Finance Training

  • Awards and Grants  |
  • Centrally Billed Accounts  |
  • Employee Reimbursement  |
  • Expenses  |
  • FDM, Reporting and CARD Training 
  • Financial Data Model  |
  • LaCarte  |
  • My Delegation: Expenses  |
  • Procurement  |
  • Property Management  |
  • Security Roles  |
  • Supplier Invoices |

  • Budget to Actuals by Cost Center Hierarchy
  • Create Budget Amendment Reclassification  
  • Create Position Budget  
  • Determining Budget – Manager Budgetary Balance Report  
  •  Determining Budget – Revenue and Expense by Program  
  •  Manager Position Budgetary Balance Report with Employee Name  
  •  Salary Savings vs. Non-Salary Savings  
  •  Source of Funds  

  • Asset Location Change  
  • Transfer Assets – Batch Transfers  
  • Transfer Assets – Single Transfers  
  • Transfer Assets for Surplus or Disposal  

  • Assign Costing Allocations  
  • Update Costing Allocation for Request Comp Change - Professorship  

  • Customer Accounts Receivable and Deposit (CARD 2.0) 

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  • Apply Defaults to Requisitions  
  • Cancelling a Receipt 
  • Cancelling a Requisition 
  • Change Order  
  • Create Future FY Requisition Prior to July 1st  
  • Create Receipt  
  • Create Requisition for Non-Catalog Items - Goods (Competitive)  
  • Create Requisition for Non-Catalog Items - Goods (Non-Competitive)  
  • Create Requisition for Non-Catalog Items - Services  
  • Create Requisition from Supplier Website  
  • Create Requisition Templates  
  • Report: Find Purchase Order  
  • Requisition Attachment Matrix  
  • Requisition Types  
  • Review Exclusion List using SAM 
  • Ship-To Location Keywords  
  • Procurement Spend Categories  

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