Prerequisites: None
Delivery Method: Available on Percipio (login through MySeaport)
Frequency: Available 24/7 on Percipio
Session Length: 2 hours
Learn about the UNCW Banner Chart of Accounts, FOAPAL, fund accounting, useful fund set-up and maintenance forms, as well as how to search for and locate fund/account numbers. Termination of funds and the impact of this process will be discussed.
Also included in this course will be a look at UNCW's e-Print reporting tool utilizing reports such as FWRFNOR, FWRDEACCT and FWREXPACT which all generate useful information to those dealing with the Chart of Accounts.
Prerequisites: None
Delivery Method: Available on Percipio (login through MySeaport)
Frequency: Available 24/7 on Percipio
Session Length: 1.5 hours
Gain an introductory understanding of the tools, guidelines, policies and procedures of the UNCW travel program.
Prerequisites: ACT101
Delivery Method: Available on Percipio (login through MySeaport)
Frequency: Available 24/7 on Percipio
Session Length: 1.0 hour
Just what are the differences between general and trust funds used at UNCW? Attend this session to learn the associated policies and procedures for use of each of these fund types.
Prerequisites: None
Delivery Method: Available on Percipio (login through MySeaport)
Frequency: Available 24/7 on Percipio
Session Length: 1.5 hours
Learn more about the UNC Wilmington chart of account elements (Fund, Organization, Account Codes, Program - FOAP) as a strong emphasis will be placed on the account codes for expenditures. Also included is a review of descriptions and new documentation that will help ease the process of selecting a correct account code for your next purchase. This course, in conjunction with PUR206 uShop Requestor/Shopper, is also a requirement for uShop requestors who would like to become senior requestors. The senior requestor designation will allow your department's requests to be processed more quickly in the uShop e-Procurement system required for uShop requestors.
Prerequisites: None
Delivery Method: Available on Percipio (login through MySeaport)
Frequency: Available 24/7 on Percipio
Session Length: 1.5 hours
This class will address three common tax issues at UNCW: moving allowances, Form 1099 for independent contractors, and unrelated business income tax. You will earn about taxable moving allowances that may be made to new employees, the factors for determining independent contractor versus employee status, and how to determine if income is subject to unrelated business income tax. In addition, this course will cover the importance of the PUR1.40 form for independent contractors as well as potential rates for payments.
Prerequisites: None
Delivery Method: Available on Percipio (log in through MySeaport)
Frequency: Available 24/7 on Percipio
Session Length: 1 hour
Learn how to bill your customer, monitor when payment is received and when the payment posts in Banner to the departmental fund. Also, learn which collection steps will be taken for delinquent invoices and when interest and penalty will be applied to the customer's account.
Prerequisites: ACT103
Delivery Method: Available on Percipio (log in through MySeaport)
Frequency: Available 24/7 on Percipio
Session Length: 1.5 hours
As employees of UNCW, travel is usually an integral part of our jobs. Attend this course to get an in-depth look at the guidelines, policies and procedures required for UNCW employee travel and reimbursement.
Prerequisites: None
Delivery Method: Available on Percipio (login through MySeaport)
Frequency: Available 24/7 on Percipio
Session Length: 1.5 hours
Learn about nonresident aliens (NRA) and the proper tax handling of individuals that fall into this category. This course will also cover federal and NC withholding tax rates for NRA's, the different types of payments, what is taxable, required documentation for tax compliance and best business practices.
Prerequisites: None
Delivery Method: Available on Percipio (login through MySeaport)
Frequency: Available 24/7 on Percipio
Session Length: 1.5 hours
The VISA Travel Cardholder training session will grant the attendee the right to use the UNCW VISA Travel Card. The session outlines the responsibilities, policies and procedures, as well as the critical compliance guidelines the cardholder must follow.
Thorough review of receipt documentation submission to the Travel Office via Chrome River Expense Reports will be covered. This session evaluates allowable and non-allowable expenses on the Travel Card. It also outlines infractions due to improper use of the card. A Cardholder must complete this training session and pass a test before the card can be issued.
Prerequisites: None
Delivery Method: Instructor Led
Frequency: As Scheduled
Session Length: 4 hours
Learn how to process travel for employees, students and non-employees using the Chrome River Travel & Expense System. This training is "hands on" and a "must attend" for anyone who processes travel.
Prerequisites: None
Delivery Method: Instructor Led
Frequency: As Scheduled
Session Length: 2 hours
Learn how to process direct pay expense reports using the Chrome River Direct Pay module. This course training will focus on creating direct pay invoices (formerly "check requests"). This training is "hands on" and a "must attend" for anyone who processes Direct Pay invoices.
Prerequisites: None
Delivery Method: Available on Percipio (login through MySeaport)
Frequency: Available 24/7 on Percipio
Session Length: 1.5 hours
This course provides guidance on when it is appropriate to use a wire transfer or an interagency transfer as the method of payment. In addition, it provides instruction on how to complete the necessary documentation for either a wire transfer or an interagency transfer, as well as the correct way to submit either form through Chrome River or uShop.
Prerequisites: ACT103
Delivery Method: Available on Percipio (login through MySeaport)
Frequency: Available 24/7 on Percipio
Session Length: 1.5 hours
Non-employee and student travel guidelines, policies and procedures are covered in this course.
Prerequisites: None
Delivery Method: Available on Percipio (login through MySeaport)
Frequency: Available 24/7 on Percipio
Session Length: 1 hour
The Fixed Assets/Equipment Tracking class is an overview of policies and procedures users should understand and follow to properly maintain the University's assets. The course will define "fixed asset" and identify items that belong in this group.
Attendees will gain an understanding of the many uses of the Movable Equipment Form and the responsibilities associated with different options on the form. The course will also cover tagging of tracked equipment, annual inventory and Banner information screens to assist in the inventory process.
Prerequisites: ACT101
Delivery Method: Available on Percipio (login through MySeaport)
Frequency: Available 24/7 on Percipio
Session Length: 1.5 hours
Do you know the real purpose of a journal entry? This course introduces users to the different types and uses of journal entries. It provides guidance on how to create and submit journal entries, including the important policies and procedures guiding this process.
This course will also instruct users who will be processing journal feeds on the policies, procedures, preparation, and submission of such feeds.
Prerequisites: None
Delivery Method: Available on Percipio (login through MySeaport)
Frequency: Available 24/7 on Percipio
Session Length: 1.5 hours
Do you need Banner to perform tasks in your job? This session introduces the employee to the Banner product. Topics covered in this session include how to use My Banner and My Links to move quickly to a Banner form, passwords, form naming conventions, navigation, basic data standards and how they are used to perform queries and downloading data.
Prerequisites: BAN101, ACT101
Delivery Method: Available on Percipio (login through MySeaport)
Frequency: Available 24/7 on Percipio
Session Length: 2 hours
The Detail Transaction Activity form (FRIGTRND) is one of the most powerful and useful forms in Banner Finance. This course looks at the form in detail, explaining its data and uses including drill down to the Document Retrieval Inquiry form (FGIDOCR). Also covered are rule codes, encumbrances, extracting data into a spreadsheet, and performing queries that will make the process of managing your funds easier and more time efficient.
Prerequisites: BAN101, PUR206
Delivery Method: Instructor Led "Hands On"
Frequency: As Scheduled
Session Length: 2 hours
Learn how to tie all the pieces of the requisition to invoice payment process together using Banner forms. This session will cover Banner query forms that display requisition, purchase order, invoice, check and fixed assets information. Encumbrance forms will also be discussed in detail.
Upon completion of this session, an employee will be able to use FOIDOCH to determine the status of an order from the requisition process through to payment of the vendor.
Prerequisites: ACT101
Delivery Method: Available on Percipio (login through MySeaport)
Frequency: Available 24/7 on Percipio
Session Length: 2 hours
Learn the skills necessary to utilize the Banner Finance module to monitor and maintain your budget. Topics will include reading and understanding the budget data on Banner and determining if an NSF override is required and/or appropriate in Banner Finance.
Prerequisites: BGT101
Delivery Method: Available on Percipio (login through MySeaport)
Frequency: Available 24/7 on Percipio
Session Length: 1.5 hours
Do you need to move money between budget pools? This course will provide attendees with the skills necessary to prepare and input an on-line budget revision through the Banner Finance module.
Prerequisites: BGT101
Delivery Method: Available on Percipio (login through MySeaport)
Frequency: Available 24/7 on Percipio
Session Length: 2 hours
Ever dream about understanding and learning the SRCI Flex process? If so, then this is the class for you! It's 'Flexing with the Stars'. Train with the UNCW Budget Office to comprehend the Flex process so that you can better manage your General Funds.
This class is an interactive session designed to help you work through the Flex form from start to finish.
Prerequisites: None
Delivery Method: Available on Percipio (login through MySeaport)
Frequency: Available 24/7 on Percipio
Session Length: 2 hours
Learn the art of developing a receipt-supported budget. The training will include how to build a budget, identifying contingencies, developing student fee proposals, proper use of fund balance and discussing the HR piece of budget development.
Prerequisites: None
Delivery Method: Available on Percipio (login through MySeaport)
Frequency: Available 24/7 on Percipio
Session Length: 2 hours
This is an in-depth guide for understanding the requirements of managing your general funds budget. Training includes how to use a SRCI Flex and when it is required, understanding carry-forward, the do's and don'ts of using general funds money, reading and understanding Banner Finance and Banner HR screens, examining your base budget and budget overrides.
Prerequisites: None
Delivery Method: Available on Percipio (login through MySeaport)
Frequency: Available 24/7 on Percipio
Session Length: 2 hours
Ever wonder how to query for position related data in Banner HR? This class is an in-depth look at how to search for position related data. Find out who was paid in a position, how much they were paid, where the payment was charged and much more.
Prerequisites: None
Delivery Method: Available on Percipio (login through MySeaport)
Frequency: Available 24/7 on Percipio
Session Length: 2 hours
Ever wonder how Banner Finance and Banner HR work together when dealing with personnel budget issues? Well, here is the class for you.
Learn to read various Banner HR screens and understand what is required for different position scenarios such as re-classing a position or changing a funding source. In addition, this training session covers various Banner HR forms, the HR online system, lapsed salaries and benefits analysis.
Prerequisites: None
Delivery Method: Available on Percipio (login through MySeaport)
Frequency: Available 24/7 on Percipio
Session Length: 2 hours
Your father always said money doesn't grow on trees and he was right. Learn how UNCW receives its funds. This class will review the continuation budget, expansion budget, enrollment growth money, campus-based tuition increases, reversions, various budget documents used to bring money into the university and carry-forward rules.
Prerequisites: None
Delivery Method: Available on Percipio (login through MySeaport)
Frequency: Available 24/7 on Percipio
Session Length: 1.5 hours
By attending this session, you will gain an introductory understanding of contract and grant funds at UNCW. You will also learn the basic necessities for the day-to-day management of contract and grant funds including the very important topic of allowable costs.
Prerequisites: BAN101, CGT101
Delivery Method: Available on Percipio (login through MySeaport)
Frequency: Available 24/7 on Percipio
Session Length: 1.5 hour
Attend this session to learn how to view contract and grant fund data and transactions. You will learn how to use e-Print to view contract and grant specific reports, and be provided with a detailed explanation of the Banner forms FRAGRNT, FWRGITD and FWRGTRD as well as an explanation as to why these forms are used instead of FGIBAVL and FGITRND for contract and grant fund information.
Prerequisites: CGT101
Delivery Method: Available on Percipio (login through MySeaport)
Frequency: Available 24/7 on Percipio
Session Length: 1.5 hours
If you are responsible for managing a contract and grant fund, this course is a must for you. In this session, a detailed overview of processes that are specific to contract and grant funds will be provided.
This will include such topics as entering an HR request online and obtaining approvals for these requests; what can and cannot be purchased with grant funds; how subcontracts are handled; travel (both foreign and domestic); salary allocations - the "when" and "how to" reallocate funds; processing journal entries and other factors that affect the grant fund from start up to close out.
Prerequisites: None
Delivery Method: Available on Percipio (log in through MySeaport)
Frequency: Available 24/7 on Percipio
Session Length: 1 hour
As a new employee of the university, you may be overwhelmed by all the different finance processes and requirements needed to perform your job. This course will focus on giving you a basic understanding of the Finance group and what we can do to help you be successful in your job.
An overview of each office, Budgets, Accounting, Financial Systems, Purchasing and Student Accounts, will be provided.
Prerequisites: None
Delivery Method: Available on Percipio (login through MySeaport)
Frequency: Available 24/7 on Percipio
Session Length: 2 hours
Year end…we all must go through it! This session is designed to inform the attendee about the requirements for closing the fiscal year at UNCW and provide critical year-end dates. Attendees will review topics from the viewpoint of the Budget Office, Purchasing, and the Controller's Office.
Prerequisites: None
Delivery Method: Available on Percipio (login through MySeaport)
Frequency: Available 24/7 on Percipio
Session Length: 1 hour
Ever wonder what auditors are interested in? Or maybe you would like to know how to ensure you have effective, efficient operations that align with your mission? Or are you concerned about potential fraud? This class will address all of these concerns and provide an overview of basic internal controls that can be applied to any department.
Prerequisites: None
Delivery Method: Available on Percipio (login through MySeaport)
Frequency: Available 24/7 on Percipio
Session Length: 1.5 hours
Mandatory training for individuals involved in the processing of merchant card payments (credit and debit card transactions) on behalf of the university.
Prerequisites: None
Delivery Method: Instructor Led "hands on"
Frequency: As Scheduled
Session Length: 2 hours
As of February 1, 2024, this version of the course is now Instructor Led as scheduled in the course calendar in the Finance Training System. The new version of the course replaces the former PUR101 and PUR201 courses. Do you know the rules for purchasing goods and services? Want to learn the differences between Requisitions and Purchase Orders? Do you know how and when to use check requests and State Term Contracts and contracting for goods and services in general? This course is a must for anyone who is responsible for purchasing. This course will serve as an introduction to Purchasing policy and procedures as well as a brief explanation of the option to use a purchasing VISA card for small purchases.
Prerequisites: None
Delivery Method: Available on Percipio (login through MySeaport)
Frequency: Available 24/7 on Percipio
Session Length: 2 hours
This is a detailed class that will grant the attendee the right to use a UNCW Purchasing VISA Card; a payment tool for small purchases. The class will outline the cardholder responsibilities and summarize Purchasing Card policies and procedures as well as emphasizing the critical nature of compliance. Thorough review of the statement procedures and all deadlines surrounding submitting the statement to the Purchasing Office will be covered.
This class also evaluates allowable and non-allowable purchases and explains the use of merchant category codes. In order to receive a Purchasing Card, completion of this class is mandatory. A cardholder set up form is required at least two weeks prior to attending this class.
Prerequisites: None
Delivery Method: Available on Percipio (login through MySeaport)
Frequency: Available 24/7 on Percipio
Session Length: 1 hour
This session will provide an overview of the responsibilities of a budget authority managing their departmental purchasing card program.
After completing the course, participants will know what is authorized for purchase via a purchasing card, know the information system used to reconcile purchasing card transactions, know the billing cycle, understand compliance violations and the penalties associated with them, and have an understanding of the responsibilities of the purchasing card approver and purchasing card holder.
Target audience: Budget Authorities, Budget Officers, & Business Managers
Prerequisite: None
Delivery Method: Instructor Led "Hands On"
Frequency: As Scheduled
Session Length: 4 hours
In this class, you will learn all aspects of the uShop e-procurement system including filling a cart, assigning a cart to an approver and performing electronic receiving. Shoppers are invited to attend the first hour of instruction to learn how to create a cart and assign it to a requestor. After learning this process, shoppers can remain in the class to learn the entire process or they can leave; no further training will be required for the shopper. Requestors should be prepared to attend the entire session.
Prerequisites: None
Delivery Method: Available on Percipio (login through MySeaport)
Frequency: Available 24/7 on Percipio
Session Length: 1.5 hours
Do you ever need to hire an independent contractor? This session will provide an overview of the procedure to correctly process the paperwork needed to contract an independent contractor to perform services for a department. After completing the course, participants will have an understanding of the forms required, when to use them, and the flow of paperwork throughout the process.
Also discussed will be the identification of the appropriate use of a purchase order to encumber funds, the dollar thresholds at which contracts are required, processing payment, and other topics of interest. Handouts will include samples of forms, general guidelines, and links to information on the web.
Prerequisites: None
Delivery Method: Available on Percipio (login through MySeaport)
Frequency: Available 24/7 on Percipio
Session Length: 1.5 hours
Learn the importance of accurately completing a petty cash request form. These components include proper use of general and trust funds, who is authorized to sign a completed form, the use of multiple account numbers for the same receipt, the type of receipts that are accepted, the policies about what can be purchased, and the limits for time and amount.
Prerequisites: None
Delivery Method: Available on Percipio (login through MySeaport)
Frequency: Available 24/7 on Percipio
Session Length: 1.5 hours
RCT201 is a required course for the origination of Departmental Receipting Privileges. Learn the finer points of preparing a deposit including how to properly fill out a transmittal, how to bundle money correctly, how to prepare checks for deposit, how to use fund and account numbers correctly, how to apply for detail codes, what to write for explanations so reconcilement is easier, deadline times, and who is eligible to sign a deposit transmittal.
This course will also address the proper way to fill out Cash Receipting forms and the need for these forms to be reviewed and corrected in a timely manner.
Prerequisites: RCT201
Delivery Method: Available on Percipio (login through MySeaport)
Frequency: Available 24/7 on Percipio
Session Length: 1 hour
RCT202 is a required course for the renewal of Departmental Receipting Privileges. This course must be taken by individuals who have already attended and passed the RCT201 Deposit Transmittal course.
This course is designed as a refresher for the employee who will be preparing and signing the deposit transmittals. Receipting privileges for the upcoming year will not be renewed until RCT202 has been completed and passed. Receipting privileges are to be renewed by October 1st of each year.