Financial Services offers a variety of small group seminars and one-on-one sessions to help University faculty and staff learn how to successfully complete TU financial processes and improve productivity. As seminars are scheduled, information on dates & times will be listed below under the description of each presentation and the link to the registration form will become active.
These workshops provide up-to-the-minute information on budget balances, open commitments, invoice payments, expenditure categories, budget transfers, interdepartmental invoices, and more! Do you have questions? Need additional training assistance? Contact PSFTraining@towson.edu
Introduction to PeopleSoft Financials and Department Budget Reporting - for New Users
This introductory workshop is required for all those who are new to PeopleSoft Financials and who need access to their department budgets. Learn about the chart of accounts, parent/child budgeting and transfers, how to gain access to the system, how to navigate within PeopleSoft Financials, how to run your nVision budget reports and how to view the expenses that have posted to your department budget.
Thursday, December 5 from 9:00am - 10:30am in ADM120
Thursday, January 9 from 2:00pm - 3:30pm in ADM120
Tuesday, February 4 from 9:00am - 10:30am in ADM120
Intermediate Features in PeopleSoft Financials for Department Users -Only for those with PS Access
Learn about Budgets Overview, Drill Down Reports, the Voucher Feature and Secured Query. Do you know how to get a quick view of your budget balance without running an nVision report? How to see data from a previous fiscal year? How to view an image of a paid invoice? How to run or schedule a basic query? Learn additional features to assist you in monitoring your department budget!
Monday, December 9 from 9:30am - 11:00am in ADM 120
Thursday, January 30 from 1:00pm - 2:30pm in ADM120
Thursday, February 27 from 10:00am - 11:30am in ADM120
Understanding Your Department Budget – Only for those with PS Access
Do you need help understanding your budget reports? Do you want to better understand the types of transactions hitting your budget and why? Do you know how to set up an initiative? What‘s the difference between an interdepartmental invoice and a budget transfer? Come and get additional assistance in monitoring and managing your department budget!
Tuesday, January 21 from 9:00am - 11:00am in ADM 120
Tuesday, February 11 from 10:00am - 12:00pm in ADM120
PeopleSoft Financials and Grant Reporting
This workshop is required for all those who are new to PeopleSoft Financials and who need access to their grant budgets. Learn about the chart of accounts, budgets overview, parent/child budgeting, how to gain access to the system, how to navigate within PeopleSoft Financials, and how to run your nVision budget reports.
Please contact PSFTraining@towson.edu to set up a training session on Grant Budgets
Introduction to Interdepartmental Invoices
This is an introductory workshop that provides essential in-depth training to those individuals responsible for filling out the tri-colored Interdepartmental Invoices. Learn the purpose of using these invoices and how they are important to your budget. Also learn the details of what documentation must accompany each invoice. This one-hour workshop is designed to provide answers to all your questions on how to move expenditures and/or revenue between departments.
- Interdepartmental Invoices Registration Form
Learn about your purchasing options and spending authority; how to process invoices and vouchers and do payment approvals; and understand the different special payment types, office supply contracts, and restricted purchases.
Tuesday, February 18, 2014 from 10:00am - 12:00 noon in ADM 120
Business Travel for the TU Employee (formerly 'Introduction to the Business Travel Process' & 'Review of the Business Travel Process')
An all inclusive workshop that will walk you through Towson University's Business Travel process including policies and procedures for business travel, planning the trip, choosing payment options, completing the on line forms, and obtaining reimbursement. This workshop offers a small group setting that can meet everyone's needs, from the new TU employee to the experienced TU traveler wanting to brush up on their business travel process knowledge and skills.
Workshops offered the third Thursday of every month, 2 p.m. to 4 p.m. Register using the following e-mail link:
Payroll's Student Employment Workshop
This seminar is designed to aid faculty and staff involved in the hiring and/or supervising of student employees. The focus is on the actual "how-to" processes of interviewing and hiring a student employee, clearing the student employee through the Payroll Office, submitting timesheets, and ensuring the student receives paychecks.
Thursday, April 3rd, 2014 from 9:00am - 12:00 noon in ADM 120
ProCard Reallocation & Reconciliation System
This is a "how-to" session that helps attendees learn to use the Web interface database program to access VISA charges, use the online system to make department and account (subcode) changes on purchases, reconcile transactions on VISA statements, and produce a printout of transactions that can be used as your permanent log. Contact firstname.lastname@example.org to arrange for individual or group sessions.
Unrelated Business Income Tax (UBIT)
The UBIT course will supply participants with a basic understanding of what constitutes unrelated business income. Topics that will be covered include: what activities can be classified as a trade or business, the difference between tax exempt and taxable income in the university setting, how the mission of the school affects classification of income, and the exclusions of income that are allowed under the UBIT definition. The next Workshop is scheduled for:
Tuesday, April 1st, 2014 from 9:00am - 12:00 noon in ADM 120
7720 York Road, 4th Floor
Hours: Monday through Friday, 8 a.m. to 4:30 p.m.
Financial Services Fax Numbers
Financial Services Help Line: 410-704-5599