Training

Training

Instructor-led Courses

 

If you have not defined your job roles or determined if you should register for Finance and Accounting online courses, go to the Curriculum & Registration link on the left side of the page, or click the link UCF Financials 9.2 Access and Training Matrix for a list of required and suggested webcourses.

Budget

FBU121 UCF Budgeting Tools Workshop

This instructor-led workshop will teach you the steps needed to develop draft (DFT) and final (FIN) budgets each fiscal year in the Standard Budget Ledger (SBL) of UCF Financials. You will learn about how the different ledgers in UCF Financials now relate to each other and how to personalize journal pages in UCF Financials, while practicing the following skills:

  • Running reports to view, track, and plan future spending
  • Allocating funds using draft and final allocation reports
  • Completing budget transfers in the SBL
  • Using the Tree Viewer in UCF Financials to review the budget ledger hierarchy, report types, and budget categories

The course is an instructor-led equivalent to FBU130 and has an online component as well. The online portion consists of a quiz and course survey.

PREREQUISITES: FNV120, FCA121, FGL120 and FGL121

General Ledger

FGL233 Creating Journals Workshop

This instructor-led, hands-on workshop teaches the fundamentals of creating journals in UCF Financials. You’ll learn to create a journal, using either the offline template tool or directly in UCF Financials, and then how to edit, budget check, and submit a journal for approval and posting. The class will cover common journal errors and how to correct them, how to attach supporting documentation, and the use of the audit log to trace the progress of a journal through the approval process. You will learn about journal approval workflow and how to respond if your journal is denied approval. The workshop includes step-by-step instructions and practice exercises with hands-on activities. This workshop is not a substitute for the online Financials training course FGL131 – Create and Upload Journals.

PREREQUISITES: FNV130, FCA131, FGL130, FGL131

Purchasing

FPO232 Purchasing Card Workshop

This instructor-led workshop covers the PCard approval process, including how to assign chartfields, split charges, dispute a charge, and approve asset transactions. You will learn about record keeping and the preferred method to file current charges, how to submit a completed statement to F&A, how to scan a document to minimize its size, and how to use various PCard queries to search for information. In addition, the class will discuss PCard policies, including a review of prohibited charges, required signatures, and the approval role and the approver’s ability to reject inappropriate charges.

Prerequisites: FNV130, FCA131, FGL130, FGL131

FPO233 Travel Guidelines Workshop

This instructor led, hands-on workshop guides you through the basics of travel at UCF. You will learn about the basic rules of travel and the types of travel purchase orders (POs). In addition, the class will discuss foreign travel, group travel and how to fill out reimbursement forms. You will practice in a training database, learning to use the copy requisition feature in eProcurement to simplify many repetitive tasks involved with preparing travel requisitions.

Prerequisites: FNV130, FCA131, FPO134

FPO234 ePro Requisition Workshop

This instructor-led, hands-on workshop is intended for requesters who have already created ePro requisitions, and who want additional training, tips, and tricks to make that task more efficient. Topics covered include: creating an ePro requisition, creating a multi-line ePro requisition, creating an ePro requisition for travel expenditures, adding comments and attachments, approving ePro requisitions, and the workflow process.

Prerequisites: FNV130, FCA131, FPO134

FPO235 Advanced ePro Requisition Workshop

This instructor-led, hands-on workshop is intended for requesters who have already created ePro requisitions, and who want additional training, tips, and tricks to make that task more efficient. Topics covered include: tips for creating a multi-line ePro requisition, creating an ePro requisition for specialized requisitions, creating and working with favorites and other helpful skills for frequent ePro requisition users.

Prerequisites: FNV130, FCA131, FPO134

Reporting

FRP230 Query Tools for UCF Financials

This all-day class introduces the experienced query user and the query writer to creating reports using the PeopleSoft Query Manager. If you already run queries in Query Viewer and are ready to take the next step and write your own queries, or if you have created queries using tools like MS Query or MS Access and want to write queries in PeopleSoft, this course will familiarize you with the query tools and the tables used in UCF Financials and how to use them to create custom reports.

NOTE: This instructor-led workshop has a mandatory prerequisite course, FRP131 Learning Query Basics which is offered online at Webcourses@UCF. Please complete the online course before registering for FRP230, Query Tools for UCF Financials.

Prerequisites: FNV130, FCA131, FRP130, FRP131

FRP330 Financial Reports Training

This hands-on, instructor-led training workshop covers selected reports in UCF Financials. You learn how to run and interpret the:

  • Budget position report and then learn to drill down for report details
  • Expenditures within Date Range report
  • Pubic queries available within UCF Financials
  • The Financials DataMart

Prerequisites: FNV130, FCA131, FRP130