Financial Management Training

  1. Browse the list of required and recommended courses below.
  2. Review the role-to-course listing for financial management.
  3. Access online training and support materials on Canvas (login with your NetID and password).

 

Financial Mgmt pathway - 4Oct16

 

General Navigation in the Financial Management System (Oracle Cloud)

Web-based (2 hours) Download the course here
This course provides an overview of the Rutgers financial management project and application. Participants will learn how to: access and log in, define user preferences, save favorites, respond to notifications, navigate to forms, enter data, perform online inquiries, run reports, and use the help menu. This course is intended for all users of the financial management system.

Financial Management for Non-Sponsored Projects

Instructor-led (4 hours) Download the course here
This course covers financial management processes for non-sponsored projects. Participants will learn foundational concepts related to projects in the financial system (Oracle Cloud). Participants will learn how to perform project inquiries, reports, and cost adjustments. This course is intended for employees who will administer non-sponsored projects.

Participants do not need to attend both sponsored and non-sponsored courses.

Financial Management for Sponsored Projects

Instructor-led (4 hours) Download the course here
The course covers financial management processes for sponsored projects. Participants will learn foundational concepts related to awards and projects in the financial system (Oracle Cloud), as well as how to perform award and project inquiries, reports, and project cost adjustments. This course is intended for employees who will administer sponsored projects.

Participants do not need to attend both sponsored and non-sponsored courses.

Financial Inquiries and Reports

Virtual Instructor-led (3 hours) Download the course here
This course covers inquiries and reports in the financial system (Oracle Cloud). Participants will learn how to: use the reporting tools available, including Account Inspector, Account Monitor, Financial Reporting Center, Oracle Transactional Business Intelligence, and Smart View to run standard financial inquiries and reports. This course is intended for employees who will submit inquiries or run reports.

Journal Entry Processing

Web-based (3 hours) Download the course here
This course covers the journal entry process in the financial system (Oracle Cloud). Participants will learn how to: create standard manual journals, accrual and deferral journals, and cash journals. The course will explain the approval process for journals. The course will include a presentation on capturing journal entry comments, creating statistical journals to record forecasted transactions, marking journals as reconciled, and reporting. This course is intended for employees who will enter journal entries.

Approval Management

Web-based (1 hour) Download the course here
This course covers the approval process, including expense reports, journal entries, and project adjustments. Participants will learn how to identify, review, reject, re-assign, and approve expense reports and journals. Participants will be taught how to define vacation rules and how to use the timeout feature for journal approvals. This course is intended for employees who will approve project adjustments, journal entries, and expense reports.

This course is also listed under Expense Management, and needs to be taken only once.