Finance Training and Resources
UND Finance offers financial services training to UND faculty and staff.
Learn about financial topics with downloadable guides, how-to walkthroughs, videos and in-person sessions.
Software Access Request
Receive access to PeopleSoft Finance, Perceptive Content, TouchNet Marketplace, Campus Connection and HRMS.
Financial Training and Resources
Fluid Travel
- Fluid Training Presentation
- Fluid Travel Quick Reference Guide
- Fluid Travel Step-by-Step Instructions
- Fluid Travel & Expense Training and Q&A
Expense Information & Guides
- 300 miles of ND border map
- Currency Converter
- Meal Per Diem (out of state)
- Meal Per Diem (outside Continental U.S.)
- Missing Receipt Form
- Quarter breakdown of per diem
- Travel Table Summary
- Travel and Expense Approver Guide
- Travel and Expense User Guide
How to Process
- Employee Meals
- Employee Lodging
- Employee Mileage
- Employee Airfare/Rail
- Employee Travel Advance
- Other Travel Expenses
- Non-Employee Travel
- Student Reimbursement
Videos
- Approving a Report
- Creating an expense report
- Delegate notification process
- Deleting an expense report
- Find update an existing expense report
- Fluid Video
- 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
Guides
- FY23 Annual Planning Calendar
- FY23 Annual Budget Preparation Checklist
- FY22 Annual Planning Guidelines
- Department/Fund/Project Listing (2-1-22)
- FY23 Annual Planning - Account Numbers
- FY23 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
Jaggaer Help
- Jaggaer Manual - recommended to enable reading view under the view tab
- Jaggaer Quick Reference
- Approver and Requester Checklists
- RMM Quick Reference
- Jaggaer Frequently Asked Questions
- Jaggaer Requesters and Approvers
- Jaggaer Commodity Codes
- IT Non-Standard Process
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
- Detailed Invoice Process
- Change Orders
- Searching Carts, Orders, ETC
- Requesting a New Supplier
- Assigning Substitute Requestors
- Assigning Sustiture Approvers
- Sourcing Requests (RFPs and Bids)
- Alternate Procurement Requests (APR)
- Contract Request
- Contract Module
Additional Information
- Procurement Flow Chart
- Contractual Signature Policy
- RFP Evaluator Guide
- Frequently Asked Questions
- Uniform Guidance - Federal purchases
- IT Purchases
- IT 1901.3 Request
- Logo/Licensing Policy
- Printing Purchase Procedures
- Procure to Pay Presentation (Sept 2021)
- Procure to Pay Video
- Solicitation Training (Nov 2021)
- Solicitation Training Video
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.
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
Perceptive Content Help
Listed below are PDF versions of previous Finance presentations. The newest version of each presentation will be posted following the session.