Resource Category: Finance

This self-paced course covers how to create a travel authorization, create an airfare request, work with WebTravel documents, and create a travel reimbursement.

A series of tables listing the voucher statuses, styles, and origins for Accounts Payable.

A quick reference on using query to identify your department’s vouchers that are held up with errors.

A brief guide to viewing voucher statuses for campus vouchers and purchase order vouchers.

This document explains the Fiscal Year and Budget Period filters to select to see 2015, 2016, and 2017 budget amounts and balances. It also explains the specific budget journals entered for 2016 budgets.

This self-paced course explains when transactions feed in to CBM, the reconciliation timeline, how to navigate to CBM, how to modify current charges, and how to work with chartfield strings in CBM.

This self-paced course describes how billing areas use Bill Presentation to charge campus customers. It also covers how to use search parameters to run reports, how to understand and work with reports and how to view contact information for each billing area.

This self-paced course covers the steps you’ll need to take to gain access to GradStar and the different types of financial aid awards. You’ll learn how to view a student’s record in GradStar, mark a student as eligible to receive an award and enter multiple types of awards in the system.

This self-paced course explains the difference between deleting and inactivating a GradStar award. It also covers the steps you’ll need to take to change a student’s estimated billing units and funding percentage and how to split a student’s award between two departments.

Slides from the Understanding Combo Edits class.