Financial TrainingFinancial training is provided by the Santa Clara University Finance Office and is designed to provide a basic understanding of fund accounting and budget management within the University. Classes will focus on using PeopleSoft Financial systems as a tool for budget management. 
Fiscal Year 2009 Budget and Financial Training
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Course DescriptionsBasic Financials Training: This class is designed to teach basic fund accounting and PeopleSoft navigation including - how to run SCU financial reports, search for voucher payments and status, and other general navigation tips. This class is 90 minutes in length. Understanding PeopleSoft Reports: This class is designed to provide basic understanding of the various SCU financial reports, and how to best utilize them to manage budgets and expenditures. This class is 90 minutes in length. Advanced Reporting: This class is designed for SCU Budget Managers who need to review multiple funds and/or departments. The course will cover using multiple run controls and tree nodes to increase efficiency. Online inquiries will also be covered. Basic Financials training is a prerequisite for this course. This class is 90 minutes in length. Budget Planning: This class is designed for SCU's budget planning period; (April - June) of each fiscal year. It will review the budgeting software (PeopleSoft Budgeting) and discuss strategies for developing a budget for the new fiscal year. The system will be available for Budget planning mid May-June 16. This class is 2 hours in length. |
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