Resource Center: Training
Find available courses and related training materials by financial activity or application.
Select a financial activity below to view available training resources.
Account Structure: Stanford's Chart of Accounts
Courses and related training materials to help you understand the structure of account names and numbers used at Stanford to classify and record financial transactions. Learn more about Stanford's Account Structure: Chart of Accounts.
| Course Title | Delivery Method |
|---|---|
Cost Policy and Chart of Accounts (ORA-1101) |
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Banking & Commerce
Courses and training materials related to processing revenue and depositing receipts. Learn more about Banking and Commerce at Stanford.
| Course Title | Delivery Method |
|---|---|
Internal Controls (FIN-0100) |
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| Training Materials for Processing University Receipts |
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Buying and Paying
Courses and related training materials to help you learn how to buy and pay for goods and services. Learn more about Buying and Paying for things at Stanford.
| Course Title | Delivery Method |
|---|---|
Introduction to Stanford Finance and Research Administration (FIN-0120) |
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Purchasing Using Oracle Internet Procurement (FIN-0410) |
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PCard Policy and Procedure (FIN-0450) |
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iOU Other Checks (FIN-0462) |
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Capital Equipment & Capital Projects
Courses and related training materials to help you understand policies and processes pertinent to capital equipment and capital projects. Learn more about Capital Equipment and Capital Projects at Stanford.
| Course Title | Delivery Method |
|---|---|
Purchasing Using Oracle Internet Procurement (FIN-0410) |
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Property Policies and Procedures (ORA-1310) |
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Create and Maintain Asset Records in Sunflower (ORA-1320) |
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Excess and Reporting in Sunflower Assets (ORA-1330) |
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Financial Authority
Courses and related training materials to help you learn policy and tools used to assign financial authority for accessing applications and information and for originating or approving financial transactions. Learn more about Financial Authority at Stanford
| Course Title | Delivery Method |
|---|---|
Cost Policy and Chart of Accounts (ORA-1101) |
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Authority Manager Tutorial |
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Financial Reporting Tools
Courses and related training materials to help you understand financial reporting tools and commonly used reports. Learn more about Financial Reporting Tools at Stanford.
| Course Title | Delivery Method |
|---|---|
Expenditure Statement Reconciliation and Review (FIN-0160) |
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Introduction to ReportMart3 (FIN-0320) |
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Introduction to ReportMart1 (ITS-8401) |
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| Various Excel classes are available through Information Technology Service, see Current Courses. | |
Funds Management
Courses and related training materials to help you learn about accounting for income and expenditures in Stanford's fund accounting environment. Learn more about Funds Management at Stanford.
| Course Title | Delivery Method |
|---|---|
Internal Controls (FIN-0100) |
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Expenditure Statement Reconciliation and Review (FIN-0160) |
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Introduction to iJournals (FIN-0210) |
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Introduction to iBudgets |
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Hyperion budgets, Entry and Reporting (4 courses) |
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Gift Administration @ Stanford (ORA-1128) |
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Tutorial: Following the Money Trail – A Guide to Understanding Graduate Financial Aid Expenditures |
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| Various Excel classes are available through Information Technology Service, see Current Courses. | |
Month-End / Year-End Close
Courses and related training materials to help you understand process and procedure related to University accounting schedules and requirements. Learn more about Month-End / Year-End Close at Stanford.
| Course Title | Delivery Method |
|---|---|
Expenditure Statement Reconciliation and Review (FIN-0160) |
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Introduction to iJournals (FIN-0210) |
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Labor Schedules (FIN-0510) |
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Labor Distribution Adjustments (FIN-0520) |
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Payroll Administration
Courses and related training materials for Labor Schedulers and Kronos Administrators. Learn more about Payroll Administration at Stanford.
| Course Title | Delivery Method |
|---|---|
Internal Controls (FIN-0100) |
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Labor Schedules (FIN-0510) |
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Labor Distribution Adjustments (FIN-0520) |
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Kronos Time and Leave Policies & Procedures (FIN-0655) |
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Review and Approve Employee Timecards (Tutorial) |
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Payroll for Employees
Courses and related training materials to help you learn how to report your time and leave for payroll purposes. Learn more about Payroll for Employees at Stanford
| Course Title | Delivery Method |
|---|---|
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Enter Leave Hours in Kronos (Tutorial) |
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Petty Cash Administration
Courses and related training materials to help you learn policies and procedures for administering a petty cash fund. Learn more about Petty Cash Administration at Stanford.
| Course Title | Delivery Method |
|---|---|
Internal Controls (FIN-0100) |
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iOU Petty Cash (FIN-0464) |
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Reimbursement
Courses and related training materials to help you learn how to get reimbursed for business and travel expenses. Learn more about Reimbursement at Stanford.
| Course Title | Delivery Method |
|---|---|
iOU Reimbursements and Advances (FIN-0460) |
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iOU Other Checks (FIN-0462) |
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Supporting Students
Courses and related training materials to help Student Administrators understand policy and procedures related to student billing, student funding, student workers, and student financial data. Learn more about Supporting Students at Stanford.
| Course Title | Delivery Method |
|---|---|
PeopleSoft Student Administration Basics (Tutorial) |
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PeopleSoft Graduate Financial Support (GFS) for Read-Only Access (Tutorial) |
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Graduate Financial Support (GFS) Policy and Entry (AS-8030) |
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Worklist Manager for GFS Approvers (Tutorial) |
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Tutorial: Following the Money Trail – A Guide to Understanding Graduate Financial Aid Expenditures |
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Tax Compliance
Training materials on University tax policy, standards, and practices. Learn more about Tax Compliance @ Stanford.
| Course Title | Delivery Method |
|---|---|
Training courses for this topic are not available at this time. |
Travel
Courses and related training materials to help you understand policies and procedures for traveling on Stanford business. Learn more about Travel at Stanford.
| Course Title | Delivery Method |
|---|---|
iOU Reimbursements and Advances (FIN-0460) |
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iOU Other Checks (FIN-0462) |
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