• Structure of the Chart of Accounts
• Differences between "Funds" and "Grants"
• How to obtain an up-to-the-minute balance using Minerva
• How to obtain your financial statements
• How to retrieve background information on financial transactions
• How to process adjustments on past payroll transactions
• Overview of Minerva > Finance (Fund) Administration menu options
• Overview of 捆绑SM社区 Market Place (MMP)

Course Overview:

• Finance Accounts Receivable (AR) & Billing Department's Responsibilities
• Request for Detail Code
• Request for AR Code
• Request for AR Client ID via Purchase Order (PO)
• Billing Methods
• And more...

Log in to > Employee menu > Training menu > Financial Services

* Pre-requisite courses: GEN 300 - Banner Introduction聽& FIS 401 - Introduction to Finance and Minerva

• Query fund balances, budget summaries and financial documents;
• Approve or disapprove certain documents requiring electronic approval;
• Query financial and non-financial information for fund codes and related characteristics;
• Process standard transactions such as deposits, inter-departmental charges, and intra-fund journals.

• Definitions of the terms "Journal", "Adjustment", and "Transfer" and other related terminology
• Information on the different types of transfers and when to use them
• Information on the anatomy of a proper journal entry
• Introduction to related financial guidelines and procedures
• How to analyze scenarios and determine the appropriate types of transfer and the proper use of account codes
• How to create a journal entry

• Provide you with an understanding of the process of payment of invoices on purchase orders and payment requests.
• Demonstrate how to query invoices in Minerva and Banner.
• Provide you with an overview of sales taxes charged on invoices processed via Accounts Payable and the available payment methods.聽

Course Overview:

• Policy Introduction
• Roles & Responsibilities
• Before you travel
• Advances
• Expense Reports

Log in to > Employee menu > Training menu > Financial Services

* Pre-requisite courses: GEN 300 - Banner Introduction,聽FIS 401 - Introduction to Finance and Minerva & FIS 430 - Processing Financial Transactions.聽 Also, an Active Finance User.聽

* Designated to FST/AEC team members only