Financial Services offers a variety of small group seminars and one-on-one sessions to help Towson University faculty and staff learn how to successfully complete TU financial processes and improve productivity.
As seminars are scheduled, information on dates and times will be listed below under the description of each presentation and the link to the registration form will become active.
These workshops provide up-to-the-minute information on budget balances, open commitments, invoice payments, expenditure categories, budget transfers, interdepartmental requests, and more! Do you have questions? Need additional training assistance? Contact PSFTraining AT_TOWSON
This introductory workshop is required for all those who are new to PeopleSoft Financials and who need access to their department budgets. Learn about the chart of accounts, parent/child budgeting and transfers, how to gain access to the system, how to navigate within PeopleSoft Financials, how to run your nVision budget reports and how to view the expenses that have posted to your department budget.
Learn about budgets overview, drill down reports, the voucher feature and secured query. Do you know how to get a quick view of your budget balance without running an nVision report? How to see data from a previous fiscal year? How to view an image of a paid invoice? How to run a basic query? Learn additional features to assist you in monitoring your department budget!
Do you want to better understand your budget reports? Do you want to better understand the types of transactions hitting your budget and why? Do you know how to set up an initiative? What‘s the difference between an interdepartmental request and a budget transfer? Come and get additional assistance in monitoring and managing your department budget!
This workshop is required for all those who are new to PeopleSoft Financials and who need access to their grant budgets. Learn about the chart of accounts, budgets overview, parent/child budgeting, how to gain access to the system, how to navigate within PeopleSoft Financials, and how to run your nVision budget reports.
Please contact PSFTraining AT_TOWSON to set up a training session on grant budgets.
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.
This workshop will walk you through Towson University's business travel process including policies and procedures for business travel, planning the trip, choosing payment options, and obtaining reimbursement. This workshop offers a small group setting that can meet everyone's needs, from a new TU employee to the experienced TU traveler wanting to brush up on their business travel process knowledge and skills.
Come see a demonstration on how to complete a mileage reimbursement log when submitting monthly or semester mileage reports. Travelers can bring their individual mileage scenarios and we will demonstrate how your scenario fits into the standard log and input the information into Tiger Travel. This demonstration is specifically for travelers and/or coordinators who keep monthly, mid-semester, and semester long mileage detail.
This discussion group is intended to support advanced travel coordinator training. Business Travel will bring tips, solutions, and ideas we hear most frequently on the support line and then open the floor to hear your questions and feedback. Come learn from other coordinator questions or bring your own challenges. We are here to find the solutions together and make the travel review process easier for everyone. Please feel free to attend as often as you like to strengthen or refresh travel coordinator reviewing skills.
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.
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 AT_TOWSON to arrange for individual or group sessions.