Business & Finance

Class Schedule

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The University of Nebraska - Kearney schedules training workshops for staff for such applications as SAP Basic Navigation, Firefly Reporting, Human Resources, Payroll, Accounts Payable processes, Purchasing Card Policies & Reconciliation, eShop, Travel Management, Cash Receipt Handling, Budget and Financial Report/Reconciling, and various technology topics.  Workshop topics are continually updated.

Registration is required.  Workshops are held in Otto Olsen 202 or other locations as indicated.

Contact Jo Ludden (luddenj@unk.edu) for more info.

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Automated Travel

This workshop is provided (by appointment only) to familiarize department travel coordinators and/or travelers with the SAP Travel Manager system for submitting automated employee travel requests and/or expense reimbursement claims, and obtaining electronic approvals thereof. Each one-on-one session will be tailored to fit the specific needs of the enrolled class participant(s).  Instructor:  Judy Urbanski  urbanskijk@unk.edu  308-865-8419

 

Prerequisites:  SAP Navigation, Bill Paying Process, Parked Invoice Entry

Benefits and Employee Handbook

We attempt to do this session in the first few days of employment so that new employees learn about the benefit programs and have time to sign up for coverage.  Office/Service and Managerial/Professional employees also go through the employee handbook at this session.  Instructor:  Colleen Ferguson  fergusonce@unk.edu  308-865-8516

BW/BI Reporting

This workshop provides hands on training in viewing basic Firefly portal reports for fund centers (cost centers and WBS elements). The reports can assist the user in managing their department budget and viewing detail transactions posted against their budget. Prerequisite: Accounting Terminology is helpful but not required. 

Cash Receipts Handling

This workshop will provide guidance to departments on the types of policies and procedures that should be in place regarding cash received. The session will also explain the steps necessary to deposit money into a University account. Prerequisite: Accounting Terminology. The workshop is available upon request.

Emergency Preparedness

Employment System - NeoGov

This session is available upon request.  Training is provided on creating personnel requisitions and managing the search process for faculty, staff and students.  Instructor:  Katherine (Katie) Holmes  holmeskm@unk.edu  308-865-8522

Enrollware Training

Business and Finance's Enrollware Training Registration System is going live!  Your workshop/course dates need to be transferred from the current Qualtrics system to Enrollware and we'll help you do that.  We'll assist you to schedule classes in confirmed locations, easily schedule repeating classes, schedule "Request for Training" sessions", view and/or print rosters, indicate attendance, view past classes and much more.

 

eSHOP Approver Training

In this workshop you will learn how to approve a Requisition placed through eSHOP, the University's new e-Procurement Solution.  You will learn how to Approve, Return, Reject, or Assign a Requisition by email and in eSHOP.

eSHOP New Phoenix Interface Demo

eSHOP, has 3 Enhancements in a calendar year.  This year in March, the 13.1 Release included a new Interface called Phoenix.  Currently we are using what is referred to as the Classic User Interface.  By March, 2014, the Classic Interface will no longer be available.  It has been discussed by the U-Wide Change Management Team to move the University of Nebraska users to the new Interface by October 14, 2013.

In this Class, you will learn the changes that were made to Navigate in eSHOP.

eSHOP Requestor Training

In this class you will learn how to shop in eSHOP and submit shopping carts for approval. In addition you will learn how to submit a cart for approval for a Shopper by adding shipping and funding information. You will also learn how to place a Goods Receipt and Search for orders you have placed.

Fiscal Year End Procedures and Information

This workshop will outline procedures and schedules for fiscal year end processing including concurrent year parked document processing and journal entry processing, accrual adjustments, budget encumbrances and balances carried forward, procurement card processing and more.

Grants Management Overview

This workshop will provide guidance to departments who have been awarded a grant or contract. The session will outline how to establish a cost object for the award, how to request budget revisions, how to track and monitor matching dollars, how indirect costs recovered are distributed, how to submit periodic financial reports, time and effort reporting and more. The process for paying expenses from a Foundation account will also be covered. Prerequisite: Accounting Terminology. The workshop is available upon request.

HR/Payroll Forms

This training covers how to complete HR/SAP forms, time reports, and other procedures to process personnel records.

HR Townhall Session

Human Resources/Payroll annually holds Townhall sessions within each college or division to review any HR related updates or changes, as well as offer a time in which we can answer any questions that Office Associates may have.  Becca Dobry from Financial Aid will also join us in these meetings to discuss work study information.

Journal Entries and Budget Transfers

This workshop will explain the difference between a journal entry and a budget transfer and when each should be used. The session will also explain the steps necessary to complete a journal entry and budget transfer. Prerequisite: Accounting Terminology and Reading Department Financial Reports. The workshop is available upon request.

Manager Financial Reporting

workshop highlights on-line financial reports available in SAP or Firefly that can assist chairs, directors and others with fiscal responsibility in managing their department budgets.  The class will cover basic navigation and content of the reports but will be loosely structured to allow participants to ask questions and concentrate on the areas that interest them most.  Workshop available upon request.

Parked Invoice Entry

This workshop provides department SAP users the basic instructions needed to enter invoice information into the SAP Accounts Payable system in preparation for making direct payments to vendors from University funds.  Included will be demonstrations and practice sets related to entering accounts payable data and instructions about how to find vendor information in the SAP system.  This course is required before staff may enter vendor invoices online in the SAP system.

Purchasing (Procurement) Card Policies/Procedures

The procurement card is a product offered by US Bank.  This program is designed to improve efficiency for processing small dollar purchases from any vendor that accepts a Visa credit card. This policy and procedures class will cover how the purchasing card program works, the ordering process, and which transactions can and cannot be made with the purchasing card.  You will also learn what documentation needs to be kept on file, what to do if you need to dispute a charge, or what to do if your card has been lost or stolen. 

--Available after applying for a Procurement Card

Purchasing Card Reconciliation

This workshop is designed to give purchasing card reconcilers hands-on practice in the use of the SAP purchasing card reconciliation procedures and reports.   Class format consists of brief discussion followed by a supervised practice session.    Instructor:  Carrie Stithem  stithemcl@unk.edu  308-865-8865 

 

Prerequisites:  SAP Navigation, Bill Paying Process

 

Reading Department Financial Reports

This workshop will provide an overview of how to read the department financial reports generated in SAP or Firefly.

SAP Advance Financial Reporting

This workshop is for the more advanced SAP user. It provides hands on training in creating and using selection variants and display layouts. A selection variant allows you to generate a report repeatedly without having to re-enter the cost centers, WBS elements or other selection criteria. Display layouts allow users to customize the organization and content of the detail line items report and save the layout for future use. Prerequisite: Accounting Terminology, SAP Navigation and SAP Basic Financial Reporting. The workshop is available upon request.

SAP Basic Financial Reporting

This workshop provides hands on training in generating basic on-line SAP reports for cost centers and WBS elements. The reports can assist the user in managing their department budget and viewing detail transactions posted against their budget. Prerequisite: Accounting Terminology and SAP Navigation.  

SAP Financial Transactions Online Reconciliation

The Online Reconciliation process allows departments to add an online check off once financial transactions charged to cost centers and WBS elements have been reconciled.   It is simple and may eliminate the need to print reports to reconcile. Prerequisite: Accounting Terminology, SAP Navigation and SAP Basic Financial Reporting.

SAP Personnel Action Coordinator

This session trains a selected few who enter personnel information electronically into SAP.  Since there are a limited number of these HR/SAP end users, the training would be scheduled as there are turnovers in the positions.  PA20, PA30, PA40, ZEPAF

SAP Project Accounting

This workshop is for the more advanced SAP user.  It assists departments in implementing project accounting. Project Accounting is a term used to describe the further breakdown of cost centers by departments in an effort to track and report on projects or activities. Tools available include parent/child cost centers, the user defined field and editing line item text. Prerequisite: Accounting Terminology, SAP Navigation and SAP Basic Financial Reporting.  Workshop is available upon request.

SAP Time Entry

 This session trains a selected few on how to enter time electronically into SAP.  Since there are a limited number of time entry end users, the training would be scheduled as there are turnovers in the positions.  PA61

SAP/Firefly Basic Navigation

The Navigation workshop is a basic set of instructions how to navigate the Firefly business portal and the SAP financial system.  This workshop is the first workshop in the Business & Finance series.  Training will be set up at your convenience around other training.  Instructor:  Jo Ludden  luddenj@unk.edu  308-865-8377.  

 

 

UNK Bill Paying Process

This workshop is presented to familiarize UNK personnel with how the University pays its vendors.  It covers how the University functions as an agency of the State of Nebraska, the step-by-step process to be followed by a University department to get an invoice paid, and the resources available to University staff in processing vendor payments.  The discussion alerts department users about common barriers that delay payments to vendors, tips for preparing complete documentation, and identifies "audit sensitive transactions" that have the potential for being denied for payment. The class is designed as a basic course for new employees or employees new to the accounts payable process who will be involved in the bill-paying process for their department.    Instructor:  Carrie Stithem  stithemcl@unk.edu  308-865-8865