This course is for individuals responsible for initiating, reconciling or reviewing financial transactions, including processing and approving transactions in Oracle Financials, or verifying expense reports in iOU.

This course is one of three required for staff to be granted authority to approve transactions in Oracle Financials. Topics include:

  • Importance of using Chart of Accounts to track the flow of money in/out of the University
  • The purpose and significance of Chart of Accounts coding
  • The purpose and definition of Awards or Funds
  • Identifying accounts using Project, Task, and Award (PTA)
  • Financial transaction coding using the combined PTAs and Expenditure Types or Object Codes
  • The financial tasks that utilize Chart of Accounts
  • The Oracle Financials modules used to process the related transactions

Web (Self-paced)

Self-paced (approximately 30 minutes)