Financial Systems

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Solar Financials Training Schedule

TRAINING DETAILS:

On-Line Requisitions

The On-Line Requisitions training will teach you how to create a basic requisition that will be submitted to Purchasing. The course includes an overview of the module and its role in the procurement process.

Chargebacks
The Chargeback training will teach you how to create a basic service request that will be submitted to one of the various service providers on campus. The course includes an overview of workflow and approvals required to complete a chargeback request.

Basic Financial Utilities and Tools
This class is designed to give an overview of the building blocks of the SOLAR Financials reconciliation tools. These tools include chartfields and their attributes (Chartfield Lookup), relationships of the chartfield values to each other (Trees), State Trust Application view, and Authorized Signature view. This class is recommended for those who intend to take the Advanced Tools session.

Advanced Financial Utilities and Tools
This course starts where the Basic Tools course ends. In this class, the following reconciliation views and tools are discussed:

  • General Ledger
  • Requisitions / Purchase Orders
  • Chargebacks
  • eTravel reconciliation and document tracking

eTravel Travel Authorization/Cash Advance
This class is designed to give an overview and hands on training of a travel authorization and cash advance. This course will teach you how to create, modify, withdraw and delete requests, including tips and tricks.

eTravel Expense Report/My Wallet
This class is designed to give an overview and hands on training of an expense report. This course will teach you how to create, modify, withdraw and delete requests, including tips and tricks.

eMOU
This course is intended as an introduction and refresher session for the eMOU module. This training is scheduled close to the MOU submission deadline for the next fiscal year.

ENROLLMENT INFORMATION:

To enroll, send an email to solarfin@csun.edu with the subject line of TRAINING REQUEST.

Include the following information:

  • Employee’s Name
  • Class and Date Requested
  • Department Name and Department No.

Once received, a confirmation email will be sent with the location information. For additional questions, contact Solar Financials at ext. 6685 or email solarfin@csun.edu 

DATECLASSTIME
   
August 7, 2018
Online Requisition Requestor (OLR) Training10:00 - 11:30                                                  
August 9, 2018 Chargeback Requestor Training9:30 - 11:30
   
September 11, 2018Basic Fin Utilities/Reconciliation Tools Training10:00 - 11:00
September 13, 2018 Advanced Fin Utilities/Reconciliation Tools Training9:30 - 11:30 
September 18, 2018eTravel - Travel Authorization/Cash Advance Training1:30 - 3:00
September 20, 2018eTravel - Expense Report/My Wallet Training1:30 - 3:00
   
November 13, 2018Online Requisition Requestor (OLR) Training10:00 - 11:30
November 15, 2018 Chargeback Requestor Training 9:30 - 11:30 
   
December 4, 2018Basic Fin Utilities/Reconciliation Tools Training10:00 - 11:00
December 6, 2018Advanced Fin Utilities/Reconciliation Tools Training9:00 - 11:00
December 11, 2018eTravel - Travel Authorization/Cash Advance Training10:00 - 11:30 - CLASS IS FULL - NO MORE REQUESTS
December 13, 2018eTravel - Expense Report/My Wallet Training10:00 - 11:30 - CLASS IS FULL - NO MORE REQUESTS
   
February 12, 2019Online Requisition Requestor (OLR) Training10:00 - 11:30
February 14, 2019Chargeback Requestor Training9:30 - 11:30
   
March 12, 2019eTravel - Travel Authorization/Cash Advance Training1:30 - 3:00 
March 14, 2019eTravel - Expense Report/My Wallet Training1:30 - 3:00
March 19, 2019 Basic Fin Utilities/Reconciliation Tools Training 10:00 - 11:00 
March 21, 2019Advanced Fin Utilities/Reconciliation Tools Training9:30 - 11:30
   
April 16, 2019eMou Training10:00 - 11:30
   
May 7, 2019 Online Requisition Requestor (OLR) Training 10:00 - 11:30 
May 9, 2019Chargeback Requestor Training9:30 - 11:30
May 14, 2019Basic Fin Utilities/Reconciliation Tools Training10:00 - 11:00
May 16, 2019Advanced Fin Utilities/Reconciliation Tools Training9:30 - 11:30
May 21, 2019eMou Training10:00 - 11:30
   
June 11, 2019eTravel - Travel Authorization/Cash Advance Training10:00 - 11:30
June 13, 2019eTravel - Expense Report/My Wallet Training10:00 - 11:30
   
REV:  07-06-18