This page provides manuals, job aids, PowerPoints, webinar links and support resources for all the Financial System and Support Services trainings. Information is grouped by topic starting with PantherSoft Fundamentals (jump to topics using the sub-menu above).
Training Course Registration
All course registrations are handled through FIU’s Develop website. Course sessions are sched within FIU Develop three months in advance. To enroll in either in-person or on-demand self-pace training sessions, visit the FIU Develop website.
Instructions for enrolling in courses:
- Login to FIU Develop with your FIU employee credentials.
- Use keyword search in the search bar (i.e. Departmental Credit Card, Reporting, Travel).
- Choose the course by selecting Enroll.
- For an in-person course, choose the class session you wish to attend.
- For self-pace learning, return to the dashboard and begin your course.
If you should need additional help with enrolling into a course, contact the Financial Systems and Support Services Help Desk at 305-348-7200 or email controller@fiu.edu.
Fundamentals 
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
Procurement 
There are a variety of ways to complete purchases at FIU. Check out the following resources for using a Departmental Credit Card or a Travel and Entertainment Credit Card, making purchases with a requisition in our Purchasing through eProcurement course, or purchasing something from another Department in our Smart Internal Billing course. Additionally, training and support is provided for the procurement contract process with our Total Contract Manager (TCM) training.
Departmental Credit Card
Course Description
This course provides the required knowledge and tools necessary to comply and participate in the University’s Credit Card Program. The training covers all three Departmental Credit Card profiles (Commodity, Travel, and Dual) as well as the responsibilities of the credit card user roles (cardholder, reconciler, approver). Resources, important information, and skills are covered regarding the use and purchase of authorized supplies and services as well as University business travel purchases with a Departmental Credit Card.
This course is delivered in a fully online format through FIU Moodle. It includes Knowledge Checks, and a Final Quiz.
Target Audience
All employees responsible for making departmental commodity purchases and/or business travel arrangements for staff in their department. This includes all user roles (Cardholders, Approvers, Reconcilers, Business Unit Approvers) within the University’s Credit Card Program.
Offered
On-Demand
Training Resources
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
- How to Shop and Assign a Cart in the myFIUmarket
- How Requesters Access Assigned Carts
- PO Receiving and Payments Quick Guide
- Procure to Pay Manual
Webinar Recordings
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 Resources
Total Contract Manager (TCM)
Course Description
Total Contract Manager (TCM) is a robust tool for creating, maintaining, and managing procurement contracts. Information about contracts can be tracked within TCM and contract documents managed as attachments.
Target Audience
Any University employee who reviews, revises, manages, or approves procurement contracts.
Training Resources
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 Resources
Travel and Expense 
As an institution of higher education and a public institution, completing the required travel documents correctly is important. Check out our Travel and Expense course and materials for assistance.
Travel & Expense
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 System Manual
- How to Detach and Reattach an ER from/to a TA
- How to Report Expenses Paid by Third Parties
- Foreign Travel Quick Guide
- Travel Compliance Enhancements PDF (Dec ’23)
Webinar Recordings
Query 
PantherSoft applications provide the ability to request data or information from the database tables. This information gives individuals and departments real-time access to important financial, employee, and student data.
Query 101
Course Description
This workshop will provide an overview of how to create and edit existing Queries, apply criteria, join records, 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 Resources
Advanced Query
Course Description
This hands-on training covers advanced query functionalities including utilizing Left Outer Join, Aggregate Functions & Having Criteria, Unions, Expressions, and Subquery results as a criterion for a Top Query. Query 101 is a prerequisite for Advanced Query.
Target Audience
Area Budget Managers, Executive Area Budget Managers, Advanced Financial Reporting personnel
Offered
Quarterly
Training Resources
Reporting 
The nVision reporting tool is a delivered function of PeopleSoft that allows individuals and departments to view data and information in a predetermined Excel layout. There are a variety of available public reports used for budget and financial purposes. Check out the following courses to learn more about how to view and run reports.
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
Training Resources
Intermediate Reporting
Course Description
This course focuses on variance analysis. Participants will learn how to run nVision variance reports and apply analysis techniques to explain the different types of variances and understand the benefits of regularly updating their Rolling Forecasts in order to budget better in the future.
Target Audience
This course is intended for Finance/Expense Managers or other individuals involved with budget planning and execution.
Offered
Seasonal
Training Resources
Journal Voucher
Journal Voucher
Course Description
Journal Vouchers may be entered by PantherSoft Financials users to process expense reclassifications for third party suppliers. This functionality moves AP expenses from one accounting to another on the General Ledger after following a simple workflow.
Access Requirements
After attending a training demonstration, PantherSoft Financials users will be granted access to the Journal Voucher functionality following approval from Accounts Payable.
Offered
Monthly demonstrations.
Training Resources
ID Transfer Journal
ID Transfer Journal
Description
An ID Transfer Journal is typically used to transfer FIU01 General Ledger transactions. These transactions must not have originated from Departmental PCards, Expense Reports, Payroll, Student Financials, or Accounts Payable.
These journals may also be used to transfer funds to the One Card office and Athletics transfers to the Due to AFC liability account.
Resources
Smart Journal
Smart Journal
Description
The Smart Journal is a tool that facilitates the cash transfer process for those activites that are allowed to transfer cash. It looks very similar to a journal entry that has been limited to only allow a few accounts and configured to check for available cash of the activity that is transferring out.