NUFinancials Training curricula

The curricula below are MyHR Learn training courses and Knowledge Base articles related to NUFInancials, organized by topic. The MyHR Learn courses serve as comprehensive introductions to various business processes and overall navigation. The Knowledge Base articles mostly assume a general understanding of navigation and business processes in NUFinancials. They are topic specific job aids and training guides.

Topic

MyHR Learn Course

Knowledge Base Article

Approvals

Approvals and Workflow Overview (eLearning) (FMS804-200A)

Adding Attachments to Expense Reports as an Approver

Approval Process: Actuals Journals

Approval Process: Budget Journals

Approval Process for Cash Advances

Approval Process: Expense Reports (text only)

Approval Process for Expenses

Approval Process: Payment Requests

Approval Process: PO Change Orders

Approval Process: PO Change Request Forms

Approval Process: Requisitions (text only)

Approval Process for Requisitions

Approve or Deny a PO Change Order

Email Notifications Job Aid

NUFinancials Supervisor Expense Approval Job Aid

NUFinancials WorkCenter Approvals

Reviewing the Approval Path of a Transaction

Transaction Status Definition Reference

Viewing Requisition Comments and Attachments for Approvers

Topic

MyHR Learn Course

Knowledge Base Article

Budget Journals

Adjust a Revenue and Expense Budget Demonstration (video) (FMS720-200E-01)

Budget Journal Process Visual Aid

Adjust a Revenue Budget Exercise (eLearning) (FMS720-200G)

Budget Journal Troubleshooting Job Aid

Adjust an Expense Budget Exercise (eLearning) (FMS720-200F-01)

Initiating Budget Adjustments in NUFinancials

Budget Journal Process and Statuses Presentation (video) (FMS720-200H)

NUFinancials Budget Adjustment Course Guide

NUFinancials Budget Adjustments Presentation (video) (FMS720-200D)

NUFinancials Budget Adjustments Transcript

Search and Troubleshoot Budget Journals Exercise (eLearning) (FMS720-200K)

Searching for Budget Journals in NUFinancials

Search for Budget Journals Demonstration (video) (FMS720-200I)

Troubleshoot Budget Journals Demonstration (video) (FMS720-200J)

Topic

MyHR Learn Course

Knowledge Base Article

General Ledger

Balance Sheet Journals (recorded webinar) (FMS712-200B)

Assign a Management Level to ChartFields

Budgeting Overview (eLearning) (FMS700-200A)

Assign a Manager and Reviewers to a Department or Project

Enter a ChartField Request form (recorded webinar) (FMS760-200A)

Budget Reconciliation for NUFinancials

Chart of Accounts Quick Reference

Cognos and NUFinancials Budget Reconciliation

Entering a ChartField Request in NUFinancials

NUFinancials Ledger Groups

Request to Update or Inactivate ChartField in NUFinancials

Review Activity on ChartField1 and Program Code

Using Budget Overview for Project Budgets

Using the NUFinancials Tree Viewer

Viewing Budget Performance with Budget Details

Viewing Budget Performance with Budget Overview

Viewing Payroll Suspense in the NUFinancials Ledger Inquiry

Topic

MyHR Learn Course

Knowledge Base Article

Requisitions

Create a Blanket Requisition Exercise (eLearning) (FMS803-200F)

Adding Attachments and Comments on a Requisition

Requisitions in NUFinancials (eLearning) (FMS9050-200A)

Create a Receive by Dollar Amount Requisition

Creating a Blanket Order Requisition

Creating a Standard Non-Catalog Requisition

Line Defaults and Mass Change

Manage Requisitions in NUFinancials: View Lifespan

Managing Requisitions in NUFinancials

Non-Catalog Requisition Favorites

Requisition for Purchase of Capital Equipment

Resolve Chart String Combination and Budget Check Errors for Requisitions

Standard Non-Catalog Requisitions

Using Blanket Order Requisitions

Using the Attention (To) Field when Creating Requisitions

Viewing Requisition Attachments in NUFinancials

Topic

MyHR Learn Course

Knowledge Base Article

Expenses

Expense Reports in NUFinancials (eLearning) (FMS9156-200A)

Add Proxy Access Job Aid

Employee Expense Report Checklist

Entering an Expense Report Training Guide

Entering Foreign Currency Job Aid

Expense Report - Employee Approval

Expense Report Attachments Job Aid

Expenses Entry Quick Reference Job Aid

Foreign Travel Dates FAQ

Managing Expense Reports Training Guide

Mobile Expense Report Training Guide

Select a Supervisor for Employees with Multiple Appointments

Using Per Diem on an Expense Report

Enter an Expense Report for My Wallet Transactions (eLearning) (FMS9186-200A)

My Wallet Transactions Expense Report Training Guide

Cash Advances

Cash Advance in NUFinancials (eLearning) (FMS9181-200A)

Applying an Advance Training Guide

Managing Cash Advances Training Guide

Requesting an Advance Training Guide

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Keywords:Financials   Doc ID:87224
Owner:ESAF GM Team .Group:Northwestern
Created:2018-10-25 14:54 CDTUpdated:2021-08-09 10:03 CDT
Sites:Northwestern
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