Finance System Training and Access

ABS, in cooperation with the Procurement Service Center, offers both classroom and online training designed to provide basic information for accessing and using the Finance System. The classroom training runs for 2 days and allows time for both hands-on application and individual assistance. The online training is a self-paced series of courses. Topics include Finance System navigation, ChartFields, reporting, actual journal entries, vendor information, department purchase orders, PO requisitions, and SPO requisitions

1. Determine Your Training and Access Needs

• Work with your supervisor to determine the type of Finance System access (Inquiry, General Ledger, Procurement) you need in order to perform your duties.

  • New Users: Please refer to the Finance System Training and Access Requirements to determine the training requirements for your level of access.

  • Current Users: If you would like a refresher course on the above-mentioned topics you are welcome either to attend the classroom training or to take the online courses.

2. New Users Complete the Fiscal Code of Ethics Training

• If you are a new user, complete the Fiscal Code of Ethics Training prior to completing the following step. Click the above link for a description and further instructions.

3. Submit the Finance System Access Request Form

• Once you have determined your access needs and completed the Fiscal Code of Ethics training and other applicable online training, complete the Finance System Access Request Form and submit it by fax or campus mail to the Finance System Access Coordinator. For the Boulder campus this is:

David Sayers

Phone: 303-492-2396

Fax: 303-492-5553

579 UCB

finance.access@colorado.edu

4. Register for Your Classroom Training

• Register in advance for the classroom training you need by sending an email to ABSTraining@colorado.edu.

• Click here for available training dates.

5. Familiarize Yourself with Important Finance System
    Resources

• ABS Area Accountants for General Accounting

• ABS Area Accountants for Sponsored Projects

• Job Aids

• Tip #1: Hints on Printing

• Tip #2: Disabling Pop-up Blockers

• Sign up to be on the Departmental Administrators List to receive informative emails from ABS.

   

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