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Controller's Office > Departments > Financial Systems and Support Services > Training Resources

TRAINING

The following courses are offered by the Financial Systems and Services department on behalf of the Office of the Controller. These frames include descriptions and resources associated with each course including participant manuals, quick guides, and training videos. You can also click the title of the actual course (if underlined) to view the associated training presentation.

To register for any of our instructor led offerings or online courses, please visit the Professional Development website. Our courses can be found under the Office of the Controller.

Panthersoft Financials Fundamentals
Course Description This fully online training is a convenient way to learn how to perform key functionalities commonly found across all PantherSoft applications. This course covers the basics regarding: Homepage Actions, Breadcrumbs, Favorites, Worklist, Navigation, Run Control IDs, etc. Topics like role access, chartfields and speedtypes, and approval workflow amongst others are also covered.
Target Audience Mandatory for all New Hires; recommended as a refresher on common functionalities.
Offered Online. Register through the Professional Development website
Training Resources Fundamentals Manual   Fundamentals Quick Guide

Advanced Query
Course Description This hands-on training will covers advanced query functionalities including utilizing Aggregate Functions & Having Criteria, Unions, Expressions, and Subquery results as a criterion for a Top Query.
Target Audience Area Budget Managers, Executive Area Budget Managers, Advanced Financial Reporting personnel
Offered Monthly
Training Guide Query 101

Departmental Card Approver/Reconciler Training
Course Description Overview of the approval process for all Departmental Credit Cards.
Target Audience All employees responsible for reconciling or approving departmental credit cards.
Offered Monthly
Training Guide Departmental Credit Card Manual   Departmental Credit Card Quick Guide

Departmental Commodity Credit Card
Course Description Overview of the Departmental Commodity Credit Card Program, Usage, Policies and Procedures
Target Audience All employees responsible for making departmental commodity purchases.
Offered Monthly
Training Guide Departmental Credit Card Manual   Departmental Credit Card Quick Guide

Departmental Dual-Use Credit Card
Course Description Overview of the Departmental Travel and Commodity Credit Card Program, Usage, Policies and Procedures
Target Audience All employees responsible for making departmental commodity purchases and travel arrangements for staff in their department.
Offered Monthly
Training Guide Departmental Credit Card Manual   Departmental Credit Card Quick Guide

Departmental Travel Credit Card
Course Description Overview of the Departmental Travel Credit Card Program, Usage, Policies and Procedures
Target Audience All employees responsible for making business travel arrangements for staff in their department.
Offered Monthly
Training Guide Departmental Credit Card Manual   Departmental Credit Card Quick Guide

Financial Reporting 101
Course Description This course provides an Overview of Financial Reports provided by the nVision Reporting Tool in Peoplesoft, specifically the DT report. It also covers Budget Research as well as Module Online Inquiry.
Target Audience This course is intended for those who are: new to the University and using financials, new to Financials, or new to running, delivering, and interpreting reports.
Offered Monthly
Reference Guide Financial Reports - Appendices   Financial Reports - Manual

Procure to Pay
Course Description This hands-on training will cover shopping in myFIUmarket, creating requisitions, including Special Requests, managing requisitions, creating receipts, and reviewing payment information in PantherSoft.
Target Audience All Employees involved in the procurement process for an area.
Offered Monthly
Training Resources Procure To Pay Manual   Procure to Pay Quick Guide   How to Receive Items
Try It (UPKs)

EProcurement UPK's
myFIUmarket Videos Intro to eProcurement (2:31)

eProcurement Punchout Catalogs (3:09)

Assign a Cart (3:33)


Query 101
Course Description This workshop will provide an overview of how to create and edit existing Queries, as well as commonly used tables in PantherSoft. Upon successful completion of the course, with a passing score of 80%, users will be able to request access to Query Manager in the Reporting Database.
Target Audience Area Budget Managers, Executive Area Budget Managers, Advanced Financial Reporting personnel
Offered Monthly
Training Guide Query 101   Query Viewer Quick Guide

Smart Internal Billing
Course Description Overview on defining an item, modifying an existing item, creating an invoice and approving/denying an invoice
Target Audience All employees involved in the Smart Internal Billing process for their department.
Offered Twice a Semester
Training Guide Smart Internal Billing Manual Smart Internal Billing Quick Guide

Total Contract Management (TCM)
Course Description Familiarizes users with Total Contract Manager (TCM), the contracts module of myFIUmarket, which is being utilized university-wide for processing, managing, and storing all FIU Procurement Contracts.
Target Audience Any University employee who reviews, revises, manages or approves procurement contracts.
Offered Training is administered to departments as they are onboarded
Reference Guide TCM User Handbook for Procurement Contracts
Contract Basics Procedural Presentation

Contracts Training for Purchases of Goods-Services
TCM Webinars Contract Manager Webinar

Contract Requester Webinar

Contract Request Approver Webinar


Travel & Entertainment Credit Card
Course Description Overview of the Travel & Entertainment Credit Card Program, Usage, Policies and Procedures
Target Audience Any full time Faculty and/or Staff traveling on behalf of FIU who will be incurring travel & entertainment expenses.
Offered Once a Semester & By Request
Training Guide Travel & Entertainment (T&E) Credit Card Manual

Travel & Expense PPT
Course Description This course will cover how to create Travel Authorizations, Cash Advances and Expense Reports.
Target Audience All Employees who process travel & expense transactions
Offered Monthly
Training Resources Travel and Expenses 9.2 Manual   Travel and Expenses Quick Guide

For our current instructor led classes please visit: Training Registration Site

If you would like to request a one on one training, department training, or need to communicate with our Help Desk staff or trainers, please call (305) 348 - 7200 or email controller@fiu.edu.

The User Productivity Kit (UPK) is an on-demand training tool, which assists users in becoming familiar with the PantherSoft Financials environment.

Office of the Controller