Shared Services Center
Unit Finance Courses
April 2015 Implementation

AR170: AR Enhancements for Various Sponsored Projects

This course will provide an overview for establishing a Various Sponsor Customer including how to complete the Various Sponsor Billing upload.

Presenter:

  • Jamie Zawistowski - Accounts Receivable Collections Team Lead, Shared Services Center

Watch the video (00:24:11) Date recorded: 3/2/2015

FN100: Accounting Customer Service Going Forward

This course is designed to help distinguish which accounting services are offered through FINOPS and which are provided by the SSC. It includes a map for knowing how to request services and/or help regarding ChartFields, Approver Table Maintenance, and Journal Entry, and how to communicate with the SSC. This course will also provide details on the JE workflow approval process.

Presenter:

  • Jennifer Valencich-Mannor - Financial Manager, Financial Operations

Watch the video (00:29:05) Date recorded: 3/2/2015

Presentation

FN200: Approver Table Maintenance

This course provides an in-depth look at the new Approver Table for AP and journal entry transactions. Department Managers will learn how to maintain the Approver Table for their department IDs.

Presenter:

  • Malorie Lauzon - Internal Control Analyst, Office of Associate VP for Finance - Faculty and Staff

Watch the video (00:44:44) Date recorded: 3/4/2015

Presentation

Approver Table Access Template

SOA100: SOA Reconciliation for Units

This course will provide a foundation for knowing how to communicate with the SSC and what documentation is required for the SSC to reconcile SOA transactions. The course will also cover new eReconciliation fields and management reports. In addition, the work flow/interaction between the Unit and the SSC will be clearly defined.

Presenter:

  • Lisa Harris - Accounting Group Lead for Accounting Services and Accounts Receivable - Shared Services Center

Watch the video (01:13:00) Date recorded: 3/5/2015

Presentation

SOA101: Requesting Journal Entries and UDCs

This course provides an overview for -units to understand how to request Journal Entries (JE’s) and Unit Defined Commitments (UDC’s) from the SSC.

Presenter:

  • Malorie Lauzon - Internal Control Analyst, Office of Associate VP for Finance - Faculty and Staff

Watch the video (00:31:55) Date recorded: 3/4/2015

Presentation

TE150: Travel and Expense Going Forward for Units

This course provides an overview of what services will be provided by the SSC. It covers topics such as how to contact the SSC, what the workflow between the units/schools/colleges and the SSC looks like, and what the expectations are for service delivery.

Presenter:

  • Cheryl Wahl - Travel and Expense Processing Team Lead, Shared Services Center

Watch the video (00:22:00) Date recorded: 4/28/2015

Presentation