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Training Resources

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:

  1. Login to FIU Develop with your FIU employee credentials.
  2. Use keyword search in the search bar (i.e. Departmental Credit Card, Reporting, Travel).
  3. 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

Departmental Credit Card Manual

Purchasing through eProcurement

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

 

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.

Offered

Online. Register through the Professional Development Website  

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

Webinar Recording

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, 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 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 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

Merchant / PCI