peoplesoft financial update & roadmap - club...

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

PeopleSoft Financial Update amp Roadmap

Delivering Continuous Innovation

Amira Morcos Senior Director Oracle Product Strategy May 23rd 2017

Oracle Confidential ndash Restricted 2


Safe Harbor Statement

The following is intended to outline our general product direction It is intended for information purposes only and may not be incorporated into any contract It is not a commitment to deliver any material code or functionality and should not be relied upon in making purchasing decisions The development release and timing of any features or functionality described for Oraclersquos products remains at the sole discretion of Oracle

Confidential ndash Oracle InternalRestrictedHighly Restricted 3


Oraclersquos Applications Unlimited Strategy Commitment to PeopleSoft

PeopleSoft

Selectively Adopt New Features without Upgrades

Multi-Year Roadmap of Planned Expansions

Oracle Support to AT LEAST 2027

4 Oracle Confidential ndash Restricted Use Only

PeopleSoft on the Oracle Public Cloud


Lower Costs amp Increased Agility - A New Mindset PeopleSoft Selective Adoption Enabled by the PeopleSoft Update Manager

Youre in control mdash you decide what to apply and when to apply them

Updates are frequent mdash new features and maintenance are easy to apply

A world without upgrades mdash your business systems are agile

MW

Confidential ndash Oracle Restricted 5


PeopleSoft on the Oracle Cloud The Best of All Possible Worlds

The PeopleSoft You Know

The PeopleSoft You Own

The PeopleSoft That Works

On the Cloud You Can Trust


+ Platform Infrastructure Data


Delivering Expansions Keeping Up with What Has Been Delivered and What Is Planned for Delivery

7

Planned Features and Enhancements

Update Image Overviews Cumulative Feature Overview

Oracle Confidential ndash Restricted Use Only


Community Groups

PeopleSoft Investment Strategy Vote on the Roadmap

Community Ideas


We Heard You and Delivered My Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21


Intuitive User Interaction

Powerful Solutions to Business

Problems

Expansive Insights into your

Financials

PeopleSoft Financial Management Solutions Intuitive Powerful amp Expansive


Easy to Navigate with PeopleSoft Fluid UI

Billing Receivables Payables General Ledger

Cash amp Treasury


Business Based Configuration ndash Navigation Collections (Image 18)


Efficient Compliance with PeopleSoft Fluid UI PeopleSoft Financials Mobile Approvals


MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartField Request AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation


PeopleSoft FSCM Fluid Approvals Capabilities

Apply filters

View approval chainhistory

Addview comments

View attachments

Line level approvals (for KK Budget Journals in Financials only)

View ChartFieldaccounting information

Dragdrop fields to approval pages with Page Composer

Oracle Confidential ndash InternalRestrictedHighly Restricted 13


Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017


Approvals and Page Composer

ELM image 15

MW

See Oracle Support for more information

click me


Configuring Fluid via PeopleSoft Page Composer

Before After


Copyright copy 2016 Oracle andor its affiliates All rights reserved | Restricted to event use only 16

Simplicity Improves Operational Efficiency Fluid Payment Request (Image 18)

Reduce Workload for Accounts Payable

Reduce Training Effort for Business Users

KEY FEATURES

Access via Self Service

Easy to Use

Full Control via Workflow

Copyright copy 2015 Oracle andor its affiliates All rights reserved | 17

Fluid Payment Request Center Powerful Solutions to Increase Efficiency

Filter by status or date

Message center to askrespond to questions

Oracle Confidential ndash Highly Restricted


Intuitive Accounting for Self Service

Oracle Confidential ndash Highly Restricted 18

Standard ChartField Framework Across FSCM (Image 14)







Intuitive Accounting for Self Service Standard ChartField Framework Across FSCM (Image 14)



Reduce Manual Entry

Standardize ChartField Display

Combine classic SpeedChart and SpeedType

Standardize accounting entry definition

Fluid and Classic (phased rollout)

Oracle Confidential ndash Restricted

Accounting Tag Simplifies Data Entry



Intuitive Accounting for Self Service Accounting Tag Group (Image 18)

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 23 Oracle Confidential ndash InternalRestrictedHighly Restricted

Simplify User Interaction

Reduce Maintenance Efforts

Purchase Order

Voucher

Rollout to ClassicCore Financial Transactions (Starting Image 22)

FSCM Accounting Tag Expansion


Comprehensive Supplier Portal ndash Public Access amp Secured Home Pages

Intuitive Supplier Self Service Experience

Supplier Collaboration

Content

Actions

Improve Supplier Relationships

Reduce Costs

Negotiate Better Contracts


Intuitive Supplier Self-Service eSettlements - Review Invoices

Invoice Status

ChartField Data


Reduce AP Workload

Efficient payment flow

Reduce Annoying Vendor Calls


Intuitive Supplier Self-Service to Reduce Training Needs Supplier Portal via Fluid

Public and secure supplier portals

Simple role-based tile navigation

New alerts analytics and notifications

New business process designs



Intuitive Self Service Reduces Costs eSettlements Supplier Collaboration - Fluid



Manage Invoices amp Payments

Use Defaults to Simplify

Review Match Exceptions

Real Time Collaboration


Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

PeopleSoft eBill Payment

Increase Productivity Through Simplified User Interaction

Collect Bills Faster

Reduce operational overhead

Expand customer access

- Business paying for goods amp

Services

- StudentsFaculty paying for housingservices


Simplicity Reduces DSO Payment Methods ndash PayPal (Image 16)

KEY BENEFITS

Faster collections

Reduce processing cost

KEY FEATURES

Flexible payment options

Additional payment

method PayPal



Simplicity Improves Customer Satisfaction PeopleSoft Fluid eBill Payment

Reduce Workload for Collections

Improve StudentFaculty or Business to Business Relationships

Paperless Invoicing

Faster Dispute Resolution

Flexible Payment Options

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

ChartField Request Collaboration

Simplicity Improves Finance Efficiency

Configurable Chart of Accounts Request

Expand for approvers to update or change any attributes for ldquoAddrdquo request (Image 14)

Modify template after initiation use (Image 21)


Connecting Business Users to Simple Request Financial Structure Change Request

KEY BENEFITS

Increase Productivity Thru Simplicity

Anywhere Anytime

Empower Business Users

KEY FEATURES


Leverage Questionnaires and Configurable Templates

Manage ChartField Trees

Request on Behalf



Cash Management Home Page

Expansive Visibility of Cash

Ensure sufficient funding

Improve bottom line

Increase return on

investment

Manage global cash

Accurately forecast

shortlong term cash

needs



Available vs Forecast

Increase Simplicity Through PeopleSoft Fluid Deeper Visibility on the Go

Cash Forecast Investment amp Debt

Bank Transfers on the Go

Confidential ndash Oracle InternalRestrictedHighly Restricted

Details of forecasted and available bank balance amounts

Detailed information for each forecast type in different views

Details of investment amp debt

Longshort term

Floatingfixed

Initiate bank transfers any time any where

Leverage existing templates with amount thresholds


Oracle Financial Reporting Overview

Tactical Strategic

Transactional Reporting Ad-Hoc Query amp Analysis

Analytical Predictive Scorecards and Dashboards

Operational Reporting

bull Proactive Monitoring amp Alerting bull Track and Monitor Progress bull Scenario amp What-if Analysis bull Multi-Dimensional Analysis

bull Analyze Your Business bull Respond Quickly to Business Needs

bull Out of the Box Queries amp Reports bull Configurable Analysis Framework

PeopleSoft Reporting ndash Delivered with Financial Applications

Inquiries amp Pivot Grids PeopleSoft nVision Oracle Business Intelligence ndash Financial Analytics

bull A Tool to Format Reports bull Create Burst-able Forms

PeopleSoft BI Publisher

Format Reports Create Forms amp Executive Reports

PeopleSoft Query Manager


Quick Decisions with Simplified Analytics (Image 19)

Manage and Delegate Operational Work

Manage and delegate

operational work queue

Take immediate

action on critical work

Quick decision with

simplified analytics

Billing Specialist Workload

Customers on Hold


Simplified Analytics

Make Informed Decisions

Configurable for Adhoc

Analysis

Users Can Change

Output without Touching

Query


User Driven Analysis


Change Output

Change Filters




Create

Personalized

Analytic

Publish to Home

Page

Share with Others


Get Connected and Stay Informed Key PeopleSoft Information Sources


PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft Page Blogs Social Media

PeopleSoft Information Portal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE


Questions and Answers

Oracle Event Usage Only 41


Safe Harbor Statement

The following is intended to outline our general product direction It is intended for information purposes only and may not be incorporated into any contract It is not a commitment to deliver any material code or functionality and should not be relied upon in making purchasing decisions The development release and timing of any features or functionality described for Oraclersquos products remains at the sole discretion of Oracle




PeopleSoft











MW












7





Community Groups


Community Ideas










Image 21






Problems


Financials





Cash amp Treasury






MW



Mobile

Visually Appealing








Apply filters


Addview comments

View attachments














ELM image 15

MW


click me



Before After






KEY FEATURES


Easy to Use




















Reduce Manual Entry













Purchase Order

Voucher







Content

Actions


Reduce Costs




Invoice Status

ChartField Data


Reduce AP Workload


























Services




KEY BENEFITS

Faster collections


KEY FEATURES


Additional payment

method PayPal






Paperless Invoicing











KEY BENEFITS


Anywhere Anytime


KEY FEATURES




Request on Behalf






Improve bottom line

Increase return on

investment

Manage global cash

Accurately forecast

shortlong term cash

needs











Longshort term

Floatingfixed





Tactical Strategic
















Manage and delegate


Take immediate


Quick decision with



Customers on Hold





Analysis

Users Can Change


Query




Change Output

Change Filters




Create

Personalized

Analytic

Publish to Home

Page

Share with Others









PeopleSoft CFO Tool

PeopleSoft PFE






PeopleSoft











MW












7





Community Groups


Community Ideas










Image 21






Problems


Financials





Cash amp Treasury






MW



Mobile

Visually Appealing








Apply filters


Addview comments

View attachments














ELM image 15

MW


click me



Before After






KEY FEATURES


Easy to Use




















Reduce Manual Entry













Purchase Order

Voucher







Content

Actions


Reduce Costs




Invoice Status

ChartField Data


Reduce AP Workload


























Services




KEY BENEFITS

Faster collections


KEY FEATURES


Additional payment

method PayPal






Paperless Invoicing











KEY BENEFITS


Anywhere Anytime


KEY FEATURES




Request on Behalf






Improve bottom line

Increase return on

investment

Manage global cash

Accurately forecast

shortlong term cash

needs











Longshort term

Floatingfixed





Tactical Strategic
















Manage and delegate


Take immediate


Quick decision with



Customers on Hold





Analysis

Users Can Change


Query




Change Output

Change Filters




Create

Personalized

Analytic

Publish to Home

Page

Share with Others









PeopleSoft CFO Tool

PeopleSoft PFE









MW












7





Community Groups


Community Ideas










Image 21






Problems


Financials





Cash amp Treasury






MW



Mobile

Visually Appealing








Apply filters


Addview comments

View attachments














ELM image 15

MW


click me



Before After






KEY FEATURES


Easy to Use




















Reduce Manual Entry













Purchase Order

Voucher







Content

Actions


Reduce Costs




Invoice Status

ChartField Data


Reduce AP Workload


























Services




KEY BENEFITS

Faster collections


KEY FEATURES


Additional payment

method PayPal






Paperless Invoicing











KEY BENEFITS


Anywhere Anytime


KEY FEATURES




Request on Behalf






Improve bottom line

Increase return on

investment

Manage global cash

Accurately forecast

shortlong term cash

needs











Longshort term

Floatingfixed





Tactical Strategic
















Manage and delegate


Take immediate


Quick decision with



Customers on Hold





Analysis

Users Can Change


Query




Change Output

Change Filters




Create

Personalized

Analytic

Publish to Home

Page

Share with Others









PeopleSoft CFO Tool

PeopleSoft PFE














7





Community Groups


Community Ideas










Image 21






Problems


Financials





Cash amp Treasury






MW



Mobile

Visually Appealing








Apply filters


Addview comments

View attachments














ELM image 15

MW


click me



Before After






KEY FEATURES


Easy to Use




















Reduce Manual Entry













Purchase Order

Voucher







Content

Actions


Reduce Costs




Invoice Status

ChartField Data


Reduce AP Workload


























Services




KEY BENEFITS

Faster collections


KEY FEATURES


Additional payment

method PayPal






Paperless Invoicing











KEY BENEFITS


Anywhere Anytime


KEY FEATURES




Request on Behalf






Improve bottom line

Increase return on

investment

Manage global cash

Accurately forecast

shortlong term cash

needs











Longshort term

Floatingfixed





Tactical Strategic
















Manage and delegate


Take immediate


Quick decision with



Customers on Hold





Analysis

Users Can Change


Query




Change Output

Change Filters




Create

Personalized

Analytic

Publish to Home

Page

Share with Others









PeopleSoft CFO Tool

PeopleSoft PFE





Community Groups


Community Ideas










Image 21






Problems


Financials





Cash amp Treasury






MW



Mobile

Visually Appealing








Apply filters


Addview comments

View attachments














ELM image 15

MW


click me



Before After






KEY FEATURES


Easy to Use




















Reduce Manual Entry













Purchase Order

Voucher







Content

Actions


Reduce Costs




Invoice Status

ChartField Data


Reduce AP Workload


























Services




KEY BENEFITS

Faster collections


KEY FEATURES


Additional payment

method PayPal






Paperless Invoicing











KEY BENEFITS


Anywhere Anytime


KEY FEATURES




Request on Behalf






Improve bottom line

Increase return on

investment

Manage global cash

Accurately forecast

shortlong term cash

needs











Longshort term

Floatingfixed





Tactical Strategic
















Manage and delegate


Take immediate


Quick decision with



Customers on Hold





Analysis

Users Can Change


Query




Change Output

Change Filters




Create

Personalized

Analytic

Publish to Home

Page

Share with Others









PeopleSoft CFO Tool

PeopleSoft PFE













Image 21






Problems


Financials





Cash amp Treasury






MW



Mobile

Visually Appealing








Apply filters


Addview comments

View attachments














ELM image 15

MW


click me



Before After






KEY FEATURES


Easy to Use




















Reduce Manual Entry













Purchase Order

Voucher







Content

Actions


Reduce Costs




Invoice Status

ChartField Data


Reduce AP Workload


























Services




KEY BENEFITS

Faster collections


KEY FEATURES


Additional payment

method PayPal






Paperless Invoicing











KEY BENEFITS


Anywhere Anytime


KEY FEATURES




Request on Behalf






Improve bottom line

Increase return on

investment

Manage global cash

Accurately forecast

shortlong term cash

needs











Longshort term

Floatingfixed





Tactical Strategic
















Manage and delegate


Take immediate


Quick decision with



Customers on Hold





Analysis

Users Can Change


Query




Change Output

Change Filters




Create

Personalized

Analytic

Publish to Home

Page

Share with Others









PeopleSoft CFO Tool

PeopleSoft PFE







Problems


Financials





Cash amp Treasury






MW



Mobile

Visually Appealing








Apply filters


Addview comments

View attachments














ELM image 15

MW


click me



Before After






KEY FEATURES


Easy to Use




















Reduce Manual Entry













Purchase Order

Voucher







Content

Actions


Reduce Costs




Invoice Status

ChartField Data


Reduce AP Workload


























Services




KEY BENEFITS

Faster collections


KEY FEATURES


Additional payment

method PayPal






Paperless Invoicing











KEY BENEFITS


Anywhere Anytime


KEY FEATURES




Request on Behalf






Improve bottom line

Increase return on

investment

Manage global cash

Accurately forecast

shortlong term cash

needs











Longshort term

Floatingfixed





Tactical Strategic
















Manage and delegate


Take immediate


Quick decision with



Customers on Hold





Analysis

Users Can Change


Query




Change Output

Change Filters




Create

Personalized

Analytic

Publish to Home

Page

Share with Others









PeopleSoft CFO Tool

PeopleSoft PFE







Cash amp Treasury






MW



Mobile

Visually Appealing








Apply filters


Addview comments

View attachments














ELM image 15

MW


click me



Before After






KEY FEATURES


Easy to Use




















Reduce Manual Entry













Purchase Order

Voucher







Content

Actions


Reduce Costs




Invoice Status

ChartField Data


Reduce AP Workload


























Services




KEY BENEFITS

Faster collections


KEY FEATURES


Additional payment

method PayPal






Paperless Invoicing











KEY BENEFITS


Anywhere Anytime


KEY FEATURES




Request on Behalf






Improve bottom line

Increase return on

investment

Manage global cash

Accurately forecast

shortlong term cash

needs











Longshort term

Floatingfixed





Tactical Strategic
















Manage and delegate


Take immediate


Quick decision with



Customers on Hold





Analysis

Users Can Change


Query




Change Output

Change Filters




Create

Personalized

Analytic

Publish to Home

Page

Share with Others









PeopleSoft CFO Tool

PeopleSoft PFE







MW



Mobile

Visually Appealing








Apply filters


Addview comments

View attachments














ELM image 15

MW


click me



Before After






KEY FEATURES


Easy to Use




















Reduce Manual Entry













Purchase Order

Voucher







Content

Actions


Reduce Costs




Invoice Status

ChartField Data


Reduce AP Workload


























Services




KEY BENEFITS

Faster collections


KEY FEATURES


Additional payment

method PayPal






Paperless Invoicing











KEY BENEFITS


Anywhere Anytime


KEY FEATURES




Request on Behalf






Improve bottom line

Increase return on

investment

Manage global cash

Accurately forecast

shortlong term cash

needs











Longshort term

Floatingfixed





Tactical Strategic
















Manage and delegate


Take immediate


Quick decision with



Customers on Hold





Analysis

Users Can Change


Query




Change Output

Change Filters




Create

Personalized

Analytic

Publish to Home

Page

Share with Others









PeopleSoft CFO Tool

PeopleSoft PFE






Apply filters


Addview comments

View attachments














ELM image 15

MW


click me



Before After






KEY FEATURES


Easy to Use




















Reduce Manual Entry













Purchase Order

Voucher







Content

Actions


Reduce Costs




Invoice Status

ChartField Data


Reduce AP Workload


























Services




KEY BENEFITS

Faster collections


KEY FEATURES


Additional payment

method PayPal






Paperless Invoicing











KEY BENEFITS


Anywhere Anytime


KEY FEATURES




Request on Behalf






Improve bottom line

Increase return on

investment

Manage global cash

Accurately forecast

shortlong term cash

needs











Longshort term

Floatingfixed





Tactical Strategic
















Manage and delegate


Take immediate


Quick decision with



Customers on Hold





Analysis

Users Can Change


Query




Change Output

Change Filters




Create

Personalized

Analytic

Publish to Home

Page

Share with Others









PeopleSoft CFO Tool

PeopleSoft PFE













ELM image 15

MW


click me



Before After






KEY FEATURES


Easy to Use




















Reduce Manual Entry













Purchase Order

Voucher







Content

Actions


Reduce Costs




Invoice Status

ChartField Data


Reduce AP Workload


























Services




KEY BENEFITS

Faster collections


KEY FEATURES


Additional payment

method PayPal






Paperless Invoicing











KEY BENEFITS


Anywhere Anytime


KEY FEATURES




Request on Behalf






Improve bottom line

Increase return on

investment

Manage global cash

Accurately forecast

shortlong term cash

needs











Longshort term

Floatingfixed





Tactical Strategic
















Manage and delegate


Take immediate


Quick decision with



Customers on Hold





Analysis

Users Can Change


Query




Change Output

Change Filters




Create

Personalized

Analytic

Publish to Home

Page

Share with Others









PeopleSoft CFO Tool

PeopleSoft PFE






Before After






KEY FEATURES


Easy to Use




















Reduce Manual Entry













Purchase Order

Voucher







Content

Actions


Reduce Costs




Invoice Status

ChartField Data


Reduce AP Workload


























Services




KEY BENEFITS

Faster collections


KEY FEATURES


Additional payment

method PayPal






Paperless Invoicing











KEY BENEFITS


Anywhere Anytime


KEY FEATURES




Request on Behalf






Improve bottom line

Increase return on

investment

Manage global cash

Accurately forecast

shortlong term cash

needs











Longshort term

Floatingfixed





Tactical Strategic
















Manage and delegate


Take immediate


Quick decision with



Customers on Hold





Analysis

Users Can Change


Query




Change Output

Change Filters




Create

Personalized

Analytic

Publish to Home

Page

Share with Others









PeopleSoft CFO Tool

PeopleSoft PFE








KEY FEATURES


Easy to Use




















Reduce Manual Entry













Purchase Order

Voucher







Content

Actions


Reduce Costs




Invoice Status

ChartField Data


Reduce AP Workload


























Services




KEY BENEFITS

Faster collections


KEY FEATURES


Additional payment

method PayPal






Paperless Invoicing











KEY BENEFITS


Anywhere Anytime


KEY FEATURES




Request on Behalf






Improve bottom line

Increase return on

investment

Manage global cash

Accurately forecast

shortlong term cash

needs











Longshort term

Floatingfixed





Tactical Strategic
















Manage and delegate


Take immediate


Quick decision with



Customers on Hold





Analysis

Users Can Change


Query




Change Output

Change Filters




Create

Personalized

Analytic

Publish to Home

Page

Share with Others









PeopleSoft CFO Tool

PeopleSoft PFE






















Reduce Manual Entry













Purchase Order

Voucher







Content

Actions


Reduce Costs




Invoice Status

ChartField Data


Reduce AP Workload


























Services




KEY BENEFITS

Faster collections


KEY FEATURES


Additional payment

method PayPal






Paperless Invoicing











KEY BENEFITS


Anywhere Anytime


KEY FEATURES




Request on Behalf






Improve bottom line

Increase return on

investment

Manage global cash

Accurately forecast

shortlong term cash

needs











Longshort term

Floatingfixed





Tactical Strategic
















Manage and delegate


Take immediate


Quick decision with



Customers on Hold





Analysis

Users Can Change


Query




Change Output

Change Filters




Create

Personalized

Analytic

Publish to Home

Page

Share with Others









PeopleSoft CFO Tool

PeopleSoft PFE










Purchase Order

Voucher







Content

Actions


Reduce Costs




Invoice Status

ChartField Data


Reduce AP Workload


























Services




KEY BENEFITS

Faster collections


KEY FEATURES


Additional payment

method PayPal






Paperless Invoicing











KEY BENEFITS


Anywhere Anytime


KEY FEATURES




Request on Behalf






Improve bottom line

Increase return on

investment

Manage global cash

Accurately forecast

shortlong term cash

needs











Longshort term

Floatingfixed





Tactical Strategic
















Manage and delegate


Take immediate


Quick decision with



Customers on Hold





Analysis

Users Can Change


Query




Change Output

Change Filters




Create

Personalized

Analytic

Publish to Home

Page

Share with Others









PeopleSoft CFO Tool

PeopleSoft PFE








Content

Actions


Reduce Costs




Invoice Status

ChartField Data


Reduce AP Workload


























Services




KEY BENEFITS

Faster collections


KEY FEATURES


Additional payment

method PayPal






Paperless Invoicing











KEY BENEFITS


Anywhere Anytime


KEY FEATURES




Request on Behalf






Improve bottom line

Increase return on

investment

Manage global cash

Accurately forecast

shortlong term cash

needs











Longshort term

Floatingfixed





Tactical Strategic
















Manage and delegate


Take immediate


Quick decision with



Customers on Hold





Analysis

Users Can Change


Query




Change Output

Change Filters




Create

Personalized

Analytic

Publish to Home

Page

Share with Others









PeopleSoft CFO Tool

PeopleSoft PFE






Invoice Status

ChartField Data


Reduce AP Workload


























Services




KEY BENEFITS

Faster collections


KEY FEATURES


Additional payment

method PayPal






Paperless Invoicing











KEY BENEFITS


Anywhere Anytime


KEY FEATURES




Request on Behalf






Improve bottom line

Increase return on

investment

Manage global cash

Accurately forecast

shortlong term cash

needs











Longshort term

Floatingfixed





Tactical Strategic
















Manage and delegate


Take immediate


Quick decision with



Customers on Hold





Analysis

Users Can Change


Query




Change Output

Change Filters




Create

Personalized

Analytic

Publish to Home

Page

Share with Others









PeopleSoft CFO Tool

PeopleSoft PFE



























Services




KEY BENEFITS

Faster collections


KEY FEATURES


Additional payment

method PayPal






Paperless Invoicing











KEY BENEFITS


Anywhere Anytime


KEY FEATURES




Request on Behalf






Improve bottom line

Increase return on

investment

Manage global cash

Accurately forecast

shortlong term cash

needs











Longshort term

Floatingfixed





Tactical Strategic
















Manage and delegate


Take immediate


Quick decision with



Customers on Hold





Analysis

Users Can Change


Query




Change Output

Change Filters




Create

Personalized

Analytic

Publish to Home

Page

Share with Others









PeopleSoft CFO Tool

PeopleSoft PFE






KEY BENEFITS

Faster collections


KEY FEATURES


Additional payment

method PayPal






Paperless Invoicing











KEY BENEFITS


Anywhere Anytime


KEY FEATURES




Request on Behalf






Improve bottom line

Increase return on

investment

Manage global cash

Accurately forecast

shortlong term cash

needs











Longshort term

Floatingfixed





Tactical Strategic
















Manage and delegate


Take immediate


Quick decision with



Customers on Hold





Analysis

Users Can Change


Query




Change Output

Change Filters




Create

Personalized

Analytic

Publish to Home

Page

Share with Others









PeopleSoft CFO Tool

PeopleSoft PFE








Paperless Invoicing











KEY BENEFITS


Anywhere Anytime


KEY FEATURES




Request on Behalf






Improve bottom line

Increase return on

investment

Manage global cash

Accurately forecast

shortlong term cash

needs











Longshort term

Floatingfixed





Tactical Strategic
















Manage and delegate


Take immediate


Quick decision with



Customers on Hold





Analysis

Users Can Change


Query




Change Output

Change Filters




Create

Personalized

Analytic

Publish to Home

Page

Share with Others









PeopleSoft CFO Tool

PeopleSoft PFE












KEY BENEFITS


Anywhere Anytime


KEY FEATURES




Request on Behalf






Improve bottom line

Increase return on

investment

Manage global cash

Accurately forecast

shortlong term cash

needs











Longshort term

Floatingfixed





Tactical Strategic
















Manage and delegate


Take immediate


Quick decision with



Customers on Hold





Analysis

Users Can Change


Query




Change Output

Change Filters




Create

Personalized

Analytic

Publish to Home

Page

Share with Others









PeopleSoft CFO Tool

PeopleSoft PFE








Improve bottom line

Increase return on

investment

Manage global cash

Accurately forecast

shortlong term cash

needs











Longshort term

Floatingfixed





Tactical Strategic
















Manage and delegate


Take immediate


Quick decision with



Customers on Hold





Analysis

Users Can Change


Query




Change Output

Change Filters




Create

Personalized

Analytic

Publish to Home

Page

Share with Others









PeopleSoft CFO Tool

PeopleSoft PFE













Longshort term

Floatingfixed





Tactical Strategic
















Manage and delegate


Take immediate


Quick decision with



Customers on Hold





Analysis

Users Can Change


Query




Change Output

Change Filters




Create

Personalized

Analytic

Publish to Home

Page

Share with Others









PeopleSoft CFO Tool

PeopleSoft PFE






Tactical Strategic
















Manage and delegate


Take immediate


Quick decision with



Customers on Hold





Analysis

Users Can Change


Query




Change Output

Change Filters




Create

Personalized

Analytic

Publish to Home

Page

Share with Others









PeopleSoft CFO Tool

PeopleSoft PFE







Manage and delegate


Take immediate


Quick decision with



Customers on Hold





Analysis

Users Can Change


Query




Change Output

Change Filters




Create

Personalized

Analytic

Publish to Home

Page

Share with Others









PeopleSoft CFO Tool

PeopleSoft PFE








Analysis

Users Can Change


Query




Change Output

Change Filters




Create

Personalized

Analytic

Publish to Home

Page

Share with Others









PeopleSoft CFO Tool

PeopleSoft PFE







Change Output

Change Filters




Create

Personalized

Analytic

Publish to Home

Page

Share with Others









PeopleSoft CFO Tool

PeopleSoft PFE







Create

Personalized

Analytic

Publish to Home

Page

Share with Others









PeopleSoft CFO Tool

PeopleSoft PFE












PeopleSoft CFO Tool

PeopleSoft PFE


