FMO Training

• Canopy Training - Preliminary Assets
• Canopy Navigation
• Canopy Accounts Receivable
• Canopy Account Attributes, Transactions and Balance
• Canopy DCR
• Canopy DBR
• Canopy Review of Fixed Assets (FFX)

• Calculating the Fund Balance for Transfer
• Departmental Budget Request (DBR) Training
• Justification Codes

• Department Head Property Training
• Transferring Departmental Property-Online
• Department Property Contact Training
• Adding Purchased Assets to Fixed Asset Inventory

Getting Started with iPayments

Navigating in iPayments (videos)

Online Course 2111772: Cash Handling – System Version: this course is intended for employees with job duties that include the handling of money transactions, recordkeeping, reconciliation, and custodial tasks, and the supervisors of these employees. Topics covered include segregation of duties, receipts and transmittal of collections, working funds, and recommended cash handling practices. 

• Navigating
• Create Core File
• Pop-Up Blocker
• Reports in iPayment

Basic Workflow in iPayment

How to Verify a Deposit

How to Verify an IDT

How to Verify an AR

Common Errors 

Deposits

Deposit Checklist

Processing Deposit (videos)

• Cash
• Check
• Credit Card
• ACH

Void (videos)

• Void
• Reduction to Expense
• Sales Tax

Balance and Close (videos)

• Balance and Close

Interdepartmental Transfers (IDT)

IDT Checklist

Processing an IDT (videos)

• One to One
• One to Many
• Many to Many

Accounts Receivable (AR)

AR Checklist

Finding a Customer Number

Customer Account Number

Tax Exempt Form 

Processing an AR (video)

• For training regarding use of the Emburse Travel System, please see this page.
• Disbursement Training – This course covers policies and procedures of the disbursement of funds for purchase and travel vouchers. It also provides current information through the navigation of the Guidelines for Disbursement of Funds manual on our website. Anyone who creates purchase documents, approves and/or signs them must attend disbursement training or all entry will be denied.
• AggieBuy Training
• Emburse Overview
• Emburse Training Tutorials
• Emburse Classroom Training