Budget and Fund Transfer GL Experience

Updated April 8, 2015

Workshop Description:

This GL Experience provides an opportunity for hands-on learning. These two-hour sessions allow participants to use the budget and fund transfer tools within the training environment. New users will be able to:

  • View the Financials system pages
  • Complete entry fields
  • Use the look up feature
  • Identify the fields with default values
  • Become familiar with the navigational features
  • Practice, practice, practice

Prerequisites:

Prerequisite courses are identified by role in the chart below:

Workshop Length:

2 hour monitored workshop in a computer lab for hands-on practice.

Audience:

This course is required for all personnel who have, or are requesting, access for the BUD_Transfer role in the Financials system.  It is recommended for anyone requesting Transfer_Approver 1 or Transfer_Approver 2.

 

Requirements

BUD_Transfer

Transfer_Approver 1 &2

GL 1 Accounting Basics

Required

Required

GL 2A Journal Entry Initiator

Required

Required

GL 4 Approver

Recommended

Required

GL 5 Inquiry & Timesavers

Recommended

Recommended

eReports

Recommended

Recommended

GL 7A Fund Accounting

Required

Required

GL 7B Budget and Fund Transfer

Required

Required

General Ledger Experience

Required

Recommended

Accounting at OSU

Recommended

Recommended

Using GL Reports

Recommended

Recommended

System Access Request Form

Required

Required