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 |

  • Create Budget Amendment Reclassification  
  • Create Position Budget  
  • Determining Budget 鈥� Manager Budgetary Balance Report  
  •  Determining Budget 鈥� 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 鈥� Batch Transfers  
  • Transfer Assets 鈥� 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) 

  • AP & Travel FY26 Processing Procedures 
  • Business Purpose Descriptions
  • Credit Card Transactions
  • Worker - Create Spend Authorization  
  • Worker - Create Expense Report: Travel Expenses: Cash Advance  
  • Worker - Create Expense Report: Travel Expenses: LaCarte and Reimbursement
  • Worker - Create Expense Report: Procurement (Reimbursement)  
  • Worker - Create Expense Report: Procurement (LaCarte)  
  • Disallowed Expenses  
  • Expenses Hub 
  • Non-Worker 鈥� Create, Update, and View External Committee Member
  • Non-Worker 鈥� Create Spend Authorization
  • Non-Worker 鈥� Create Expense Report
  • Quick Expenses  | |
  • Report: Expense Report Worktag Summary
  • Report: Find Expense Reports for Cost Center
  • Report: Find Spend Authorization for Cost Center
  • Research Participant Payments
  • Role - Expense Data Entry Specialist
  • Travel Checklist
  • Travel Documentation Examples

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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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