Finance FAQs & Training

Finance Wiki Tour

Budget Manager Trainings

Budget manager trainings are hosted on the 3rd Friday each month. If you are not on the email list and would like to receive notification, please email budget@spu.edu

Title	Date	Video Link	Presentation Downloads

Title	Date	Video Link	Presentation Downloads
Program Introduction	5/8/2023		Program Introduction - PowerPoint
Year End, P-Cards, Signature Authority	5/26/2023	Year End, P-Cards, Signature Authority - Video	Fiscal Year End Training - PowerPoint P-Card Training - PowerPoint
JIRA	6/8/2023	JIRA - Video
Banner & Argos	6/23/2023	Banner & Argos - Video
EPAFs & Adjunct Contracts	8/17/2023	EPAFs & Adjunct Contracts - Video	Payroll Adjunct Contract Training - PowerPoint
Budget 101	9/8/2023	Budget 101 - Video	Office Chair BCR Example - Excel Download New Employee BCR Example - Excel Download
Accounts Payable	10/6/2023	Accounts Payable - Video	Accounts Payable - PowerPoint
Grants	10/20/2023	Grants - Video
General Ledger & Excel Tips	12/15/2023	General Ledger & Excel Tips - Video	General Ledger & Excel Tips - PowerPoint
Paymerang and Chart of Accounts	1/19/2024		Paymerang and Chart of Accounts - Word Download
Fiscal Year End	6/21/2024	Fiscal Year End - Video
Budget Review	8/16/2024	Budget Review - Video
Open House / Meet & Greet	9/20/2024	Open House / Meet & Greet - Video
BCR & BDCR Review	10/18/2024	BCR & BDCR Review - Video
Spend Pre-Approval	1/15/2025		Spend Pre-Approval - PowerPoint

Travel & Entertainment Policy FAQs

FAQs

A. If a department is hosting a recruiting event for prospective undergraduate or graduate students, food and drink purchases are permissible for the event so long as the department has budget dollars to cover the expense. Restricted/Reserve/Unbudgeted funds cannot be used to cover these expenses. Only purchase enough food for prospective students. Faculty/staff attending these events should not have food or drinks purchased for them.

General Accounting FAQs & Resources

Accounts Payable FAQs & Training

Treasury FAQs & Training

Budget FAQs & Training

Table of Contents

1 Finance Wiki Tour
2 Budget Manager Trainings
3 Travel & Entertainment Policy FAQs
4 General Accounting FAQs & Resources
5 Accounts Payable FAQs & Training
6 Treasury FAQs & Training
7 Budget FAQs & Training

Finance