Financial Concepts and Policies Training

Updated July 16, 2012

Below is a chart that provides a list of required and recommended training courses based on Fiscal Responsibilities. The recommended sequence of training is indicated by the order of the listed courses and workshops.

To read Class Descriptions, click on the name of the course.

To register for courses, see HR and Financials Training Register or Cancel.

Fiscal Responsibility Recommended

(listed in the order they should be taken)

Prerequisites

(listed in the order they should be taken)

Making university expenditures decisions.

University Expenditures Policy (also offered as a Carmen course) Carmen Business Expenditures  
General Accounting.

Debits and Credits

Using General Ledger Reports

Carmen Using eReports Portal for Financials Users

Carmen GL 1 Accounting Basics
Reconciling department fiscal records to detail GL reports.

The Reconciliation Process

HR/GL Financial Reconciliation Reports

Carmen GL 1 Accounting Basics

Debits and Credits

Carmen Using eReports Portal for Financials Users

Using General Ledger Reports

Managing general funds.

The Reconciliation Process

Budget and Fund Transfer GL Experience

Carmen GL 1 Accounting Basics

Debits and Credits

 Carmen Using eReports Portal for Financials Users

Using General Ledger Reports

Managing an earnings fund.

The Reconciliation Process

Earnings Operations at OSU

Budget and Fund Transfer GL Experience

Tax Obligations and Compliance at OSU

Carmen GL 1 Accounting Basics

Debits and Credits

Carmen Using eReports Portal for Financials Users

Using General Ledger Reports

Working with endowments and gifts. Stewardship of Endowment and Gift Funds  
Working with capitalized equipment. Managing Your Department's Capitalized Equipment Carmen GL 8 Equipment Coordinator
Managing receivables.

Earnings Operations at OSU

Accounts Receivable

Carmen GL 1 Accounting Basics

GL 2A Journal Entry Initiator

GL 5 Inquiry and Timesavers

Debits and Credits

Carmen Using eReports Portal for Financials Users

Using General Ledger Reports