Financial Training Courses

Beginning January 2013 the following courses will be available:

  • Accounting setup
  • Accounting setup – Grants
  • Accounts Payable and Accounting Operations Training
  • Endowment Training
  • Financials Year-end Training
  • GL Troubleshooting
  • PeopleSoft Financials Advanced
  • Reconciliation Training
  • Reconciliation II Reports
  • University Reports – PI Training
  • University Reports – UBM Training

To help people select the correct courses, we recommend the following curriculum:

Basic/New UBM

  • Accounting setup
  • Accounting setup – Grants (if the UBM works with any grants)
  • Reconciliation Traiing
  • Accounts Payable and Accounting Operations Training

Advanced UBM (should complete Basic/New UBM curriculum first)

  • Reconciliation II Reports
  • PeopleSoft Financials Advanced
  • GL Troubleshooting
  • Financials Year-end Training

Additional Classes:

  • UBMs who work with Endowments (Exxxx speedtypes) should attend Endowment Training.
  • UBMs who are responsible for a department or unit should attend University Reports – UBM Training.
  • Faculty and staff who are Principal Investigators (PI) on sponsored programs should attend University Reports – PI Training.

These classes are offered at various times throughout the year and users can retake classes at any time.  View current listing of classes and registration.
Contact Financial Systems with any questions regarding these classes.

Budget & Financial Planning
Email:

Grawemeyer Hall
Room 20
Louisville, KY 40292

Bursar's Office
Phone: 502-852-6503

Houchens Building
Room 101
Louisville, KY 40292

Controller's Office Administration
Phone: 502-852-6164

Service Complex
2nd Floor
Louisville, KY 40292

Accounts Payable and Travel
Phone: 502-852-8237

Service Complex
2nd Floor
Louisville, KY 40292

Payroll Office
Phone: 502-852-2978

Service Complex
2nd Floor
Louisville, KY 40292

Position Management
Phone: 502-852-2346

Grawemeyer Hall
Room 20
Louisville, KY 40292