Training Materials

Web-Based Tutorials and Step by Step Guides

Training materials will be added and revised monthly. Visit often for the most up to date training materials.

CategoryTopicJob Aid (PDF)Job Aid (Word)Last UpdatedAdditional Info
Accounts ReceivableRunning an Accounts Receivable Aging reportPDFText Based8/13/19
Accounts ReceivableViewing Account Activity and Transaction Detail for a Customer AccountPDFText Based6/5/19
Accounts ReceivableViewing and Printing and Accounts Receivable InvoicePDFText Based10/15/18
Accounts ReceivableViewing Balance Details, Funding Source Information, and Transaction Activities for an Accounts Receivable InvoicePDFText Based6/5/19
Approval WorkflowManaging Approval Workflow Rules (Delegating Approval)PDFText Based7/23/19Video instructions
Approval WorkflowModifying Standard Approval WorkflowPDFText Based9/6/19
Approval WorkflowReviewing and Approving or Rejecting Transactions by WorklistPDFText Based9/6/19
Approval WorkflowReviewing-and-Approving-or-Rejecting-from-Notification-BellPDFText Based9/6/19
BudgetCreating and Submitting a Budget Transfer
PDFText Based7/17/18Budget Transfer Template
BudgetReviewing a Budget Journal EntryPDFText Based6/5/19
BudgetReviewing and Approving or Rejecting Budget TransfersPDFText Based10/15/18
ExpensesAdding and Deleting Delegates to Enter Expense ReportsPDFText Based6/5/19
ExpensesAdding Direct Deposit Information for Expense ReportsPDFText Based6/5/19
ExpensesCreating and Submitting Expense ReportsPDFText Based8/16/19 SOP
ExpensesRequesting and Completing a Cash AdvancePDFText Based6/5/19
ExpensesReviewing and Approving or Rejecting Expense Reports - EmailPDFText Based6/5/19SOP
ExpensesReviewing Expense Report StatusPDFText Based8/16/19
ExpensesWithdrawing and Editing an Expense ReportPDFText Based6/5/19
Journal EntriesCreating and Submitting a Departmental DepositPDFText Based9/17/19
Journal EntriesCreating and Submitting a Journal EntryPDFText Based7/17/19Video Instructions

Journal EntriesCreating and Submitting a Payroll Correcting EntryPDFText Based7/17/19Video Instructions

Payroll Correction Template
Internal PaymentsCreating and Submitting Internal PaymentsPDFText Based7/17/19Internal Payment Campus Template
Invoice PaymentCreating and Submitting an Invoice PaymentPDFText Based10/8/19SOP
Invoice PaymentEditing a Saved or Submitted Invoice PaymentPDFText Based9/6/19
Invoice PaymentReviewing Invoice Payment StatusPDFText Based9/6/19
Invoice PaymentReviewing and Approving or Rejecting an Invoice Payment by EmailPDFText Based9/6/19
PCardAllocating Expenses - WorksPDFn/a7/1/16
Projects and AwardsNavigating the Awards Work AreaPDFText Based10/15/18
Projects and AwardsRequesting Boise State PI Awards RolePDFText Based6/5/19Request access to the Awards module in OFC.
Projects and AwardsReviewing Project Budgets and ExpendituresPDFText Based5/17/19
Purchasing RequisitionsCreating and Submitting Independent Contractor RequisitionsPDFText Based6/7/19SOP
Purchasing RequisitionsCreating and Submitting Standard RequisitionsPDFText Based9/9/19SOP
Purchasing RequisitionsEditing a Saved or Submitted Standard RequisitionPDFText Based9/6/19
Purchasing RequisitionsManaging Requisition PreferencesPDFText Based6/5/19
Purchasing RequisitionsReviewing and Approving or Rejecting Requisitions - EmailPDFText Based5/17/19SOP
Purchasing RequisitionsReviewing Requisition StatusPDFText Based6/5/19
Purchasing RequisitionsUsing Fisher Scientific PunchOut CatalogPDFText Based10/17/19
ReportingRunning a Budget Variance - Local ReportPDFText Based6/5/19Summary for local funding sources remaining balance by account rollup.
ReportingRunning a Budget vs Actual - Expandable by Column ReportPDFText Based6/5/19Comparison of budget and operations ledgers, may drill to transaction detail.
ReportingRunning a Budget vs Actual - Expandable by Row ReportPDFText Based6/5/19Comparison of budget and operations ledgers, may drill to transaction detail.
ReportingRunning a Campus Transaction Dashboard ReportPDFText Based5/17/19Search for transaction detail related to invoices, payments, deposits, journal entries, budget, expense reports, requisitions, purchase orders, and requisition lifecycle.
ReportingRunning a Detail Balances ReportPDFText Based6/5/19Search for transaction detail and drill to original transaction.
ReportingRunning a Remaining Budget - Appropriated ReportPDFText Based6/5/19Summary for appropriated funding sources remaining balance by account rollup.
ReportingRunning a Salary Ledger ReportPDFText Based6/5/19Search for salary transaction details.
ReportingRunning a Supplier SearchPDFText Based6/5/19
ReportingRunning an Account Monitor ReportPDFText Based6/5/19Monitor specific funding source activity.
ReportingRunning and Scheduling an Account Analysis Report
PDFText Based6/5/19Search for transaction detail and schedule on interval.
ReportingRunning Project List ReportsPDFText Based5/17/19
ReportingRunning the Approval Workflow Dashboard ReportPDFText Based9/6/19Review approval workflow records for expense reports and requisitions.
Video instructions
ReportingRunning the Budget vs Actual - Oracle ReportingPDFText Based12/4/18Comparison of budget and operations ledgers, may drill to transaction detail in Oracle Reporting.
ReportingRunning the Travel Authorization ReportPDFText Based5/17/19View Expense Reports with associated Travel Authorizations
ReportingRunning a Budget vs Actual Dashboard for Sponsored ProgramsPDFText Based9/27/19
Travel AuthorizationsCreating and Submitting Travel AuthorizationsPDFText Based1/22/19SOP
Travel AuthorizationsEditing or Cancelling a Travel-Authorization RequestPDFText Based12/5/18
Travel AuthorizationsReviewing and Approving or Rejecting Travel AuthorizationsPDFText Based6/30/17
Travel AuthorizationsReviewing Travel Authorization StatusPDF
Text Based
University FinanceChart of Accounts OverviewPDFText Based5/9/19COA video