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)

Creating DCRs

• DCR Transaction
• DCR Voucher

Resources for Creating DCRs

• DCR Justification
• DCR Action Options

DCR Inquiry

DCR Recall/Hold

DCR Approval

• 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

• Access Forms
• iPayment Request Form - This form is used to submit requests for modifications to data hardcoded in iPayments such as accounts, support accounts, object codes, and workgroups. Requests to modify user access should be submitted using the Access Form.
• 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 in iPayments (videos)

• 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)

How Do I Reset My Password?

Users will authenticate through Single Sign-On (SSO). Please note that iPayments automatically locks accounts after 90 days of inactivity. To maintain uninterrupted access, we recommend setting a calendar reminder to log in at least once every 30 days.

If your account becomes locked due to inactivity, please email ipay@tamu.edu and request that your account be unlocked.

• 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