Finance Training

  • Create Budget Amendment Reclassification PDF 
  • Create Position Budget  PDF
  • Determining Budget – Manager Budgetary Balance Report  PDF
  •  Determining Budget – Revenue and Expense by Program  PDF
  •  Manager Position Budgetary Balance Report with Employee Name  PDF
  •  Salary Savings vs. Non-Salary Savings  PDF
  •  Source of Funds  PDF

  • Asset Location Change  PDF
  • Transfer Assets – Batch Transfers  PDF
  • Transfer Assets – Single Transfers PDF 
  • Transfer Assets for Surplus or Disposal  PDF

  • Assign Costing Allocations  PDF
  • Update Costing Allocation for Request Comp Change - Professorship  PDF

  • Customer Accounts Receivable and Deposit (CARD 2.0)  PDF

  • AP & Travel FY25 Processing Procedures PDF
  • Business Purpose Descriptions PDF
  • Worker - Create Spend Authorization  PDF
  • Worker - Create Expense Report: Travel Expenses: Cash Advance  PDF
  • Worker - Create Expense Report: Travel Expenses: Centrally Billed Account PDF
  • Worker - Create Expense Report: Travel Expenses: LaCarte and Reimbursement PDF 
  • Worker - Create Expense Report: Procurement Expenses: Reimbursement  PDF 
  • Worker - Create Expense Report: Procurement Expenses: LaCarte  PDF 
  • Disallowed Expenses  PDF
  • Expenses Hub  PDF
  • Intercompany Expense Report  PDF
  • Legacy Object Code Translation List  PDF
  • Non-Worker – Create, Update, and View External Committee Member PDF
  • Non-Worker – Create Spend Authorization for Non-Worker PDF
  • Non-Worker – Create Expense Report for Non-Worker PDF
  • Quick Expenses PDF | Video 1 | Video 2
  • Report: Expense Report Worktag Summary PDF
  • Report: Find Expense Reports for Cost Center PDF
  • Report: Find Spend Authorization for Cost Center PDF
  • Research Participant Payments PDF
  • Role - Expense Data Entry Specialist PDF
  • Travel Updates - October 1, 2022 PDF

  • Business Resource Management Dashboard PDF
  • Create Journal Entry: Correcting Journal  PDF 
  • Create Journal Entry: Internal Billing PDF 
  • FDM Translation Tool  PDF
  • Saving an Email as a PDF PDF
  • Workday FDM Translations for Legacy Accounts  PDF

  • Award Key Personnel  PDF
  • Award Key Personnel Commitments  PDF
  • How to Search a Grant  PDF
  • How to Search and Navigate an Award  PDF
  • Expense by Award Financial Report PDF
  • Expense by Award by Ledger Account Financial Report  PDF
  • Grant Balances - Departments  PDF
  • LSUAM Award Expenditure Metrics Report  PDF
  • Quick Guide to Running Expense by Award  PDF
  • SPA - Journal Lines Report PDF

  • Create Payroll Adjustment  PDF
  • Files to Geaux  PDF
  • Payroll Date Matrix  PDF
  • Payment of Extra Earnings  PDF
  • Salary Calculations  PDF
  • Tax Treaty Renewal Form  PDF

  • Apply Defaults to Requisitions  PDF
  • Cancelling a Receipt  PDF
  • Cancelling a Requisition  PDF
  • Change Order  PDF
  • Create Future FY Requisition Prior to July 1st  PDF
  • Create Receipt  PDF
  • Create Requisition for Non-Catalog Items - Goods (Competitive)  PDF
  • Create Requisition for Non-Catalog Items - Goods (Non-Competitive)  PDF
  • Create Requisition for Non-Catalog Items - Services  PDF
  • Create Requisition from Supplier Website  PDF
  • Create Requisition Templates  PDF
  • Report: Find Purchase Order  PDF
  • Requisition Attachment Matrix  PDF
  • Requisition Types  PDF
  • Review Exclusion List using SAM  PDF
  • Ship-To Location Keywords  PDF
  • Procurement Spend Categories  PDF

  • Award Key Personnel PDF
  • Award Key Personnel Commitments PDF
  • Effort Certification Reviewer Role  PDF
  • Effort Certification Business Process  PDF
  • Certifying Effort as an Employee  PDF
  • Manager Role  PDF
  • Cost Center Manager Role  PDF

  • Expense by Award Financial Report PDF
  • Expense by Award by Ledger Account Financial Report PDF
  • Finance Reports by Functional Area  XLSX
  • Find Journal  PDF
  • Journal Line Details  PDF
  • Journal Line Details with Employee Name  PDF
  • Journal Line Details with Employee Name and Type  PDF
  • LSUAM Award Expenditure Metrics Report PDF
  • Payroll Accounting Per Worktag  PDF
  • Reporting Tools Crosswalk  PDF
  • Trial Balance: Worktags with a Carryforward Amount  PDF