Training

Many course materials are PDFs and require Adobe Reader to view.

Reliable financial information is essential to effectively manage the business of the University and protect its assets. These courses and materials address the responsibilities everyone has for managing the finances and reputation of the University. The financial business process owners (BPOs) partner with the Financial Training team to create and provide training for the community.

Course Descriptions and Prerequisites

The Finance Course Catalog (pdf) lists current course offerings and can be used as a checklist. Visit the requirements page to look for desired tasks/transactions, see course descriptions, and check which prerequisites are required.

Checking Training History

The Training History report is available in the Reporting Center under Human Resource Management: MyU > Key Links > Reporting Center, filter by “Training History.” Accessing the Training History Report in MyU (pdf) contains detailed instructions.

Other Training

 

Accessing Courses and Assessments

  1. Log in to Training Hub.
  2. For registration instructions, see the Training Hub Learner Guide (click “Enroll in Training”).
  3. Once an instructor-led course is complete, registration for its assessment is required.

Quick Links

Financial Helpline

612-624-1617 or controller@umn.edu

Courses for Preparers and Approvers

Accounts Receivable Monitoring and Inquiry

Credit Invoice Approvals

Customer Information Overview

Create Bills

Bank Card Reconciliation

Workflow and Approval Processes Job Aid (pdf)

Credit Invoice Approvals

Voucher Approvals

Journal Entry Approvals

Requisition Approvals

Travel, Expense, and PCard Approvals

Budget Journal Courses

Budget Journals Materials

Budget Entry

Asset transfer UM_FAM_EQUIPMENT_DEPTID QUERY Job Aid (pdf)

Courses

Chart of Accounts Materials

Data Warehouse

Query Manager

Course

Departmental Deposits Materials

Course

Endowments Materials

Courses for Preparers and Approvers

Journal Entry Materials

Journal Entry Approvals Materials

Courses

Payroll Accounting Materials

Hospitality & Business Expenses informational presentation

Courses for Preparers and Approvers

General Purchasing Materials

Supplier (Vendor) Maintenance Course

Create Requisitions Materials

CPS Change Orders and Amendments Materials

Procurement Specialist Materials

Receiving Purchases Materials

Requisition Approvals Materials

UMarket Cart image U Market Materials

U Market Shoppers

U Market Requisition preparers

All U Market users

Courses

Materials

Business Intelligence Courses and Materials

Faculty and Managers Reporting

nVision

Queries

Reporting Center

Sponsored Reports and Inquiries

Tools and Definitions

Create Expense Reports

Creating Travel Authorizations and Cash Advances

Travel, Expense, and PCard Approvals

Voucher Entry

Voucher Approvals