Sessions are open to all faculty and staff.
Staff, please obtain approval from your supervisor prior to registration.
To register or withdraw, go to the registration website.
All available sessions are listed under "Finance Series"
Please note: Once you register you will receive the reminder and confirmation emails from the following: Department of Human Resources: Workshops <firstname.lastname@example.org>
This session will examine the process of creating expense reports, starting with how to prepare an expense form - for both travel and non-travel expenses and the next steps once the report has been submitted (review and approval process). This session will also cover the delegation of authority for the preparation of expense reports, and the review and approval of expense reports, including a demonstration of how to set up a delegation rule, how it works and responsibilities
This session will provide an overview of how to properly determine which process needs to be followed when ordering goods and services (whether ordering from a Project or Grant account or a foreign source). It will also cover the Purchase Requisition process including how to review, approve and receive the good or service which was ordered.