Training

Concur Training

Concur Overview 8-5-14

Getting Started in Concur

Travel Request
   • Creating a Travel Request
   • Approving a Travel Request
   • Approving a Travel Advance

Expense Report
   • Creating an Expense Report from a Travel Request (Local Funds)
   • Creating an Expense Report from a Travel Request (State Funds)
   • Creating an Expense Report for a Department Travel Card
   • Allocating Expenses Between Cost Centers on an Expense Report
   • Approving an Expense Report

The Finance Upgrade - PeopleSoft 9.1

Voucher
   • Online Training
   • Step-by-step instructions for voucher key functions
      ‌° How to create a voucher
      ‌° How to create a PO voucher
      ‌° How to delete a voucher
      ‌° How to check a budget error

GL Journal
   • GL Journal Creation

SC Voucher
   • SC Voucher Creation

Budget Journal
   • Creating a Budget Journal for a Non-Project Cost Center
   • Creating a Budget Journal for a Project Cost Center

Requisition
   • Creating a Purchase Requisition - Printable Instructions
   • Creating a Purchase Requisition - Video

Financial Test and Training System
   • Financial Test and Training System Log On
Finance Training
   • Online and Instructor Led Training Classes

   • Training Material
      ‌° 08/18/06 Auditorium Training for New P-Card/Travel Card Procedure
      ‌° Accounts Receivable Departmental Reconciliation & Reporting Procedures
      ‌° Choosing the Right Account
      ‌° Query Training
         • Selected Financial Tables with Key Fields
         • Query Design Elements
         • How to Make Changes to an Existing Query Guide
         • Instructions for Sharing a Private Query
         • Instructions for Creating a Query Favorites List
      ‌° PeopleSoft 8 Online Training
      ‌° Record Retention Training
      ‌° Resale Inventory Departmental Reconciliation & Reporting Procedures
      ‌° Travel Rules and Documentation
      ‌° Understanding UH Business - Finance Presentation
      ‌° Verifying Cost Centers
HRMS Training
   • Training Calendar
   • Training Material
HR Department Training Calendar
New Employee Financial Training
   • Accounting Entry Structure
   • Cost Centers
   • Accounts
   • Sources of Information
   • Accounting Services Overview
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Last updated on 8/21/15
Comments to: CChan@central.uh.edu or SCho@central.uh.edu


Division of Admin & Finance