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Finance Training Schedule

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

9/27, 1:30pm - 2:45pm, Thompson Library 160

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

9/28, 9:30am - 10:45am, Thompson Library 160

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

9/28, 1:00pm - 2:15pm, Thompson Library 160

Register for one of these sessions