| Access any financial data or perform any financial activity | FIN-PROG-0020 | Financial Stewardship Expectations | Financial Stewardship |
| Manage stewardship of Stanford finances | DOR-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 |
