Training
Find available courses and related training materials by financial task, activity or application.
| If you do this... | Take these classes | Class Title | Financial Category |
|---|---|---|---|
| Responsible for stewardship of Stanford’s finances | ORA-1101 | Understanding Cost Policy | Finance Fundamentals |
| Internal Controls | |||
| Grant authority to access financial systems | FIN-0150 | Authority Manager Tutorial | |
| Review and approve financial transactions | FIN-0103 | Approving Financial Transactions | |
| Initiate, approve, reconcile, review, or manage financial transactions | FIN-0102 | Using Stanford’s Chart of Accounts | Account Structure; Chart of Accounts |
| Request or approve new accounts (PTAs) | Introduction to Stanford PTA Attributes | ||
| Request new accounts (PTAs) using PTA Manager | FIN-0201 | Requesting PTAs Using PTA Manager | |
| Maintain account attributes using PTA Manager | FIN-0202 | Maintaining PTAs Using PTA Manager | |
| Purchase catalog items and create custom orders using SmartMart | FIN-0412 | Purchasing Using SmartMart | Buying & Paying |
| Initiate non-catalog requests: requisitions and contracts | FIN-0410 | Non-Catalog Purchasing Using Oracle iProcurement | |
| Act as PCard custodian or transaction Verifier | FIN-0450 | PCard Policy & Procedure | |
| Initiate and manage requests for other checks | FIN-0462 | iOU Other Checks | |
| Travel for Stanford business or support business travelers | FIN-0400 | Traveling for Stanford | Travel |
| Validate Stanford Travel Card charges and originate expense reports for travel charges | FIN-0401 | Processing Travel Card Charges in iOU | |
| Initiate and manage reimbursement requests and expense reports | FIN-0455 | iOU Reimbursement / Expense Reports | Reimbursements |
| Process requests for advance funds | FIN-0456 | iOU Advances | |
| Administer and reconcile department petty cash funds | FIN-0464 | iOU Petty Cash | |
| Involved with management of Stanford funds | FIN-0170 | FUNDamentals of Funds | Funds Management |
| Manage commitments and available fund balances, forecast future expenditures | FIN-0180 | Introduction to the Commitment Management System (CMS) | |
| FIN-0181 | Acquiring Core CMS Skills | ||
| Initiate expense journals or journal transfers | FIN-0210 | Introduction to iJournals | |
| Reconcile and review expenditure statements | FIN-0160 | Expenditure Statement Reconciliation and Review | |
| Process monetary gifts made to Stanford | FIN-0190 | Initiating Gift Transmittals | |
| Approve monetary gifts made to Stanford | FIN-0191 | Approving Gift Transmittals | |
| Run Oracle financial reports in ReportMart3 | FIN-0320 | ReportMart3 for Oracle Financials | Financial Reporting |
| Run payroll and labor management reports using OBI | FIN-0351 | Introduction to Payroll and Labor Management Reporting Using OBI | |
| Create custom reports and perform advanced analyses using OBI for PLM | FIN-0350 | Creating Financial Analyses Using OBI | |
| Allocate employee labor costs | FIN-0510 | Labor Schedules | Payroll Administration |
| Initiate salary transfers | FIN-0520 | Labor Distribution Adjustments | |
| Analyze and reconcile graduate financial aid expenditures | FIN-0110 | Understanding Graduate Financial Aid Expenditures | Supporting Students |
Training Assistance
For STARS assistance (e.g. course enrollment, completions, or training records) or if you have a training related question:
Email Debra King or call 1-650-723-2889.