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Training Resources

Accessing Financial Services Online Courses
This Quick Guide provides instructions on how to log in and access Financial Services library of online, self-paced training courses.

Utilizing the Student Financial Services Fee Portal
This Quick Guide provides instructions on how to log in and Utilize the Student Financial Services Fee Portal.

No PO Required Job Aid
This job aid provides a quick glance at the types of purchases for which a Purchase Order is not required.

Local Meals and Entertainment Job Aid
This job aid is designed to aid in selecting the proper account code for local meals and events that include food.

Requesting Advance Travel Funds
This Quick Guide is designed to assist the campus community with completing an advance request and the process for documenting the advance once an employee uses the funds for the intended purpose.

Business Expense Receipts: Required Documentation
This Quick Guide is designed to assist our campus community with the receipt requirements related to business expenses.

Business Purpose
This Quick Guide is designed to assist our campus community with writing a complete business purpose.

Completing the Expenditure Voucher Form
This Quick Guide is designed to assist our campus community with the completion of the Expenditure Voucher Form.

Completing the Travel and Entertainment Form
This Quick Guide is designed to assist our campus community with the completion of the Travel and Entertainment Form.

Receiving a Reimbursement Job Aid
Visual diagram of when to use the Expenditure Voucher Form versus the Travel and Entertainment form to easily receive your reimbursement.

Lost or Missing Receipts
This quick guide summarizes the available options when you are missing a receipt for reimbursement or the Pcard statement.

Meals Quick Guide
This Quick Guide is designed to assist our campus community with the documentation requirements relating to meals.

Prompt Payment Checklist
This Quick Guide is designed to assist our campus community with the reduction of follow-up and potentially expedite the payment process.

Sales Tax Guidelines When Using the P-Card

Submitting Expense Reimbursements
This quick guide is meant to assist University faculty, staff and students when completing expense reimbursements.

Travel Receipts: Required Information
This Quick Guide is designed to assist our campus community with the requirements for receipts that is required for invoices, reimbursement requests and Pcard statements that relate to travel.

Traveling Domestically: What You Need to Know
This quick guide is meant to assist University faculty, staff and students when traveling domestically.

Traveling Internationally: What You Need to Know
This quick guide is meant to assist University faculty, staff and students when traveling on University business internationally.