An Accounting Pathway indicates that a University employee has specialized knowledge to:
- Explain how University funds are categorized, allocated, managed, and dispersed
- Demonstrate working knowledge of related policies, regulations, and terminology
- Properly handle transactions using appropriate University systems and tools
- Effectively and efficiently gather, process, and report information related to University funds and accounts
- Pursuit of a pathway is primarily for building knowledge and skills related to success in current position
- To ensure effective learning experiences, pre-requisites may be identified for some courses
- Employees not in an accounting-related role can still participate in the program if pre-requisites are met
- Employee and Supervisor should discuss requirements and options prior to beginning a pathway program
- Employee and Supervisor should discuss how learning from the various learning experiences will be applied
- Participation in pathway programs and professional development activities should be discussed regularly
- A pathway does not mean that a person has all skills required for a position. Experience is also important.
Core Requirements – Participants must complete all of the following courses
This course is designed for administrators and staff who have accounting or financial responsibilities and would like an accounting refresher course. Topics include: assets, liabilities, equity, revenues and expenses; balance sheet and income statement, debits and credits, and accrual vs cash-basis accounting.
Cash Handling & Credit Card Security Awareness
Provides an overview of the cash handling responsibilities for: collecting cash, checks, and credit cards; required safeguards and internal controls; understanding responsibilities for PCI compliance; required training & certification.
Chart of Accounts Fundamentals
Provides an overview of the Chart of Accounts (COA) which provides the structure for all financial and management related reporting. Specific topics include General Ledger (GL) COA, Grants COA, segment values, object codes, functions, hierarchy, creating new values, and tools.
Higher Education Business Model
This course guides participants through an examination of the financial models of higher education institutions, external challenges facing higher education institutions, and the implications of these challenges at Ohio University.
Oracle Business Intelligence (OBI) Reporting Fundamentals
This course will review the dashboard pages contained on the Finance dashboard (available to all faculty and staff). The course will focus on reviewing prompts available for selecting data; segment value hierarchies utilized in the dashboard prompts; and understanding the drilldown options available from each page. This course will provide information about the purpose of each dashboard page and how to use the various pages most effectively. While most dashboard pages ultimately end up displaying transaction details, we’ll discuss which page gets you to your information most efficiently. Participants should be familiar with pivot tables and vlookups in Excel prior to attending. An OBI Navigation video is required pre-work.
Pre-requisites: Chart of Accounts Fundamentals, Oracle Business Intelligence (OBI) Navigation
In addition to Core Requirements, participants must complete five additional courses from the following list:
Approvers of Financial Transactions
This course provides training that includes the role of the financial approver in the internal control structure, responsibilities of the financial approver and signature authority. An overview of the purpose and functionality of the Financial Approvers & Related Metadata (FARM) system will be covered. Finally, the class will review how these processes, policies and tools work in practice to ensure financial transactions are properly authorized in Concur and BobcatBUY, and contract templates and signature authority are properly executed in practice.
Attendance is restricted to participants who are set-up as approvers in the Financial Approvers and Related Metadata (FARM) system OR have signature authority to approve financial transactions.
Provides an overview of the types of cost share, how cost share is tracked and reported, monitoring cost share, and Planning Unit responsibilities for cost share.
Pre-requisites: Grants Accounting Fundamentals
Distributed Journal Entry Preparation
Shows users how to download and fill out an Excel Journal Entry Template. Also reviews pertinent areas of the Chart of Accounts. Course is available to everyone responsible for journal entry preparation. CFAO permission is not required for this course.
Pre-requisites: Chart of Accounts Fundamentals
Distributed Journal Entry Processors
Shows users how to Login to Oracle Ebiz and Stage, Validate, and Upload a Journal Entry using the Journal Entry Tool (JET). Also explains how to monitor the Posting process.
Please check with your CFAO prior to taking this course. This course is for those individuals designated to be Journal Entry Processors in their Planning Unit.
Pre-requisites: Distributed Journal Entry Preparation
The Budget Office provides an elective course designed for planning unit budget/finance staff that instructs attendees on the annual fund balance processes at Ohio University. The course will focus on year-end fund balance transactions by source and cost center to assist unit’s with year-end planning; differentiating consolidated fund balance from auto carry-forward transactions and tracking annual fund balance.
Grants Accounting Fundamentals
Provides a more in-depth look at Grants Accounting. Grants Accounting is a sub-ledger of the General Ledger (GL). Grants Accounting utilizes Project-Task-Award (PTA). Topics include Grants Accounting Module and how it is used, PTA segment values, understanding dates, allowed cost schedules, and auto-accounting to the GL.
Pre-requisites: Chart of Accounts Fundamentals
Shows authorized users how to establish Internal Awards using the Grants Accounting system. Topics include set-up of Project-Task, set-up of Award, funding & budgeting, reporting, and closeout of internal awards. Participants must have Planning Unit authorization to establish Internal Awards prior to attending this course. Watching an Oracle Navigation Tutorial is required pre-work for this course.
Pre-requisites: Chart of Accounts Fundamentals, Grants Accounting Fundamentals
Oracle Business Intelligence (OBI) Navigation
The Oracle Business Intelligence (OBI) Navigation eLearning course is a self-study course that will introduce users to the basics of OBI Reporting. In this course, you will learn how to select prompts, save customizations, export and print reports and dashboards, as well as drilling down on specific information and changing the report view in the search results.