Job Aids & Training Materials

Job aids, handouts and training guides are the latest versions of materials used in OBFS training courses. For your convenience, documents will open in a new browser window. Most documents are in the Acrobat (PDF) format.

Please send questions or comments regarding training to the OBFS Training Team at obfstrainingteam@uillinois.edu.

Curriculum Guide

Before registering for courses, please see the OBFS Training Curriculum Guide (PDF) which will help you to identify courses and course prerequisites related to your particular role.

Training Materials

Please use the link map below for easy access to training materials (ordered by topic) or scroll down the page to see all training materials:

Finance Systems Overview

Accounting & Financial Reporting

• Advanced C-FOAPAL

• General Encumbrances

• Introduction to Self-Supporting Funds

• Journal Voucher Processing

• Misclassified FOAPAL Reports in EDDIE

• Multiple-Year Labor Encumbering in Banner

• Property Accounting - Introduction to Property Accounting

• Property Accounting - FABweb Additions and Updates

• Property Accounting - FABweb Transfers and Disposals

• Property Accounting - Equipment Loans and Other Transfers

• Property Accounting - Physical Inventory of Equipment

• Retrieving General Ledger Reports

• Reporting for Managers

• Understanding University Financial Statements & the Reconciliation Process

Accounts Receivable

• Accounts Receivable Processing

Banner Help Resource Documents

Budgeting

Grants & Sponsored Projects

• General Grants & Sponsored Projects

• Grants & Contracts for Professional and Administrative Personnel

iBuy (online purchasing)

Merchant Card Services

Payroll & Earnings

• Adjustment Notification Application (ANA)

• Adjustment Processing for Units

• Department Time Entry for Bi-Weekly Employees

• General Payroll & Earnings

• Foreign National Payments, Taxation, and Reporting

• Payroll Webinars

• Labor Redistribution

• One-Time Pay

• Tuition Waiver Overview

• Working With Routing Queues

• Web Time Entry

• Workflow

P-Card

PEAR

Purchasing & Receiving

• Purchasing on the Move

• Receiving

• Requisition Processing

• UPS CampusShip

• Procedure to Renew or Establish Annual Orders in Banner for FY 2013

University Payables

• Employee Business Travel Reimbursement Regulations & Policies

• University Payables Overview

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Please send questions or comments regarding training to the OBFS Training Team at obfstrainingteam@uillinois.edu.

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Last Updated: January 21, 2012