Settings - Contact Information Page (LFF)

PeopleSoft eBill Payment: Account Settings - Billing Address Page (LFF)

PeopleSoft eBill Payment: Account Settings - Credit Cards Page (LFF)

PeopleSoft eBill Payment: Profile - Contact Information Page

Profile - Billing Address Page

Profile - Credit Card Data Page

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eBill Payment

PeopleSoft eBill Payment: Contact Us Page (LFF)

PeopleSoft eBill Payment: Contact Us Page

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eBill Payment

PeopleSoft eBill Payment: Invoice Balances Page (LFF)

PeopleSoft eBill Payment: Balance Detail Page

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eBill Payment

PeopleSoft eBill Payment: Invoice Summary Page (LFF)

PeopleSoft eBill Payment: Invoices - Invoice Line Details Page

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eBill Payment

PeopleSoft eBill Payment: Invoices Page (LFF)

PeopleSoft eBill Payment: Invoices - Invoice List Page

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eBill Payment

PeopleSoft eBill Payment: Make a Payment Page (LFF)

Not applicable

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eBill Payment

PeopleSoft eBill Payment: Manage User Page (LFF)

PeopleSoft eBill Payment: Customer Registration Setup Page

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eBill Payment

PeopleSoft eBill Payment: My Preferences - eBill Payment Page

PeopleSoft eBill Payment: My Preferences for eBill Payment Page

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eBill Payment

PeopleSoft eBill Payment: Payment History Page (LFF)

PeopleSoft eBill Payment: Payment History Page

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eBill Payment

PeopleSoft eBill Payment: Pending Payments Page (LFF)

PeopleSoft eBill Payment: Pending Payments Page

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eBill Payment

PeopleSoft eBill Payment: Quick Pay Page (LFF and SFF)

Not applicable

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eBill Payment

PeopleSoft eBill Payment: Statements Page (LFF)

Not applicable

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eBill Payment

Fluid Payment Cart

Note: Pages in the Payment Cart change dynamically for the selected payment method. This is a representative list of the pages in the Payment Cart.

PeopleSoft eBill Payment: Invoices to Pay Page

PeopleSoft eBill Payment: Invoice Detail Page

PeopleSoft eBill Payment: Payment Details Page

PeopleSoft eBill Payment: Review and Submit Page

PeopleSoft eBill Payment: Payment Results Page

Classic Payment Cart

Note: Pages in the Payment Cart change dynamically for the selected payment method. This is a list of the pages in the Payment Cart when paying by Hosted Credit Card.

PeopleSoft eBill Payment: Payment Cart - Step 1 of 4

PeopleSoft eBill Payment: Make Payment - Step 2 of 4

PeopleSoft eBill Payment: Payment Confirmation: Enter Credit Card Info - Step 3 of 4

PeopleSoft eBill Payment: Payment Results - Step 4 of 4

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eBill Payment

PeopleSoft eBill Payment: Using the Customer Hierarchy (Fluid)

PeopleSoft eBill Payment: Using the Customer Hierarchy (Classic)

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eSettlements

Application / Product Fluid Page Classic Page (Replaced or Counterpart) Image Fluid Page Delivered Comments

eSettlements

PeopleSoft eSettlements: My Invoices Page

Not applicable

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eSettlements

PeopleSoft eSettlements: Invoice Inquiry Page

Not applicable

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eSettlements

PeopleSoft eSettlements: Payment Inquiry Page

Not applicable

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eSettlements

PeopleSoft eSettlements: Invoices in Dispute Page

Not applicable

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eSettlements

PeopleSoft eSettlements: Upload Invoices Page

Not applicable

Image 28

 

eSettlements

PeopleSoft eSettlements: Recent Messages Page

Not applicable

Image 28

 

eSettlements

PeopleSoft eSettlements: My Agreements Page

Not applicable

Image 28

 

eSettlements

PeopleSoft eSettlements: Master Agreements Page

Not applicable

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General Ledger

Application / Product Fluid Page Classic Page (Replaced or Counterpart) Image Fluid Page Delivered Comments

General Ledger

PeopleSoft General Ledger: View Business Unit Management Page

Not applicable

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General Ledger

Ledgers For A Unit - Definition Page

Ledgers For A Unit - Definition Page

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General Ledger

PeopleSoft General Ledger: Questionnaire Page

Not applicable

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General Ledger

PeopleSoft General Ledger: Questionnaire: Advanced Features Page

Not applicable

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General Ledger

PeopleSoft General Ledger: Create New Ledger Page

Not applicable

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General Ledger

Create New Ledger Group Page

Not applicable

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General Ledger

GL Business Units - PeopleSoft General Ledger: Change Log Page

Not applicable

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General Ledger

Business Unit - PeopleSoft General Ledger: Submit Page

Not applicable

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General Ledger

PeopleSoft General Ledger: General Ledger WorkCenter Page (Fluid)

PeopleSoft General Ledger: PeopleSoft Classic General Ledger WorkCenter

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General Ledger

PeopleSoft General Ledger: General Ledger WorkCenter - Mass Delete Journals Page (Fluid)

PeopleSoft General Ledger: General Ledger WorkCenter - Mass Delete Journals page (Classic)

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General Ledger

Structure Request Template Page

Not applicable

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General Ledger

Financial Structure Request Page

Not applicable

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General Ledger

Structure Request Detail - Request Assignment Page

Not applicable

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General Ledger

PeopleSoft General Ledger: Using Fluid Simplified Journal Entry

Not applicable

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General Ledger

PeopleSoft General Ledger: GL Operational Insights Dashboard

Not applicable

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General Ledger

PeopleSoft General Ledger: Financial Position Trending Dashboard

Not applicable

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General Ledger

PeopleSoft General Ledger: Financial Performance Analysis Dashboard

Not applicable

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General Ledger

PeopleSoft General Ledger: General Ledger WorkCenter - My Work Page (Fluid)

Not applicable

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Payables

Application / Product Fluid Page Classic Page (Replaced or Counterpart) Image Fluid Page Delivered Comments

Accounts Payable

PeopleSoft Payables: Payment Request Center Page

Not applicable

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Accounts Payable

PeopleSoft Payables: Review Messages Page

Not applicable

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Accounts Payable

PeopleSoft Payables: Payment Request Details Page

Not applicable

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Accounts Payable

PeopleSoft Payables: Summary Page

Not applicable

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Accounts Payable

PeopleSoft Payables: Supplier Page

Not applicable

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Accounts Payable

PeopleSoft Payables: Invoice Details Page

Not applicable

Image 18

 

Accounts Payable

PeopleSoft Payables: Accounting Details Page

Not applicable

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Accounts Payable

PeopleSoft Payables: Review and Submit Page

Not applicable

Image 18

 

Accounts Payable

PeopleSoft Payables: Accounting Tag Page

Not applicable

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Accounts Payable

PeopleSoft Source to Settle Common Information: Tiles Used to Analyze Payables Operations - Invoice Creation Cycle Time Pivot Page

 

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Accounts Payable

PeopleSoft Source to Settle Common Information: Tiles Used to Analyze Payables Operations - Voucher Approval Cycle Time Pivot Page

 

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Accounts Payable

PeopleSoft Source to Settle Common Information: Tiles Used to Analyze Payables Operations - Average Payment Days Pivot Page

 

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Accounts Payable

PeopleSoft Source to Settle Common Information: Tiles Used to Analyze Payables Operations - Team Metrics Pivot Page

 

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Accounts Payable

PeopleSoft Source to Settle Common Information: Tiles Used to Analyze Payables Operations - Voucher Volume Pivot Page

 

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Accounts Payable

PeopleSoft Source to Settle Common Information: Tiles Used to Analyze Payables Operations - Payments by Type Pivot Page

 

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Accounts Payable

PeopleSoft Source to Settle Common Information: Tiles Used to Analyze Payables Operations - Late Payments Pivot Page

 

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Accounts Payable

PeopleSoft Source to Settle Common Information: Tiles Used to Analyze Payables Operations - Cancelled Payments Pivot Page

 

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Accounts Payable

PeopleSoft Source to Settle Common Information: Tiles Used to Analyze Payables Operations - Voucher on Hold Pivot Page

 

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Accounts Payable

PeopleSoft Source to Settle Common Information: Tiles Used to Analyze Payables Operations - Vouchers Delete Pivot Page

 

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Accounts Payable

PeopleSoft Source to Settle Common Information: Tiles Used to Analyze Payables Operations - Supplier Metrics Pivot Page

 

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Accounts Payable

PeopleSoft Payables: Match Exception Collaboration Summary Page

 

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Accounts Payable

PeopleSoft Payables: Match Exception Detail Page

 

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Accounts Payable

PeopleSoft Payables: Payment Request Review Center Page

 

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Accounts Payable

PeopleSoft Payables: G-Invoicing Advances Page

 

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Accounts Payable

PeopleSoft Payables: View EZ Invoices Page

 

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Accounts Payable

PeopleSoft Payables: Match Exception Mass Assignment Page

 

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Receivables

Application / Product Fluid Page Classic Page (Replaced or Counterpart) Image Fluid Page Delivered Comments

Accounts Receivable

Receivables Fluid WorkCenter Page: See PeopleSoft Receivables: Understanding the PeopleSoft Fluid Receivables WorkCenter

Receivables Classic WorkCenter Page: See PeopleSoft Receivables: Understanding the PeopleSoft Classic Receivables WorkCenter

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Accounts Receivable

PeopleSoft Source to Settle Common Information: Credit to Cash Operations Home Page

 

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Accounts Receivable

PeopleSoft Source to Settle Common Information: Operational Analysis Tile

 

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Accounts Receivable

PeopleSoft Source to Settle Common Information: Dispute Resolution Cycle Time Tile and Pivot Page

 

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Accounts Receivable

PeopleSoft Source to Settle Common Information: Past Due Items Assignments Tile and Pivot Page

 

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Accounts Receivable

PeopleSoft Source to Settle Common Information: Doubtful Items Tile and Pivot Page

 

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Accounts Receivable

PeopleSoft Source to Settle Common Information: On-Account Payments Tile and Pivot Page

 

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Accounts Receivable

PeopleSoft Source to Settle Common Information: Customer Aging Tile and Pivot Page

 

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Accounts Receivable

PeopleSoft Source to Settle Common Information: DSO (Days Sales Outstanding) Trend Tile and Pivot Page

 

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Accounts Receivable

PeopleSoft Source to Settle Common Information: Unapplied Payments Tile and Pivot Page

 

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Accounts Receivable

PeopleSoft Source to Settle Common Information: My Preferences Page (Receivables)

 

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Accounts Receivable

PeopleSoft Receivables: Comprehensive Customer View Page (Analysis View)

PeopleSoft Receivables: Comprehensive Customer View Page (Comparison View)

PeopleSoft Receivables: Using the PeopleSoft Classic Comprehensive Customer View

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Accounts Receivable

PeopleSoft Receivables: Direct Journals to Complete

 

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Accounts Receivable

PeopleSoft Receivables: Direct Journals to Budget Check

 

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Accounts Receivable

PeopleSoft Receivables: Payments for Predictor

 

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Accounts Receivable

PeopleSoft Receivables: Statement Email Log Page

 

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Accounts Receivable

PeopleSoft Receivables: Statement Email Error

 

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Accounts Receivable

PeopleSoft Receivables: Refund Status

 

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Treasury

Application / Product Fluid Page Classic Page (Replaced or Counterpart) Image Fluid Page Delivered Comments

Treasury

PeopleSoft Banks Setup and Processing: My Preferences - Bank Balances Page

Not applicable

Image 10

 

Treasury

PeopleSoft Banks Setup and Processing: Bank Overdrafts Page

Not applicable

Image 10

 

Treasury

PeopleSoft Banks Setup and Processing: NavBar: Bank Balances Page

Not applicable

Image 10

 

Treasury

PeopleSoft Cash Management: My Preferences - Investment and Debt Page (Fluid)

Not applicable

Image 10

 

Treasury

PeopleSoft Cash Management: Investment and Debt Page

Not applicable

Image 10

 

Treasury

PeopleSoft Cash Management: NavBar: Investment and Debt Page

Not applicable

Image 10

 

Treasury

PeopleSoft Financial Gateway: My Preferences - Top Payments Page

Not applicable

Image 10

 

Treasury

PeopleSoft Financial Gateway: Top Payments Page

Not applicable

Image 10

 

Treasury

Treasury Fluid WorkCenter page: See PeopleSoft Cash Management: Understanding the PeopleSoft Fluid Treasury WorkCenter

Treasury Classic WorkCenter page: See PeopleSoft Cash Management: Understanding the Treasury WorkCenter and Manager Dashboard

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