Financial System Training and Information

Training Guides and Online Tutorials 9.1 Version

Financial System Online Tutorials: Online presentations for MarketPlace order entry, Small Purchase Voucher, Purchase Requisition, Maintaining Purchase Orders, Receipt Entry, and Financial Reporting.

Accounts Receivable Online Billing

• Accounts Receivable Online Billing Documentation

Asset Management / Surplus

• Asset Management & Surplus Training Presentation

Contracts & Grants

• Closeout Enhancement List Training Presentation
• Project-Speed Type Inquiry Training Presentation
• Project-Phase Training Presentation

Chartfield Request System

• Budget Office Chartfield Request System Training Presentation
• Chartfield Request Processing Training Presentation
• Chartfield Request Processing (Requestor ONLY) Training Presentation
• Chartfield Request Processing (Dept Approver ONLY) Training Presentation
• Controller's Office Chartfield Request System Training Presentation
• Foundation & University Endowment Funds Chartfield Request System Training Presentation

Interdepartmental Transactions

• IDT Training Presentation

Journals

• Journal Entry - Differences and Improvements Training Presentation

MarketPlace

• MarketPlace Training Presentation

Purchase Card

• Purchase Card Training Presentation

Purchase Requisitions / Receivers / PO Distribution Changes

• PO Distribution Changes Training Presentation
• Receiver Cancel Training Presentation
• Receiver Entry Training Presentation
• Requisition College Approver Training Presentation
• Requisition Copy Training Presentation
• Requisition Edit Training Presentation
• Requisition Entry Training Presentation
• Requisition Print Training Presentation

Travel

• Travel Reimbursement Training Presentation

Vouchers

• Voucher Training Presentation

Workflow / Approvals / Other Helpful Information

• Email Filter Instructions
• Workflow Help (Contacts by Department ID)
• Workflow Enhancements
• Financial System Attachment Instructions