A new online tutorial is currently under development for this module. Prior to transitioning to the new format, this PowerPoint version will serve to provide general guidance for understanding the university’s financial and procedural policies in relation to processing deposits, invoice payments, reimbursements, and travel expenses. Other topics include internal policies and controls, PeopleSoft ChartFields, forms, month-end and fiscal year-end schedules, and where to turn for ongoing support and training.
The Overview of Research Fund Administration tutorial is comprised of three different segments. The first segment explains the life cycle of a typical research project. The second segment provides an overview of research transactions and the third segment provides details regarding policies and procedures for research transactions.
The Research Statement of Operations tutorial provides a general overview of how to access and read your Research Statement of Operations report and determine how much funding is left to spend.