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.