Finance Training for Staff
Level One Course Requirements
| Course # | Course Name | Hours | Recommended Prerequisites |
|---|---|---|---|
|
ACT101
|
Introduction To Accounting (Online)
|
1.5
|
None
|
|
ACT103
|
Introduction To UNCW Travel (Online)
|
1.5
|
None
|
|
ACT104
|
Understanding Your General and Trust Funds (Online)
|
1.0
|
ACT101
|
|
ACT105
|
Banner Account Codes (The Data Dictionary) (Online)
|
2.0
|
ACT101
|
|
BAN101
|
Introduction to Banner 9 (Online)
|
1.5
|
None
|
|
BGT101
|
Introduction to Budgets (Online)
|
2.0
|
ACT101
|
|
FIN101
|
Finance Orientation (Online)
|
1.0
|
None
|
|
FIN102
|
Year-End Processing (Online)
|
2.0
|
None
|
|
INT101
|
Overview of Internal Controls (Online)
|
1.0
|
None
|
|
PUR101
|
Purchasing Processes
|
2.0
|
None
|
|
RCT101
|
Petty Cash Reimbursement Process (Online)
|
1.5
|
None
|
| Electives (Optional) | |||
|
ACT106
|
Taxation Overview (Online)
|
1.5
|
None
|
|
ACT107
|
Non-Student Billing (Online)
|
1.0
|
None
|
|
CGT101*
|
Introduction to Contract and Grant Funds (Online)
|
1.5
|
None
|
*Completion of this course entitles the recipient to a special "Grant Certified" designation on the corresponding level certificate.
Level Two Course Requirements
| Course # | Course Name | Hours | Recommended Prerequisites |
|---|---|---|---|
| ACT201 | UNCW Employee Travel (Online) | 1.5 | ACT103 |
| ACT206 | Emburse Chrome River Travel & Expense | 4.0 | None |
| ACT207 | Emburse Chrome River NonTravel Expense | 2.0 | None |
| ACT208 | Wire Transfer and Interagency Transfer Payments (Online) | 1.0 | None |
| BAN202 | Managing Funds (Online) | 2.0 | BAN101, ACT101 |
| BGT201 | Banner Online Budget Revisions (Online) | 1.5 | BAN101, BGT101 |
| PUR206 | uShop Requestor/Shopper | 4.0 | None |
| Electives (Optional) | |||
| ACT203 | Nonresident Alien Taxation and Compliance (Online) | 1.5 | None |
| BGT204 | Understanding SRCI Budget Revisions (Online) | 2.0 | BGT101 |
| CGT201* | Using Banner to View Contract and Grant Funds (Online) | 1.5 | BAN101, CGT101 |
| PCI201 | PCI Awareness Training (Online) | 1.5 | None |
| PUR220** | UNCW Card Refresher for Current UNCW Card Holders (Online) | 0.5 | None |
| PUR222** | UNCW Cardholder Training (In-Person) | 1.0 | None |
| RCT201 | Departmental Receipting Privileges (Online) | 1.5 | None |
| RCT202 | Departmental Receipting Privileges Renewal Course (Online) | 1.0 | RCT201 |
*Completion of this course entitles the recipient to a special "Grant Certified" designation on the corresponding level certificate.
**These courses are role specific and are required for issuance of a university credit card (UNCW Card).
**The 'UNCW Card Refresher for Current UNCW Card Holders' course is required every other year, in accordance with UNC System Office policy.
Level Three Course Requirements
| Course # | Course Name | Hours | Recommended Prerequisites |
|---|---|---|---|
| ACT303 | Non-Employee and Student Travel (Online) | 1.5 | ACT103 |
| ACT304 | Fixed Asset (Online) | 1.0 | None |
| ACT305 | Journal Entries, Interdepartmental Invoices and PDF Combining and Signing (Online) | 1.5 | ACT101 |
| ACT306 | Guide To Banner Fund Establishment Form | 0.5 | ACT101, ACT104 |
| BAN301 | Requisition/PO Query Forms | 2.0 | BAN101, PUR206 |
| BGT301 | Receipt Supported Budgets (Online) | 2.0 | None |
| BGT302 | General Funds Budget (Online) | 2.0 | None |
| BGT305 | The Money Flow (Online) | 2.0 | None |
| PUR301 | Independent Contractor Procedures (Online) | 1.5 | None |
| Electives (Optional) | |||
| BGT303 | Banner HR Position Control (Online) | 2.0 | None |
| BGT304 | Banner Finance and Banner HR Personnel Budgets (Online) | 2.0 | None |
| CGT301* | Contract and Grant Funds (Online) | 1.5 | CGT101 |
*Completion of this course entitles the recipient to a special "Grant Certified" designation on the corresponding level certificate.