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Finance Training Schedule

All sessions held in Thompson Library classroom (room 160)

PROCUREMENT SESSION A:
Requisitions, Purchases, Approvals and More

Live demonstration with printed materials, followed by a hands-on lab. This session will cover:

  1. Changes to FOAPAL (chart of accounts)
  2. Create Requisition
  3. Purchase through a supplier website: Amazon, Staples, Grainger and B&H
  4. Blanket Orders
  5. Purchases against a grant, gift, project or program
  6. Create Receipt

Wednesday, 6/14, 11:00am – 1:00pm
Monday, 6/19, 9:30am – 11:30am
Tuesday, 6/27, 10:00am – 12:00pm
Thursday, 7/6, 9:30am – 11:30am
Wednesday, 7/12, 1:30pm – 3:30pm
Monday, 7/17, 9:30am – 11:30am
Monday, 7/24, 1:00pm – 3:00pm

Register for one of these sessions


PROCUREMENT SESSION B:
Credit Cards, Journal Entries and Direct Payment

Live demonstration with printed materials, followed by a hands-on lab. This session will cover:

  1. Purchase Card (P-Card): When to use
  2. Reconcile / Verify P-Card Transactions
  3. Reconcile P-Card Transactions for a grant, gift, project or program
  4. Create Supplier Invoice Request (for Direct Payment, Reimbursement or Wire Transfer)
  5. Journal Entries

Thursday, 6/15, 9:00am – 11:00am
Tuesday, 6/20, 9:30am – 11:30am
Thursday, 6/29, 9:30am – 11:30am
Thursday, 7/6, 1:00pm – 3:00pm
Thursday, 7/13, 9:30am – 11:30am
Tuesday, 7/18, 9:30am – 11:30am
Wednesday, 7/261:00-3:00

Register for one of these sessions


TRAVEL SESSION:
Travel Spend Authorizations, Travel Expense Reports, Reimbursements, Corporate Travel Cards (C-Card)

Live demonstration with printed materials, followed by a hands-on lab. This session will cover:

  1. Travel Spend Authorizations
  2. Expense Report For Completed Travel
  3. Corporate Travel Card  (C-Card): When to use
  4. Traveling on a Grant, Gift, Project or Program
  5. Spend Authorization and Expense Report Approvals

Wednesday, 6/14, 1:00pm – 3:00pm
Wednesday, 6/21, 10:30am – 12:30pm
Monday, 6/26, 1:00pm – 3:00pm
Wednesday, 7/5, 1:00pm – 3:00pm
Tuesday, 7/11, 9:30am – 11:30am
Wednesday, 7/19, 1:00pm – 3:00pm
Tuesday, 7/259:30-11:30

Register for one of these sessions


Additional training sessions will be offered in August and September. Check back for dates and times.