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Training Info

Fiscal Management Series at EOD:

If you are interested in any of the following classes, go to EOD Learning Central.

Course #
FIN 502
Title
InfoAssist - Finance Report Writer Training
Type
Instructor-led Course
Description
The objective of this session is to introduce participants to creating ad hoc finance queries using InfoAssist.

Course #
FIN 200
Title
MyReports Writer - Finance
Type
Online
Description
This course is required for both the Financial Services Division InfoAssist Report Writer and Department InfoAssist Report Writer roles. Participants are introduced to MyReports and the InfoAssist tool and will learn to run delivered reports and create ad hoc queries.

Course #
EOD 430
Title
Cash Management
Type
Online
Description
This online course will provide in-depth training on UNM's Cash Management policy and process (UBPPM #7200). Topics will include how to prepare a money list and credit card reports and how to process foreign checks. This course is designed to help employees do their jobs more effectively and efficiently using optimal operational processes and Cash handling procedures.

Course #
EOD 343
Title
PCard for Travel
Type
Online
Description
This course will introduce you to using your PCard for travel. Policies and procedures for using your PCard for airline tickets will be covered

Course #
FIN PU 106
Title
Purchasing & A/P Policies & Procedures
Type
Instructor-led Course
Description
This 2.5 hour course provides a general overview of the University of New Mexico Purchasing and Accounts Payable policies and procedures.

Course #
EOD 385
Title
Travel Policies & Procedures
Type
Instructor-led Course
Description
This workshop, taught in a classroom setting, is designed to introduce UNM Travel Policies and Procedures to new employees. It is also valuable for current employees, as policies and procedures change over time.

Course #
ROM 101
Title
Results Oriented Management Academic Forecasting Tool Overview
Type
Instructor-led Course
Description
Offered to Main Campus only. Explains the ROM Academic Forecasting Tool process and how to prepare for using the forecasting tool. Learning Objectives: Explains the usage and process of the ROM Academic Forecasting Tool. Who Should Take this Course: Main Campus Fiscal Agents

Course #
BAN-BUDG 102
Title
Budget Planner Online Course
Type
Online
Pre-requisites
None
Description
This is a computer-based training to acquaint users with the basics of using the Salary Planner and Budget Development sides of LoboWeb to perform Budget & Salary Planning.

Course #
BAN-BUDG 100
Title
Main Campus Budget Planner Overview (COURSE )
Type
Instructor-led Course
Description
The Main Campus overview provides a look at the "big picture" in the Banner Budget process, defines new terms and concepts and reviews critical dates and the timeline for new year budget development and mass salary update processes.