Finance - Training

Training

If you do not see what you are looking for, please refer to the Training Contact sheet (XLS). Please contact This e-mail address is being protected from spam bots, you need JavaScript enabled to view it if you have any questions about offered trainings, or would like to suggest a training topic.

Accounting

Financial Environment at UNC Chapel Hill	Classroom Training
Flexible Routing of Electronic Documents (FRED)	Manual (PDF) CBT (WMV)
Investment Management	Information
Online Journal Entry System - Correcting Entries	Manual (PDF) CBT (WMV)
Online Journal Entry System - Billing	Manual (PDF)
Online Journal Entry System - Money Market	Manual (PDF)
Online Journal Entry System - Trust and Special Funds Transfers	Manual (PDF)
Online Journal Entry System - Print Plan Deposit	Manual (PDF) CBT (WMV)
Online Journal Entry System - Department One Card Deposit	Manual CBT (WMV)
Online Journal Entry - Morehead Planetarium	Manual
Online Journal Entry - Development Office Gift Assessment	Manual
UNC Account Request System	Manual (PDF) CBT
Web-based Training Modules Financial Resources, UNC-Chapel Hill Introduction to Accounting, at UNC-Chapel Hill Funds Management, UNC-Chapel Hill	Modules

Audit

Internal Controls & Fraud Prevention

Web Based Module

Budgeting

Online Budget Transfer Instructions	Instruction Manual (PDF)
Budget Management System(BMS) Manual given out in class	Classroom Training
State and F&A Budget Training Manual given out in class	Classroom Training

Credit Card Merchant Training

Manual given out in class

Classroom Training

In-Depth

Manual given out in class

Classroom Training

Insurance

Graduate Health Insurance Manual

Instruction Manual (PDF)

How-To Brochures

How-To:
   Applicability of 4% Withholding
   Buy Goods
   Buy Furniture
   Buy Services
   Dual Employment Payments
   Guide to Systems and Access
   Independent Contractors
   Moving Expenses
   Payments to Individuals
   Surplus Property
   Travel
   Web Receiving
   Web Requisitions

How-To Manuals

Payroll

Accessing your Electronic Pay Stub

Information

Procurement

Web Requisitioning	CBT
Web Receiving	CBT
Online Check Request System	Manual (PDF) CBT
Online Check Request- Stipends only	CBT
Online Check Request - Reports only	CBT
Web Vendor Request	Manual

Reporting

Finance Data Warehouse Reports	Classroom Training Manual (PDF)
Finance Data Warehouse Reports Quick Reference Guide	Instructional Guide (PDF)
Finance Data Warehouse Reports Generator	Classroom Training Manual (PDF)
FDW Generator- Windows XP Service Pack 2	Instructional Guide (PDF)
FDW Generator-Basic Pivot Tables	Instructional Guide (PDF)
FDW Generator- Expenditures by Source of Funds	Instructional Guide (PDF)
FDW Generator-Filtering Concepts	Instructional Guide(PDF)
FDW Generator-SL Fund Type Rules	Instructional Guide (PDF)
FDW Generator-GL Fund Type Rules	Instructional Guide (PDF)
FRS	Classroom Training Manual (PDF)
FRS Quick Reference Guide	Instructional Guide
FRS Screen Guide	Screen Guide (PDF)
How to Read Monthly FBM Reports	Module
How to Use Finan$eer	Module
E-Print	Manual Module
IN-Depth	Classroom Training

SAUR

StARS

Web Based Module

Time Information Management (TIM)

TIM for employees

CBT
Manual

Travel

Central Airfare Billing (CABS)	Manual (PDF) CBT
Web Travel- Full Version	CBT
Web Travel- Reimbursement only	CBT
Web Travel- Registration only	CBT
Web Travel- Approving only	CBT
Web Travel- Deleting only	CBT
Web Travel (Notes)	Instructional Guide(PDF)
Travelink	Travelink Online Demo

Treasury

Risk Management