NUFinancials Training Curricula

Body

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

 

Topic

MyHR Learn Course

Knowledge Base Article

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

 

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

Assets

 

Asset Management Self Service in NUFinancials

 

 

Asset Management View Access in NUFinancials

 

 

NUFinancials Asset Management View Access Presentation

 

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

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)

 

 

Topic

MyHR Learn Course

Knowledge Base Article

General

General Navigation in NUFinancials (eLearning) (FMS100-200A)

General Navigation in NUFinancials

 

 

Common Errors for Expense Transactions Training Guide

 

 

Documentation & Scanning Tips Job Aid

 

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

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

Topic

MyHR Learn Course

Knowledge Base Article

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

Topic

MyHR Learn Course

Knowledge Base Article

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

 

Topic

MyHR Learn Course

Knowledge Base Article

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

Topic

MyHR Learn Course

Knowledge Base Article

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

 

Topic

MyHR Learn Course

Knowledge Base Article

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

 

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

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

 

Topic

MyHR Learn Course

Knowledge Base Article

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

 

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

 

 

 

Details

Details

Article ID: 1782
Created
Thu 5/12/22 1:39 PM
Modified
Tue 1/7/25 4:34 PM

Related Services / Offerings

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.