Skip to main content
Blink

System Status: 

Finance Training

Welcome to Financial Information System Training!

Financial Information System training brings visibility to eCourses, helps you identify and register for advanced concepts courses, and provides access to supplemental training resources. Leveraging the University's learning management system (UC Learning Center), the Finance Training resources will:

  • Direct you to Oracle/Concur related eCourses in UC Learning
  • Help you browse and register for upcoming instructor-led courses 
  • Create a training schedule that works for you
  • Guide you to supplemental resources like self-help videos and user guides for on-the-job assistance

UC Learning eCourses

eCourses for Oracle and Concur are available on demand for all UC San Diego employees in UC Learning. These courses are short in duration and serve as module overviews with new system terminology.

  • Oracle: Accounts Receivable Invoicing (27 mins)
    Topics Covered: Requests for a New Customer Account and Edits to an Existing Customer Account, Creating and Editing an Invoice, Invoice Adjustments and Credit Memos, and Setting up a Recurring Bill Plan Billing Reports
  • Oracle: Accounts Receivable Receipts (17 mins)
    Topics Covered: Applying Payment to a Receivable and a Customer Account, Unapplied Payments and Credits, and Issuing a Refund
  • Oracle: Accounts Receivable for Central Office (24 mins)
    Topics Covered: Creating and Editing Customer Accounts, Assigning/Viewing Collections Status, Creating and Issuing Dunning Letters and Customer Statements, Generating a Receivables Write-Off, and Accessing Collections Reports
  • Oracle: Cash and Banking for Central Office (9 mins)
    Topics Covered: Bank Activity Data: Lockbox, Wires/ACH and Credit Card Transactions, Creating Bank Statements, Recording External Transactions, Reconciling Bank Accounts, and Accessing Cash Management Reports
  • Oracle: Introduction to Creating Journals (13 mins)
    Topics Covered: Create Journal in User Interface and Create Journal in a Spreadsheet

  • Oracle: Introduction to PPM Awards (18 mins)
    Topics Covered: Award beginning-to-end process, Award and Project set-up and maintenance, Manage and review costs, and Closeout process
  • Oracle: Introduction to PPM General Projects (14 mins)
    Topics Covered: Reasons to create a new project, Project and task set-up and maintenance, Budget creation or editing, and External billing process
  • Concur: Travel and Expense (23 mins)
    Topics Covered: Learn how to reconcile travel and entertainment expenses via Concur, Review the process to request card payment products such as a gift cards, Be able to request a new University Travel & Entertainment Card, and Learn how to submit personal reimbursements
  • University Procurement Card Program (17 mins)
    Topics Covered: Procurement Card Use and Benefits, Program Guidelines, and Cardholder Responsibilities
  • University Travel and Entertainment Card Program (18 mins)
    Topics Covered: Program Use and Benefits, Review the process to create requests related to the Travel & Entertainment Card, and Learn how to view and reconcile card charges via a Concur Expense Report

Register for Upcoming Live Classes

Click on the course name below to register to attend an upcoming instructor led training course! Additional Financial Information System training courses will be offered starting in August 2020. 

For immediate assistance, attend Office Hours or Watch Recorded Classes.

*Please note the Travel & Entertainment team are currently working on enhancing the Travel live classes to include newly developed processes. Classes will resume August 11th. If you have a Travel & Entertainment question, please come to Office Hours or submit a Services & Support case. 

Watch Recorded Classes and Learn

Watch recorded virtual instructor led trainings and practice in the Oracle training environment:  https://ekgs-dev6.fa.us2.oraclecloud.com/
Domain/Module Class Descriptions Training Resources
Accounts Receivable/
Oracle AR
Oracle: Advanced Concepts in Accounts Receivable Invoicing 
Topics Covered: Create/Edit Invoice: Revenue to Multiple Chart Strings & Other Complex Scenarios, Reviewing Customer Account Balances in Detail, and Billing Adjustments and Credit Memos: When to Use and Why (1.5 hrs)
Watch the Recorded Training

Training Deck & Practice Exercises

Videos

Accounts Receivable/
Oracle AR

Oracle: Advanced Concepts in Accounts Receivable Receipts ( Course Developed for Central Cashiers Office)
Topics Covered: Unclaimed Receipts - How to Access and "Claim" Miscellaneous Receipts: Credit Card Transactions - Payments and Reconciliations Creating Receipts for Payments Received via Lockbox and Bank Data Transmission (1.5 hrs) 

Watch the Recorded Training

Training Deck & Practice Exercises

Accounts Receivable/
Oracle AR
Oracle: Advanced Concepts in Accounts Receivable for Central Office ( Course Developed for Central Accounts Receivable Office)
Topics Covered: Managing Customer Accounts, Receivables to General Ledger Reconciliation & Variance Resolution, Advanced Collections, Accounting and Receivables Reports, and Accounts Receivable Policy *(Pending UCOP Approval) (1.5 hrs)
Watch the Recorded Training

Training Deck & Practice Exercises

Financial Accounting/
General
Ledger
Oracle: Advanced Concepts in the Chart of Accounts and General Ledger ( Course Developed for Central and VC Offices)
Topics Covered: Chart of Accounts, Journal Entry Approval Hierarchy, and Reconciliations Reports (1.5 hrs)

Watch the Recorded Training

Training Deck & Practice Exercises

Financial Accounting

University Resource and Cost Transfer Application 
Topics Covered: Appropriate uses for cost transfers, Criteria for high-risk transfers, Workflow and approvals, and Moving from GL to PPM and vice versa (1 hr)
Tool Underdevelopment
Procure to
Pay/Oracle Procurement
Oracle: Advanced Concepts for Buying and Paying 
Topics Covered: Receiving credits through refund checks, Invoice status and submission, Non-PO payments in Oracle Procurement (3 hrs)
Watch the Recorded Training

Training Deck & Practice Exercises

Videos
Post Award Financials/Oracle PPM Awards Oracle: Advanced Concepts in PPM Awards
Topics Covered: Award structure and beginning-to-end process, POET(AF), Navigation of the various award spaces, and Viewing and navigating budget and costs (2 hrs)
Watch the Recorded Training

Training Deck & Practice Exercises

Videos
Post Award Financials/Oracle PPM Awards Oracle: Create New Award for Central Office ( Course Developed for Office of Post Award Financial Services)
Topics Covered: COA and POET(AF), Award structure, and How to set up Award in Oracle PPM (1 hr)

Watch the Recorded Training

Training Deck & Practice Exercises

  • Access to the video guides and practice exercises are only available for OPAFS.
Post Award Financials/Oracle PPM Awards Oracle: Modify/Manage Awards for Central Office ( Course Developed for Office of Post Award Financial Services)
Topics Covered: How to Modify Awards in Oracle PPM, Viewing and navigating budget and costs, Viewing internal reports, How to finish processing SPARCM invoices in Oracle PPM, and How to closeout a Project/Award in Oracle PPM (1 hr)

Watch the Recorded Training

Training Deck & Practice Exercises

  • Access to the video guides and practice exercises are only available for OPAFS.
Financial Accounting/Oracle PPM Capital Projects Oracle: Advanced Concepts in PPM Capital Projects ( Course Developed for General Accounting and Construction Management Offices
Topics Covered: Project Maintenance Financial Transactions and Capture Costs Financial Monitoring and Reporting Project Closeout (1.5 hrs)
Watch the Recorded Training

Training Deck & Practice Exercises

Financial Accounting/Oracle PPM General Projects Oracle: Advanced Concepts in PPM General Projects for Central Offices
( Course Developed for General Accounting)
Topics Covered: Projects and tasks naming conventions, Step-by-step process for creating projects and tasks, Step-by-step process for creating budgets, and Closing projects (1.5 hrs)
Watch the Recorded Training

Training Deck & Practice Exercises
Financial Accounting/Oracle PPM General Projects Oracle: Advanced Concepts in General Project Recharges
Topics Covered: Recharge mechanism in future state, How to generate and upload an Miscellaneous Cost Import (MCI) file, and How to view g enerated recharges in PPM (1 hr)
Watch the Recorded Training

Training Deck & Practice Exercises

Financial Accounting/Oracle PPM General Projects Oracle: Advanced Concepts for PPM Project Billing 
Topics Covered: Overview of accounts receivable in PPM, Step-by-step process for creating and approving contracts and associating them with tasks, Step-by-step process for generating invoices, and Tracking PPM receivables (1 hr)
Watch the Recorded Training

Training Deck & Practice Exercises

Videos
Financial
Reporting & Business Intelligence
Oracle: BI Tools for Report Consumers 
Topics Covered: Oracle overview, Oracle BI folder structure, and How to execute Oracle reports (1 hr)
Watch the Recorded Training

Training Deck
& Practice Exercises

Videos
Financial
Reporting & Business Intelligence
Oracle: Advanced Concepts for BI Modelers
Topics Covered: Oracle data overview, Oracle data queries, Building Oracle custom data queries, and User support (1.5 hrs)
*To register for this course you must have completed the Oracle: BI Tools for Report Developers.
Watch the Recorded Training
Travel &
Expense/Concur
Concur: Advanced Concepts for Travel 
Topics Covered: Review the process to request travel preauthorization, Be able to request a new University Travel & Entertainment Card, Learn how to reconcile travel expenses via Concur, and Review the approval process for trips (3 hrs)

Watch the Recorded Training

Training Deck & Practice Exercises

Procure to Pay/Concur University Procurement Card Program
Topics Covered: Understand the requirements, use and benefits of the card, Review the changes to the Procurement Card Program in Concur, Learn how to request a new card and related card requests, and Learn how to reconcile card transactions through Concur (1.5 hrs)
Watch the Recorded Training

Training Deck & Practice Exercises


Travel &
Expense/Concur
Concur: Advanced Concepts for Meetings and Entertainment
Topics Covered: Learn how to submit event payment requests via Concur, Review the process to submit event vendor payments, Be able to view and reconcile Travel & Entertainment card transactions, and Review the approval process for meetings and entertainment  (3 hrs)

Watch the Recorded Training

Training Deck & Practice Exercises

Training Materials and Resources

Training materials will be added and revised ongoingly. Visit often for the most up to date training materials and resources.

Category Topic Job Aid
General Ledger The Chart of Accounts User Guide serves as a reference document for users inputting financial transactions into Oracle
Financials Cloud (OFC) to select the correct accounting string for their transactions.
Chart of Accounts User Guide
General Ledger The Mapped Index Lookup Tool will assist users in understanding new COA chart segments, their department/transactional chartstrings, and the translation of old IFIS segments to the new OFC values Mapped Index Lookup Tool
Project Portfolio Mangement (PPM) PPM design guide for Awards, Capital, and General Projects Project Portfolio Management User Guide
PPM Awards 3-steps process for Award Creation in Oracle PPM Award Creation Process
PPM Awards When sponsor approval is required and examples Award Modification Process
PPM Awards Funding, Budget, and Resource Terms for Money
Procure to Pay  Learn which POs will transfer from Marketplace to Oracle PO Transition Guide
Procure to Pay  Learn how to best place orders before, during, and after the period where new POs will not be created. PO Freeze Checklist
Training Kickoff The project team hosted a training kickoff session to help users understand why training was assigned to them, how they can register for advanced concepts courses, utilize self-help resources, and much more! Training Kickoff Recording 
Slide Deck
Financial Information Systems Getting ready for Oracle Financial Cloud and Concur Financial Information System Transition Guide

WalkMe Digital Adoption Platform and Services & Support

  • WalkMe is a digital adoption platform that helps guide users through the Oracle/Concur systems and associated transactions, while providing insights to improve the learning experience. WalkMe presents metrics on the relevance of help-content and user engagement.
  • In order to experience in-system WalkMe help that is provided, UC San Diego users need to download the WalkMe browser extension before training begins. Download the extension here.
  • Additional self-service resources, including knowledge based articles, are available in the Services & Support portal under Budget & Finance.

Training FAQs

Question Answer
PPM Awards  Oracle PPM Awards FAQ

 

Find answers, request services, or get help from our team at the UC San Diego Services & Support portal