Financial Services Trainings - Financial Services

Topic	Training Department	Who Should Attend?	Register
Request Training Please select the link to request training related to financial services and accounting at UMBC	Financial Services	All Campus Users	TRAINING REQUESTOR
UMBC 101 This workshop provides an overview of financial and administrative systems at UMBC.	Financial Services	New Hires	EVITE SENT
Intro to PS Finance This hands on training is for any staff or faculty responsible for financial processes and approvals	Financial Services	New Hires	MY UMBC TRAINING
How to Buy Things at UMBC This workshop will introduce purchasing and accounts payable procedures and requirements.	Accounts Payable	Purchasers	MY UMBC TRAINING
Understanding Journal Entry This workshop provides step by step instruction to initiate and approve journal entries in PeopleSoft Finance Prerequisite: Intro to PS Finance	Financial Services	Journal entry processors and approvers	MY UMBC TRAINING
DBE/Retros This workshop takes users through the process of issuing Department Budget Earnings (DBE) for a new hire and create retroactive adjustments to a prior payroll period	Financial Services	BY SPECIAL REQUEST ONLY	TRAINING REQUESTOR
Requisition Entry This online tutorial provides instructions for campus purchasers to begin the purchase order process at the requisition	Procurement	Purchasers	MY UMBC TRAINING
REX Finance A hands on session to understand and use the REX Finance Reporting System to track expenditures, including payroll and Sponsored Accounts	Financial Services	All PS Finance Users	MY UMBC TRAINING
PCARD This training is required by the Purchasing Card Program Policy for new cardholders and their supervisors. Cardholders must attend this training before they are able to receive and use their purchasing card. Supervisors must attend this training before they are allowed to review and approve the card holder’s transaction log.	Procurement	New PCARD Users	MY UMBC TRAINING
P-CARD Reconciliation Mandatory training for new P-CARD holders to be able to effectively reconcile purchases directly in PeopleSoft Finance	Procurement	New P-CARD Users	MY UMBC TRAINING
Sponsored Account Training This workshop guides processors of sponsored (grant) account activities	Office of Contracts and Grant Accounting	Sponsored account stakeholders	MY UMBC TRAINING
Asset Management Training This hands on course is for all UMBC Property Custodians and support staff with emphasis on understanding Inventory Procedures and Policies for Capital and Sensitive and instructions for completing the FY2019 Capital Inventory.	Asset Management	Property Custodians	By evite
E-Travel An eLearning module to walk through the steps and understand the requirements of requesting and reconciling travel expenditures	Financial Services	All Campus Users	FS E-Travel WEBPAGE
Budget Instructor led workshop by the Budget office to walk stakeholders through the budget creation and submission process	Budget Office	Dean’s offices/ stakeholders	TBA
Budget Transfers TBA	Budget Office	Dean’s offices/ stakeholders	TBA
SBS Department Deposits TBA	Student Business Services	Stakeholders	TBA