Updated April 8, 2015
Workshop Description:
The GL Experience provides an opportunity for hands-on learning. These three-hour sessions allow participants to use the inquiry tools within the training environment. New users will be able to:
- View the Financials system pages
- Complete search fields
- View search results
- Become familiar with the Timesaver tools
- Practice, practice, practice
Prerequisites:
Note: The Initiator GL Experience and the Inquiry GL Experience are offered during the same session. If you choose to, you may enroll to complete both Experience sessions on the same day.
Prerequisite courses are identified by role in the chart below:
Requirements |
Journal Initiator |
Journal Approver |
Deposit Initiator |
GL 1 Accounting Basics |
Required |
Required |
Required |
GL 2A Journal Entry Initiator |
Required |
Required |
Recommended |
GL 2B Spreadsheet Upload |
Recommended for Advanced Users |
Recommended for Advanced Users | |
GL 3 Deposits |
Required |
Recommended |
Required |
GL 4 Approver |
Recommended |
Required |
|
GL 5 Inquiry & Timesavers |
Required |
Recommended |
Recommended |
GL 6 eReports |
Recommended | Recommended | Recommended |
Deposit GL Experience |
Recommended |
Recommended |
Recommended |
Initiator GL Experience |
Required |
Recommended | Recommended |
Inquiry GL Experience |
Required |
Recommended |
Recommended |
Initiator Final Assessment |
Required |
|
|
Debits and Credits |
Recommended |
Recommended |
Recommended |
Using General Ledger Reports | Recommended | Recommended | Recommended |
System Access Request Form | Required | Required | Required |
Workshop Length:
3 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 GL Journal Initiator role in the Financials system.