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PeopleSoft Financials Training

(43 Ratings)
Rated 4.9 out of 5

Checkmate IT Tech offers online PeopleSoft Financials Training. This training is designed to help learners understand the core modules and functions of PeopleSoft Financials, learn how to navigate, configure, and manage financial data. Develop the skills with Checkmate IT Tech program to support, maintain, or use PeopleSoft in different roles.

ERP Professionals: Perfect for professionals seeking to strengthen their ERP expertise by specializing in Oracle PeopleSoft Financials and gaining in-depth knowledge of financial process automation.

Finance and Accounting Specialists:
Ideal for accounting and finance professionals aiming to improve their understanding of financial systems, workflows, and reporting using PeopleSoft Financials.

Business Analysts: Suited for analysts who want to interpret financial data and optimize enterprise performance through PeopleSoft Financials tools and dashboards.

IT Consultants: Designed for consultants providing ERP and financial system services who want to deliver customized PeopleSoft Financials solutions to their clients.

System Administrators: Recommended for administrators responsible for maintaining ERP systems and ensuring the smooth operation, security, and performance of PeopleSoft Financials environments.

Project Managers: Useful for project managers overseeing financial system implementations who need a clear understanding of PeopleSoft architecture, integration, and deployment.

PeopleSoft Financials Consultant: Guides organizations in implementing and configuring PeopleSoft Financials modules to improve accounting accuracy and operational efficiency.

ERP Implementation Specialist: Leads or supports deployment of PeopleSoft Financials systems, ensuring integration across departments and adherence to compliance standards.

Financial Systems Analyst: Analyzes business and financial requirements and translates them into efficient PeopleSoft Financials solutions.

PeopleSoft Developer: Customizes and enhances PeopleSoft applications to align with an organization’s financial processes and reporting needs.

ERP Project Manager: Manages PeopleSoft Financials implementation projects, ensuring they are delivered on time, within scope, and meet organizational objectives.

These positions are in demand across various sectors in the United States and Canada, including finance, education, healthcare, government, and corporate enterprises. Professionals with PeopleSoft Financials expertise enjoy competitive salaries, career stability, and strong advancement opportunities within the ERP and financial systems domain.

  • Overview of PeopleSoft Financials modules
  • PeopleSoft architecture and navigation
  • SetID, Business Unit, Ledger, and Chart of Accounts concepts
  • Understanding effective dating in Financials
  • Introduction to process scheduler and batch jobs
  • Practical: Navigation, table review, and basic setups
  • General Ledger structure and configuration
  • Chart of Accounts design
  • Ledgers, ledger groups, and journal sources
  • Journal entry types and approvals
  • Posting journals and period management
  • Practice: Create, edit and post journals
  • Accounts Payable lifecycle and configuration
  • Vendors and supplier setup
  • Voucher creation and processing
  • Matching, approvals, and exceptions
  • Payment processing and reconciliation
  • Hands-on: Enter vouchers and run payments
  • Accounts Receivable overview
  • Customer setup and maintenance
  • Billing interface and payment methods
  • Receipts, deposits and maintenance worksheets
  • Aging, collections, and AR reporting
  • Hands-on: Customer billing and payment processing
  • Asset Management concepts and setup
  • Asset categories and profiles
  • Asset acquisition and capitalization
  • Depreciation methods and processing
  • Asset retirement, transfer and adjustments
  • Practice: Create assets and run depreciation
  • Commitment Control (KK) overview
  • Budget setup and control options
  • Pre-encumbrance, encumbrance, and expenditures
  • Budget checking and error handling
  • Integration with Purchasing and Payables
  • Hands-on: Budget checking and analysis
  • Integration between GL, AP, AR, AM, and Purchasing
  • InterUnit and intra-unit accounting
  • Security roles and user access basics
  • Query Manager and delivered reports
  • Introduction to BI Publisher for Financials
  • Hands-on: Queries and financial reports
  • Month-end and year-end closing processes
  • Reconciliation and audit controls
  • Data migration and system maintenance basics
  • Common issues and troubleshooting
  • Capstone Project: Configure a company and business unit , Process AP, AR, and GL transactions and run asset depreciation and financial reports
  • Final review and career guidance

PeopleSoft Financials is an enterprise ERP system used to manage accounting, payables, receivables, assets, budgeting, and financial reporting.

Basic accounting knowledge is helpful but not mandatory. The course starts with fundamentals and builds gradually.

The duration for this training is 2 months (8 weeks), with sessions held 2 times per week (either during week or weekends), including theory, hands-on practice and project work.

Yes, upon successful completion, you’ll receive a Certificate of Completion from Checkmate IT Tech. 

 The course is strongly hands-on, with practical exercises included every week. The course uses real accounting scenarios such as vendor payments, customer receipts, asset depreciation, and month-end closing.

We offer online training classes to promote easy access to all candidates. Recordings are also made available for revision or if you miss a session.

Yes. We provide resume reviews, mock interviews, LinkedIn optimization, and guidance on job portals to help boost your chances in the job market. PeopleSoft Financials skills remain in demand in large enterprises, shared services, and consulting environments.

Yes. You will learn Query Manager basics and an introduction to BI Publisher financial reports.

Common roles include PeopleSoft Financials Functional Consultant, Finance Systems Analyst, ERP Support Analyst, and Financial Application Executive.

This course is suitable for finance professionals, accountants, ERP consultants, fresh graduates in commerce, and anyone planning a career in PeopleSoft Financials.

The training covers General Ledger, Accounts Payable, Accounts Receivable, Asset Management, Commitment Control, security basics, and reporting.

You can register via our website https://checkmateittech.com/, or reach out to our support teams via phone, email, or WhatsApp.

We’ll help you with batch schedules and payment options.

Email: info@checkmateittech.com                 Call :Us +1-347-4082054

                                                                                                                                                                                                                                                                                                                                                                                                                             

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Student Reviews

"This training helped me transition from accounting theory to ERP execution. The coverage of period close and integrations was especially useful".

Donald Witni

"I was able to grasp key concepts like billing and asset management without feeling overwhelmed. The training gave me a solid understanding of core financial modules and how they connect in real scenarios.”

Salina David