Trainings

Accounting

Chart of Accounts

• Chart of Accounts Fundamentals Presentation [PDF]
  • FSE - Function Training Presentation [PDF]
• Grants Accounting Fundamentals Presentation [PDF]
• Accounting with the new COA Presentation [PDF]
  • Gifts and Endowment Sources Quick Reference Guide[PDF]
  • Gifts and Endowment Worksheets [ZIP]

Distributed Journal Entry

• Journal Entry Tool (JET) User Guide (Updated 04/01/23)
• JET-Filling out a Journal Entry Template-QRG (Updated 04/01/23)
• Journal Entry Tool (JET) QRG (Updated 04/01/23)

How to Videos

• JET: Logging In
• JET: Accessing and Downloading
• JET: Stage a Journal Entry
• JET: Populating a Journal Entry Header
• JET: Edit a Journal Entry
• JET: Editing the JET Header Screen
• JET: Upload a Journal Entry and Check Status
• JET: Filtering and Searching
• JET: Searching Journal Lines

Additional information about the JET application is available on our JET page.

Internal Awards

• Internal Awards and Grants View for faculty - Quick Reference Guide [PDF]
• Internal Awards and Grants View for faculty - VIDEO
• Internal Awards Setup Presentation
• Internal Award - How to Guide (Updated 2/23/23)
• Internal Award - Condensed Version How to Guide (Updated 02/23/23)
• Internal Award - Find and Correct Expired Internal Awards (Updated 05/31/22)
• Internal Award - Find and Correct Overspends on Internal Awards (Updated 05/03/23)
• Internal Award - Reconciling General Ledger to Grants Module (Updated 05/31/22)
• Internal Award - Q & A (Updated 05/03/23)

For information regarding accounting within a Financial System (e.g., Oracle e-Business Suite or Concur), please see the Systems section below.

Purchasing

• PCard training has been moved into Blackboard. Potential cardholders will be sent information regarding access to this training once their application has been received.

For information regarding BobcatBUY (the eProcurement system used at OHIO) or Concur (the travel and expense reporting system) please see the Systems section below.

Systems

• BobcatBUY: Users can register for the online BobcatBUY Fundamentals course and read reference guides for multiple functions within BobcatBUY.
• BobcatBUY Training Videos:
  • Supplier/Payee Information Form
  • Services Agreement
  • Payments Dashboard
• Concur: This page shows users how to access the help module within Concur and register for live training sessions.
• Financial Approvers (FARM): Users can access self-guided training materials for using FARM to set up approvers in BobcatBUY and Concur.
• My Personal Information (MPI): Users can access links to videos and user guides on Absence Management, Benefits Enrollment, and Payroll information.
• Oracle Business Intelligence (OBI): The OBI page has links to videos and guides on accessing OBI and running reports within the system. This page will also contain information regarding the new OBI Dashboards.
• Oracle e-Business Suite: Contains user guides and self-guided trainings on using e-Business Suite. Topics include:
  • General Tasks
  • Accounts Payable Tasks
  • Purchasing Tasks
  • Funds Available View
• PaymentNet: Users can view the reference guide for accessing PaymentNet. This guide is also given to new PCard holders when they pick up their card.
• PeopleAdmin: This page gives information on accessing the help guide within PeopleAdmin and guides departments through the process for submitting new position requests.
• WorkForce: General information about the system is available on our WorkForce page.