For Gift SpeedTypes, Monitoring Training Just Got Easier
The Gift SpeedType Setup procedures were recently revised to reflect an enhancement in the training assurance process. If you work with gift monies, you already know that responsible individuals must be identified for every gift via the assignment of fiscal roles in the Finance System. You also know that all individuals with fiscal roles on Gift (Fund 34) SpeedTypes are required to complete gift fund management training. The Finance System will accept any individual for a fiscal role. With the recent enhancement, however, the system will no longer load approval capability for Gift SpeedTypes in the Marketplace or the Concur Travel & Expense System unless that individual has completed the mandatory training. For more information, refer to the chapter on Gift SpeedType Setup & Maintenance in the Accounting Handbook: www.cu.edu/controller/policiesandprocedures/accountinghandbook/gift_speedtype_setup.html.