Financial Training
Training is an internal control that ensures the integrity of financial information at the University of Minnesota. Financial Training partners with business process owners (BPOs) to provide courses and resources for all roles involved with financial activity.
Finance Operations Center
Courses and Materials
The Finance Course Catalog (pdf) lists current courses. To see prerequisites and enroll in courses:
- Log in to Training Hub.
- For enrollment instructions, see Training Hub: Learner Guide (click “Enroll in Training”).
- 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.
Courses
Accounts Payable and Procurement (Requisitions, U Market) Courses
Accounts Payable
- FIN115 Voucher Entry (instructor-led)
- FIN112 Voucher Entry Assessment
Procurement–U Market
- FIN203 U Market Only Access for Requesters (for those only working with U Market orders in EFS)
Procurement–Requisitions
- FIN215 Supplier Inquiry
- FIN208 Manage Requisitions
- FIN218 Create Requisitions (full requisition preparer access to create any type of order) (instructor-led)
- FIN207 Create Requisitions Assessment
Procurement–Receiving
- FIN204 Receiving Purchases (overview of upgraded pages April 2015)
Procurement–Procurement Specialist
Accounts Receivable and Billing (Billing, Compliance, Revenue) Courses
Revenue (Deposits and Payment Card)
Approval of Financial Transactions Courses
Budgeting (Budget Entry, Budget Journals) Courses
Continuing Education (Best Practice, Policy) Courses
FY24 Best Practice Topics: Uniform Guidance, Late Cost Transfers, Funding Cost Share and Redistributing Indirect Cost Recovery (ICR), Fiscal Year-End Kickoff
FY24-FY25 Policy Topics: Processing, Documenting, and Approving Financial and Accounting Transactions, Using a University Corporate Card
Best Practice and Policy Session Recordings and Slides
Endowments, Investments, and Gifts Courses
General Ledger (Journal Entry) Courses
Reporting Courses
Sales (External, Internal) Courses
Travel and Expenses (Chrome River, Card Programs) Courses
Chrome River
- FIN222 Navigating Chrome River: Train the Trainer (instructor-led)
Materials
Accounting Basics Materials
- Adding or Updating ChartField Values Job Aid (pdf 4-5-24)
- Chart of Accounts ChartField Values (Google Sheet)
- Chart of Accounts Manual (pdf 8-1-22)
- ChartField 1 and ChartField 2 Values (Google Sheet)
- COA Google Sheet How-To Videos
- Financial System Data Integration Job Aid (pdf 7-1-20)
- Financial System General Ledger ChartFields Job Aid (pdf 6-30-22)
- Fiscal Responsibility Validation and Reconciliation Chart Job Aid (pdf)
- Function Categories and Codes (Mission-Related Activities) Job Aid (pdf 6-1-21)
- Reconciliation, Validation, and Verification Job Aid (pdf 3-8-19)
- Search Techniques in EFS Job Aid (pdf 11-4-24)
Accounts Payable and Procurement (Requisitions, U Market) Materials
Accounts Payable
- Creating a Voucher – Journal (Internal Sales) Job Aid (pdf 10-25-23)
- Creating a Voucher – Regular Job Aid (pdf 10-25-23)
- Creating a Voucher – Single Payment (SPV) Job Aid (pdf 10-25-23)
- Invoice Numbering Standards Job Aid (pdf 2-27-20)
- Monitoring Vouchers in the Accounts Payable WorkCenter Job Aid (pdf 9-3-21)
- Reporting Resources for Voucher Entry Job Aid (pdf 11-19-24)
- Types of Vouchers Job Aid (pdf 11-21-23)
- Voucher Entry Manual (pdf 1-30-17)
Procurement–Requisitions
- Category to Account Code Mapping (Google Sheet)
- Contract for Professional Services (CPS) Checklist Job Aid (pdf 9-10-19)
- Creating a Requisition: U Market Assigned Cart Job Aid (pdf 11-22-23)
- Create Requisitions Manual (pdf 9-26-18)
- Guidelines for Requisition Comments and Attachments Job Aid (pdf 2-14-24)
- Manage Requisitions (All Types) Job Aid (pdf 1-2-24)
- Purchasing Professional Services: At a Glance Reference Grid Job Aid (pdf 7-30-18)
- Retrieving Lost Carts in U Market Job Aid (pdf 6-23-23)
- Searching for a Purchase Order (PO) Job Aid (pdf 7-11-22)
- Splitting Distributions (ChartField Strings) on Requisitions Job Aid (pdf 3-29-23)
- Standard Goods and Services Checklist Job Aid (pdf 9-10-19)
- Viewing Procurement-Related Transactions Job Aid (pdf 10-29-24)
- Viewing Purchase Order Amendments (Change Orders) Job Aid (pdf 11-4-24)
- Viewing Purchase Orders Job Aid (pdf 11-4-24)
- Viewing Receipts Job Aid (pdf 11-4-24)
- Viewing Requisitions Job Aid (pdf 11-4-24)
- Viewing Vouchers Job Aid (pdf 11-4-24)
Accounts Receivable and Billing (Billing, Compliance, Revenue) Materials
Billing
- Adjust Entire Bill Job Aid (pdf 1-27-21)
- Attaching Supporting Documentation to a Bill Job Aid (pdf 9-16-20)
- Billing Process Overview Job Aid (pdf 10-12-20)
- Create Bills Manual (pdf 10-23-23)
- Creating a Bill for U of M Foundation (UMF) Transfer Job Aid (pdf 2-22-21)
- Creating a Bill Job Aid (pdf 3-1-23)
- 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 Accounts Receivable–Aging Reports Job Aid (pdf 6-1-22)
- Monitoring Bills in the Billing WorkCenter Job Aid (pdf 9-22-21)
- Reporting Resources for the Billing Process Job Aid (pdf 5-4-23)
- Request New Customer Record Job Aid (pdf 7-28-22)
- View/Update Customer Record Job Aid (pdf 7-28-22)
Revenue (Deposits and Payment Card)
- Prepare a Deposit: "AC" – Cash Payment for Accounts Receivable Item Job Aid (pdf 7-3-24)
- Prepare a Deposit: "AN" – Non-Sponsored Supplier Check Job Aid (pdf 7-9-24)
- Prepare a Deposit: "AS" – Sponsored Supplier or Expense Reimbursement Check Job Aid (pdf 7-9-24)
- Prepare a Deposit: "CA" – Capital Asset Sale Job Aid (pdf 7-10-24)
- Prepare a Deposit: "EA" – Returning Cash Advance Job Aid (pdf 7-10-24)
- Prepare a Deposit: "RD" – Regular Job Aid (pdf 7-10-24)
- Prepare a Deposit: "SP" – Sponsored Program Income Job Aid (pdf 7-10-24)
- Reporting Resources for Payment Card Reconciliation Job Aid (pdf 10-2-20)
- View, Copy, or Change a Deposit Job Aid (pdf 6-27-19)
Approval of Financial Transactions Materials
- Accepting or Rejecting Delegate Approval Requests in MyU Job Aid (pdf 2-14-24)
- Adding or Updating DeptID Approvers Job Aid (pdf 2-14-24)
- Approval Matrix for EFS Transactions Job Aid (pdf 5-6-24)
- Approving Deposits (Departmental) Job Aid (pdf 1-22-24)
- Approving Transactions Checklist Job Aid (pdf 3-4-24)
- Delegate Approval Job Aid (pdf 2-14-24)
- Example Justifications for EFS Transactions Job Aid (pdf 2-28-24)
- Justification Standards Job Aid (pdf 4-8-24)
- Monitoring Transactions in the Approval WorkCenter Job Aid (pdf 2-8-24)
- Reporting Resources for Approvals Job Aid (pdf 9-22-22)
- Verifying ChartField Strings and Budgets Job Aid (pdf 1-23-24)
Budgeting (Budget Entry, Budget Journals) Materials
Budget Entry
- Allocating and Approving Final Budgets in EFS Manual (pdf 3-6-23)
- Budget Development Worksheet—Departments Job Aid (pdf 3-24-21)
- Budget Development Worksheet—RRC Job Aid (pdf 3-24-21)
- Entering Final Budgets in EFS Manual (pdf 3-20-23)
- Final Budget Entry Tips and Tricks (Google Doc 6-14-21)
- Position Budgeting Page Information Job Aid (pdf 3-24-21)
- Reporting Resources for Final Budget Entry in EFS Job Aid (pdf 3-15-24)
- Uploading Final Budgets in EFS (Departments) Job Aid (pdf 3-24-21)
Endowments, Investments, and Gifts 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 9-7-23)
- Investment Pools and Endowment Types Job Aid (pdf 7-29-19)
- Reporting Resources for Endowments Job Aid (pdf 11-8-23)
General Ledger (Journal Entry) Materials
- Creating a Journal Entry Job Aid (pdf 5-1-24)
- Cross Funds Transfer Matrix (Google Sheet)
- Journal Entry Manual (pdf 3-21-23)
- Journal Entry Upload Process Manual (pdf)
- Journal ID Prefixes Job Aid (pdf 4-26-18)
- Monitoring Journal Entries in the General Ledger WorkCenter Job Aid (pdf 6-15-22)
- Reporting Resources for Journal Entry Job Aid (pdf 8-16-23)
- Viewing Journal Entries Job Aid (pdf 8-2-24)
Payroll Accounting Materials
- Anatomy of a Payroll Verification Report Job Aid (pdf 8-11-22)
- Approving Retro Distributions Job Aid (pdf 8-9-22)
- Calculating Payroll Encumbrances Job Aid (pdf 6-1-22)
- Creating a Position Pool ID for Distribution Entry Job Aid (pdf 8-11-22)
- Creating a Retro Distribution Job Aid (pdf 8-9-22)
- Distribution Entry and Earnings Codes Job Aid (pdf 8-11-22)
- Distribution Entry for Payroll Earnings Job Aid (pdf 8-22-22)
- Distribution Entry for UNS Funding Job Aid (pdf 8-15-22)
- Distribution Entry Improvements Fall 2019 Job Aid (pdf 9-17-19)
- Distribution Entry Levels of Funding Job Aid (pdf 8-22-22)
- Example Justifications for Retro Distributions Job Aid (pdf 2-28-24)
- Overriding Project End Date for Payroll Encumbrances Job Aid (pdf 6-15-22)
- Reconciling and Verifying the Payroll Verification Report Job Aid (pdf 8-11-22)
- Reporting Resources for Payroll Verification and Reconciliation Job Aid (pdf 8-15-22)
- View a Retro Distribution Job Aid (pdf 8-9-22)
- View Payroll Accounting Distributions Job Aid (pdf 8-11-22)
- When to contact Office of Human Resources vs. Controller's Office help (Google Doc)
Reporting Materials
- Business Intelligence: Create An Interactive Report Dashboard Job Aid (pdf)
- Calculating Carryforward Balance Job Aid (pdf 1-12-22)
- Commonly Used Records Job Aid (pdf)
- Faculty and Manager Reporting Manual (pdf)
- Journal Entry Detail Information Job Aid (pdf)
- MyU Reporting Center Job Aid (pdf 4-27-22)
- Nine Most Used nVision Layouts Job Aid (pdf)
- nVision Manual (pdf)
- Productivity Queries Job Aid (pdf)
- Query Catalog Manual (pdf)
- Query Manager Manual (pdf)
- Query Naming Conventions Job Aid (pdf)
- Query Viewer Manual (pdf)
- Reporting Resources for Asset Management Job Aid (pdf 7-6-22)
- Reporting: Naming and Mapping ChartField Strings Job Aid (pdf 4-25-22)
- Sponsored: Monitoring Sponsored Program Income Job Aid (pdf 5-30-23)
- Sponsored: Reporting Resources for Sponsored Projects Job Aid (pdf 8-16-23)
- Sponsored: Sponsored Closeout Checklist Job Aid (pdf 4-20-23)
- 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 2-27-23)
- SQL Joins/Unions Job Aid (pdf)
- Structured Query Language (SQL) Syntax Job Aid (pdf)
Sales (External, Internal) Materials
- ChartField Strings for Internal and External Sales Job Aid (pdf 2-22-24)
- Conducting Sales Process Overview Job Aid (pdf 7-23-24)
- Reporting Resources for Sales Activity Job Aid (pdf 8-14-24)
- Review Sales Activity Checklist Job Aid (pdf 3-7-23)
- Risk Considerations for Conducting External Sales Job Aid (pdf 1-9-24)
Travel and Expenses (Chrome River, Card Programs) Materials
Chrome River
Chrome River materials can be found on the U Travel Program website.
Card Programs
- Creating an Expense Report for PCard Transactions in EFS Job Aid (pdf 5-9-22)
- Justifications for PCard Purchases Job Aid (pdf 7-3-19)
- Reconciling PCard Purchases Job Aid (pdf 6-25-19)
- Reconciling PCard Transactions in My Wallet Job Aid (pdf 9-29-23)
- Reporting Resources for PCard Purchases Job Aid (pdf 5-4-22)
- Set Up Access to PCard Expense Reports (UM Delegate Authority) Job Aid (pdf 10-24-23)
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.