The curricula below are MyHR Learn training courses and Knowledge Base articles related to NUFInancials, organized by topic. The MyHR Learn courses serve as comprehensive introductions to various business processes and overall navigation. The Knowledge Base articles mostly assume a general understanding of navigation and business processes in NUFinancials. They are topic specific job aids and training guides.
Topic
MyHR Learn Course
Knowledge Base Article
Accounts Payable
Matching and Tolerance Overview (eLearning) (FMS815-200C)
Finding Match Exceptions in NUFinancials
Match Exception Rules for NUFinancials
Viewing Payments to Suppliers and Non-employees in NUFinancials
In Progress: Viewing PO Invoices via OnBase Training Guide
Actuals Journals
Actuals Journals (eLearning) (FMS711-200D)
Actuals Journal Approval Tip Job Aid
Actuals Journals (recorded classroom) (FMS711-200C)
Actuals Journal Training Guide
Creating a Journal Spreadsheet Training Guide
Creating Balance Sheet Journals Training Guide
Determining the correct Actuals Journal to use
Finding the Original Journal ID for Expense Reports, Cash Advances & Vouchers
Searching for Spreadsheet Journals Training Guide
Troubleshooting Actuals Journals
Approvals
Approvals and Workflow Overview (eLearning) (FMS804-200A)
Adding Attachments to Expense Reports as an Approver
Approval Process: Actuals Journals
Approval Process: Budget Journals
Approval Process for Cash Advances
Approval Process: Expense Reports (text only)
Approval Process for Expenses
Approval Process: Payment Requests
Approval Process: PO Change Orders
Approval Process: PO Change Request Forms
Approval Process: Requisitions (text only)
Approval Process for Requisitions
Approve or Deny a PO Change Order
Email Notifications Job Aid
NUFinancials Supervisor Expense Approval Job Aid
NUFinancials WorkCenter Approvals
Reviewing the Approval Path of a Transaction
Transaction Status Definition Reference
Viewing Requisition Comments and Attachments for Approvers
Assets
Asset Management Self Service in NUFinancials
Asset Management View Access in NUFinancials
NUFinancials Asset Management View Access Presentation
Budget Journals
Adjust a Revenue and Expense Budget Demonstration (video) (FMS720-200E-01)
Budget Journal Process Visual Aid
Adjust a Revenue Budget Exercise (eLearning) (FMS720-200G)
Budget Journal Troubleshooting Job Aid
Adjust an Expense Budget Exercise (eLearning) (FMS720-200F-01)
Initiating Budget Adjustments in NUFinancials
Budget Journal Process and Statuses Presentation (video) (FMS720-200H)
NUFinancials Budget Adjustment Course Guide
NUFinancials Budget Adjustments Presentation (video) (FMS720-200D)
NUFinancials Budget Adjustments Transcript
Search and Troubleshoot Budget Journals Exercise (eLearning) (FMS720-200K)
Searching for Budget Journals in NUFinancials
Search for Budget Journals Demonstration (video) (FMS720-200I)
Troubleshoot Budget Journals Demonstration (video) (FMS720-200J)
CRT
Add Overages or Shortages to a CRT Exercise (eLearning) (FMS740-200G)
Creating a Cash Receipt Ticket
Create a Cash Receipt Ticket (CRT) Demonstration (video) (FMS740-200E)
Creating and Using a CRT Template
Create a Cash Receipt Ticket (CRT) Exercise (eLearning) (FMS740-200F)
Receiving and Depositing Revenue Course Guide
Revenue Overview (eLearning) (FMS740-200A)
Receiving and Depositing Revenue Transcript
Sealed Bag Deposit Process (Cash/Checks) Presentation (video) (FMS740-200D)
Sealed Bag Deposit Process (Cash/Checks) Presentation
Search for Cash Receipt Tickets Demonstration (video) (FMS740-200H)
General
General Navigation in NUFinancials (eLearning) (FMS100-200A)
General Navigation in NUFinancials
Common Errors for Expense Transactions Training Guide
Documentation & Scanning Tips Job Aid
General Ledger
Balance Sheet Journals (recorded webinar) (FMS712-200B)
Budgeting Overview (eLearning) (FMS700-200A)
Assign a Management Level to ChartFields
Assign a Manager and Reviewers to a Department or Project
Budget Reconciliation for NUFinancials
Chart of Accounts Quick Reference
Cognos and NUFinancials Budget Reconciliation
Entering a Financial Structure Request in NUFinancials (formerly ChartField Request)
NUFinancials Ledger Groups
Review Activity on ChartField1 and Program Code
Using Budget Overview for Project Budgets
Using the NUFinancials Tree Viewer
Viewing Budget Performance with Budget Details
Viewing Budget Performance with Budget Overview
Viewing Payroll Suspense in the NUFinancials Ledger Inquiry
Grants
The Grant Chart String Overview (eLearning) (FMS505-200A)
Prepare Transfer Journals for Fund 191 and Fund 193
Prepare Transfer Journals for Fund 192
Searching for Sponsor Invoices in NUFinancials
Searching for Sponsor Payments in NUFinancials
Viewing Post-Award Grant Data in NUFinancials
iBuyNU
About Ship-To Locations in iBuyNU (for Shoppers)
Adding and Managing Favorites in iBuyNU
Catalog Requisition for Requesters
Catalog Requisition in iBuyNU
Create a Shopping Cart in iBuyNU
Introducing the iBuyNU Interface
Manage Group Carts in iBuyNU
Reassign a Cart or Reject a Cart in iBuyNU
Shopping Cart Naming Conventions
View an iBuyNU Item Description in Manage Requisitions
View and Export a Marketplace PO or Invoice
View Assignments And Cart History
Payment Requests
Payment Requests in NUFinancials (eLearning) (FMS832-200A)
Payment Request Policy Exercise
Payment Requests Error Messages
In progress: Submit a Payment Request Job Aid
Submit a Payment Request Training Guide
Using the Contracted Services Form for U.S. Residents
Using the Visitor's Expense Report
Procurement
Procurement (Purchasing) Overview (eLearning) (FMS801-200A)
Common Purchasing Inquiries
Procurement and Payments Overview (class HRD715-200A)
Purchasing Glossary
Purchase to Payment Lifespan Lesson (eLearning) (FMS815-200B)
Purchasing Options at NU
Purchase Orders
Budget Stages for Requisitions and Purchase Orders
Change, Cancel or Close a Purchase Order
Create A PO Change Order
Credits from Suppliers found in iBuyNU and NUFinancials
Hold PO from Further Processing
PO Activity Summary
Submitting a PO Change Request Form
Receiving
Enter a Receipt Using Add/Update Receipts Exercise (eLearning) (FMS816-200E)
Cancel a Receipt for a Changed or Rolled Purchase Order
Enter a Receipt Using Manage Requisitions Exercise (eLearning) (FMS816-200F)
Cancel Receipts Using Add/Update Receipts
Entering Receipts for Amount-only Purchase Orders Presentation (eLearning) (FMS816-200D)
Cancel Receipts Using Manage Requisitions
Receiving Overview (eLearning) (FMS816-200B)
Enter a Receipt for Changed or Rolled Purchase Order)
Enter Receipts Using Manage Requisitions
Entering Receipts Using Manage Requisitions and Add/Update Receipts
Requisitions
Create a Blanket Requisition Exercise (eLearning) (FMS803-200F)
Adding Attachments and Comments on a Requisition
Requisitions in NUFinancials (eLearning) (FMS9050-200A)
Create a Receive by Dollar Amount Requisition
Creating a Blanket Order Requisition
Creating a Standard Non-Catalog Requisition
Line Defaults and Mass Change
Manage Requisitions in NUFinancials: View Lifespan
Managing Requisitions in NUFinancials
Non-Catalog Requisition Favorites
Requisition for Purchase of Capital Equipment
Resolve Chart String Combination and Budget Check Errors for Requisitions
Standard Non-Catalog Requisitions
Using Blanket Order Requisitions
Using the Attention (To) Field when Creating Requisitions
Viewing Requisition Attachments in NUFinancials
Supplier Contracts
Supplier Contract Management Administrator (eLearning) (FMS840-200B)
Collaborate Internally on a Contract
Supplier Contract Management Collaborator (eLearning) (FMS840-200A)
Create a Transactional Contract
Create an Ad Hoc Document
DocuSign - Helpful Links
Finish a Transactional Contract
Finish an Ad Hoc Document
Send Ad Hoc Document or Transactional Contract for Signature via DocuSign
Supplier Contract Workbench
Suppliers
Supplier Registration (eLearning) (FMS9144-200A)
Add a New Supplier - Independent Contractor Job Aid
Supplier Address Quiz Reference (eLearning) (FMS9148-200A)
Add a New Supplier - Refunds and Reimbursements in NUFinancials
Review or Edit a Supplier Request
Submit a Supplier Change Request
Expenses
Expense Reports in NUFinancials (eLearning) (FMS9156-200A)
Add Proxy Access Job Aid
Employee Expense Report Checklist
Entering an Expense Report Training Guide
Entering Foreign Currency Job Aid
Expense Report - Employee Approval
Expense Report Attachments Job Aid
Expenses Entry Quick Reference Job Aid
Foreign Travel Dates FAQ
Managing Expense Reports Training Guide
Mobile Expense Report Training Guide
Select a Supervisor for Employees with Multiple Appointments
Using Per Diem on an Expense Report
Enter an Expense Report for My Wallet Transactions (eLearning) (FMS9186-200A)
My Wallet Transactions Expense Report Training Guide
Cash Advances
Cash Advance in NUFinancials (eLearning) (FMS9181-200A)
Applying an Advance Training Guide
Managing Cash Advances Training Guide
Requesting an Advance Training Guide