General Ledger Training

Updated November 29, 2016

Below is a chart that provides a list of required and recommended training courses by Financials system role. 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 or the Carmen button.

For guidance on registering for a Carmen course, see Carmen Courses Self-Registration Job Aid.

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

 

Job Responsibility/ Financials System Role Description Required Training (in addition to prerequisites) Recommended Training
BUD_Transfers

Access Budget/Fund Transfer pages.

Carmen

GL 7A Fund Accounting

GL 7B Budget and Fund Transfers

Budget and Fund Transfer GL Experience

Carmen

GL 1 Accounting Basics

GL 2A Journal Entry Initiator

GL 5 Inquiry and Timesavers

GL 6 eReports

Debits and Credits

Using General Ledger Reports

Budget Transfer Approver 1 & 2

Review and approve another user's work. (Used in conjunction with associated workflow roles.)

Carmen

GL 7A Fund Accounting

GL 7B Budget and Fund Transfers

Budget and Fund Transfer GL Experience

Carmen

GL 1 Accounting Basics

GL 2A Journal Entry Initiator

GL 5 Inquiry and Timesavers

GL 6 eReports

Debits and Credits

Using General Ledger Reports

GL_Deposit Enter a deposit and generate the associated deposit slip.

Carmen

GL 1 Accounting Basics

GL 3 Deposits

Carmen

GL 2A Journal Entry Initiator

GL 5 Inquiry and Timesavers

GL 6 eReports

GL 7A Fund Accounting

Deposit GL Experience

Debits and Credits

Initiator GL Experience

Inquiry GL Experience

Using General Ledger Reports

GL_Journal Enter journals, run basic processes and inquire on journals and perform manual encumbrances.

Carmen

GL 1 Accounting Basics

GL 2A Journal Entry Initiator

GL 3 Deposits

GL 5 Inquiry and Timesavers

Initiator GL Experience

Inquiry GL Experience

Initiator Final Assessment

Carmen

GL 2B Spreadsheet Upload

GL 4 Journal Entry Approver

GL 6 eReports

GL 7A Fund Accounting

Debits and Credits

Deposit GL Experience

Using General Ledger Reports

The Reconciliation Process

Journal Approver 1 & 2 Review and approve another user's work. (Used in conjunction with associated workflow roles.)

Carmen

GL 1 Accounting Basics

GL 2A Journal Entry Initiator

GL 4 Journal Entry Approver

Carmen

GL 3 Deposits

GL 5 Inquiry and Timesavers

Initiator GL Experience

Inquiry GL Experience

Debits and Credits

Using General Ledger Reports