| Access any financial data or perform any financial activity |
FIN-PROG-0020 |
Financial Stewardship Expectations |
Financial Stewardship |
| Manage stewardship of Stanford finances |
ORA-1101 |
Understanding Cost Policy |
Financial Authority |
| FIN-0100 |
Internal Controls |
| Grant authority to access financial systems |
––– |
Tutorial for Authority Manager |
| Review and approve financial transactions |
FIN-0103 |
Approving Financial Transactions |
| Initiate, approve, reconcile, review, or manage financial transactions |
FIN-0102 |
Using Stanford’s Chart of Accounts |
Account Structure: Chart of Accounts |
| Request or approve new accounts (PTAs) |
FIN-0200 |
Introduction to Stanford PTA Attributes |
| Request new accounts (PTAs) using PTA Manager |
FIN-0201 |
Requesting PTAs Using PTA Manager |
| Maintain account attributes using PTA Manager |
FIN-0202 |
Maintaining PTAs Using PTA Manager |
| Purchase catalog items and create custom orders using SmartMart |
FIN-0412 |
Purchasing Using SmartMart |
Buying & Paying |
| Initiate non-catalog requests: requisitions and contracts |
FIN-0410 |
Non-Catalog Purchasing Using Oracle iProcurement |
| Act as PCard custodian or transaction Verifier |
FIN-0450 |
PCard Policy & Procedure |
| Initiate and manage reimbursement requests and expense reports |
FIN-0500 |
Introduction to Expense Requests |
| Initiate and manage requests for Non-PO payments |
FIN-0504 |
Non-PO Payment Requests |
| Process requests for advance funds |
FIN-0502 |
Requesting and Clearing Advances |
| Pay human subjects |
FIN-0508 |
Paying Human Subjects |
| Select vendors or people to receive payments |
FIN-0509 |
Payee / Supplier Setup |
| Travel for Stanford business or support business travelers |
FIN-0400 |
Traveling for Stanford |
Travel |
| Create expense reports for Travel Card transactions |
FIN-0402 |
Expense Reports with Travel Card Charges |
| Initiate and manage reimbursement requests and expense reports |
FIN-0500 |
Introduction to Expense Requests |
Reimbursement / Expense Reporting |
| Administer and reconcile department petty cash funds |
FIN-0506 |
Petty Cash Administration |
| Manage Stanford funds |
FIN-0170 |
FUNDamentals of Funds |
Funds Management |
| Manage commitments and available fund balances, forecast future expenditures |
FIN-0180 |
Introduction to the Commitment Management System (CMS) |
| FIN-0181 |
Acquiring Core CMS Skills |
| Initiate expense journals or journal transfers |
FIN-0210 |
Introduction to iJournals |
| Reconcile and review expenditure statements |
FIN-0160 |
Expenditure Statement Reconciliation and Review |
| Process monetary gifts made to Stanford |
FIN-0190 |
Initiating Gift Transmittals |
| Approve monetary gifts made to Stanford |
FIN-0191 |
Approving Gift Transmittals |
| Run financial reports in OBI |
FIN-0340 |
Introduction to OBI Financial Reporting |
Financial Reporting |
| Customize reports in OBI dashboard |
FIN-0345 |
CER Dashboard Intermediate Workshop |
| Run payroll and labor management reports using OBI |
FIN-0351 |
Introduction to Payroll and Labor Management Reporting Using OBI |
| Run expenditure detail and SU card activity reports using OBI |
FIN-0353 |
OBI Financial Reporting – Expense Requests & SU Card Activity Predefined Reports |
| Run consolidated expenditure reports using OBI |
FIN-0355 |
Overview of Consolidated Expenditure Reporting Dashboard |
| Create custom reports and perform advanced analyses using OBI |
FIN-0350 |
Creating Financial Analyses Using OBI |
| Allocate employee labor costs |
FIN-0510 |
Labor Schedules |
Payroll Administration |
| Initiate salary transfers |
FIN-0520 |
Labor Distribution Adjustments |
| Analyze and reconcile graduate financial aid expenditures |
FIN-0110 |
Understanding Graduate Financial Aid Expenditures |
Supporting Students |
