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.

Accounts Payable

Topic	MyHR Learn Course	Knowledge Base Article
Accounts Payable	Matching and Tolerance Overview (eLearning) (FMS815-200C)	Finding Match Exceptions in NUFinancials
		Match Exception Rules for NUFinancials
		Viewing Payments to Suppliers and Non-employees in NUFinancials
		In Progress: Viewing PO Invoices via OnBase Training Guide

Actuals Journals

Topic	MyHR Learn Course	Knowledge Base Article
Actuals Journals	Actuals Journals (eLearning) (FMS711-200D)	Actuals Journal Approval Tip Job Aid
	Actuals Journals (recorded classroom) (FMS711-200C)	Actuals Journal Training Guide
		Creating a Journal Spreadsheet Training Guide
		Creating Balance Sheet Journals Training Guide
		Determining the correct Actuals Journal to use
		Finding the Original Journal ID for Expense Reports, Cash Advances & Vouchers
		Searching for Spreadsheet Journals Training Guide
		Troubleshooting Actuals Journals

Approvals

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

Assets

Topic	MyHR Learn Course	Knowledge Base Article
Assets		Asset Management Self Service in NUFinancials
		Asset Management View Access in NUFinancials
		NUFinancials Asset Management View Access Presentation

Budget Journals

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)

Cash Receipt Ticket (CRT)

Topic	MyHR Learn Course	Knowledge Base Article
CRT	Add Overages or Shortages to a CRT Exercise (eLearning) (FMS740-200G)	Creating a Cash Receipt Ticket
	Create a Cash Receipt Ticket (CRT) Demonstration (video) (FMS740-200E)	Creating and Using a CRT Template
	Create a Cash Receipt Ticket (CRT) Exercise (eLearning) (FMS740-200F)	Receiving and Depositing Revenue Course Guide
	Revenue Overview (eLearning) (FMS740-200A)	Receiving and Depositing Revenue Transcript
	Sealed Bag Deposit Process (Cash/Checks) Presentation (video) (FMS740-200D)	Sealed Bag Deposit Process (Cash/Checks) Presentation
	Search for Cash Receipt Tickets Demonstration (video) (FMS740-200H)

General

Topic	MyHR Learn Course	Knowledge Base Article
General	General Navigation in NUFinancials (eLearning) (FMS100-200A)	General Navigation in NUFinancials
		Common Errors for Expense Transactions Training Guide
		Documentation & Scanning Tips Job Aid

General Ledger

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

Grants

Topic	MyHR Learn Course	Knowledge Base Article
Grants	The Grant Chart String Overview (eLearning) (FMS505-200A)	Prepare Transfer Journals for Fund 191 and Fund 193
		Prepare Transfer Journals for Fund 192
		Searching for Sponsor Invoices in NUFinancials
		Searching for Sponsor Payments in NUFinancials
		Viewing Post-Award Grant Data in NUFinancials

iBuyNU

Topic	MyHR Learn Course	Knowledge Base Article
iBuyNU		About Ship-To Locations in iBuyNU (for Shoppers)
		Adding and Managing Favorites in iBuyNU
		Catalog Requisition for Requesters
		Catalog Requisition in iBuyNU
		Create a Shopping Cart in iBuyNU
		Introducing the iBuyNU Interface
		Manage Group Carts in iBuyNU
		Reassign a Cart or Reject a Cart in iBuyNU
		Shopping Cart Naming Conventions
		View an iBuyNU Item Description in Manage Requisitions
		View and Export a Marketplace PO or Invoice
		View Assignments And Cart History

Payment Requests

Topic	MyHR Learn Course	Knowledge Base Article
Payment Requests	Payment Requests in NUFinancials (eLearning) (FMS832-200A)	Payment Request Policy Exercise
		Payment Requests Error Messages
		In progress: Submit a Payment Request Job Aid
		Submit a Payment Request Training Guide
		Using the Contracted Services Form for U.S. Residents
		Using the Visitor's Expense Report

Procurement

Topic	MyHR Learn Course	Knowledge Base Article
Procurement	Procurement (Purchasing) Overview (eLearning) (FMS801-200A)	Common Purchasing Inquiries
	Procurement and Payments Overview (class HRD715-200A)	Purchasing Glossary
	Purchase to Payment Lifespan Lesson (eLearning) (FMS815-200B)	Purchasing Options at NU

Purchase Orders

Topic	MyHR Learn Course	Knowledge Base Article
Purchase Orders		Budget Stages for Requisitions and Purchase Orders
		Change, Cancel or Close a Purchase Order
		Create A PO Change Order
		Credits from Suppliers found in iBuyNU and NUFinancials
		Hold PO from Further Processing
		PO Activity Summary
		Submitting a PO Change Request Form

Receiving

Topic	MyHR Learn Course	Knowledge Base Article
Receiving	Enter a Receipt Using Add/Update Receipts Exercise (eLearning) (FMS816-200E)	Cancel a Receipt for a Changed or Rolled Purchase Order
	Enter a Receipt Using Manage Requisitions Exercise (eLearning) (FMS816-200F)	Cancel Receipts Using Add/Update Receipts
	Entering Receipts for Amount-only Purchase Orders Presentation (eLearning) (FMS816-200D)	Cancel Receipts Using Manage Requisitions
	Receiving Overview (eLearning) (FMS816-200B)	Enter a Receipt for Changed or Rolled Purchase Order)
		Enter Receipts Using Manage Requisitions
		Entering Receipts Using Manage Requisitions and Add/Update Receipts

Requisitions

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

Supplier Contracts

Topic	MyHR Learn Course	Knowledge Base Article
Supplier Contracts	Supplier Contract Management Administrator (eLearning) (FMS840-200B)	Collaborate Internally on a Contract
	Supplier Contract Management Collaborator (eLearning) (FMS840-200A)	Create a Transactional Contract
		Create an Ad Hoc Document
		DocuSign - Helpful Links
		Finish a Transactional Contract
		Finish an Ad Hoc Document
		Send Ad Hoc Document or Transactional Contract for Signature via DocuSign
		Supplier Contract Workbench

Suppliers

Topic	MyHR Learn Course	Knowledge Base Article
Suppliers	Supplier Registration (eLearning) (FMS9144-200A)	Add a New Supplier - Independent Contractor Job Aid
	Supplier Address Quiz Reference (eLearning) (FMS9148-200A)	Add a New Supplier - Refunds and Reimbursements in NUFinancials
		Review or Edit a Supplier Request
		Submit a Supplier Change Request

Travel and Expenses

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

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