Concur Training

The finance upgrade – PeopleSoft 9.2

Voucher Instructions

• How to create a voucher
• How to create a PO voucher
• How to create PCC 8 voucher
• How to delete a voucher
• How to check a budget error

Requisition Instruction

• How to create a purchase requisition

GL Journal

• GL Journal Creation

SC Voucher

• SC Voucher Creation

PeopleSoft 9.1

Voucher

• Step-by-step instructions for voucher key functions
  • How to create a voucher
  • How to create a PO voucher
    
  • How to delete a voucher
    
  • How to check a budget error

GL Journal

• GL Journal Creation

SC Voucher

• SC Voucher Creation

Budget Journal

• Creating a Budget Journal for a Non-Project Cost Center
  
• Creating a Budget Journal for a Project Cost Center

Requisition

• Creating a Purchase Requisition - Printable Instructions

Financial Test and Training System

• Financial Test and Training System Log On

Finance Training

• Online and Instructor Led Training Classes
• Training Material
  
  • Accounts Receivable Departmental Reconciliation & Reporting Procedures
    
  • Choosing the Right Account
    
  • Query Training
    
    • Selected Financial Tables with Key Fields
      
    • Query Design Elements
      
    • How to Make Changes to an Existing Query Guide
      
    • Instructions for Sharing a Private Query
      
    • Instructions for Creating a Query Favorites List
      
  • Procurement and Contracting Process Flowchart
    
  • Procurement and Contracting Review 9-16-15
    
  • Record Retention Training
    
  • Merchandise Inventory Departmental Reconciliation & Reporting Procedures
    
  • Travel Rules and Documentation
    
  • Understanding UH Business - Finance Presentation
    
  • Verifying Cost Centers

HRMS Training

HR Department Training

New Employee Financial Training

• Accounting Entry Structure
• Cost Centers
• Accounts
• Sources of Information
• Accounting Services Overview