Changes to Finance Course Names

Finance and Business Services has updated its training course list for continuity purposes. Courses are named as follows:

  • FIN101 Introduction to Finance
  • FIN102 ProCard Program Overview
  • FIN103 GoCard Program Overview
  • FIN104 Requisitions and Vouchers
  • FIN105 Purchase Order Receipting
  • FIN106 Finance Data Warehouse
  • FIN107 Budget and Expense Transfers
  • FIN108 HR Expense Adjustments
  • FIN201 Finance Overview for Managers
  • FIN202 ProCard/GoCard Overview for Approving Officials
  • FIN301 ProCard/GoCard Reconciliation Workshop

Please note that the following courses (or their equivalents) must be completed before CMS Security will grant Finance System Access:

  • FIN101 Introduction to Finance
    Required for Staff to request Level 1 Create or Level 2 Create+ access.
    Equivalent Courses: FIN009, FIN001, FNOL01, GEN001.
  • FIN201 Finance Overview for Managers
    Required for Managers (MPPs) and Department Chairs to request Level 3 Approval access.
    Equivalent Courses: FIN007, FIN002, GEN002.

Employees are welcome to submit requests for Finance & Business Services Training.
The ProCard and GoCard training courses are scheduled after employees submit a ProCard/GoCard application or update form.

 

ProCard/GoCard Workshop Zoom Session

We are having a ProCard/GoCard Workshop on Friday, September 24th from 9 a.m. to 11 a.m. via Zoom.

New and current cardholders are encouraged to attend when they need assistance or have questions about the ProCard/GoCard. If you are interested in joining the session, you’ll need to register by 5pm on Thursday, September 23rd. Please keep in mind the first 30 minutes of the workshop will provide an overview of the reconciliation. After the overview, the workshop is opened for cardholders to ask questions or seek assistance in completing their reconciliation.

ProCard/GoCard Workshop Zoom Session

We are having a ProCard/GoCard Workshop on Friday, August 27th from 9 a.m. to 11 a.m. via Zoom.

New and current cardholders are encouraged to attend when they need assistance or have questions about the ProCard/GoCard. If you are interested in joining the session, you’ll need to register by 5pm on Thursday, August 26th. Please keep in mind the first 30 minutes of the workshop will provide an overview of the reconciliation. After the overview, the workshop is opened for cardholders to ask questions or seek assistance in completing their reconciliation.