Finance Training

Finance Training 
This course is designed for individuals who use the PeopleSoft Financial and/or Cognos Reporting Systems. It is an instructor-led, hands-on training that fulfills course requirements Financial Inquiry #A00101 and Financial General Ledger #A00102. If you would like to verify if this is a required training for your system access role, please review the Finance/Procurement Access Guide.

 

 


Finance & Report Training

This training will fulfill your requirements for: 

  • Financial Inquiry - In Person - Course # A00101 
  • Financial - General Ledger - In Person Course # A00102

 

Scheduled Training Sessions
When: Tuesday, May 29, 2018 Wednesday, June 27, 2018 Wednesday, August 29, 2018
Where: EPC 239 Lab (Library) EPC 239 Lab (Library) EPC 239 Lab (Library)
Class: Inquiry General Ledger Inquiry General Ledger Inquiry General Ledger
Time: 9:30am - 11:30am 12:30pm - 2:30pm 9:00am - 12:00pm 1:00pm - 3:30pm 8:30am - 12:00pm 1:00pm - 3:30pm

 

You will learn about:

  • Fund Accounting, Chartfields, JE creation, Cash Receipts
  • The basics of Cognos Reports

This hands-on workshop will show you:

  • How to access the Cognos Reporting System
  • How to navigate from report to report and back again
  • How to read the various reports
  • How to Identify the different transactions hitting your statement

The reports that will be reviewed are:

  • m-Fin Speedtype Summary
  • m-Fin Operating Summary
  • m-Fin Financial Detail
  • m-Fin Outstanding Encumbrance

Training Enrollment

Enrollment for training sessions is hosted through the university's learning management system, SkillSoft. 

SkillSoft Enrollment

1) Login to the UCCS Portal: https://portal.prod.cu.edu/MyUCCSFedAuthLogin.html 

2) Select the CU Resources tab at the top of the page.

3) In the navigation bar, click Training and select "Start SkillSoft"

4) Select CU Instructor Led Training Folder

5) Select UCCS and then Finance.

6) This training is composed of two sessions: Finance Inquiry and Finance General Ledger.

  • If you are enrolling as a pre-requisite of requesting access to PeopleSoft Financial Systems, please ensure that you enroll in both courses
  • If you are enrolling as a refresher course or general interest, please feel free to enroll in one or both of the courses.

 

*Please enroll in sessions at least 24 hours prior to training date*

 


Contact

AcctFinc@uccs.edu
(719) 255-3684

 

 

  Last Reviewed on 10/13/2017