Class Descriptions & Schedule

ADFIN101 Accounts Payable

This course offers an overview of the functions of Business Services, including foreign payments, travel regulations, completion of travel paperwork and Procard process.

Date: Tuesday, April 10, 2018
Time: 9:00am to 11:00am
Location: Todd Building room 204
Instructor: Kay Lamphiear

Register for ADFIN101 through IT Short Courses

ADFIN102 Internal Controls

Learn the five elements of internal controls and the areas in which internal control processes should be implemented in academic, research, outreach, and administrative units. We will also look at tools for assessing and improving internal control processes in your unit.

Date: Wednesday, February 7, 2018
Time: 9:00am to 11:00am
Location: Todd Building room 204
Instructor: Tiffany Kuehn

Register for ADFIN102 through IT Short Courses

ADFIN103 Payroll Functions

The first session in this two-part class will focus on the laws and policies that govern employment at UM and how to enter the appropriate information in Banner to create and employee record. The second session will concentrate on how to get an employee paid, including Griz Time Online for staff and students, Web Time Entry and U-Approve. Employees working toward the Financial Development Certificate must attend both sessions.

Date: Wednesday, October 11, 2017 - Time: 9:00am to 11:00am
Date: Wednesday, October 11, 2017 - Time: 2:00pm to 4:00pm
Location: Todd Building room 203
Instructors: Terri Phillips and Debra Hayes

Register for ADFIN103 through IT Short Courses

ADFIN104 Principles of Fund Accounting

The University of Montana practices Governmental Fund Accounting, which is much different from for-profit accounting. Learn the basic financial statements, how debits and credits really work, and why the 14th period really matters. Participants will learn the fundamental elements of fund structure and the universal accounting formula. There will be instruction on different types of funds and UM’s fund structure (FOAPAL) to help put it all together. This is a foundational course that benefits any person responsible for campus financials.

Location: Todd Building room 204
Instructor: Beckie Christiaens

ADFIN105 Budget Preparation and Management

This class will provide a broad overview of the Who, What, When, Where and Why of our Budget processes and practices from requirements for Fund Types to showing how the dollars flow into the University system.

Date: Thursday, November 16, 2017
Time: 9:00am to 11:00am
Location: Todd Building room 204
Instructor: Jill Johns and Sasha Lawson

Register for ADFIN105 through IT Short Courses

ADFIN106 Strategic Financial Planning and Complementary Technical Solutions

Learn the importance of strategically planning for your organization’s fiscal affairs. Fundamental elements of reconciliation and financial planning will be presented. Learn how to use Excel and other technical solutions to manage finances and make sound fiscal presentations to supervisors and groups.

Date: Thursday, March 15, 2018
Time: 9:00am to 11:00am
Location: Todd Building room 204
Instructors: Beckie Christiaens, Jill Johns, Sasha Lawson and Karen Moore

Register for ADFIN106 through IT Short Courses

BNHR105 Payroll Query and Reporting Systems

This course will involve three sections that will assist the user in obtaining payroll-related transactions and budget information. The first part will introduce the user to the payroll query forms in Banner HR and explain the encumbrance process. The second part will explain the UMDW Payroll reports and their various uses for reviewing the department’s budget and payroll transactions. It is encouraged that the user has already taken the UMDW Finance and Payroll Database course prior to taking this course. The last section will explain the InfoGriz reports that are useful to those individuals involved with their department’s payrolls.

View class schedule and register for BNHR105 through IT Short Courses

BUS101 UMDW Finance Online Training

The University of Montana Data Warehouse (UMDW) is the reporting tool used by UM and the affiliated campuses to provide departments and administrators with detailed and summarized Finance reports such as Operating Ledgers, General Ledgers, multi-year or multi period reports, and transaction reports. These video trainings are designed to give the new user general training on navigating and generating reports within UMDW.

UMDW Finance Online Training

The videos are located on the UMDW Training webpage on the left side navigation. Everyone needs to use their UM\domain to log in. You must complete each of the three sessions to receive credit: UMDW Basic Navigation, Operating Statements and General Ledger. There is also a UMDW certificate of completion that will need to be printed out and submitted with the application for the Financial Development Certificate.

BUS120 Fiscal Year End

Business Services is offering two full Fiscal Year End (FYE) training sessions for instruction on year end processes, procedures, and critical deadlines from the FYE campus cutoff schedule.  Staff from Business Services, Fiscal Affairs and Budget (FAB), Foundation, and Human Resources will be present to answer any questions you may have about Fiscal Year End. Note: Participants in the Financial Development Certificate Program may attend either session.

View class schedule and register for BUS120 through IT Short Courses

BUS130 GrizMart Strategic Procurement

This course covers the basics of GrizMart, the University procurement system. Users learn how to access, navigate, and use the GrizMart system.

View class schedule and register for BUS130 through IT Short Courses

BUS300 U-Approve

U-Approve is a secure web application that allows all employees to participate in the creation, routing, and approval of University business forms. This course includes training on how to use current forms within the new U-Approve system (e.g., Cost Transfer Non-payroll, RPT and JV).

View class schedule and register for BUS300 through IT Short Courses