Finance Training

  • Awards and Grants  |
  • Centrally Billed Accounts  |
  • Employee Reimbursement  |
  • Expenses  |
  • FDM, Reporting and CARD Training 
  • Financial Data Model  |
  • LaCarte  |
  • My Delegation: Expenses  |
  • Procurement  |
  • Property Management  |
  • Security Roles  |
  • Supplier Invoices |

  • Create Budget Amendment Reclassification  
  • Create Position Budget  
  • Determining Budget – Manager Budgetary Balance Report  
  •  Determining Budget – Revenue and Expense by Program  
  •  Manager Position Budgetary Balance Report with Employee Name  
  •  Salary Savings vs. Non-Salary Savings  
  •  Source of Funds  

  • Asset Location Change  
  • Transfer Assets – Batch Transfers  
  • Transfer Assets for Surplus or Disposal  

  • Assign Costing Allocations  
  • Update Costing Allocation for Request Comp Change - Professorship  

  • Customer Accounts Receivable and Deposit (CARD)  

  • AP & Travel FY24 Processing Procedures 
  • Business Purpose Descriptions
  • Worker - Create Spend Authorization  
  • Worker - Create Spend Authorization: Request Cash Advance  
  • Worker - Create Expense Report: Travel Expenses: Cash Advance  
  • Worker - Create Expense Report: Travel Expenses: Centrally Billed Account
  • Worker - Create Expense Report: Travel Expenses: LaCarte and Reimbursement
  • Worker - Create Expense Report: Procurement Expenses: Reimbursement  
  • Worker - Create Expense Report: Procurement Expenses: LaCarte  
  • Disallowed Expenses  
  • Intercompany Expense Report 
  • Legacy Object Code Translation List  
  • Non-Worker – Create, Update, and View External Committee Member
  • Non-Worker – Create Spend Authorization for Non-Worker
  • Non-Worker – Create Expense Report for Non-Worker
  • Report: Expense Report Worktag Summary
  • Report: Find Expense Reports for Cost Center
  • Report: Find Spend Authorization for Cost Center
  • Research Participant Payments
  • Role - Expense Data Entry Specialist
  • Travel Updates - October 1, 2022

  • Business Resource Management Dashboard 
  • Create Journal Entry: Correcting Journal   
  • Create Journal Entry: Internal Billing  
  • FDM Translation Tool  
  • Saving an Email as a PDF
  • Workday FDM Translations for Legacy Accounts  

  • Award Key Personnel 
  • Award Key Personnel Commitments 
  • How to Search a Grant  
  • How to Search and Navigate an Award  
  • Expense by Award Financial Report 
  • Expense by Award by Ledger Account Financial Report  
  • Grant Balances - Departments 
  • LSUAM Award Expenditure Metrics Report 
  • Quick Guide to Running Expense by Award  
  • SPA - Journal Lines Report

  • Create Payroll Adjustment  
  • Files to Geaux 
  • Payroll Date Matrix 
  • Payment of Extra Earnings  
  • Salary Calculations  
  • Tax Treaty Renewal Form 

  • Apply Defaults to Requisitions  
  • Cancelling a Receipt 
  • Cancelling a Requisition 
  • Change Order  
  • Create Future FY Requisition Prior to July 1st  
  • Create Receipt  
  • Create Requisition for Non-Catalog Items - Goods (Competitive)  
  • Create Requisition for Non-Catalog Items - Goods (Non-Competitive)  
  • Create Requisition for Non-Catalog Items - Services  
  • Create Requisition from Supplier Website  
  • Create Requisition Templates  
  • Report: Find Purchase Order  
  • Requisition Attachment Matrix  
  • Requisition Types  
  • Review Exclusion List using SAM 
  • Ship-To Location Keywords  
  • Procurement Spend Categories  

  • Create Supplier Change  
  • Supplier Invoice Approval  
  • Report: Find Supplier Invoices
  • Report: Find Suppliers 
  • Supplier Registration 

  • Award Key Personnel
  • Award Key Personnel Commitments
  • Effort Certification Reviewer Role  
  • Effort Certification Business Process  
  • Certifying Effort as an Employee  
  • Manager Role  
  • Cost Center Manager Role  

  • Expense by Award Financial Report
  • Expense by Award by Ledger Account Financial Report
  • Finance Reports by Functional Area  
  • Find Journal  
  • Journal Line Details  
  • Journal Line Details with Employee Name  
  • Journal Line Details with Employee Name and Type  
  • LSUAM Award Expenditure Metrics Report
  • Payroll Accounting Per Worktag  
  • Reporting Tools Crosswalk  
  • Trial Balance: Worktags with a Carryforward Amount