Financial Services offers a variety of small group seminars and one-on-one individual sessions to help employees learn how to successfully complete TU financial processes. This interactive training focuses on how to improve quality, productivity and communication while keeping time constraints in mind. As seminars are scheduled, information on dates & times will be listed below under the description of each presentation and the link to the registration form will become active.
PeopleSoft Financials
Do you need help with monitoring your department's budget? PeopleSoft Financials provides up-to-the-minute information on budget balances, open commitments, invoice payments, expenditure categories, budget transfers, interdepartmental invoices, and more! The training is focused on learning to run reports and getting to the "bottom line" of your budget.
Introduction to PeopleSoft Financials and Department Budget Reporting - FOR NEW USERS
Wednesday, 03/07/12, 10:00am-11:30am in ADMIN 120
Introduction to PeopleSoft Financials and Grant Reporting
Friday, 03/02/12, 1:00pm-2:30pm in ADMIN 120
Accounts Payable
Learn about your purchasing options and spending authority; how to process invoices and vouchers and do payment approvals; and understand the different special payment types, office supply contracts, and restricted purchases.
Wednesday, 04/11/12, 10:00am-12:00pm in ADMIN 120
Travel Card Program – Diner’s Master Card
This one-hour workshop will provide information on all the benefits available using the university’s travel credit card program. Applications for this program will also be available during the workshop. All faculty/staff, full-time, part-time, regular and contingent are eligible to participate in the travel card program.
TBA
- Business Travel Seminar Registration Form
Introduction to Business Travel
This all-inclusive seminar that will walk you through the entire process including policies and procedures for business travel, planning the trip, choosing payment options, completing the on line forms, and obtaining reimbursement. This seminar is for new employees and employees who are new to the process.
TBA
- Business Travel Seminar Registration Form
Review of the Business Travel Process
An overview of processes including policies and procedures for business travel, planning trips, choosing payment options, completing on line forms, and obtaining reimbursement. This seminar is for employees who are familiar with business travel and would like to obtain helpful information needed to stream-line the reimbursement process.
TBA
- Business Travel Seminar Registration Form
Payroll's Student Employment Workshop
This seminar is designed to aid faculty and staff involved in the hiring and/or supervising of student employees. The focus is on the actual "how-to" processes of interviewing and hiring a student employee, clearing the student employee through the Payroll Office, submitting timesheets, and ensuring the student receives paychecks.
Thursday, 11/03/11, 9:00am-12:00pm in ADMIN 120
ProCard Reallocation & Reconciliation System
This is a "how-to" session that helps attendees learn to use the Web interface database program to access VISA charges, use the online system to make department and account (subcode) changes on purchases, reconcile transactions on VISA statements, and produce a printout of transactions that can be used as your permanent log. Contact procard@towson.edu to arrange for individual or group sessions.
Unrelated Business Income Tax (UBIT)
The UBIT course will supply participants with a basic understanding of what constitutes unrelated business income. Topics that will be covered include: what activities can be classified as a trade or business, the difference between tax exempt and taxable income in the university setting, how the mission of the school affects classification of income, and the exclusions of income that are allowed under the UBIT definition. Workshops are scheduled for:
TBA
- UBIT Workshop Registration Form
Financial Services
Administration Building,
7720 York Road, 4th Floor
Hours: Monday through Friday, 8 a.m. to 4:30 p.m.
Financial Services Fax Numbers
Financial Services Help Line: 410-704-5599
Email: finservehelp@towson.edu
