ProCard/GoCard Reconciliation Workshop Schedule for January to June 2020

Finance has scheduled workshops dedicated to all things ProCard and GoCard. The ProCard/GoCard training will now be a walk-in workshop where cardholders can come meet with Finance staff to get an overview of the submission process and obtain hands-on reconciliation training. The workshops will replace the formal ProCard/GoCard Reconciliation class (Course # FIN903).

New and current cardholders are encouraged to attend a workshop when they need assistance or have questions about the ProCard/GoCard. There is no need to register; however, the first 30 minutes of the workshop will provide an overview of the reconciliation process so please promptly arrive when the session begins. Afterwards, the workshop is opened for cardholders to ask questions or seek assistance in completing their reconciliation. Do bring your scanned receipts and backup documentation.

Unless noted, the workshops are scheduled from 9 a.m. to 11 a.m. in IRC 210 on the following dates:

Wednesday, January 29 in Clark 118

Friday, February 28

Friday, March 27 in Clark 118

Tuesday, April 28

Wednesday, May 27

Friday, June 26

Please refer to this announcement for date and location changes.

Finance Open Lab Schedule for January to June 2020

Finance Open Labs have been scheduled for January to June 2020

Open labs are informal sessions where qualified personnel are available to assist department users who have access to the finance applications: CFS, FTS, Finance Data Warehouse, and Campus Marketplace. Come to an open lab for help on a number of topics:

  • Understanding procurement and finance policies and guidelines
  • Entering Requisitions or Travel Authorizations/Reimbursements in FTS
  • Ordering from Campus Marketplace and Staples Advantage
  • Running or reviewing Finance Data Warehouse reports
  • Managing PO encumbrances
  • Completing a PO Change Order Request
  • Recording receipts and inspections
  • Uploading Purchase Order invoices in e-Invoice
  • Reviewing PO/requisition information in CFS
  • Checking the payment status for a PO invoice, Direct Payment or Reimbursement

New ProCard/GoCard users are encouraged to attend a dedicated ProCard/GoCard Reconciliation Workshop for training and assistance.

Unless noted, Open Lab is held in our new location IRC 210 from 9 a.m. to 12 p.m. on each of the days listed below. We encourage you to bring your laptop. Please refer back to this announcement for schedule and location changes.

January 10

January 17

February 7

February 21

March 6

March 20

April 3

April 17

May 8

May 15

May 22

June 5

June 12

June 19

 

New! ProCard/GoCard Workshops

Finance has scheduled workshops dedicated to all things ProCard and GoCard. The ProCard/GoCard training will now be a walk-in workshop where cardholders can come meet with Finance staff to get an overview of the submission process and obtain hands-on reconciliation training. The workshops will replace the formal ProCard/GoCard Reconciliation class (Course # FIN903).

New and current cardholders are encouraged to attend a workshop when they need assistance or have questions about the ProCard/GoCard. There is no need to register; however, the first 30 minutes of the workshop will provide an overview of the reconciliation process so please promptly arrive when the session begins. Afterwards, the workshop is opened for cardholders to ask questions or seek assistance in completing their reconciliation. Do bring your scanned receipts and backup documentation.

Unless noted, the workshops are scheduled from 9 a.m. to 11 a.m. in IRC 210 on the following dates:

  • September 27 in Clark 224
  • October 28
  • November 25
  • December 20
  • January 6, 2020
  • January 29, 2020 in Clark 118
  • February 28, 2020
  • March 20, 2020 in Clark 118
  • April 28, 2020
  • May 27, 2020
  • June 26, 2020