Financial Management Course Catalog

Providing skill-based financial management related training opportunities for staff and faculty. Please select the desired course. 

Prerequisites:

Course Information:

This course is required for CFS PeopleSoft End Users.

Course Description:

This course will cover how to look up vouchers associated with an individual who travels, plus reviewing supplier vouchers (1) attached to PO and (2) stand alone, and any documents related to the voucher.

The following will be covered:

  • Understanding the difference between invoices and vouchers
  • Inquiring on paid and pending vouchers
  • Reviewing Payment Status and related documents

Method:

Course Documents:

Finance AP Vouchers and Payments Training Manual – CFS 9.2 (PDF)

 

Prerequisites:

Must be authorized to handle Campus payments via cash, checks, credit cards and e-commerce on behalf of a department or other operation of the University or University Foundations.

Course Information:

This course is required for employees and student workers with access to cardholder data; and assigned cash, cash-equivalent, checks and e-commerce duties. Annual training is mandatory for employees or student workers in areas designated to handle Campus payments.

Course Description:

The purpose of this course is to train employees and student workers on the following:

  • Cash Handling procedures
  • Accurate recording of receipts
  • Ensure the reliability of financial data
  • Protection of cardholder data

Method:

Zoom Online Training - Registered participants will be notified of login information.

View and Register for a Class

Course Documents:

Materials will be provided at training.

Express Interest?

Prerequisites:

None.

Course Information:

This course is required for all Business Unit End Users that have fiscal management responsibilities.

Course Description:

Attendees will gain a fundamental understanding of the Chartfields, Speedcharts and Approval processes. This class provides

  • an introduction to CSULB business units, ledgers and funds
  • definitions of the chartfield values that form the Chart of Accounts
  • an explanation for the use of speedcharts with campus chargeback providers
  • an understanding of Signature Authority & Delegation of Authority (DOA)
  • the process for inquiring on Delegation of Authority (DOA)

Method:

Course Documents:

Prerequisites:

Must be a department requestor to complete purchases within CSUBuy. To obtain the "Requestor Role", ProCardholders may contact Purchasing@csulb.edu.

Course Information:

CSUBuy is an online marketplace to procure goods at rates that have been negotiated by the Chancellor's Office for the CSU.  Transactions/Shopping Carts within CSUBuy must be purchased by an approved ProCardholder.  All other staff are considered Shoppers.  This is a mechanism to procure goods and all purchases must comply with CSULB How to Purchase to Pay and ProCard Guidelines.

Course Description:

The purpose of this course is to train employees and student workers on the following:

  • CSUBuy CSULB End Users - Creating Your Profile covers how to generate a profile within CSUBuy for the appropriate role: shopper or requestor.
  • CSUBuy How to Shop for Supplies: The Shopper Role covers how to create a shopping cart of goods to be purchased (both shopper and requestor role) and how to transfer the shopping cart to an approved ProCardholder for payment (shoppers only as requestors don't need to do this)
  • CSUBuy How to Submit and Pay for Orders as a Requestor covers the "purchase" part of the transaction and is targeted to the requestor role.

Method:

Course Documents:

 

Prerequisites:

Recommend completion of the "Chartfields, Speedcharts and Approvals" training.

Course Information:

This course is required for all new and current Data Warehouse End Users.

Course Description:

The following will be covered for all BUs (LBCMP, LBFDN, LB49R):

  • An overview of features in 12c
  • Managing Budgeted Funds
  • Managing Non Budgeted Funds
  • Transaction Reporting

Method:

Course Documents/Resources:

Prerequisites:

Recommend completion of the "Chartfields, Speedcharts and Approvals" training.

Course Information:

This course is targeted for LBCMP Business Unit End Users needing to perform reconciliations and/or analysis of Labor Cost Distribution data.

Course Description:

The purpose of this course is to teach the End User how to perform various financial analyses using payroll data and managing a budget that includes payroll costs.

Method:

Course Documents:

Prerequisites:

Recommend completing the "Chartfields, Speedcharts and Approvals" training.

Course Information:

This course is required for CFS PeopleSoft End Users.

Course Description:

The purpose of this course is to teach the End User how to enter Journal Entries in the CFS PeopleSoft System.

Method:

Video On-Demand via Office 365 Stream (requires authentication via SSO) - CSU Journal Entry Process

Course Documents:

CSULB Journal Entry Process - CFS 9.2 (PDF)

Prerequisites: Participants must complete an activity after wait-list registration and prior to attending this class. Participants will receive confirmation to attend class in a calendar invite after the activity has been reviewed.

  1. Completion/Submission of the Procurement Credit Card (DocuSign) form for cardholders to request a card OR or email/written notification to fs-pcard@csulb.edu from reconcilers to notify that the person is solely a reconciler and for whom they will be reconciling.
  2. Completion/Submission by cardholders and reconcilers of an approved Finance Authority Application (FAA form) requesting access to the Campus Community "ProCard User" role. This must be completed at least 10 business days prior to the session in order for the user to complete their activity before the class.
  3. Watch On Demand Videos: 
    1. Procurement: Guideline & Monthly Reconciliation for Procurement Cardholders.
    2. All Videos in the Monthly ProCard Reporting Process section of the Procurement Credit Card Overview page.
  4. Test the Two step verification process which is required to login to CFS PeopleSoft. To understand the options, refer to ITS Two Step activation.
  5. Campus VPN is also required to complete the in-workshop activities from an off-campus setting.
  6. A separate VPN to the Chancellor’s Office is also required to complete the activity prior to class and the in-class activity. This is different than the campus VPN and permits the connection to the non-production instance of CFS. Refer to Cisco AnyConnect Instructions to install the VPN.
  7. It is recommended that attendees complete the “Chartfields, Speedcharts and Approvals” (videos 1-4) on-demand training prior to enrollment in this course.

Course Information:

The hands-on exercises within the CSU ProCard module applies the concepts presented in Procurement Card Training On-Demand videos.

Course Description:

The following will be evaluated during this hands-on session:

  • Entering Description/Business Purpose
  • Selecting Categories
  • Modifying chartfield strings
  • Splitting Distributions

Method:

Zoom Online Training - registered will be notified of call-in information prior to the session.

Course Documents/Resources:

 

View Calendar to Register for the next Session

Express Interest?

Prerequisites:

None.

Course Information:

This high-level overview is required for staff members responsible for ordering office supplies, goods and services.

Course Description:

This workshop is to provide an overview of CSULB Purchasing guidelines and Purchase options using How to Purchase and Pay. It will cover Types of purchases. For each type of purchase

  • Whether or not a requisition/Purchase Order is required
  • The Administrative Guidelines
  • Required forms and documents
  • Purchase methods (ProCard, Direct Pay or Voucher).
  • Other information such as Account code to use

Method:

On-Demand Video (coming soon)

Course Documents:

None

Express Interest?

Prerequisites:

Attendees must be authorized to make purchases on behalf of their department (Requisition or ProCard), or support the procurement of information technology for their department.

Course Information:

Purchasing ITC at the Beach is required for staff that purchase any information or communication technology products or services.

Course Description:

Attendees will be:

  • Introduced to the procurement compliance review (PCR) process
    • HECVAT/Security
    • E&IT Checklist
    • Purchasing review
    • ITS Review
    • Buyer notifies requester
    • Requestor pays for goods/services
  • Familiarized with CSU policies surrounding Security and Technological Coordination

Method:

Course Documents:

Refer to How to Purchase and Pay - Technology

Link: CSULB Equally Effective Alternate Access Plan (EEAAP)

Link: Electronic & Information Technology (E&IT) Checklist

 

Prerequisites:

Class available to all CFS Users. To request CFS PeopleSoft access, complete the Finance Authority Application.

Recommend completing the "Chartfields, Speedcharts and Approvals" training.

Course Information:

This course is required for CFS PeopleSoft End Users who enter and approve requisitions.

Course Description:

This course will cover how to look up and review requisitions, purchase orders and related documents.
The following will be covered:

  • Understanding the Requisition to Payment Lifecycle
  • Inquiring on Requisition or Purchase Order Status
  • Running Lifecycle Reports

Method:

Course Documents:

Requisition and Purchase Order Inquiry Training Guide (PDF)

 

Prerequisites:

Recommend completion of the "Chartfields, Speedcharts and Approvals" training.

Course Information:

This course is only required for those end users who will be requesting the purchase of goods or services using the CFS PeopleSoft Requisition module.

Note: To gain the ability to enter requisitions using CFS PeopleSoft, request access using the Finance Authority Application.  Two step verification is required after gaining access. To understand the options, refer to the ITS Two Step activation article.

Course Description:

The purpose of this course is to teach the End User how to enter Requisitions into the CFS PeopleSoft System.

Method:

Course Documents:

Materials will be provided at training.

 

Prerequisites:

None.

Course Information:

This course is recommended for CSULB Faculty and Staff who are new to Employee business travel at the University, and current members who want a refresher.

Course Description:

The purpose of this course is to provide an overview of proper campus travel procedures. End Users will learn what documentation is required before, during, and after business trips to ensure successful travel claim transactions.

Method:

Video On-Demand via Office 365 Stream (requires authentication via SSO)

Course Documents/Resources:

Campus Travel Procedures

How to Purchase and Pay for Travel