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Cornell University Division of Financial Affairs

Finance Training

WBT105 thru WBT109

WBT 105: Electronic Accounting Statements

For	Staff members who work with accounting statements and reconcile Cornell accounts.
Fee	None
Length	Four sections, self-paced
Description	This tutorial will provide an introduction to the Actuate software tool that is used for delivering electronic reports and statements to Cornell units. The electronic accounting statements viewed in Actuate provide the same data as the paper financial analysis and monthly transaction statements. The use of Actuate to provide these statements simplifies the task of preparing and disseminating paper statements from taking one and a half days to less than six hours.
Prerequisite
Instructor	Web-based tutorial
View Tutorial	WBT 105: Electronic Accounting Statements

WBT 106: Travel System

For	Staff members who work with travel reimbursements. Tutorials are written specific to the traveler and preparer of travel reimbursements.
Fee	None
Length	Three sections, self-paced
Description	The Travel System "Overview" tutorial describes the entire travel system, including how to search for information and screen information. The "Entering a Trip" tutorial looks at processing a trip from beginning to end. The "Traveler Approver/Submit Trip" tutorial reviews the steps necessary for the traveler to submit their trip information for payment.
Prerequisite
Instructor	Web-based tutorial
View Tutorial	WBT 106: Travel System

WBT 107: The Payment Request System

For	Staff members who work accounts payable vouchers and who make payments to vendors using the Payment Request System.
Fee	None
Length	Three sections, self-paced
Description	This tutorial will provide an introduction to the Payment Request tool that is used for delivering payments to Cornell vendors. The use of Payment Request System (Pay Req) simplifies the task of preparing and approving payments to vendors.
Prerequisite
Instructor	Web-based tutorial
View Tutorial	WBT 107: The Payment Request System

WBT 109: Cardholder Training: Everything You Need to Know About Procurement Cards

For	Unit procurement card coordinators and staff members requesting a procurement card.
Fee	None
Length	30 minutes
Description	This tutorial will cover how procurement card charges are made and how they are processed in the university accounting system. You will also be instructed on procurement card policy and on ways that this tool can make your purchase of small-ticket items fast and simple.
Prerequisite	Everyone who receives a Cornell University procurement card must complete the cardholder training session.
Instructor	Kathy Dymock, Procurement Card Administrator
View Tutorial	WBT 109: Cardholder Training: Everything You Need to Know About Procurement Cards

Note: In person, group training is available by request only.