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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.

Prerequisites and Training

Visit the requirements page, look for the task/transaction desired, see a description of the course, and check which prerequisites are required. Click on the registration link for each duty to check availability.

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.

Quick Links to Manuals

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

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U Market Shoppers

U Market Requisition preparers

All U Market users