Financials Training Schedule
June - December 2008

Financial Concepts and Policies (Offered by Financial Training and Documentation, Office of the Controller)

Registration for these courses is available at Financial Concepts and Policies Training Self Registration. Note: Registering for the first session of a multi-session course will automatically register you for all sessions. For questions regarding registration, contact us at trngnotif@osu.edu.

Introduction to Your Business Responsibilities at OSU (Click on the course name to view a description of the course.)

When you receive approval authority in the HR or Financials System for the first time, you are required to attend "Introduction to Your Business Responsibilities at OSU." Refer to "User Types and Workflow Roles" at http://www.oit.osu.edu/hrfin/securityandworkflow.html to see if you should attend.

6/17/08

7/22/08

8/22/08

11/25/08

12/15/08

University Business Expenditure Policies (Click on the course name to view a description of the course.)

The Procurement and Payment Process (Click on the course name to view a description of the course.)  

Debits and Credits (Click on the course name to view a description of the course.)

Accounting at OSU (Click on the course name to view a description of the course.)

Using General Ledger Reports (Click on the course name to view a description of the course.)

The Reconciliation Process (Click on the course name to view a description of the course.)

8/19-8/20/08

10/16-10/17/08

Two Sessions

Earnings Operations at OSU (Click on the course name to view a description of the course.)

Accounts Receivable and Accounts Receivable Collection Services (Click on the course name to view a description of the course.)

Stewardship of Endowment and Gift Funds (Click on the course name to view a description of the course.)

Tax Obligations & Compliance at OSU (Click on the course name to view a description of the course.)  

Development Fund Warehouse (DFW) (Offered by University Development )

Registration for these courses is available at University Development Training Self Registration. For questions regarding registration, contact us at trngnotif@osu.edu.

Development Fund Warehouse (DFW)

Be sure to review the above course description link for details on how to complete the security access form required prior to attending the DFW session.

General Ledger System

Registration for these courses is available at General Ledger Training Self Registration. Note: Registering for the first session of a multi-session course will automatically register you for all sessions. For questions regarding registration, contact us at trngnotif@osu.edu.

Journal Entry, Inquiry, and Approval (Click on the course name to view a description of the course.)

Deposits (Click on the course name to view a description of the course.)

Accounts Payable (AP)

PREP users are trained via an online tutorial, available after the PREP role is assigned. See OIT Security and Workflow page for obtaining access to Financials System components.

Budget System

Registration for these courses is available at Budget Training Self Registration. Note: Registering for the first session of a multi-session course will automatically register you for all sessions. For questions regarding registration, contact us at trngnotif@osu.edu.

Budget and Fund Transfers (Click on the course name to view a description of the course.)

Procurement System

Registration for these courses is available at Procurement Training Self Registration. Note: Registering for the first session of a multi-session course will automatically register you for all sessions. For questions regarding registration, contact us at trngnotif@osu.edu.

Procurement Inquiry and Approval (Click on the course name to view a description of the course.)

Single Session

10/16/08

Single Session

11/20/08

Single Session

Procurement Card Reallocator (Reconciler) (Click on the course name to view a description of the course.)

Procurement Card Holder (Click on the course name to view a description of the course.)

Requisition 1 (Click on the course name to view a description of the course.)

9/30/08

Requisition 2 (Click on the course name to view a description of the course.)

10/02/08

2650 Kenny,
Innovation Lab

Requisition 3 (Click on the course name to view a description of the course.)

10/06/08

Purchase Order 1 (Click on the course name to view a description of the course.)

6/11/08

8/07/08

10/09/08

11/17/08

Purchase Order 2 (Click on the course name to view a description of the course.)

6/17/08

8/12/08

10/14/08

11/18/08

Receipts (Click on the course name to view a description of the course.)

9/30/08

Travel Policy (Click on the course name to view a description of the course.)

return to top