Finance and Business Systems Training

Finance and Business Systems Courses

Links to courses and support materials for a selection of UC Davis systems can be found here. Additional resources may also be available directly on the webpage for that system.

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AggieBudget Courses

Course Description Format Duration  

AggieBudget Department Administrator Training

Provides an overview of the AggieBudget system and describes responsibilities of AggieBudget Department Administrators. This course is required for AggieBudget users assigned the Department Administrator role. Online (eLearning) 20 min Learn More

AggieBudget Labor Plan File Editor Training

Provides an overview of the AggieBudget system and teaches you how to edit plan files related to labor budget planning. This online training is required for AggieBudget users granted the Labor Plan File Editor role. Online
(eLearning)
20 min Learn More

AggieBudget Operating Plan File Editor Training

Provides an overview of the AggieBudget system and teaches you how to edit plan files related to operating budgets. This online training is required for AggieBudget users granted the Operating Plan File Editor role. Online (eLearning) 20 min Learn More

FIS Decision Support Courses

Course Description Format Duration  

Analytical Ledger Review (ALR)

Learn about the details and functionality of Analytical Ledger Review, and how to interpret and analyze the report data. Online (eLearning) 30 min Go to Course

FIS Decision Support

An overview of FIS Decision Support (DS) for new users. Learn about access, home page features, entering search criteria and output format, analyzing results, scheduling queries and saving search parameters. Online
(eLearning)
30 min Go to Course

Management Ledger Review (MLR)

Learn the details and functionality of the Management Ledger Review (MLR), and how to interpret and analyze the report data. Online (eLearning) 20 min Go to Course

Quarterly Ledger Review (QLR)

Learn about the quarterly version of the Ledger Review, which looks and works like the MLR, but is completed on a quarterly basis. PDF   Go to Course

Kuali Financial System (KFS) Courses

Course Description Format Duration  

Chart of Accounts

Learn about the attributes that make up the University's chart of accounts and the importance of each within financial reporting. Individual elements of the chart of accounts including UC account, UC fund, and object codes will be covered. This course also provide an introduction to the Common Chart of Accounts initiative. Online (eLearning) 60min Go to Course

Creating a Financial Organization

Learn about creating organizations. Topic include what information you need, how to process an organization document, and what you can do with an organization once it's created. Online
(eLearning)
15 min Go to Course

Financial Transactions

Learn how to use Financial Transaction documents, including GECs, Distribution of Income and Expense, and Internal Billing) in the Kuali Financial System.  Online (eLearning) 20 min Go to Course

Performing Budget Adjustments

Learn to use the Budget Adjustment document while following the appropriate rules and restrictions. You will also be able to import lines to expedite your work. Online
(eLearning)
15 min Go to Course

Requisition Document for Capital Equipment

Step-by-step instructions for completing a Requisition document for capital equipment purchases in KFS. Online (eLearning) 15 min Go to Course

Accounts Payable

Overview of KFS Accounts Payable, including Payment Request, Disbursement Voucher, and Credit Memo documents. Online
(eLearning)
40 min Go to Course

Accounts Receivable

This course provides an overview of KFS Accounts Receivable (AR), including setting up organization defaults, processing invoices, and using the available reports in KFS and FIS Decision Support for managing departmental AR activity. Online (eLearning) 40 min Go to Course

Capital Asset Management System (CAMS)

An overview of the KFS Capital Asset Management System, including information on the Asset Global (Add), Fabrication, Asset Retirement Global, and Asset (Loans and Transfers) documents. Online (eLearning) 11 min Go to Course

Line Item Receiving

This course walks you through the Line Item Receiving document in KFS. Online (eLearning) 20 min Go to Course

Purchasing

Overview of the KFS Purchasing module, including the Requisition, Purchase Order, Purchase Agreement, and Vendor (Supplier) processes. Applicable UC Davis Purchasing policy and procedure is also discussed. Online (eLearning) 36 min Go to Course

The Power of Groups

Learn about the KFS "group" and its purpose, the difference between delegates and organization reviews to groups, how to set up a group, and how to route documents to a group. Online (eLearning) 20 min Go to Course

Kuali Financial System (KFS 101)

Provides an overview of the Kuali Financial System (KFS), including how to create a document, perform document searches, and use the Action List.

Online (eLearning)

10 min Go to Course
Setting up Accounts This lesson covers everything you need to know about setting up the three most common types of Accounts. You will learn the basics of the full accounting unit. You can also learn about creating General Funds, Contracts and Grants, and/or Self-Supporting Funds accounts. Online (eLearning) 30 min Go to Course
Setting Up Account Delegates This course explains how to set up an account delegate. Topics covered include knowing what information you need, when to use the different document options, how to use the different document options, and more. Online (eLearning) 25 min Go to Course

Time Reporting System (TRS)

Course Description Format Duration  

Bi-weekly Employee

Online training for BIWEEKLY-paid employees on using the Time Reporting System (TRS). Information on employees' responsibilities, how to create a timesheet, edit timesheet, submit timesheet, and help resources will be discussed. Online (eLearning) 20 min Go to Course

Department Time Administrators (DTA)

Online training for Department Time Administrators (DTA) on using the Time Reporting System (TRS). Information on TRS roles and responsibilities, how to monitor the employee profile, assign primary and backup supervisors to employees, submit timesheet to UCPath and other help resources. Online (eLearning) 20 min Go to Course

Monthly Employees

Online training for MONTHLY-paid employees on using the Time Reporting System (TRS). Information on employees' responsibilities, how to create a timesheet, edit timesheet, submit timesheet, and help resources will be discussed. Online (eLearning) 10 min Go to Course
Supervisors Time Reporting System (TRS) Training for primary and backup SUPERVISORS. Includes supervisor responsibilities, how to approve, return, and edit an employee timesheet and online help resources. Online (eLearning) 25 min Go to Course

AggieDocs

Course Description Format Duration  

AggieDocs

AggieDocs is one of UC Davis' document archiving and retrieval systems. It provides business automation, workflow, records management and document imaging as well as integrating technologies to enhance user productivity and business processing solutions. Online (eLearning) 15 min Go to Course

Contracts & Grants Accounting

Course Description Format Duration  

Cost Share Application

The Cost Share Application is a reporting system that allows the capture of expense transactions for reporting committed cost-shared expenses to sponsoring agencies. Online (eLearning)   Go to Course

Effort Reporting System

The course "ERS Briefing for Principal Investigators" is an overview of the policies applicable to effort reporting and demonstrations of procedures to follow when certifying effort in the Effort Reporting System (ERS). Online (eLearning) 30 min Go to Course

Glacier - Tax Reporting & Compliance

Course Description Format Duration  

GLACIER

GLACIER is a secure online tax compliance system that foreign visitors use to provide their immigrant and tax data to UC Davis. GLACIER helps determine tax residency, withholding rates, and income tax treaty eligibility. PDF   View PDF