Financial Training

Reliable financial information is essential to effectively manage the business of the University and protect its assets. These learning resources 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.

Courses and Materials

The Finance Course Catalog is a checklist of current courses. To see prerequisites and enroll in courses:

  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.

To search for specific courses or materials below, select “Expand All” then use Ctrl+F (Windows) or Cmd+F (Mac) and type text to highlight.


Training History

Training History Report (Tableau 9/2023)

A Training History Report is available in the Reporting Center. Accessing the Training History Report in MyU contains detailed instructions.

Financial Systems Resources

Courses

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Accounting Basics Courses

Core Financial

Chart of Accounts

Accounts Payable and Procurement (Requisitions, U Market) Materials

Accounts Payable

Procurement–General

Procurement–U Market

Procurement–Requisitions

Procurement–Receiving

Procurement–Procurement Specialist

Accounts Receivable and Billing (Billing, Deposits, Compliance, Gifts and Endowments) Courses

Billing

Deposits

Compliance

Gifts and Endowments

Approval of Financial Transactions Courses

Budgeting (Budget Entry, Budget Journals) Courses

Budget Entry

Budget Journals

Continuing Education (Policy, Best Practice) Courses

FY24 Policy Topics: Processing, Documenting, and Approving Financial and Accounting Transactions; Purchasing Goods and Services

FY24 Best Practice Topics: Uniform Guidance, Late Cost Transfers, Function Codes and Program Values, Funding Cost Share and Moving F&A, Fiscal Year-End Kickoff

General Ledger (Journal Entry) Courses

Payroll Accounting Courses

Reporting Courses

Sales (External, Internal) Courses

Travel and Expenses (Chrome River, Card Programs) Courses

Chrome River

Card Programs

Materials

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Accounting Basics Materials

Core Financial

Chart of Accounts

Accounts Payable and Procurement (Requisitions, U Market) Materials

Accounts Payable

Procurement–General

Procurement–U Market

Procurement–Requisitions

Procurement–Receiving

Procurement–Procurement Specialist

Accounts Receivable and Billing (Billing, Deposits, Compliance, Gifts and Endowments) Materials

Billing

Deposits

Gifts and Endowments

Approval of Financial Transactions Materials

Budgeting (Budget Entry, Budget Journals) Materials

Budget Entry

Budget Journals

Continuing Education (Policy, Best Practice) Materials

FY24 Policy Topics: Processing, Documenting, and Approving Financial and Accounting Transactions; Purchasing Goods and Services

FY24 Best Practice Topics: Uniform Guidance, Late Cost Transfers, Function Codes and Program Values, Funding Cost Share and Moving F&A, Fiscal Year-End Kickoff

General Ledger (Journal Entry) Materials

Payroll Accounting Materials

Reporting Materials

Sales (External, Internal) Materials

Travel and Expenses (Chrome River, Card Programs) Materials

Chrome River

Chrome River materials can be found on the U Travel Program website.

Card Programs

Contact Us

Financial Helpline: 612-624-1617
[email protected]

1300 2nd Street S Minneapolis, MN 55454 (WBOB)
Campus Mail Code: 7529

Controller's Office units are housed in the West Bank Office Building (WBOB) and in the McNamara Alumni Center on the Twin Cities campus.