Finance and Business Systems Courses
Links to courses and support materials for a selection of UC Davis systems can be found here. Additional resources may also be available directly on the webpage for that system.
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AggieBudget Courses
Course | Description | Format | Duration | |
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AggieBudget Department Administrator Training |
Provides an overview of the AggieBudget system and describes responsibilities of AggieBudget Department Administrators. This course is required for AggieBudget users assigned the Department Administrator role. | Online (eLearning) | 20 min | Learn More |
AggieBudget Labor Plan File Editor Training |
Provides an overview of the AggieBudget system and teaches you how to edit plan files related to labor budget planning. This online training is required for AggieBudget users granted the Labor Plan File Editor role. | Online (eLearning) |
20 min | Learn More |
AggieBudget Operating Plan File Editor Training |
Provides an overview of the AggieBudget system and teaches you how to edit plan files related to operating budgets. This online training is required for AggieBudget users granted the Operating Plan File Editor role. | Online (eLearning) | 20 min | Learn More |
FIS Decision Support Courses
Course | Description | Format | Duration | |
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Analytical Ledger Review (ALR) |
Learn about the details and functionality of Analytical Ledger Review, and how to interpret and analyze the report data. | Online (eLearning) | 30 min | Go to Course |
FIS Decision Support |
An overview of FIS Decision Support (DS) for new users. Learn about access, home page features, entering search criteria and output format, analyzing results, scheduling queries and saving search parameters. | Online (eLearning) |
30 min | Go to Course |
Management Ledger Review (MLR) |
Learn the details and functionality of the Management Ledger Review (MLR), and how to interpret and analyze the report data. | Online (eLearning) | 20 min | Go to Course |
Quarterly Ledger Review (QLR) |
Learn about the quarterly version of the Ledger Review, which looks and works like the MLR, but is completed on a quarterly basis. | Go to Course |
Kuali Financial System (KFS) Courses
Course | Description | Format | Duration | |
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Chart of Accounts |
Learn about the attributes that make up the University's chart of accounts and the importance of each within financial reporting. Individual elements of the chart of accounts including UC account, UC fund, and object codes will be covered. This course also provide an introduction to the Common Chart of Accounts initiative. | Online (eLearning) | 60min | Go to Course |
Creating a Financial Organization |
Learn about creating organizations. Topic include what information you need, how to process an organization document, and what you can do with an organization once it's created. | Online (eLearning) |
15 min | Go to Course |
Financial Transactions |
Learn how to use Financial Transaction documents, including GECs, Distribution of Income and Expense, and Internal Billing) in the Kuali Financial System. | Online (eLearning) | 20 min | Go to Course |
Performing Budget Adjustments |
Learn to use the Budget Adjustment document while following the appropriate rules and restrictions. You will also be able to import lines to expedite your work. | Online (eLearning) |
15 min | Go to Course |
Requisition Document for Capital Equipment |
Step-by-step instructions for completing a Requisition document for capital equipment purchases in KFS. | Online (eLearning) | 15 min | Go to Course |
Accounts Payable |
Overview of KFS Accounts Payable, including Payment Request, Disbursement Voucher, and Credit Memo documents. | Online (eLearning) |
40 min | Go to Course |
Accounts Receivable |
This course provides an overview of KFS Accounts Receivable (AR), including setting up organization defaults, processing invoices, and using the available reports in KFS and FIS Decision Support for managing departmental AR activity. | Online (eLearning) | 40 min | Go to Course |
Capital Asset Management System (CAMS) |
An overview of the KFS Capital Asset Management System, including information on the Asset Global (Add), Fabrication, Asset Retirement Global, and Asset (Loans and Transfers) documents. | Online (eLearning) | 11 min | Go to Course |
Line Item Receiving |
This course walks you through the Line Item Receiving document in KFS. | Online (eLearning) | 20 min | Go to Course |
Purchasing |
Overview of the KFS Purchasing module, including the Requisition, Purchase Order, Purchase Agreement, and Vendor (Supplier) processes. Applicable UC Davis Purchasing policy and procedure is also discussed. | Online (eLearning) | 36 min | Go to Course |
The Power of Groups |
Learn about the KFS "group" and its purpose, the difference between delegates and organization reviews to groups, how to set up a group, and how to route documents to a group. | Online (eLearning) | 20 min | Go to Course |
Kuali Financial System (KFS 101) |
Provides an overview of the Kuali Financial System (KFS), including how to create a document, perform document searches, and use the Action List. |
Online (eLearning) |
10 min | Go to Course |
Setting up Accounts | This lesson covers everything you need to know about setting up the three most common types of Accounts. You will learn the basics of the full accounting unit. You can also learn about creating General Funds, Contracts and Grants, and/or Self-Supporting Funds accounts. | Online (eLearning) | 30 min | Go to Course |
Setting Up Account Delegates | This course explains how to set up an account delegate. Topics covered include knowing what information you need, when to use the different document options, how to use the different document options, and more. | Online (eLearning) | 25 min | Go to Course |
Time Reporting System (TRS)
Course | Description | Format | Duration | |
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Bi-weekly Employee |
Online training for BIWEEKLY-paid employees on using the Time Reporting System (TRS). Information on employees' responsibilities, how to create a timesheet, edit timesheet, submit timesheet, and help resources will be discussed. | Online (eLearning) | 20 min | Go to Course |
Department Time Administrators (DTA) |
Online training for Department Time Administrators (DTA) on using the Time Reporting System (TRS). Information on TRS roles and responsibilities, how to monitor the employee profile, assign primary and backup supervisors to employees, submit timesheet to UCPath and other help resources. | Online (eLearning) | 20 min | Go to Course |
Monthly Employees |
Online training for MONTHLY-paid employees on using the Time Reporting System (TRS). Information on employees' responsibilities, how to create a timesheet, edit timesheet, submit timesheet, and help resources will be discussed. | Online (eLearning) | 10 min | Go to Course |
Supervisors | Time Reporting System (TRS) Training for primary and backup SUPERVISORS. Includes supervisor responsibilities, how to approve, return, and edit an employee timesheet and online help resources. | Online (eLearning) | 25 min | Go to Course |
AggieDocs
Course | Description | Format | Duration | |
---|---|---|---|---|
AggieDocs |
AggieDocs is one of UC Davis' document archiving and retrieval systems. It provides business automation, workflow, records management and document imaging as well as integrating technologies to enhance user productivity and business processing solutions. | Online (eLearning) | 15 min | Go to Course |
Contracts & Grants Accounting
Course | Description | Format | Duration | |
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Cost Share Application |
The Cost Share Application is a reporting system that allows the capture of expense transactions for reporting committed cost-shared expenses to sponsoring agencies. | Online (eLearning) | Go to Course | |
Effort Reporting System |
The course "ERS Briefing for Principal Investigators" is an overview of the policies applicable to effort reporting and demonstrations of procedures to follow when certifying effort in the Effort Reporting System (ERS). | Online (eLearning) | 30 min | Go to Course |
Glacier - Tax Reporting & Compliance
Course | Description | Format | Duration | |
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GLACIER |
GLACIER is a secure online tax compliance system that foreign visitors use to provide their immigrant and tax data to UC Davis. GLACIER helps determine tax residency, withholding rates, and income tax treaty eligibility. | View PDF |