Training resources are intended to complement, not replace, finance training. Business & Finance Services strongly recommends that all new hires complete the web-based training and workshops (review and practice sessions) to gain an understanding of financial systems and practices. Quick reference guides (QRGs) and microlearning videos (MLVs) are available in the table below to assist you with completing tasks on the job. Please note that many QRGs include embedded demo videos, which are also posted as standalone MLVs.
| Topic | Guide Name | Type | Link |
|---|---|---|---|
| Concur | Travel Allowance - Expenses and Usage | QRG | link |
| Boundary Systems | Web Recharge - Service Provider (Fulfiller & Admin) | QRG | link |
| Boundary Systems | Web Recharge - Requester | QRG | link |
| Suppliers | New Payee Setup for Reimbursement - Refund Only | QRG | link |
| Receiving | Returns in Oracle Financials | QRG | link |
| Suppliers | Supplier Registration Tracking Reports for Departments | QRG | link |
| Suppliers | Updating an Existing Supplier | QRG | link |
| Boundary Systems | Non-Payroll Cost Transfer | QRG | link |
| Procurement & AP | Invoice Holds & Resolutions | QRG | link |
| Procurement & AP | Add Approvers | QRG | link |
| Procurement & AP | PCard Documentation in OCF | QRG | link |
| Procurement & AP | Understanding Encumbrances in Oracle PTP | QRG | link |
| Suppliers | (for suppliers) Non-PO Supplier Individual or Company/Business | MLV | link |
| Suppliers | (for suppliers) PO Supplier | MLV | link |
| Procurement & AP | Resolving Missing POETAFs on POs | QRG | link |
| Procurement & AP | Invoice Approval Guide | QRG | link |
| Procurement & AP | Adding and Updating Line in PO to Lump Sum | QRG | link |
| Suppliers | Searching for a Supplier | MLV | link |
| Suppliers | Supplier Registration Tracking Reports for Departments | MLV | link |
| Suppliers | (for suppliers) PO Supplier | QRG | link |
| Suppliers | (for suppliers) No-PO Supplier Individual or Company/Business | QRG | link |
| Kuali | How To for PIs - Navigating Kuali Research | QRG | link |
| Procurement & AP | Look Up Payment Information | QRG | link |
| Procurement & AP | Approval Process | QRG | link |
| Procurement & AP | Change Request | QRG | link |
| Procurement & AP | Procurement Statuses | QRG | link |
| Reporting | Reporting Tools | QRG | link |
| Oracle COA Management | Download to Excel File | QRG | link |
| Procurement & AP | Change Request for PO | QRG | link |
| Supplier | Requesting a Supplier | QRG | link |
| Internal | Impact23 Support Keywords | QRG | link |
| Procurement & AP | COA Tip Sheet | QRG | link |
| Procurement & AP | Commitments in Oracle Financials | QRG | link |
| Procurement & AP | Worklist Guide | QRG | link |
| Reporting | Scheduling an Oracle Financials Report - Custom BI | QRG | link |
| Procurement & AP | Review and Approve Requisition | QRG | link |
| Procurement & AP | Reject Requisition | QRG | link |
| Concur | iReport - Card Aging | QRG | link |
| Reporting | Generate an Oracle Financials Report | QRG | link |
| Procurement & AP | AP Communication Hold | QRG | link |
| Reporting | Annual Budget Report in Oracle Budget | QRG | link |
| Reporting | Ad Hoc Analysis in Smart View (Oracle Budget) | QRG | link |
| Procurement & AP | Set Vacation and Delegation Rules in Oracle Financials | QRG | link |
| Reporting | Account Analysis Report | QRG | link |
| Support | Glossary - Terms & Acronyms | QRG | link |
| Budget | Budget Layout Steps | QRG | link |
| General Ledger | General Ledger Source List | QRG | link |
| Procurement & AP | Restricted List | QRG | link |
| General Ledger | Chart of Accounts | QRG | link |
| Oracle Budget | Oracle Budget Navigation | QRG | link |
| Oracle Financials | Oracle Financials Navigation | QRG | link |
| General Ledger | PPM and POETAF Segment Design and Definitions | QRG | link |
| General Ledger | Oracle COA in Goldentree Demo | MLV | link |
| General Ledger | Correct Default Funding | MLV | link |
| Kuali | Kuali Build Features in Action | MLV | link |
| Kuali | Kuali IACUC Demo | MLV | link |
| Procurement & AP | End to End Procurement Process | MLV | link |
| Procurement & AP | Academic Invoices & Requisition Approval Processes | MLV | link |
| Boundary Systems | Non-Payroll Cost Transfer Video | MLV | link |
| Procurement & AP | Requesting a Reimbursement Refund-Only Supplier | MLV | link |
| Oracle Budget (EPM) | Creating a Funding Request | MLV | link |
| Training | Oracle Guided Learning | MLV | link |
| Procurement & AP | Final Close PO in Oracle Financials | QRG | link |
| Procurement & AP | Adding an Attachment to a Receipt | QRG | link |
| Procurement & AP | PCard vs T&ECard | QRG | link |
| Oracle Financials | Budgetary Control Dashboard | QRG | link |
| Concur | Concur Profile Inactivation | QRG | link |
| Concur | PCard Distribution Expense Reports | QRG | link |
| Concur | Guest Traveler Routing | QRG | link |
| Concur | Updating Your Concur Profile | QRG | link |
| Concur | Updating Header and Allocation to COA | QRG | link |
| Concur | Signing Into Concur | QRG | link |
| Concur | Review and Approve an Expense Report (Approvers) | QRG | link |
| Concur | Review and Approve a Pre-Trip Request (Approvers) | QRG | link |
| Concur | Quick Start Pre-Trip Travel Request | QRG | link |
| Concur | Pre-Trip Travel Request | QRG | link |
| Concur | Booking a Car | MLV | link |
| Concur | Booking a Hotel | MLV | link |
| Concur | Booking a Flight | MLV | link |
| Concur | SAP Training Resources | WBT | link |
| Concur | Create an Expense Report from an Approved Pre-Trip Travel Request | QRG | link |
| Concur | Approve a Card Request (Approvers) | QRG | link |
| Concur | Add and Associate a Non-Employee Traveler in Concur | QRG | link |
| Concur | Acting as a Delegate | QRG | link |
| Oracle Financials | Budgetary Control Dashboard | MLV | link |
| Looker | User Interface Guide | QRG | link |
| Looker | Finance Video | MLV | link |
| Looker | Payroll Distribution Video | MLV | link |
| Boundary Systems | Web Recharge - Search Work Orders/Billing Inquiry | QRG | link |
| Boundary Systems | Web Recharge - Search Work Orders/Billing Inquiry Video | MLV | link |
| Concur | PCard Distribution Expense Reports | QRG | link |
| Procurement & AP | Mandatory Federal and State Tax Forms for Suppliers/Payees | QRG | link |
| Docusign & ePay | Foreign NonResident Payments | QRG | link |
| Project Portfolio Management | Cost Sharing Guide | QRG | link |
| Project Portfolio Management | F&A Burden Rate Review | QRG | link |