Controller's Department

Training

WebFM
WebFM Part 1
WebFM Part 2
These workshops demonstrate the functionality of ISU's online accounting and financial management system.


To register for the training offerings listed below, please log into AccessPlus, go to the Employee tab and click on HRS Training on the left-hand side.


Sponsored Programs
Fundamentals of Sponsored Programs
Advanced Sponsored Programs

Efforting Report and Employee Activity Summary of Effort (EASE) Training
This workshop is designed for departmental coordinators of EASE (Employee Activity Summary of Effort) forms: different uses of the form, completing the form, and distribution of the form. EASE Manual

Accounting Corrections and Transfers: Which Form Do I Use?
This workshop is designed to explain the use of accounting correction and transfer transactions, which form to use, and how to properly complete those forms. The following forms will be covered: Cash Receipt Adjustment, Correction Voucher, Intramural Transfer of Charges, Revenue & Expense Transfer, and Budget Transfer. Questions and discussion will be encouraged. Corrections and Transfers

How to Know if Expenses are Allowable
This workshop will define allowability and appropriateness for Iowa State University employees. Some key topics that will be discussed are an overview and definitions, the State of Iowa hospitality guidelines, and unallowable expenses of sponsored programs. Allowability and Appropriateness

ISU Forms - What, Why and How
Participants will learn about the uses and completion of the following accounting forms: Honorarium or Expense Vouchers, ISU Vouchers, Campus Organization Vouchers and Disbursements/Vendor payments.

Employee Reimbursement: Beyond the Basics
This workshop will explain how to check reimbursement status, to understand the routing path, and give tips for increased ease of use. It is intended for persons who already have some experience using the Employee Reimbursement system.
Employee Reimbursement Online Tutorial

Working with Accounts Payable
This workshop will explain the accounts payable process, which includes payments made on purchase orders. Special emphasis will be placed on avoiding problems at the fiscal year end. Working with Accounts Payable handout

Guidelines for Service Center Operations
This workshop is designed for departments who charge for goods and/or services provided to other departments or external entities. Service Center

Payroll Procedures
Scheduled: March 2009; date to be determined

This workshop is designed so that employees can learn about payroll services, how the services can be obtained, and the procedures and paperwork necessary in working with payroll. Questions and discussion will be an important part of this session. Training manuals can be viewed on the Payroll website.

Electronic Personnel Actions (EPA)
Scheduled upon request

Training for the Electronic Personnel Actions (EPA) is scheduled on an one-to-one basis. To schedule a training session, contact Tammy Porter in Payroll, 294-0455. EPA Manual