Finance Training
Training in financial services areas is available through the following ways, including downloadable guides, how-to walkthroughs, videos and in-person sessions.
Travel and Expenses
Guides
- 300 miles of ND border map
- Quarter breakdown of per diem
- Currency Converter
- Meal Per Diem (out of state)
- Meal Per Diem (outside Continental U.S.)
- Missing Receipt Form
- Travel Table Summary
How to Process
- Employee Meals
- Employee Lodging
- Employee Mileage
- Employee Airfare/Rail
- Employee Travel Advance
- Other Travel Expenses
- Non-Employee Travel
- Student Travel
Videos
- Approving a Report
- Creating an expense report
- Delegate notification process
- Deleting an expense report
- Find update an existing expense report
- Lodging expense type
- Meal reimbursement lines
- Non-travel expense report
- Project grant funding sources
- Quick fill
- Temp approval authorization
- Turn off auto complete
- Withdrawing an expense report
Resource Allocation
Guides
- FY21 Annual Planning Calendar
- FY21 Annual Budget Preparation Checklist
- FY21 Annual Planning Guidelines
- Department/Fund/Project Listing (3/2/20)
- FY21 Annual Planning - Account Numbers
- FY21 Annual Planning - FAQ
- How to complete a Position Funding Form
- How to look up a Combo Code
- How to request a new Funding Source (Combo Code)
- Position Funding Form Salary Accounts
- Budgets Etc. Presentation
- Budget Journal eForm Presentation
Videos
Procurement
Jaggaer Help
- Jaggaer Manual
- Jaggaer Quick Reference
- RMM Quick Reference
- Jaggaer Frequently Asked Questions
- Jaggaer Requesters and Approvers
- Jaggaer Commodity Codes
Jaggaer Supplier Specific Help
Jaggaer Videos
- TTada Shopper, Requester and Approver Training Sessions
- Jaggaer Shopping Training Session
- General Navigation
- Catalog Shopping
- Non-catalog shopping
- Creating a requisition
- Approving a requisition
- Receipting Goods and Services
- Payment Requests
- Change Orders
- Searching Carts, Orders, ETC
- Requesting a New Supplier
- Assigning Substitute Requestors
- Assigning Sustiture Approvers
- Sourcing Requests (RFPs and Bids)
Additional Information
Payment
Guides
- Expense Table
- Meals Table
- Non-resident Alien
- AP - Department Approval
- AP - AS Voucher Inquiry
- Perceptive Content Workflow Guide
How to Process
- Purchase Order Payments
- How to process a journal voucher
- Student Organizations
- Moving Relocation Expenses
- Foundations Reimbursements
- How to look up a supplier ID
- Electronic Payments (Perceptive Content)
Videos
Journal Entry/Import
Journal Entry and Journal Import Guides
- How to enter a Journal Entry in PeopleSoft Finance
- How to submit a Journal Import
- Journal Import Template
- List of Journal Classes and Descriptions
- How to approve a Journal Entry or Journal Import
- Frequently Asked Questions
Journal Training for Department Approvers
The training below is required for all journal approvers. The narrative of each audio/video is also available, as well as the PowerPoint, a flowchart of journals, and a diagram of financial sub-ledgers. Once all 4 videos are reviewed, to gain approver access, send 1 question from the 1st, 2nd, and 3rd videos to sharon.loiland@UND.edu that was not answered or was not clear. The questions and answers will be posted for all. The names of who asked the question will not be listed.
General Finance
Guides
Learning & Development Sessions
Listed below are PDF versions of previous Finance presentations. The newest version of each presentation will be posted following the session.