You should take

All New Hires dealing with financial information.

Intro to FBS

Purchase supplies, equipment, furniture or services.

Procurement Basics
Accounts Payable
University Accounting Principles
Internal Controls

Properly pay invoices to outside vendors, individuals, consultants, using Check requests, Campus Orders, Limited Purchase Orders, or other appropriate forms.

Accounts Payable
University Accounting Principles
Tax Overview
Internal Controls

Reimburse individuals for Travel expenses or pre-pay hotels, conference organizations or airfare expenses for University employees or visitors for business travel.

Travel Accounting
University Accounting Principles
Internal Controls

Reserve airfare, rental cars, or lodging for employees, visitors, recruits, or groups that are traveling using University funds.

Travel Reservations
University Accounting Principles
Internal Controls

Reconciliation or other General Ledger responsibilities, requires an understanding of Fund Accounting, Prepare or review Journal Entries. Responsible for petty cash or year-end tasks.

University Accounting Principles
Internal Controls

Making deposits to University Activity or Project.

Deposits – Online Forms
University Accounting Principles
Internal Controls

Your department sells goods or services to community outside the University and you are responsible for accounting of outside sales.

Tax Overview
UBIT Tax
Sales Tax

Paying Non Resident Aliens any of the following: Independent contractor services, honorariums, scholarships, fellowships or payroll.

Tax Overview
Non Resident Alien Payments

Issuing Limited Purchase Checks to pay for small dollar purchases. (under $1,000)

Limited Purchase Check
University Accounting Principles
Internal Controls

Using Purchasing card to secure various supplies. Training is obtained after the purchasing card application is received and processed by the Purchasing Department.

Purchasing Cardholder
Internal Controls

Allocating Purchasing card transactions to a
University Activity or Project.

Purchasing Card Reallocator
University Accounting Principles
Internal Controls

Pay tuition or partial tuition from University funds.

Tuition Authorization
University Accounting Principles
Internal Controls

Manage or report on, spend from or discuss Endowments and their expendable accounts.

Endowments 101
University Accounting Principles
Internal Controls

Assist Principal Investigators with managing their research projects.

RATS Certification -- Six classes
University Accounting Principles
Internal Controls