Finance/e*mpac Training and Information Sessions

Finance/Grants v8.9

In order to access v8.9, you will need to attend a training class.  If you had a User ID and password for Finance v7.5, your new User ID and password will be ready for you at the class.  If you have never had access to the Finance system, or if your department or job duties have changed, you need to fill out the required forms and submit them to:  Data Custodian, Controller's Office.

Those members of the campus community who need to use financial data or to make purchases may take advantage of several options for becoming familiar with both the PeopleSoft system and the policies and procedures governing financial activities on campus.  Instructor-led training in a computer lab, one-on-one sessions, and information sessions are offered on an ongoing basis by the campus training lead and by staff members of the central Finance offices.  Some web-based training that users may complete at their desks is also available. As courses are scheduled, finance users receive an email containing the dates and times and instructions for registering.

For information on training opportunities, please contact Linda Perrotto.

Computer-Based Tutorials

Before you attend a class, it is suggested that you familiarize yourself with the system by completing the Navigation tutorial.  If you will be accessing or generating reports, tutorials are also available for both departmental and grant reports.

Instructor-Led Training

The following instructor-led, hands-on Finance classes are offered on a regular basis in the PeopleSoft training room, Presentation Rm. 5, located on the Lower Level of the Healey Library.

eProcurement

Required For:  Users who need to enter, approve or view requisitions and purchase orders.
This all-day class covers how to:

  • Enter various types of requisitions
  • Create a Change Request Form
  • Approve a requisition
  • Find out if a requisition has been approved and sourced to a purchase order
  • Find out if a purchase order has been paid
  • Print a requisition and a purchase order

Finance Inquiring and Reporting

Required For:  Users responsible for departmental or project/grant budgets

This three-hour class will show you how to look up a budget balance and financial transactions online and how to view, print and interpret your month-end reports.

Generating Ad-Hoc Finance Reports

Suggested for users who would like to customize the standard month-end reports.

Walk-in Clinics

Reporting Clinic

This is not a formal class. Rather, it is an opportunity for those who have been using the system to meet individually with representatives of the Controller's Office, the Budget Office, and the Office of Research and Sponsored Programs. Bring copies of your reports or any other necessary documentation.

eProcurement Clinic

This is not a formal class. Rather, it is an opportunity for those who have been using the system to meet individually with representatives of the Procurement Office and the Controller's Office for help on entering requisitions or inquiring on requisitions, purchase orders and vendors. 

One-on-One Sessions

Procard Training

Required For:  Holders of procurement (campus credit) cards 

Contact the Procard Manager, Eden Medaglia (617-287-5063), to arrange one-on-one training that will cover the rules governing Procard use and the reallocation of Procard transactions in the Finance system.

Information Sessions

Contracts, Honoraria and Account Codes

Recommended For:  Users responsible for purchasing and for administering contracts

This presentation provides an overview of account codes and contracting issues, including:

  • How important is the account code?
  • What is a true honorarium?
  • What is a contract?
  • When is a contract needed for repairs, maintenance, consultants, subcontracts, and licenses?