Finance Training
Training in financial services areas is available through the following ways, including downloadable guides, how-to walkthroughs, videos and in-person sessions.
Guides
Videos
- Approving a Report - Video
- Creating an expense report - Video
- Delegate notification process - Video
- Deleting an expense report - Video
- Find update an existing expense report - Video
- Lodging expense type - Video
- Meal reimbursement lines - Video
- Non-travel expense report - Video
- Project grant funding sources - Video
- Quick fill - Video
- Temp approval authorization - Video
- Turn off auto complete - Video
- Withdrawing an expense report - Video
Additional Information
Guides
- FY20 Annual Planning Calendar
- FY20 Annual Budget Preparation Checklist
- FY20 Annual Planning Guidelines
- PeopleSoft Budget Module Training Manual (as of 3/4/19)
- Department/Fund/Project Listing (3/4/19)
- FY20 Annual Planning - Account Numbers
- FY20 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
Additional Information
Guides
Additional Information
Guides
- Journal Training Part 1 Narrative
- Journal Training Part 2 Narrative
- Journal Training Part 3 Narrative
- Journal Training PowerPoint
- Journal Flowchart
- Financial transaction diagram
- FAQs-Journal Overview Training
- PeopleSoft Electronic Workflow
- How to Process ....
Additional Information
The top 4 videos are required to be a journal approver. The narrative of each audio is also available, the PowerPoint is available as well as 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
Videos
Additional Information
Listed below are PDF versions of previous Finance presentations. The newest version of each presentation will be posted following the session.