NUFinancials Training Curricula

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

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

Topic

MyHR Learn Course

Knowledge Base Article

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)

 

Topic

MyHR Learn Course

Knowledge Base Article

General Ledger

Balance Sheet Journals (recorded webinar) (FMS712-200B)

Approving Financial Structure Requests (formerly ChartField Request)

 

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

Topic

MyHR Learn Course

Knowledge Base Article

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

Topic

MyHR Learn Course

Knowledge Base Article

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

 

 

Was this helpful?
50% helpful - 2 reviews
Print Article

Related Services / Offerings (1)

NUFinancials
NUFinancials is the centerpiece of the University’s financial management systems. It supports the accounting and budgeting functions that feed the University’s general ledger, and works with related reporting, facilities management, purchasing, sponsored research, financial forecasting, and annual budgeting systems.