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.

General Ledger
FGL233: Fundamentals of General Ledger

This instructor-led workshop teaches the fundamentals of creating journals in UCF Financials. You will 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. Additionally, topics covered include the following:

  • Common journal errors and how to correct them
  • Attaching supporting documentation
  • Tracing the progress of a journal through the approval process
  • Journal approval workflow and how to respond if your journal is denied approval

Note: This workshop is not a substitute for the Financials webcourse “FGL131: Create and Upload Journals.”

PREREQUISITES: FNV130, FCA131, FGL130, FGL131

Purchasing
FPO232: All About PCard

This instructor-led workshop covers the procurement card (PCard) approval process, including how to assign chartfields, split charges, dispute a charge, and approve asset transactions. You will learn about recordkeeping and the preferred method to file current charges, how to submit a completed statement to Financial Affairs, 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, the approval role, and the approver’s ability to reject inappropriate charges.

Prerequisites: FNV130, FCA131, FGL130, FGL131

FPO234: ePro Requisition: The Basics

This instructor-led workshop is intended for requesters who have already created eProcurement (ePro) requisitions and who want additional training, tips, and tricks to make that task more efficient. It is part one of our ePro Workshop Series. Topics covered include the following:

  • Creating an ePro requisition
  • Creating a multiline ePro requisition
  • Creating an ePro requisition for travel expenditures
  • Adding comments and attachments
  • Approving ePro requisitions
  • The workflow process

Prerequisites: FNV130, FCA131, FPO134

FPO235: Advanced ePro Requisition

This instructor-led 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. It is part two of our ePro Workshop Series. Topics covered include the following:

  • Tips for creating a multiline 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 workshop 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 tasked with query report writing as a daily job responsibility, or if you have created queries using tools like MS Query or MS Access and need 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: Basic Financials Reporting

This instructor-led workshop addresses various types of report building in UCF Financials. You will learn the basic developmental requirements for financial reporting using the following tools:

  • Expenditures within Date Range report
  • Public queries available within UCF Financials
  • Financials DataMart
  • Retrieval of BPR from UCF Financials portal

Prerequisites: FNV130, FCA131, FRP130

FRP332: Running Budget Position Report

This instructor-led workshop explores the various types of budget position reports (BPRs) that can be run in UCF Financials and the step-by-step procedures required for detailed reporting. Additionally, topics covered include the following:

  • Running a budget position report for an award/project, departmental, revenue, and/or department/college series
  • Accessing an existing budget position report in UCF Financials
  • Learning to drill down for report details

Prerequisites: FNV130, FCA131, FRP130