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.

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 

DATECLASS TIME
    
08/13/2019
Online Requisition RequestorOLR9:30 - 11:30                                           
08/15/2019Chargeback RequestorCBK9:30 - 11:30
    
09/10/2019Basic Fin Utilities/Reconciliation ToolsTools I10:00 - 11:00
09/12/2019Advanced Fin Utilities/Reconciliation ToolsTools II9:30 - 11:30 
09/17/2019eTravel - Travel Authorization/Cash AdvanceTA/CA9:30 - 11:30
09/19/2019eTravel - Expense Report/My WalletER/MW9:30 - 11:30
    
11/12/2019Online Requisition RequestorOLR9:30 - 11:30
11/14/2019Chargeback RequestorCBK9:30 - 11:30 
    
12/03/2019eTravel - Travel Authorization/Cash AdvanceTA/CA9:30 - 11:30
12/05/2019eTravel - Expense Report/My WalletER/MW9:30 - 11:30
12/10/2019Basic Fin Utilities/Reconciliation ToolsTools I10:00 - 11:00
12/12/2019Advanced Fin Utilities/Reconciliation Tools Tools II9:30 - 11:30
    
02/11/2020Online Requisition RequestorOLR9:30 - 11:30
02/13/2020Chargeback RequestorCBK9:30 - 11:30
    
03/03/2020eTravel - Travel Authorization/Cash AdvanceTA/CA9:30 - 11:30
03/05/2020eTravel - Expense Report/My WalletER/MW9:30 - 11:30
03/10/2020Basic Fin Utilities/Reconciliation ToolsTools I10:00 - 11:00 
03/12/2020Advanced Fin Utilities/Reconciliation ToolTools II9:30 - 11:30
    
05/12/2020Online Requisition RequestorOLR9:30 - 11:30
05/14/2020Chargeback RequestorCBK9:30 - 11:30
05/19/2020Basic Fin Utilities/Reconciliation ToolsTools I10:00 - 11:00
05/21/2020Advanced Fin Utilities/Reconciliation ToolsTools II9:30 - 11:30
    
06/09/2020eTravel - Travel Authorization/Cash AdvanceTA/CA9:30 - 11:30
06/11/2020eTravel - Expense Report/My WalletER/MW9:30 - 11:30
REV:  07-03-19