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 Manage Receipts with Concur Mobile App QRG link
Oracle Financials Oracle Guided Learning Guides (PDFs) PDF link
EDMCS Oracle Guided Learning Guides (PDFs) PDF link
Looker Data Flow Process to Looker PDF link
Concur Moving PCard Expenses to PCard Expense Reports QRG link
Concur Expense Report Overview MLV link
Concur Employee Reimbursements QRG link
Concur Travel Allowance - Expenses and Usage QRG link
Boundary Systems Payroll Certification - Department Coordinator QRG link
Boundary Systems Payroll Certification - Department Coordinator Video MLV link
Boundary Systems Payroll Certification- Principal Investigator  QRG link
Boundary Systems Payroll Certification- Principal Investigator Video MLV 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 Cancelling a PO and Associated Requisition 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 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) Non-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
Suppliers Requesting a Supplier QRG link
Internal Impact23 Support Keywords QRG link
Procurement & AP Commitments in Oracle Financials QRG link
Procurement & AP Worklist Guide QRG link
Reporting Schedule a Report in Oracle 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
Kuali Kauli Developed How-to Articles and Answers Web link
Kuali Answering the Compliance Questionnaire and Certification QRG link
Kuali How to Calculate Both Academic and Summer Salary QRG link
Kuali Proposal Type QRG link
Kuali Activity Type QRG link
Kuali Searching and Viewing a Proposal QRG link
Kuali Proposal Approval Process (Kuali Knowledge Base Article) QRG link
Kuali RED Webpage for UCR-Specific Proposal Development Resources Web 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) Smart View Installation for Oracle Budget MLV link
Oracle Budget (EPM) Smart View Options Configuration MLV link
Oracle Budget (EPM) Setting up your workbook in Smart View MLV link
Oracle Budget (EPM) Making Intra-Transfers in Oracle Budget (within Org) MLV link
Oracle Budget (EPM) Budgeting Gifts & Endowments MLV link
Oracle Budget (EPM) Cost Share MLV link
Oracle Budget (EPM) Making Inter-Org Adjustments MLV link
Oracle Budget (EPM) Budget Control View Form MLV link
Oracle Budget (EPM) POV Settings in Reports MLV link
Oracle Budget (EPM) New Entity 1531 & 1541 Forms MLV link
Oracle Budget (EPM) Add New COA to FTE Form MLV link
Oracle Budget (EPM) Configuring Smart View Forms into a Workbook (One Time Setup) QRG link
Oracle Budget (EPM) Creating Intra-Transfers in Smart View (Within ORG) Guide QRG link
Oracle Budget (EPM) Creating an Inter-Org Transfer in Smartview (Between ORGs) Guide QRG link
Oracle Budget (EPM) Budgeting Gifts & Endowments in Smart View Guide QRG link
Oracle Budget (EPM) Cost Share in Smart View Guide QRG link
Oracle Budget (EPM) Navigation & Reporting in Oracle Budget Draft Training Guide QRG link
Oracle Budget (EPM) Oracle Budget Adjustment Tab Training Guide QRG link
Oracle Budget (EPM) Oracle Budget Q&A Guide QRG link
Oracle Budget (EPM) Oracle Budget Revenue Training Guide QRG link
Oracle Budget (EPM) Old vs New Reports Matrix QRG link
Oracle Budget (EPM) FTE in Smart View Guide QRG link
Oracle Budget (EPM) Budget Control View in Smart View QRG link
Oracle Budget (EPM) FP&A Webpage for Oracle Budget Training Web 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 Concur Training Video Library MLV link
Concur Booking a Car MLV link
Concur Booking a Hotel MLV link
Concur Booking a Flight MLV link
Boundary Systems Web Recharge - Add Service Provider QRG 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