University Finance and Reporting


Accounts Receivable and Billing

Facilitator: Erin Fitzgerald
Target Audience: Office Assistants and Business Specialists with responsibility for billing for goods and services provided by the University to third parties.
Time Allotted: 2 hours
PeopleSoft Course Number: FMC016
Overall Objectives: Participants are introduced to the basic principles of the University billing system, the need for accurate billing records and timely collection. The role of central billing in this process will also be discussed.

Learning Outcomes:

Pre and Post-Class Actions Required


Closeout Report

Facilitator: Kristin Bahn
Target Audience: UVM administrative staff, business managers, financial managers and individuals with a working knowledge of PeopleSoft Financials.
Time Allotted: 2 hours
PeopleSoft Course Number: PSF001
Overall Objectives: Participants will be able to run and interpret the Closeout Report in PeopleSoft.

Learning Outcomes:

Pre and Post-Class Actions Required


Effort Management and Reporting on Sponsored Agreements

Facilitator: Michael Meunier
Target Audience: Administrators such as Business Managers and their respective administrative staff whose responsibilities include assisting the Principle Investigator and key personnel in verifying and certifying effort for sponsored agreements.

Overall Objectives: Provide participants with a basic understanding of how the University must assure sponsors that the effort commitments in awarded sponsored agreement will be effectively managed within the parameters of sponsors' requirements. Participant is introduced to the basic framework for effort reporting provided by Federal regulations, principally the Office of Management and Budget (OMB) Cost Principles for Educational Institutions in the new Uniform Guidance.

Learning Outcomes:

Pre and Post-Class Actions Required


Movable Equipment and Asset Control

Facilitator: Michael Meunier
Target Audience: Administrators such as Business Managers and their respective administrative staff whose responsibilities include movable equipment and asset control within their department.

Overall Objectives: Provide participants with a basic understanding of property management standards for movable equipment during its acquisition, utilization, and disposal phases. Participants are introduced to the basic principles of property management required for the University to fulfill its stewardship obligation of the University’s movable and capital assets.

Learning Outcomes:

Pre and Post-Class Actions Required


PurCard Reallocation Process

Facilitator: Florianne Irwin
Target Audience: Office Assistants and Business Managers with responsibility for financial functions in PeopleSoft
Time Allotted: 1.5 hours
PeopleSoft Course Number: PSF011

Overall Objectives: This session is designed to show you how to reallocate UVM purchasing card expenses. We will also review the UVM Travel Policy and Procurement Policy as it pertains to allowable expenses on the PurCard.

Learning Outcomes:

Pre and Post-Class Actions Required


Don't see the class you need? We're open to suggestions—take a moment and share yours.