Training

Most 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 Office of Human Resources' Training Services team to create and provide training for the community.

The Financial Resources Job Aid contains reference information helpful to those working in finance at the University.

Checking Training History

In MyU, navigate to the Reporting Center. The Training History report is available under the Human Resource Management subject area:

MyU > Key Links > Reporting Center, filter for "Training History"

How to Access Online Courses and Assessments

  1. Navigate to ULearn.
  2. Enter the course name in the Search field.
  3. Click on the course to launch. 
  4. Assessments are not automatically added to transcripts. Once a course is complete, registration for its assessment is required.

Prerequisites

Visit this page to determine which courses have prerequsites.

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 Development Worksheet

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 for Preparers and Approvers

General Purchasing Materials

Supplier (Vendor) Maintenance Materials

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