Depending on position responsiblities, finance access and training may be required. Below is a listing of possible finance training opportunities.
Access to financial information is restricted to authorized budget review officers, budget officers, and support personnel. If an individual requires access to specific financial organizations, the appropriate budget officer is asked to send the following information to Teresa.Moore@wichita.edu :
- myWSU ID
- The Finance Organzation Codes needed
Once Finance access is granted, the employee will be able to view financial information in Reporting Services and Finance Self Service. Finance Banner Self Services and Reporting Services Training is not required but strongly recommended.
This hands-on training session is designed to guide budget officers, reveiw officers, Principle Investigators (PIs), and support personnel through the various finance forms and reports in Self Service Finance Budget Queries and Microsoft Reporting Services.
Sessions are offered every five to six weeks and are posted in myTraining.
Requisitions are used to purchase commodities and are entered into Banner using the Banner Requisitions (FPAREQN) page.
A requisition is a written request to purchase something. The requisition form initiates the procurement process by defining an internal request to acquire goods or services and identifies the requestor, vendor, commodity, and accounting information. Vendors are created in the Financial Operations office.
If responsibilities include entering Purchase Requisitions into Banner, training is
required prior to access being granted. Email firstname.lastname@example.org in the purchasing department to request access.
Purchase Requisition Training is offered two to three times a year and is posted in myTraining.
Understanding finance at WSU can be a challenge for budget officers and support staff. This presentation includes information on GU (General Use) and RU (Restricted Use) funding, how to stay on top of departmental finances, processing revenue, expenses, BPC cards, travel and more.
This presentation is offered once or twice a year and is posted in myTraining.
If you have any involvement with travel authorizations, travel reimbursements, or
Pcards (including but not limited to travelers, approvers, delegates, reconcilers,
etc.), plan to attend one of the Chrome River Demos and Open Labs.
Chrome River is WSU's comprehensive Travel and Expense Management system. The session introduces the users to creating, managing and tracking travel pre-approvals, expense reimbursements and Pcard reconciliation reports. We will also discuss how to send receipts to your Chrome River profile, assign a delegate, and how to access the Chrome River inquiry reports.
Accounts Payable and ITS Applications Training staff are on hand during the Open Lab to assist with questions and entering transactions.
Sessions are posted in myTraining.