Welcome to the Learning Library for the Financial Management Modernization program. Below you will find categorized resources to help you navigate new and updated financial processes, systems, and tools.
Common Chart of Accounts
Using the CCOA to meet the requirements for tracking revenue and expenses, make accurate analyses and decisions, and report to government agencies, sponsors, etc.
Internal Recharge Journals
Guidance to ensure that all Income & Recharge Centers comply with federal & UC policies and recover the cost of products/services provided
Projects & Grants Management (PGM)
Tracking, reporting, billing, and approval workflows for projects and grants managed in Oracle PGM
Procurement & Gateway Purchasing System
Navigating procurement processes in Gateway, including workflows, shopping carts, requisitions, suppliers, invoices, purchase orders, receipts, and FlexCards
Travel, Expense, & Concur System
Guides for travel and non-travel reimbursements, Concur roles and workflows, reimbursement policies, booking travel, travel cards, and more
Coming Soon
These sections will be available as additional resources are published by the Office of Financial Training:
- Accounts Receivable
- Enterprise Performance Management (EPM)
- FinHub Reporting
- Transfers of Expense