Financial Management System Online Training

Click on any underlined link below to view the online training demonstration movie or to view the handouts. 

GENERAL TASKS

ACCOUNTS PAYABLE TASKS

This view is useful when researching the details of an invoice and can be used to search for:

• Invoices scheduled for payment
• Invoices that have been paidThe account numbers that were used to pay an invoice 
• Invoices paid to a specific supplier 
• Invoices paid against a Purchase Order 
• Payment made for a Travel Expense Report 
• Payment made to cover PCARD purchases

Note: Invoices include: Direct Payment Forms, Travel Expense Reports, and Invoices paid on Purchase Orders.

PURCHASING TASKS

• This view can be used to search for and view, in summary form, a specific purchase order and can also be used to find: 
• Approval date of the purchase order             
• Information that the supplier received on their purchase order             
• Account distribution associated with each line item             
• Notes to receiving areas on campus that give specific direction for delivery of goods Whether there have been any invoice payments, by line item and purchase order total             
• Invoices received for the purchase order and amounts paid on each invoice