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.

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.

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

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

Quick Links

Financial Helpline

612-624-1617 or controller@umn.edu

Accounts Receivable/Billing Courses

Accounts Receivable Monitoring and Inquiry Materials

Customer Information Overview Materials

Create Bills Materials

Bank Card Reconciliation Materials

Approvals Course and Materials

Credit Invoice Approvals Course and Materials

Voucher Approvals Course and Materials

Journal Entry Approvals Course and Materials

Requisition Approvals Course and Materials

Travel, Expense, and PCard Approvals Course and Materials

Budget Journals Courses

Budget Journals Materials

Budget Entry Materials

Asset transfer UM_FAM_EQUIPMENT_DEPTID QUERY Job Aid (pdf)

Chart of Accounts Courses

Chart of Accounts Materials

Chrome River Materials

Financial Approaches and Best Practices Series Materials
These continuing education sessions, hosted by financial policy owners, explore University financial approaches and best practices.

Financial Policies Series Materials
These continuing education sessions, hosted by financial policy owners, explore financial policies found in the University Policy Library.

Data Warehouse Materials

Query Manager Materials

Departmental Deposits Course

Departmental Deposits Materials

Endowments Course

Endowments Materials

Journal Entry Courses

Journal Entry Materials

Payroll Accounting Courses

Payroll Accounting Materials

Purchasing/U Market Courses

General Purchasing Materials

Supplier (Vendor) Maintenance Course

Create Requisitions Materials

CPS Change Orders and Amendments Materials

Procurement Specialist Materials

Receiving Purchases Materials

UMarket Cart image U Market Materials

U Market Shoppers

U Market Requisition Preparers

All U Market Users

Reconciliation and Fiscal Responsibility Courses

Reconciliation and Fiscal Responsibility Materials

Business Intelligence Courses and Materials

Faculty and Managers Reporting Materials

Financial Sponsored Reporting Materials

nVision Materials

Query Materials

Reporting Center Materials

Tools and Definitions Materials

Expense Reports Courses and Materials

Reconciling PCard Purchases Course and Materials

Voucher Entry Courses and Materials

Other Training