Inquiry GL Experience

Updated August 9, 2013

Workshop Description:

The GL Experience provides an opportunity for hands-on learning. Monthly 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.