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This page lists trainings hosted or facilitated by the VPCFO Training & Communications team. Click a training topic accordion to expand it and learn more about the classes offered related to that topic. Once you’ve identified the class(es) you wish to attend, register using the Register for Training page of our site.

Not sure where to start? Visit the Staff Training Tracks page to see suggested training paths built by responsibility.

Receiving and Accounts Payable

Offered: Training recording available 24/7 in Kaltura. Click here to access the video.
Length: 2 hours, 30 minutes
Description: Receiving and invoice payment processes are driven by a series of matching rules in BUY.IU. In this course, we’ll discuss the requirements and differences between these rules and when they apply, log receipt documents, and locate documents in various statuses.
After attending this training, you will be able to:

Describe the different methods by which invoices are created.
Log quantity and cost receipts on received orders as appropriate.
Define 2-way and 3-way matching rules and when each applies.
Describe when rejecting or cancelling an invoice is appropriate.
Use documents searches to locate invoices in various states such as paid, payable, or hold for receiving.

Audience: This training is designed for staff who are comfortable navigating in BUY.IU, locating information in the system, and are familiar with the order-placing process.

Capital Purchases in BUY.IU

Offered: Facilitated Online via Zoom.
Length: 90 minutes
Description: Requisitions of capital equipment in BUY.IU require the user to provide additional information in order for the asset to be created in the capital asset database. This course will explain what you need to know about making a capital purchase in BUY.IU and provide examples of how to complete the Asset Configuration Document. After attending this training, you will be able to:
After attending this training, you will be able to:

Identify equipment purchases that should be capitalized.
Identify costs that can be capitalized with the equipment.
Flag an item as capital on a requisition.
Correctly complete and submit the Asset Configuration Document in Fuse.

Audience: This session is targeted for staff members that purchase equipment for their organization.

Capital Asset Inventory Documents

Offered: Facilitated Online via Zoom.
Length: 90 minutes
Description: Each organization is responsible for maintaining and tracking their capital equipment inventory per IU Policy FIN-ACC-170. This course will discuss the different tasks and KFS documents necessary to complete a physical inventory.
After attending this training, you will be able to:

Navigate the Capital Assets module in the Kuali Financial System.
Identify the appropriate inventory document to use based on the task you need to accomplish.
Correctly identify what procurement attributes make a piece of equipment a capital asset.
Avoid pitfalls based on common myths that might occur during a physical inventory .

Audience: This session is targeted towards departmental capital asset representatives that have the CAMS role 10203 in KFS. However, all staff members who have a custodial interest in maintaining equipment owned by Indiana University may attend. Other aspects of capital asset management outside of movable equipment are not in scope.

Getting Started in KFS

Offered:Available 24/7. Self-guided via IU Expand and Canvas. Click here to enroll in the course.
Length: 2 hours
Description: This hands-on training introduces participants to the basics of IU’s accounting structure, as well as IU’s financial system, the Kuali Financial System (KFS). Participants will learn IU accounting terminology as well as how to submit, locate, and follow a KFS document.
After attending this training, you will be able to:

Summarize your role in IU’s finance and accounting system.
Explain the purpose of IU’s finance and accounting system.
Define the following accounting terms: chart codes, accounts, and object codes.
Demonstrate your ability to initiate and submit a KFS document, including use of the Notes and Attachments and Ad Hoc Recipients tabs.
Demonstrate your ability to follow a KFS document to final status using the Route Log, Doc Search, and Action List.

Audience: This training is designed for IU staff with no prior experience, limited or infrequent experience, or those who otherwise require a basic introduction to IU’s financial system.

Common KFS Documents

Offered: Facilitated Online via Zoom.
Length: 2 hours
Description: This hands-on training introduces participants to the basics of IU’s accounting structure, as well as IU’s financial system, the Kuali Financial System (KFS). Participants will learn IU accounting terminology as well as how to submit, locate, and follow a KFS document.
After attending this training, you will be able to:

Summarize your role in IU’s finance and accounting system.
Explain the purpose of IU’s finance and accounting system.
Define the following accounting terms: chart codes, accounts, and object codes.
Demonstrate your ability to initiate and submit a KFS document, including use of the Notes and Attachments and Ad Hoc Recipients tabs.
Demonstrate your ability to follow a KFS document to final status using the Route Log, Doc Search, and Action List.

Audience: This training is designed for IU staff with no prior experience, limited or infrequent experience, or those who otherwise require a basic introduction to IU’s financial system.

KFS Balance Inquiries

Summarize your role in IU’s finance and accounting system.
Explain the purpose of IU’s finance and accounting system.
Define the following accounting terms: chart codes, accounts, and object codes.
Demonstrate your ability to initiate and submit a KFS document, including use of the Notes and Attachments and Ad Hoc Recipients tabs.
Demonstrate your ability to follow a KFS document to final status using the Route Log, Doc Search, and Action List.

Audience: This training is designed for IU staff with no prior experience, limited or infrequent experience, or those who otherwise require a basic introduction to IU’s financial system.

Payroll Essentials

Offered: Available 24/7. Self-guided via IU Expand and Canvas. Click here to enroll in the course.
Length: 6 hours, however the class does not require completion in one sitting. Your progress is saved as you complete the course and we encourage you to take breaks.
Description: Payroll Essentials is a prerequisite for Human Resource management System (HRMS) voucher access. This class serves as a one-time training requirement. This class is made up of a series of modules. Each module consists of training videos, Quick Check knowledge checks, and quizzes.

After completing this training, you will be able to:

Define deadlines associated with payroll processing.
Review, update, and approve Kuali Time timesheets.
Review, update, and approver HRMS payroll vouchers.
Initiate and submit HRMS adjustment vouchers.
Locate HRMS resources to assist with payroll processing.

Audience: First-time payroll processors or established payroll processors who wish to complete the training to review IU payroll policies and protocols.

Getting Started in BUY.IU

Offered: Training recording available 24/7 in Kaltura. Click here to access the video.
Length: 2 hours
Description: In this introductory training, participants will get hands-on experience submitting and locating orders in BUY.IU, IU’s procure-to-pay system.
After attending this training, you will be able to:

Describe the purchasing hierarchy and lifecycle of a purchase.
Define terminology used in BUY.IU.
Save an address to your user profile.
Place a catalog order.
Locate carts and orders using the Shopping and Orders modules.
Follow a Requisition to completed status using workflow and history.
Demonstrate using the Comments section to communicate in BUY.IU.

Audience: This training is designed for IU staff with no prior experience, limited or infrequent experience, or those who otherwise require a basic introduction to IU’s procure-to-pay system, BUY.IU.

Catalog Orders

Offered: Training recording available 24/7 in Kaltura. Click here to access the video.
Length: 1 hour, 30 minutes
Description: Half of all purchases made at IU are made using catalogs such as Guy Brown, Fisher Scientific, CDW-G, and more. In this training, attendees will gain hands-on practice initiating and submitting these types of orders. In addition, participants will practice copying an order and saving frequently purchased items as favorites.
After attending this training, you will be able to:

Describe why catalog purchases are the preferred procurement method at IU.
Access supplier websites, such as Guy Brown and Fisher Scientific, to place orders.
Save frequently purchased items as favorites.
Save draft orders, copy previous orders, and cancel orders.

Audience: This training is designed for staff who have some familiarity with BUY.IU, including completion of a requisition document, and are comfortable navigating in BUY.IU.

Check Requests

Offered: Training recording available 24/7 in Kaltura. Click here to access the video.
Length: 3 hours
Description: Check requests are used to issue one-time payments. In this training, participants will gain hands-on experience initiating and submitting check requests in BUY.IU. We’ll also discuss when check request forms are appropriate to use, substantiation documentation requirements, and special payment instructions applicable to these types of payments.
After attending this training, you will be able to:

Describe when a check request form is appropriate.
Locate suppliers and determine the proper entry method for a new or inactive supplier.
Articulate the reasons for an characteristics of substantiation documentation.
Describe when Attachment Request and Special Handling options are appropriate and demonstrate their use.
Demonstrate the ability to submit the Honoraria/Guest Speaker/Entertainers and Payment to Research Participant check request forms.

Audience: This training is designed for staff who have some familiarity with BUY.IU, including completion of a requisition document, and are comfortable navigating in BUY.IU.

Non-Catalog Orders

Offered: Training recording available 24/7 in Kaltura. Click here to access the video.
Length: 3 hours
Description: This training introduces the concept of non-catalog orders, recurring orders, and change requests along with when each is appropriate to use. Participants will gain hands-on practice by submitting all three types of orders/documents in BUY.IU. This course also discusses when contracts are required and how they should be handled.
After attending this training, you will be able to:

Recognize when a non-catalog order or recurring order is appropriate.
Recognize when a contract is required.
Describe the supplier request and onboarding process.
Initiate and submit non-catalog and recurring orders.
Determine whether a change request is appropriate.
Initiate and submit a change request.

Audience: This training is designed for staff who have some familiarity with BUY.IU, including completion of a requisition document, and are comfortable navigating in BUY.IU.

Introduction to P-Cards in Chrome River

Offered: Training recording available 24/7 in Kaltura. Click here to access the video.
Length: 20 minutes
Description: This short video walks through P-Card roles within Chrome River and demonstrates how to reconcile P-Card charges.
Topics included in this video:

Accessing Chrome River.
P-Card Reconciliation, Segregation of Duties.
Unused Items Email.
P-Cards and Critical Data.
P-Card Reconciliation Demo.

Audience: This training is designed for IU staff with no prior experience, limited or infrequent experience, or those who otherwise require a basic introduction to IU’s expense reconciliation system, Chrome River.

Introduction to Financial Reports

Offered: Facilitated Online via Zoom
Length: 1 hour, 30 minutes
Description: This interactive training introduces vocabulary used in financial reports at IU. Participants will practice applying this terminology to a simple financial report. Finally, we’ll explore the similarities and differences between IU’s financial reporting environments. .
After attending this training, you will be able to:

Apply report-related terminology to interpret a simple financial report.
Identify the three environments in which financial reports can be run at IU.
Describe the similarities and differences between KFS Balance Inquiries and IUIE reports.

Audience: Audience: This training is designed for IU staff who are familiar with IU’s accounting structure such as object codes and accounts.

IUIE Financial Reports

Offered: Facilitated Online via Zoom
Length: 2 hours
Description: Participants in this scenario-based, hands-on training learn how to navigate in the IU Information Environment (IUIE) and run three reports: Current Balances, Detail Transactions, and GL Budget Analysis. Participants are then given a series of scenarios, select which IUIE report will return the relevant data, and interpret the data returned. After attending this training, you will be able to:

Navigate in IUIE.
Successfully run three IUIE reports:
- Current Balances.
- Detail Transactions.
- GL Budget Analysis.
Select the most appropriate IUIE report to run in a given scenario.
Interpret the data presented in an IUIE report.

Audience: This training is designed for IU staff who are familiar with IU’s accounting structure and reporting terminology. Prior to attending this training, participants should be able to interpret a simple financial report.

The Language of Chrome River

Offered: Training recording available 24/7 in Kaltura. Click here to access the video.
Length: 35 minutes
Description: Is this your first time arranging IU business travel? Or perhaps it’s been a while and you’re feeling rusty? Take this crash course in Chrome River (CR) to brush up on the language of IU travel.

Get fluent in all things related to your Chrome River dashboard, eWallet, and more! This course will also cover Chrome River delegates: an important concept for departmental staff.

After viewing this webinar you will be able to:

Define what Chrome River (CR) is and when it must be used
Locate the eWallet and define its contents
Define the terminology used in CR expense reporting

Trip Pre-Approval: Know Before You Go

Offered: Training recording available 24/7 in Kaltura. Click here to access the video.
Length: 40 minutes
Description: Pre-Approval (PA) is required for all IU-funded travel regardless of the destination or duration. Learn the essence of PA excellence and become an expert in submitting the best possible trip PA request!