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Financial Shared Services

Shared Services Model

Penn State Financial Shared Services is your central access point for initiating financial transactions through ServiceNow. Here, you can quickly access the forms required to submit and manage financial requests with ease.

For assistance with completed transactions or to inquire about future submissions, please contact us at [email protected]. 

 

Penn State pollock gate with the sign: The Pennsylvania State University.

Shared services model for finance to begin phased implementation

The new operating model for finance, guided by the Finance Optimized Service Team, will begin phasing in operations throughout November and continue to build capacity into early spring.

Initiate Your Request in ServiceNow

Select the icon below to access the ServiceNow form. Log in with your PSU ID when prompted. We recommend compiling all necessary documentation before starting a form to help streamline the submission process and reduce delays.

If you already submitted a ticket, you can monitor its progress directly within ServiceNow [LINK].

Manage Internal Billing Rates

Requests for new/revised internal billing rates and manual journal entries.

Book Journal Entries

A business event requires a manual payment journal entry or a central journal entry. 

Labor Distribution Re-Plan

Initiate any labor adjustments that are needed once the annual salary is planned.

Reimburse/Reconcile Travel or Goods & Services

Employees can request expense reimbursement approval. 

Purchasing Card Request & Maintenance

Request purchasing card services. Not required when submitting requests and expense reports in SAP Concur.

Submit a Non-PO Invoice

Request non-PO invoices to be entered.

Procurement Assistance Request

Access PSUBuy Knowledge Base for PO-related questions. 

Still need help? Submit a Procurement Assistance Request.

Customer Updates & Invoice Generation

Create a new customer or edit an existing customer profile.

Credit Memo

Create a credit memo for a previously generated invoice.

Bursar Requests

Item Type and Student Account-related requests by faculty and staff only.

Chart of Accounts Maintenance & Updates

Request updates to the chart of accounts.

Not finding what you are looking for? Visit the Financial Shared Services portal in ServiceNow.

ServiceNow

Finance Optimized Service Team

The Penn State Finance Optimized Service Team (OST) was launched in 2023 to transform Penn State’s financial operations through a shared services model. This initiative was designed to streamline processes, enhance service delivery, and unify financial staff across the University while preserving essential unit-level connections. Guided by feedback from faculty, staff, and advisory groups, our reimagined financial services are the result of this collaborative, University-wide effort.  

Learn more about the Finance OST and its efforts on the Office of Enterprise Change and Transformation website.