Tools and Reports

Business Operations fall into 2 categories-

• Financial Management (Oracle Cloud)
  • This covers operations including operational reports, expense management, journal entries and transfers for both projects and the General Ledger.
  • You will need to request access from the cloud access team at Rutgers. 
    • These include the following:
      • General Access
      • Financial Approver Change
      • Expense Management
      • Tableau Payroll
      • Tableau Tuition (if applicable to the position) 
        • Tableau tuition will require completing FERPA and GLBA training before access is granted. 
    • Please note:
      • Approvals for expense management and journal entries and transfers are established by person, not by string.  This means each individual at Rutgers will need to have a finance approver assigned to them when they are newly hired or they transfer in.  
      • Without the finance approver, the individual will not be able to process expense reports and the department or center runs the risk of not being able to process journal entries or transfers. 
  • UCO Resource Library
  • The University Controller's website will have all necessary forms.
    • Click on Financial Information System Access forms from the UCO Resource Library link listed above. 
    • SAS Guide to Report 081 will show you how to run a report to verify financial approvers in your area. 
• RU Marketplace (Jaeger)
  • This covers anything purchasing related.
    • Approvals for purchasing are established by string.  
      • You need to have approvers on each string (whether it is the General Ledger (GL) or Project in order to process purchase orders.
  • To look up your RU Marketplace (Jaeger) approvers, you must submit a request through Procurement's Help Desk Ticket System.
    • Be sure to include a list of your strings for approvers.  Requestors do not need a list of strings. 
  • To add, delete, or change the approver for your strings- or to add a person as a requester (preparer) you can find the instructions and access forms on Procurement's Form Repository. Select RU Marketplace Access Request Form.