It’s time for you to reimagine the management of your financial operations. What would your business look like if you had a tool that could provide simple navigation, a focused user community, and the ability to get work done quickly? Lucky for you, you can have exactly that.

PeopleSoft is reimagining what work looks like for managing financial operations and is focusing on managers and supervisors of financial operations, leveraging home pages for effective management and faster decision-making, and rolling out operational home pages by functional area.

PeopleSoft Financial Management solutions provide benefits like simple user interaction, efficient solutions for operations, and expansive insights. These specific benefits come from features like Navigation Collections, Home Pages, and WorkCenters.

The Basics

Navigation Collections are a set of navigation menu option for most users. They assist every user in his or her role. Navigation Collections reflect security access, reduce training efforts, and focus business users—saving time for both potential trainers and new trainees. In addition, WorkCenters deliver workloads to the functional and operations leaders. They are used day in and day out for processing reporting.

Fluid Home Pages serve up focused content and work for the functional and operations leaders. They serve as a starting place for tasks. They also reflect business needs, reduce training efforts, and implement best practices as you focus your user community. These pages allow users to easily keep track of internal areas like:

• Employee Self Service
• Cash Management
• Credit to Cash
• Payables Operations
• Finance and Accounting
• Procurement Operations
• Project Management
• Expenses

Additionally, they make external relationships more visible and manageable through Supplier Portal Public Facing, Supplier Portal Secure Access, Supplier Invoices & Payments via eSettlements, and Customer Portal via eBill Payment.

Personalizing home pages empowers each employee to select and monitor key metrics in one place. This will look different for varying roles. You may want to consider the examples below for tiles to include on a customized AP Manager’s or Billing Manager’s home page.

Example AP Manager Home Page Tiles

An AP Manager’s home page may include tiles for:

• Accounts Payable
• Accounts Payable WorkCenter
• Voucher Approval Cycle Time
• Expenses
• Supplier 360
• Team Metrics
• Late Payments
• Payment Request Center
• Average Payment Days
• Operational Analysis
• Company News
• Team Learning

Example Billing Manager Home Page Tiles

A billing manager’s home page may include tiles for:

• Receivables WorkCenter
• Billing WorkCenter
• Approvals
• Billing
• Receivables
• Operational Analysis
• Invoice Cycle Time
• Invoices by Specialist
• Unapplied Payments

Quick Wins in Financials

PeopleSoft features like Navigation Collections, Home Pages, and WorkCenters work together to empower users with quick Fluid wins in Financials, including:

• Leveraging Fluid for analytic content for Operations Managers and Functional Analysts
• Simplification of business data management for Accounting Managers and Business/Systems Analysts
• Streamlining business processes for business users, functional area users, and self-service users

To see a demonstration of how to use Navigation Collections, personalize Home Pages and work with WorkCenters, check out the full presentation below.

Additional Resources

Want more resources like this, all in one place? Discover everything available at COLLABORATE 19, the Technology and Applications Forum for the Oracle Community, April 7-11, 2019, in San Antonio. Learn more and follow #C19TX on Twitter to stay up-to-date on all things COLLABORATE 19!

If you’re looking for more PeopleSoft content, join us at RECONNECT 19, the premier deep-dive PeopleSoft focused event of the year! The event will take place July 16-18 in Rosemont, Illinois. Register by June 19 to take advantage of Early Bird prices!