Training

• Training Content Creation Tools and Process
• Using the FLD Training Presentation Template
• FLD Training Presentation Template
• Recording Training Videos Using PowerPoint
• Using Microsoft Stream to Record Training Videos

If you have any questions or need help creating videos, please contact finance learning at financelearning@vanderbilt.edu

Accounting

• Capital Assets

  • Introduction to Capital Assets
  • Life Cycle of a Capital Asset
  • Tagging a Capital Asset
  • Depreciation of Capital Assets
  • Requisitions for Capital Assets
  • Inventory of a Capital Asset
  • Introduction to Fabrications
  • Capitalization of Fabricated Equipment
  • Fabricated Equipment Request Form & Requisitions

• General Accounts Receivable (GAR)

  • Introduction to General Accounts Receivable (GAR) 
  • How to Request a New Customer 
  • How to Complete the Auto Invoice Master Template 
  • How to Fill Out and Submit an AR Receipt

Financial Reporting

• Functional Expense Code Training   (NEW for FY25!)
• Function Code for Requisitions & Expense Reports

Tax

• Sales Tax (coming soon)
• Unrelated Business Income Tax (UBIT) (coming soon)
• Property Tax (coming soon)

Suppliers

• Documenting Supplier Selection
• Employee vs. Contractor 
• Locating and Inviting Suppliers to Oracle

Contracts

• Identification and Risks
• Who Can Sign a Contract

Requisitioning

• Setting Up Your Requestor Profile Delivery Location
• What Are the Most Common Methods in Which We Can Pay a Vendor?
• Viewing or Modifying Your Cart RSSP2
• Creating a Catalog Req RSSP2
• Ordering From a Catalog Supplier
• Creating a Non-Req – RSSP2
• Creating a Non-Catalog Requisition
• NPO: Appropriate Use
• Capital Asset Purchases

Requisition Edits and Management

• Managing Requisitions
• Managing Submitted Requisitions - RSSP
• Editing Catalog Order Requisition Lines
• Entering and Editing Billing Information
• Reassigning Req - RSSP
• Withdrawing-Cancelling-Pending Req – RSSP

Purchase Order Management

• Reviewing Your Purchase Order Status
• Understanding Encumbrances and Commitments

Expenses

• Training Videos
  • Updating Your Expense Bank Account
  • Viewing the Status of Your Expense Report
  • Updating or Selecting an Expense Delegate
  • How to Complete an Expense Report
  • How to Split Cost & Itemize
• Quick Guides
  • Creating & Submitting an Expense Report
  • Expense Delegate Assignment in Oracle
  • Expense Module – Verifying and Updating Banking Information
  • Expense Type – Oracle Account Mapping
  • Reimbursement of Aged Expenses
  • Oracle Expense Mobile App
  • Add One Card to Mobile Wallet
  • Enroll in One Card Fraud Alerts
  • Merchant Category Codes
  • Expense Itemization
  • Receipts
  • Search for Expenses

Invoice Lifecycle & Processing

• What Are Vanderbilt's Requirements for Supplier's to Use When Invoicing Vanderbilt?
• How Do I See if an Invoice Has Been Received?
• How and Why Do I Approve or Reject an Invoice?
• What is an Invoice Hold?
• How Do I Correct a Billed Invoice and What is a Retro Cost Transfer?

Other

• How Do I Pay Subject Participants?
• What is an Accrual and How Does it Impact My Budget?
• What Additional Steps Should be Considered when Paying an international Payee?
• How Do I Pay Someone with an International Bank Account?

• Effort Certification/Reporting
  • Effort Certification
  • eCRT Essentials
  • eCRT Reporting
  • Effort FAQ's
• Facilities and Administrative Rates (coming soon)
• Subaward Monitoring (coming soon)
• NIH Salary Cap
  • NIH Salary Cap.PDF
• PPM Unprocessed Costs (coming soon)
• Cost Share
  • Cost-Share PDF