EFS - PeopleSoft

Enterprise Financial System (EFS)
The University of Minnesota's Enterprise Financial System or EFS, is PeopleSoft Financials.

Internal CLA EFS Process Workflow Maps

For department preparers and Financial Service Teams; flow charts of EFS processes in PDF format, organized by topic.

    Budget Planning
    Budget Journal
    Journal Entries
    Accounts Receivable & Billing
    Contracts for Professional Services (CPS)
    Grants Management
         RELATED JOB AID: Grant Activity Job Aid

    Reporting & Forecasting
    Instructional Resource Information System (IRIS)

    University of Minnesota
    EFS/PeopleSoft Resources
    From the Controller's Office

    System availability, system requirements, and additional resources.

    University Financial Helpline information; for who use the EFS, financial policies, related procedures, and related forms.

    ULearn courses, online manuals, job aids, and other materials for those who work in finance.

    Online COA manual, for easy access to the most up-to-date information.