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 requests, 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.
To Be Determined
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 a basic query? Learn additional features to assist you in monitoring your department budget!
To Be Determined
Understanding Your Department Budget – Only for those with PS Access
Do you want to better understand 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 request and a budget transfer? Come and get additional assistance in monitoring and managing your department budget!
To Be Determined
- PeopleSoft Financials Registration Form
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
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.
March 10, 2015
Business Travel for the TU Employee (formerly 'Introduction to the Business Travel Process' & 'Review of the Business Travel Process')
This workshop will walk you through Towson University's Business Travel process including policies and procedures for business travel, planning the trip, choosing payment options, and obtaining reimbursement. This workshop offers a small group setting that can meet everyone's needs, from a new TU employee to the experienced TU traveler wanting to brush up on their business travel process knowledge and skills.
March 3, 2015; March 9, 2015; April 6, 2015; April 13, 2015
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.
April 07, 2015
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 email@example.com 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:
To Be Determined
- UBIT Workshop Registration Form
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