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

 

Navigate the training movies using the image below as a guide.

 

GENERAL TASKS

Log On to Financial Management System	Practice!	Print
Log Off of Financial Management System	Practice!	Print
Financial Management System Navigation		Print
Switch Responsibilities	Practice!	Print

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.

Invoice Inquiry	Practice!
Invoice Navigation		Print

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

Purchase Order Initiation Process		Print
Access the Requisition Form		Print
Requisition Form Entry		Print
Purchase Order Inquiry	Practice!	Print
Purchase Order Navigation		Print

GENERAL LEDGER TASKS

Funds Available View
This view can be used to:             Find available funds by Cost Center, allowing you to compare budget to actual and encumbrances             Find all Cost Center summaries for a Planning Unit (comparable to the M110 report) Find Natural Account detail by Cost Center (comparable to M100 report)             Find expenditure detail by Natural Account (comparable to M900 report)             Produce a monthly Income Statement by Natural Account for one or more Cost Centers       Create your own queries using one or more account code segments   These training movies will be useful to find out how much budget is available and view actual dollars spent and dollars encumbered by both cost center and natural account. It can be used to view all expenditures for a particular natural account or to create a real-time income statement for one or more cost centers. This view is NOT available for Grant or Plant accounts. Please see the Project Accounting section for training movies for these accounts.

How to Access Funds Available View if you have FMS report access	Practice!	Print
How to Access Funds Available View if you have online FMS access	Practice!	Print
Query Single Cost Center	Practice!	Print
Query Range of Cost Centers	Practice!	Print
View Complete Segment Value List		Print
Look Up Account Segment Name		Print
Drill Down to Detail	Practice!	Print
Email Cost Center Income Statement	Practice!	Print
Email Period To Date Actuals	Practice!	Print
Excel Tutorial		Print
Chart of Accounts		Print