Finance Full Training

Introduction

 

What is the Finance Tool? 

 

Introduction to the Finance Tool

 

Budgets

Budgets Overview

 

Budget Details

 

Creating a Budget

 

Managing Access to Budgets

 

Submitting Requests

Submitting an Allocation Request

 

Submitting an Expenditure Request

 

Submitting a Reconciliation

 

Transferring Money

 

Managing Requests

Managing Requests

 

Reviewing & Approving Allocation Requests

 

Reviewing & Approving Expenditure Requests

 

Reviewing & Approving Deposits

 

Customizing Processes

Customizing the Allocation Process

 

Customizing the Expenditure Process

 

Customizing the Deposit Process

 

 
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