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Financial Services Trainings

Topic Training Department

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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