Subject
On the page

Course Snapshot

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 classesClass TitleFinancial Category
Access any financial data or perform any financial activityFIN-PROG-0010Financial Confidentiality AgreementFinance Fundamentals
Manage stewardship of Stanford financesDOR-1101Understanding Cost PolicyFinancial Authority

FIN-0100

Internal Controls
Grant authority to access financial systems–––Tutorial for Authority Manager
Review and approve financial transactionsFIN-0103Approving Financial Transactions
Initiate, approve, reconcile, review, or manage financial transactionsFIN-0102Using Stanford’s Chart of AccountsAccount Structure: Chart of Accounts
Request or approve new accounts (PTAs)

FIN-0200

Introduction to Stanford PTA Attributes
Request new accounts (PTAs) using PTA ManagerFIN-0201Requesting PTAs Using PTA Manager
Maintain account attributes using PTA ManagerFIN-0202Maintaining PTAs Using PTA Manager
Purchase catalog items and create custom orders using SmartMartFIN-0412Purchasing Using SmartMartBuying & Paying
Initiate non-catalog requests: requisitions and contractsFIN-0410Non-Catalog Purchasing Using Oracle iProcurement
Act as PCard custodian or transaction VerifierFIN-0450PCard Policy & Procedure
Initiate and manage reimbursement requests and expense reportsFIN-0500Introduction to Expense Requests
Initiate and manage requests for Non-PO paymentsFIN-0504Non-PO Payment Requests
Process requests for advance fundsFIN-0502Requesting and Clearing Advances
Pay human subjectsFIN-0508Paying Human Subjects
Select vendors or people to receive paymentsFIN-0509Payee / Supplier Setup
Travel for Stanford business or support business travelersFIN-0400Traveling for StanfordTravel
Create expense reports for Travel Card transactionsFIN-0402Expense Reports with Travel Card Charges
Initiate and manage reimbursement requests and expense reportsFIN-0500Introduction to Expense RequestsReimbursement / Expense Reporting
Administer and reconcile department petty cash fundsFIN-0506Petty Cash Administration
Manage Stanford fundsFIN-0170FUNDamentals of FundsFunds Management
Manage commitments and available fund balances, forecast future expendituresFIN-0180Introduction to the Commitment Management System (CMS)
FIN-0181Acquiring Core CMS Skills
Initiate expense journals or journal transfersFIN-0210Introduction to iJournals
Reconcile and review expenditure statementsFIN-0160Expenditure Statement Reconciliation and Review
Process monetary gifts made to StanfordFIN-0190Initiating Gift Transmittals
Approve monetary gifts made to StanfordFIN-0191Approving Gift Transmittals
Run financial reports in OBIFIN-0340Introduction to OBI Financial ReportingFinancial Reporting
Customize reports in OBI dashboardFIN-0345CER Dashboard Intermediate Workshop
Run payroll and labor management reports using OBIFIN-0351Introduction to Payroll and Labor Management Reporting Using OBI
Run expenditure detail and SU card activity reports using OBIFIN-0353OBI Financial Reporting – Expense Requests & SU Card Activity Predefined Reports
Run consolidated expenditure reports using OBIFIN-0355Overview of Consolidated Expenditure Reporting Dashboard
Create custom reports and perform advanced analyses using OBIFIN-0350Creating Financial Analyses Using OBI
Allocate employee labor costsFIN-0510Labor SchedulesPayroll Administration
Initiate salary transfersFIN-0520Labor Distribution Adjustments
Analyze and reconcile graduate financial aid expendituresFIN-0110Understanding Graduate Financial Aid ExpendituresSupporting Students

Register in STARS via Axess

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: 03.04.21
Updated: 03.10.21