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University of North Dakota
  • Employee Resources
    • Job Openings
    • Benefits
    • Equal Opportunity
    • Staff Senate
    • TTaDA (Professional Development)
    • UCLC (Childcare)
    • University Senate
    • Work Well (Employee Wellness)
  • Financial Services
    • Shared Service Center
    • Grants & Contracts
    • Procurement & Payment Services
    • Resource Planning & Allocation
    • Treasury
  • Operations
    • Facilities Management
    • Parking & Transportation
    • Policy Office
    • Records Management
    • Safety
  • Communication Services
    • Brand and Identity
    • Campus Postal Services
    • Duplicating
    • Marketing & Communications
    • Telecommunications
    • University Information Technology
    • Web Support
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Scope of this search:
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Finance Training

UND Finance offers financial services training to UND faculty and staff.

Learn about financial topics withdownloadable guides, how-to walkthroughs, videos and in-person sessions.

Financial Training Resources

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

  • Budget 102

Procurement

 Jaggaer Help

  • Jaggaer Manual - recommended to enable reading view under the view tab
  • Jaggaer Quick Reference
  • RMM Quick Reference
  • Jaggaer Frequently Asked Questions
  • Jaggaer Requesters and Approvers
  • Jaggaer Commodity Codes

Jaggaer Supplier Specific Help

  • Amazon FAQs
  • Amazon User Registration Guide
  • Innovative Office

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
  • Detailed Invoice Process
  • Change Orders
  • Searching Carts, Orders, ETC
  • Requesting a New Supplier
  • Assigning Substitute Requestors
  • Assigning Sustiture Approvers
  • Sourcing Requests (RFPs and Bids)

Additional Information

  • RFP Evaluator Guide
  • Procurement Flow Chart
  • Frequently Asked Questions
  • Uniform Guidance - Federal purchases
  • IT Purchases
  • IT 1901.3 Request
  • Printing Purchase Procedures

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

  • Display eForm/Properties
  • Route to Another Department
  • Search for a Document

Procurement FAQ's

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. 

  • Journal Training PowerPoint
  • Journal Flowchart
  • Financial transaction diagram
  • FAQs-Journal Overview Training
  • Journal Training Part 1
  • Journal Training Part 1 Narrative
  • Journal Training Part 2
  • Journal Training Part 2 Narrative
  • Journal Training Part 3
  • Journal Training Part 3 Narrative
  • Journal Training - extra information on reference or tick marks

General Finance

 Guides

  • Account Codes
  • FDN Flow-Thru Instructions
  • Glossary
  • PeopleSoft Tips and Tricks
  • Queries
  • Run Control
  • Perceptive Departmental Deposits
  • Fiscal Year End Information

How to Process

  • Run an encumbrance report
  • Run a budget to actuals report
  • Run a budget overview report

Perceptive Content Help

  • Adding a page in Perceptive
  • Appending Documents
  • Attachments Too Large

Learning & Development Sessions

Listed below are PDF versions of previous Finance presentations. The newest version of each presentation will be posted following the session.

  • Budgets, Etc! - Oct 2018
  • Budget Journal eForm - Oct 2018
  • Employee Travel - September 2019
  • P-Card Refresher - March 2019
  • Perceptive Content Refresher - Sept 2018
  • Procure to Pay - Sept 2018
  • T&E - Tips, Tools, & Troubleshooting - Oct 2019 
  • UND Foundation Reimbursed Payments
Finance
Twamley Hall, 4th Floor
264 Centennial Drive Stop 8356
Grand Forks, ND 58202-8356
P 701.777.2771
UND.pps@UND.edu
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