All Training by Activity
Find available courses and related training materials by financial task, activity or application.
Select a financial activity below to view available courses.
Account Structure: Stanford's "Chart of Accounts"
- PTA Manager Training
- FIN-0102: Using Stanford's Chart of Accounts
- DOR-1101: Understanding Cost Policy
Buying and Paying
- FIN-0412: Purchasing Using Stanford's SmartMart
- FIN-0410: Non-Catalog Purchasing Using Oracle Internet Procurement
- FIN-0450: PCard Policy and Procedure
- FIN-0500: Introduction to the Expense Requests System
- FIN-0400: Traveling for Stanford
- FIN-0402: Expense Reports with Travel Card Charges
- FIN-0502: Requesting and Clearing Advances
- FIN-0504: Non-PO Payment Requests (replaces iOU Other Checks)
- FIN-0508: Paying Human Subjects
- FIN-0509: Payee / Supplier Setup
- FIN-0103: Approving Financial Transactions
Capital Equipment and Capital Projects
- DOR-1101: Understanding Cost Policy
- ORA-PROG-1300: DPA Property Certification Program
- FIN-0410: Non-Catalog Purchasing Using Oracle Internet Procurement
CADMS User Manuals:
- 10-year Forecast Report
- Award Balance and Project Expenditures Report
- Email Daily Received Report
- Fund Authorization Report
- Gift Forecast Report
- Gift History Age Report
- Gift Pledge Report
- Gift Transaction Report
Cash Handling and Deposits
Financial Authority
- FIN-PROG-0010: Financial Confidentiality Agreement
- DOR-1101: Understanding Cost Policy
- FIN-0102: Using Stanford's Chart of Accounts
- FIN-0103: Approving Financial Transactions
- Tutorial for Authority Manager
Financial Reporting
- Financial Confidentiality Agreement in STARS (FIN-PROG-0010)
- OBI Financial Reporting Curriculum
- FIN-0160: Expenditure Statement Reconciliation and Review
- FIN-0320: ReportMart3 for Oracle Financials
° Scheduling for ReportMart3 PowerPoint Presentation (August 2009)
- Hyperion Budgets, Entry and Reporting
- Excel Skills Training (See Current Courses offered by Information Technology Services)
Funds Management
- FIN-0102: Using Stanford's Chart of Accounts
- PTA Manager Training
- Gift Transmittals Training
- FIN-0100: Internal Controls
- FIN-0160: Expenditure Statement Reconciliation and Review
- FIN-0170: FUNDamentals of Funds: Introduction to Funds Management
- FIN-0180: Introduction to the Commitment Management System (CMS)
- FIN-0181: Acquiring Core CMS (Commitment Management System) Skills
- FIN-0210: Introduction to iJournals
- Introduction to iBudgets – Please contact Mark Rickey at the University Budget Office for access to the training.
- Hyperion Budgets, Entry and Reporting (4 courses)
- FIN-0190: Initiating Gift Transmittals
- FIN-0191: Approving Gift Transmittals
- FIN-0110: Understanding Graduate Financial Aid Expenditures
Month-end / Year-end Close
- FIN-0160: Expenditure Statement Reconciliation and Review
- FIN-0210: Introduction to iJournals
- User Guide: iJournals
- FIN-0510: Labor Schedules
- FIN-0520: Labor Distribution Adjustments
Payroll Administration
- For I-9 help, request 1-hour training session with the I-9 Compliance Specialist by submitting a HelpSU ticket
- FIN-0100: Internal Controls
- Oracle Labor Distribution System
- Time and Leave Reporting
- To see or try interactive system demonstrations and read or print job aids, visit the Axess Timecard Online Learning Center
- To view or print step-by-step instructions, see Time & Leave Reporting section of How To...
- To schedule a one-on-one Training by Appointment, submit a HelpSU ticket and specify the topic you would like to cover.
- PeopleSoft HR System
Payroll for Employees
- To see or try interactive system demonstrations and read or print job aids, visit the Axess Timecard Online Learning Center
- To view or print step-by-step instructions, see Time & Leave Reporting section of How To...
Petty Cash Administration
- FIN-0500: Introduction to Expense Requests
- FIN-0506: Petty Cash Administration
- FIN-0100: Internal Controls
Reimbursement / Expense Reporting
- FIN-0500: Introduction to the Expense Requests System
- FIN-0509: Supplier / Payee Setup
- FIN-0400: Traveling for Stanford
- FIN-0402: Expense Reports with Travel Card Charges
- FIN-0506: Petty Cash Administration
- FIN-0502: Requesting and Clearing Advances
- FIN-0508: Paying Human Subjects
- FIN-0103: Approving Financial Transactions
Supporting Students
- General Information about PeopleSoft at Stanford
- FIN-0110: Understanding Graduate Financial Aid Expenditures
Tax Compliance
- No formal training courses available for this topic at this time
Travel
- FIN-0400: Traveling for Stanford
- FIN-0500: Introduction to the Expense Requests System
- FIN-0402: Expense Reports with Travel Card Charges
- FIN-0502: Requesting and Clearing Advances
- FIN-0504: Non-PO Payment Requests (replaces iOU Other Checks)
- FIN-0509: Supplier / Payee Setup
- FIN-0103: Approving Financial Transactions