| June |
P-Cards |
In this training session, we will cover Procurement Cards. We will discuss what they can and can't be used for. |
6/13/24 |
2:00 |
Lee 107 |
| June |
Payment Works |
In this training, we will cover how to use Payment Works for new vendor onboarding. |
6/27/24 |
2:00 |
Lee 107 |
| July |
General Encumbrances, Contracts, Contracts Plus |
This training session will cover how to manage contracts using Contracts Plus . |
7/25/24 |
2:00 |
Lee 105 |
| August |
Travel |
This training session will cover travel policies and procesdures, codified laws, and administrative rules. We will also discuss how to request and process advances and reimbursements. |
8/30/24 |
2:30 |
Lee 308 |
| September |
Banner Bootcamp |
In this training session, we will cover the basics of Banner and fund sources. We will discuss Accounting resources on the Portal. Various screens will be explained including FAAINVE, FAIINVE, and FGAJVCM. For grants FGITRND, FRIGTRD, FRIGITD |
9/26/24 |
2:30 |
Lee 308 |
| September |
PCI |
This training session will cover PCI compliance and why it is important. We will also cover what all happens during a credit card transaction. |
TBD |
TBD |
TBD |
| October |
Grants Training |
Basic grant training for all levels to review admin, staff, and PI roles and responsibilities, including payroll, leave accrual, cost allowability, indirects, cost share/Location Codes, tuition remission, financial reporting, and Time & Effort Reporting. Discussion on how to maintain compliance in your department and how grants accounting is able to help you. |
10/25/24 |
2:30 |
Lee 308 |
| October |
Roundtable |
Open discussion on any Accounting and Grants process/produres or Banner screen. Accounting and Grant staff will be available to answer your questions. No formal training will be provided, just an open discuss with all staff. One-on-one training will also be available.
Ideas to dscuss include but not limited to:
~Use of General funds, 23F funds, program fee funds and tuition funds.
~ What expenditures are not allowed.
~Grant Funds: allowability indirects, cost share/Location Codes.
~ Grant tuition remission
~payroll vs. Time & Effort Reporting
**Snacks and drinks will be provided** |
tbd |
tbd |
tbd |
| November |
Funds & Grant Balancing |
Expense Tracking, Fund Balancing & Reconciliation for all department funds including grants will greatly support checks and balances, compliance, budget projections, closing out grants, indirect fund tracking, leave accrual payouts, and SAS115 reporting. |
11/14/24 |
10:00 |
UCE 116 ( Continuing Ed) |
| November |
SAS 115 |
This training session will cover our SAS 115 policy and what org managers should be looking for when completing their monthly review of their orgs. We will also discuss internal controls and why they are important to the University. |
11/22/24 |
2:30 |
Lee 308 |
| December |
Invoice creation, Attachments, Fixed assets, Inventory |
In this training session, we will discuss how to create an invoice in Banner and attach documentation in xtender. We will also discuss what Fixed Assets are and how to determine if it should be a fixed asset or not. |
12/20/24 |
2:00 |
Lee 107 |
| January |
Banner Bootcamp |
In this training session, we will cover the basics of Banner and fund sources. We will discuss Accounting resources on the Portal. Various screens will be explained including FAAINVE, FAIINVE, and FGAJVCM. For grants FGITRND, FRIGTRD, FRIGITD. Monthly grant payroll |
1/24/25 |
2:00 |
Lee 107* |
| February |
Travel |
This training session will cover travel policies and procesdures, codified laws, and administrative rules. We will also discuss how to request and process advances and reimbursements. |
2/28/25 |
2:00 |
Lee 107* |
| March |
1099 |
In this training session, 1099 basics, 1099 income types, and 1099 vendors will be covered. We will discuss how to determine if a vendor is a 1099 vendor or not and what are 1099 reportable account codes. |
3/28/25 |
2:00 |
Lee 107* |
| April |
Supervisor Approval |
This training session is for queue appovers. It covers the supervisors responsibilities regarding the payment, how to approve an invoice, what to look for when approving invoices, and reasons for returned documents. |
4/25/25 |
2:00 |
Lee 107* |
| April |
Year-End Training |
This training session covers year-end procedures. We will cover deadlines and how to determine which period to post an invoice in once we are in the new fiscal .year. |
TBD |
TBD |
TBD |
| May |
Cash Handling/Department Deposits/JV |
This training session will cover how to enter deposits and JVs in Banner. We will also be looking at the policies for handling cash and the frequency your deposits need to be brought to the Business Office. |
5/23/25 |
2:00 |
Lee 107* |