Financial Training
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.
The Finance Course Catalog (pdf) lists current course offerings and can be used as a checklist. Register for courses and see prerequisites on the Training Hub at training.umn.edu, and search for courses offered by the Controller's Office.
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.
Courses and Materials
To find specific items, select “Expand All” then use Ctrl+F (Windows) or Cmd+F (Mac) and type text to highlight.
Accessing Courses and Assessments
- Log in to Training Hub.
- For enrollment instructions, see the Training Hub Learner Guide (click “Enroll in Training”).
- Once an instructor-led course is complete, enrollment in its assessment is required.
Quick Links
- Chart of Accounts ChartField Values (Google Sheet)
- ChartField 1 and ChartField 2 Values (Google Sheet)
- Chart of Accounts Manual
- Create Requisitions Manual (pdf)
- Journal Entry Manual (pdf)
- Procurement Specialist Manual (pdf)
- EFS CLS Instance
Financial Helpline
612-624-1617 or controller@umn.edu
Core Financial
- Courses
- FIN101 Basic Accounting (Online)
- FIN102 Basic Accounting II (Online)
- FIN401 Financial Management Orientation (Online)
- Materials
- Fiscal Responsibility Validation and Reconciliation Chart Job Aid (pdf)
- Reconciliation, Validation, and Verification Job Aid (pdf 3-8-19)
Chart of Accounts
- Courses
- FIN099 Chart of Accounts Overview (Online)
- FIN103 Chart of Accounts (Instructor-led)
- FIN105 Chart of Accounts Assessment (Online)
- FIN107 Chartfield Request (Online)
- Materials
- Chart of Accounts ChartField Values (Google Sheet)
- ChartField 1 and ChartField 2 Values (Google Sheet)
- Chart of Accounts manual (html web pages)
- Adding or Updating ChartField Values Job Aid (pdf 7-11-19)
- Financial System Data Integration Job Aid (pdf 7-1-20)
- Financial System General Ledger ChartFields Job Aid (pdf 7-24-20)
Accounts Payable
- Courses
- FIN115 Voucher Entry (Instructor-led)
- FIN112 Voucher Entry Assessment (Online)
Procurement–General
- Courses
- FIN201 Purchasing Goods and Services (Online)
- FIN211 Procurement Process Overview (Online)
- FIN214 Roles in the Procurement Process (Online)
Procurement–U Market
- Courses
- FIN203 U Market Only Access for Requesters (for those only working with U Market orders in EFS) (Online)
- Materials
- Setting Up a U Market Profile Job Aid (pdf)
- Review Profile and Select Assignee (mp4 1:44)
- Navigation 101 (mp4 3:29)
- Shopping in U Market Job Aid (pdf)
- Basic U Market Shopping (mp4 5:51)
- Create an EFS Requistion from a U Market Cart Job Aid (pdf)
- Return a Cart for More Information (mp4 2:48)
- Assign Substitute Roles (mp4 2:03)
- Searching for Products in U Market Job Aid (pdf)
- Product Search (mp4 3:13)
- Placing Hosted Catalog and Punch-out Orders (mp4 4:41)
- U Market Document Search Job Aid (pdf)
- Document Search (mp4 4:39)
- Creating and Using Favorites (mp4 5:25)
- Creating and Using Favorites Job Aid (pdf)
- Capital Equipment Ordered Through U Market Job Aid (pdf)
Procurement–Requisitions
- Courses
- FIN215 Supplier Inquiry (Online)
- FIN208 Manage Requisitions (Online)
- FIN218 Create Requisitions (full requisition preparer access to create any type of order) (Instructor-led)
- FIN207 Create Requisitions Assessment (Online)
- Materials
- Contract for Professional Services (CPS) Checklist Job Aid (pdf 9-10-19)
- Create a Requisition: Adding Comments and Attachments Job Aid (pdf 9-24-20)
- Create Requisitions Manual (pdf 9-26-18)
- Purchasing Professional Services: At a Glance Reference Grid (pdf 7-30-18)
- Standard Goods and Services Checklist (pdf 9-10-19)
Procurement–Receiving
- Courses
- FIN204 Receiving Purchases (overview of upgraded screens April 2015) (Online)
Procurement–Procurement Specialist
- Courses
- FIN219 Procurement Specialist (Instructor-led)
- FIN212 Procurement Specialist Assessment (Online)
Billing
- Courses
- FIN302 Customer Record Overview (Online)
- FIN303 Accounts Receivable Inquiry (Online)
- FIN304 Accounts Receivable Monitoring (Online)
- FIN306 Bank Card Reconciliation (Online)
- FIN309 Create Bills (Online)
- Materials
- Accounts Receivable Inquiry Navigation Job Aid (pdf)
- Accounts Receivable Monitoring Job Aid (pdf)
- Adjust Entire Bill Job Aid (pdf 1-27-21)
- Attaching Supporting Documentation to a Bill Job Aid (pdf 9-16-20)
- Billing for external sales activity (docx)
- Billing Process Overview Job Aid (pdf 10-12-20)
- Create Bills Manual (pdf)
- Creating a Bill for U of M Foundation (UMF) Transfer Job Aid (pdf 2-22-21)
- Creating a Bill Job Aid (pdf 1-11-21)
- Customer Record Manual (pdf 10-23-20)
- Department Hold on Past Due Customer Account Letters Job Aid (pdf)
- Invoice Reprint Options Job Aid (pdf 9-24-20)
- Monitoring Bills in the Billing WorkCenter Job Aid (pdf 1-26-21)
- Reporting Resources for Payment Card Reconciliation Job Aid (pdf 10-2-20)
- Reporting Resources for the Billing Process Job Aid (pdf 1-27-21)
Deposits
- Courses
- FIN305 Departmental Deposits (Online)
- Materials
- Prepare a Deposit: "AC" – Cash Payment for Accounts Receivable Item Job Aid (pdf 6-27-19)
- Prepare a Deposit: "AN" – Non-Sponsored Supplier Check Job Aid (pdf 6-27-19)
- Prepare a Deposit: "AS" – Sponsored Supplier or Expense Reimbursement Check Job Aid (pdf 6-27-19)
- Prepare a Deposit: "CA" – Capital Asset Sale Job Aid (pdf 6-27-19)
- Prepare a Deposit: "EA" – Returning Cash Advance Job Aid (pdf 6-27-19)
- Prepare a Deposit: "RD" – Regular Job Aid (pdf 6-27-19)
- Prepare a Deposit: "SP" – Sponsored Program Income Job Aid (pdf 6-27-19)
- View, Copy, or Change a Deposit Job Aid (pdf 6-27-19)
Compliance
- Courses
- FIN901 Payment Card Manager Security Awareness Training (Online)
- FIN903 Payment Card Employee Security Awareness Training (Online)
- FIN904 PCI DSS Self-Assessment Questionnaire (SAQ) Workshop (Online)
- FIN908 Red Flags Rule (Online)
- FIN909 Gramm-Leach-Bliley Act (GLBA) (Online)
Gifts and Endowments
- Courses
- FIN119 Endowments (Online)
- Materials
- Anatomy of a Page: Participant Information Job Aid (pdf 7-11-19)
- Anatomy of a Page: UM Participant Position Job Aid (pdf 7-16-19)
- Endowments Manual (pdf)
- Endowments Navigation Path and Information Pages Job Aid (pdf)
- Endowments: Target Income Distribution Job Aid (pdf)
- Investment Pools and Endowment Types Job Aid (pdf 7-29-19)
- Reporting Resources for Endowments Job Aid (pdf 10-12-20)
Approval
- Courses
- FIN403 Approving Financial Transactions (Online)
- FIN110 Journal Entry Approvals (Online)
- FIN113 Voucher Approvals (Online)
- FIN210 PO Change Order Approvals Course (Online)
- FIN213 Requisition Approvals (Online)
- FIN217 Travel and Expense Approvals (Redevelopment in progress.)
- FIN307 Credit Invoice Approvals (Online)
- Materials
- Adding or Updating DeptID Approver List Job Aid (pdf 9-17-19)
- Approval Matrix for EFS Transactions Job Aid (pdf 6-17-20)
- Delegate Approval Requests in MyU for Proxies (pdf 11-13-19)
- Delegate Approval Responsibilities (pdf 11-13-19)
- Credit Invoice Approval Job Aid (pdf)
- Journal Entry Approvals Job Aid (pdf)
- Journal Entry Approval Criteria Checklist (pdf)
- Requisition Approvals Job Aid (pdf)
- Requisition Approvals Matrix (pdf)
- Travel, Expense, & PCard Approvals Job Aid (pdf)
- Voucher Approvals Job Aid (pdf)
Budget Entry
- Courses
- FIN504 Detailed Budget Entry (Online)
- FIN505 Position Budgeting (Online)
- FIN506 RRC Manager Designee Budget Entry (Online)
- FIN507 Budget Entry: Train the Trainer (Instructor-led)
- FIN508 Budget Entry (Instructor-led)
- Materials
- Budget Entry and Position Budgeting Manual (pdf 1-27-20)
- Budget Entry–Chief Financial Manager (CFM)/RRC Contact Manual (pdf 1-27-20)
- Budget Entry Train the Trainer Instructions Job Aid (pdf 3-23-20)
- Budget Development Worksheet—Departments Job Aid (pdf 1-27-20)
- Budget Development Worksheet—RRC Job Aid (pdf 1-27-20)
- Budget Entry Upload Job Aid (pdf 1-28-20)
- Position Budgeting Page Information Job Aid (pdf 2-6-20)
- Queries and Reports for Budget Entry Job Aid (pdf 7-16-19)
Budget Journals
- Courses
- FIN501 Budget Journals (Online)
- FIN502 Budget Journals Upload Process (Online)
- Materials
- Budget Journal Upload Process Job Aid (pdf)
- Budget Journals Decision Tree and ChartField String Detail Job Aid (pdf 7-7-15)
- Budget Journals in Commitment Control Job Aid (pdf 8-29-19)
- Budget Journals Manual (pdf)
- Budget Journals: Creating Combo Codes for HRMS and Campus Solutions (Student) Transactions Job Aid (pdf)
- Rebudgeting Sponsored Project and Cost Share ChartField Strings (pdf 10-8-19)
- Courses/Materials
- FIN721 Financial Approaches and Best Practices Series Resources (Online)
Once enrolled, access the presentation slides directly. - FIN701 Financial Policies Series
Resources (Online)
Once enrolled, access the presentation slides directly.
Journal Entry
- Courses
- FIN111 Journal Entry Upload Process (Online)
- FIN114 Journal Entry (Instructor-led)
- FIN109 Journal Entry Assessment (Online)
- Materials
- Creating a Journal Entry Job Aid (pdf 6-27-19)
- Dashboard: General Ledger WorkCenter Job Aid (pdf 7-9-19)
- Fund Transfer Account Codes Job Aid (pdf 1-11-19)
- Journal Entry Manual (pdf 4-30-19)
- Journal Entry Upload Process Manual (pdf)
- Journal ID Prefixes Job Aid (pdf 4-26-18)
- Queries and Reports for Journal Entries Job Aid (pdf 6-26-19)
Payroll Accounting
- Courses
- FIN106 Understanding Payroll Accounting (Online)
- FIN116 Combination Codes and ChartField Strings (Online)
- FIN117 Distribution Entry and Retro Distribution for Payroll Transactions (Online)
- FIN118 Payroll Verification Report (Online)
- Materials
- Anatomy of a Payroll Verification Report Job Aid (pdf 7-17-19)
- Approving Retro Distributions Job Aid (pdf 7-15-19)
- Creating a Retro Distribution Job Aid (pdf 11-21-19)
- Creating a Position Pool ID for Distribution Entry Job Aid (pdf 10-21-19)
- Distribution Entry and Earnings Codes Job Aid (pdf 10-17-19)
- Distribution Entry for Payroll Earnings Job Aid (pdf 11-21-19)
- Distribution Entry for UNS Funding Job Aid (pdf 9-10-19)
- Distribution Entry Improvements Fall 2019 Job Aid (pdf 9-17-19)
- Distribution Entry Levels of Funding Job Aid (pdf 11-21-19)
- Queries and Reports for Payroll Verification and Reconciliation Job Aid (pdf 12-12-19)
- Reconciling and Verifying the Payroll Verification Report Job Aid (pdf 10-11-19)
- View a Retro Distribution Job Aid (pdf 10-11-19)
- View Payroll Accounting Distributions Job Aid (pdf 10-21-19)
- When to call HRMS help vs. Controller's Office help (Google doc)
Reporting
- Courses
- FIN402 Using the Reporting Center Course (Online)
- Materials
- MyU Reporting Center Job Aid (pdf 2-17-20)
- Carryforward Balance Calculations Job Aid (pdf)
- Journal Entry Detail Information (pdf)
- Queries and Reports for Asset Management Job Aid (pdf 7-19-19)
- Reports Mapping to Internet ID or Groups Job Aid (pdf 6-5-20)
- Business Intelligence: Create An Interactive Report Dashboard Job Aid (pdf)
- Sponsored: Monitoring Sponsored Program Income Job Aid (pdf 3-28-19)
- Sponsored: Reporting Resources for Sponsored Projects Job Aid (pdf 9-29-20)
- Sponsored: Sponsored Closeout Checklist Job Aid (pdf 10-7-20)
- Sponsored: UM Analytics Overview Job Aid (pdf 7-1-20)
- Sponsored: UM NOGA Report Job Aid (pdf 9-22-20)
- Sponsored: UM Transaction Detail by Invoice/Report Number Job Aid (pdf 9-28-20)
- Faculty and Manager Reporting Manual (pdf)
- Nine Most Used nVision Layouts Job Aid (pdf)
- nVision Manual (pdf)
- Commonly Used Records Job Aid (pdf)
- Query Catalog Manual (pdf)
- Query Manager Manual (pdf)
- Query Naming Conventions (pdf)
- Query Viewer Manual (pdf)
- Productivity Queries (pdf)
- SQL Joins/Unions Job Aid (pdf)
- Structured Query Language (SQL) Syntax Job Aid (pdf)
External Sales
- Courses
- FIN801 Conducting External Sales Part I (Online)
- FIN802 Conducting External Sales Part II (Online)
- FIN803 Conducting External Sales Part III (Online)
Internal Sales
- Courses
- FIN804 Conducting Internal Sales Part I (Online)
- FIN805 Conducting Internal Sales Part II (Online)
- FIN806 Conducting Internal Sales Part III (Online)
Chrome River
- Courses
- FIN221 Chrome River at the University of Minnesota Resources (Online)
- FIN222 Navigating Chrome River: Train the Trainer (Instructor-led)
- Materials
- Getting Started with Chrome River Job Aid (pdf 4-18-19)
- Allocations/ChartField Strings in Chrome River Job Aid (pdf 7-1-19)
- Applying Credits or Vouchers to Chrome River Expense Reports (COVID-19) (pdf 8-14-20)
- Approval Actions in Chrome River Job Aid (pdf 2-27-20)
- Approval Guidelines in Chrome River Job Aid (pdf 7-21-20)
- Creating a Pre-Approval Report in Chrome River Job Aid (pdf 4-18-19)
- Creating an Expense Report in Chrome River Job Aid (pdf 8-14-20)
- Expense Types in Chrome River Job Aid (pdf 8-6-20)
- Justifications/Business Purpose in Chrome River Job Aid (pdf 8-26-20)
- Lodging Expense Itemization Job Aid (pdf 5-12-20)
- Meal Expense Types Job Aid (pdf 2-11-19)
- Mileage Expense Job Aid (pdf 8-27-19)
- Modifying an Expense Report in Chrome River Job Aid (pdf 5-13-20)
- Paying for Travel Expenses Job Aid (pdf 7-25-19)
- Receipts in Chrome River Job Aid (pdf 7-2-19)
- Reconciling Travel Card Expenses Job Aid (pdf 7-1-19)
- Register Your International Trip Prior to Travel Job Aid (pdf 9-24-19)
- Unallowable Expenses in Chrome River Job Aid (pdf 8-27-19)
- Uploading Receipts in Chrome River in a SNAP Job Aid (pdf 8-10-20)
- Warning Messages and Resolutions in Chrome River Job Aid (pdf 7-24-20)
Card Programs
- Courses
- FIN202 Using the University PCard (Online)
- FIN209 My Wallet for Cardholders (Online)
- FIN225 Reconciling PCard Purchases (Online)
- Materials
- My Wallet Attachments and Comments Job Aid (pdf 9-6-18)
- Reconciling a Cash Advance on an Expense Report Job Aid (pdf)
- Justifications for PCard Purchases Job Aid (pdf 7-3-19)
- Queries and Reports for PCard Purchases Job Aid (pdf 6-25-19)
- Reconciling PCard Purchases Job Aid (pdf 6-25-19)
- Requesting a Cash Advance Job Aid (pdf 6-25-19)
- UM Delegate Authority for Expense Preparers Job Aid (pdf 6-25-19)