All Finance Courses

Intended Audience

Administrators

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See table below for links to individual courses

Gain the knowledge and confidence to navigate Stanford's Financial Systems. Keep your skills sharp and your financial acumen strong and focused. Choose from a wide variety of training courses to suit your needs.

If you do this... Take these classes Class Title Financial Category
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

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Training Assistance

Contact the Financial Management Services Training Specialist for STARS assistance (e.g., course enrollment, completions, or training records) or if you have a training-related question.

Created: 03.04.2021

Updated: 02.08.2024