Skip to Main Content
Mobile Menu

Training Materials

Web-Based Tutorials and Step by Step Guides

Training materials will be added and revised monthly. Visit often for the most up to date training materials.

CategoryTopicJob Aid (PDF)Job Aid (Word) Last UpdatedAdditional Info
Accounts ReceivableViewing Account Activity and Transaction Detail for a Customer AccountPDFText Based10/15/18
Accounts ReceivableViewing and Printing and Accounts Receivable InvoicePDFText Based10/15/18
Accounts ReceivableViewing Balance Details, Funding Source Information, and Transaction Activities for an Accounts Receivable InvoicePDFText Based10/15/18
Approval WorkflowManaging Approval Workflow Rules (Delegating Approval)PDFText Based10/15/18
Approval WorkflowModifying Standard Approval WorkflowPDFText Based10/15/18
Approval WorkflowReviewing-and-Approving-or-Rejecting-from-Notification-BellPDFText Based10/15/18
Approval WorkflowReviewing and Approving or Rejecting Transactions by WorklistPDFText Based10/15/18
BudgetReviewing and Approving or Rejecting Budget TransfersPDFText Based10/15/18
BudgetReviewing a Budget Journal EntryPDFText Based10/15/18
BudgetCreating and Submitting a Budget Transfer
PDFText Based7/17/18
ExpensesAdding and Deleting Delegates to Enter Expense ReportsPDFText Based10/15/18
ExpensesCreating and Submitting Expense ReportsPDFText Based 10/15/18 SOP
ExpensesAdding Direct Deposit Information for Expense ReportsPDFText Based10/15/18
ExpensesRequesting and Completing a Cash AdvancePDFText Based10/15/18
ExpensesReviewing and Approving or Rejecting Expense Reports - EmailPDFText Based10/15/18SOP
ExpensesReviewing Expense Report StatusPDFText Based10/15/18
ExpensesWithdrawing and Editing an Expense ReportPDFText Based10/15/18
Journal EntriesCreating and Submitting Internal PaymentsPDFText Based9/10/18
Journal EntriesCreating and Submitting a Journal EntryPDFText Based10/15/18Video Instructions
Journal EntriesCreating and Submitting a Departmental DepositPDFText Based8/27/18
Journal EntriesCreating and Submitting a Payroll Correcting EntryPDFText Based10/15/18Video Instructions
PCardAllocating Expenses - WorksPDFn/a7/1/2016
Projects and AwardsNavigating the Awards Work AreaPDFText Based10/15/18
Projects and AwardsRequesting Boise State PI Awards RolePDFText Based10/15/18Request access to the Awards module in OFC.
Projects and AwardsReviewing Project Budgets and ExpendituresPDFText Based10/15/18
Purchasing RequisitionsCreating and Submitting Independent Contractor RequisitionsPDFText Based10/15/18SOP
Purchasing RequisitionsCreating and Submitting Payment Request RequisitionsPDFText Based10/15/18SOP
Purchasing RequisitionsCreating and Submitting Standard Purchasing RequisitionsPDFText Based10/15/18SOP
Purchasing RequisitionsEditing a Saved or Submitted Purchase RequisitionPDFText Based10/15/18
Purchasing RequisitionsManaging Requisition PreferencesPDFText Based10/15/18
Purchasing RequisitionsReviewing and Approving or Rejecting Requisitions - EmailPDFText Based10/15/18SOP
Purchasing RequisitionsReviewing Requisition StatusPDFText Based10/15/18
Purchasing RequisitionsSearching for a Supplier RecordPDFText Based10/15/18
ReportingRunning and Scheduling an Account Analysis Report
PDFText Based11/19/18Search for transaction detail and schedule on interval.
ReportingRunning an Account Monitor ReportPDFText Based10/15/18Monitor specific funding source activity.
ReportingRunning a Budget Variance - Local ReportPDFText Based10/15/18Summary for local funding sources remaining balance by account rollup.
ReportingRunning a Budget vs Actual - Expandable by Column ReportPDFText Based10/15/18Comparison of budget and operations ledgers, may drill to transaction detail.
ReportingRunning a Budget vs Actual - Expandable by Row ReportPDFText Based10/15/18Comparison of budget and operations ledgers, may drill to transaction detail.
ReportingRunning a Campus Transaction Dashboard ReportPDFText Based10/15/18Search for transaction detail related to invoices, payments, deposits, journal entries, budget, expense reports, requisitions, purchase orders, and requisition lifecycle.
ReportingRunning a Detail Balances ReportPDFText Based10/15/18Search for transaction detail and drill to original transaction.
ReportingRunning Project List ReportsPDFText Based10/15/18
ReportingRunning a Remaining Budget - Appropriated ReportPDFText Based10/15/18Summary for appropriated funding sources remaining balance by account rollup.
ReportingRunning a Salary Ledger ReportPDFText Based10/15/18Search for salary transaction details.
ReportingRunning a Supplier ReportPDFText Based10/15/18
ReportingRunning the Approval Workflow Dashboard ReportPDFText Based12/5/18Review approval workflow records for expense reports and requisitions.
ReportingRunning the Budget vs Actual - Oracle Reporting PDFText Based12/4/18Comparison of budget and operations ledgers, may drill to transaction detail in Oracle Reporting.
ReportingRunning the Travel Authorization ReportPDFText Based12/5/18View Expense Reports with associated Travel Authorizations
Travel AuthorizationsCreating and Submitting Travel AuthorizationsPDFText Based7/21/17SOP
Travel AuthorizationsEditing or Cancelling a Travel-Authorization RequestPDFText Based12/5/18
Travel AuthorizationsReviewing and Approving or Rejecting Travel Authorizations PDFText Based6/30/17
Travel AuthorizationsReviewing Travel Authorization StatusPDF
Text Based
9/19/17
University FinanceChart of Accounts OverviewPDFText BasedCOA video