Learn how to process financial transactions, run financial reports, and otherwise fulfill your fiscal responsibilities. 

For a list of training requirements and access request forms, please visit the Access & Training Requirements guide.

Finance System

Learn how to process financial transactions and look up information in the Finance System.

Finance System Learning Resources

 

m-Fin Reports in CU-Data

Learn how to run reports and see information about the various m-Fin reports in CU-Data.

m-Fin Learning Resources

 

ePERS

Learn how to view your ePER online; make changes in effort reported; and certify effort on sponsored projects.

ePERS Learning Resources

 

Fiscal Certification

Learn how to annually certify your financial accountability and responsibility if you are an Officer, Principal or Manager in a Fiscal Role.

Fiscal Certification Learning Resources

 

GLBA Safeguards Rule

Learn about requirements to protect private data under the Gramm–Leach–Bliley Act (GLBA).

GLBA Safeguards Rule

 

Payment Resource Center

Learn how to look up payment status for invoices, reimbursements, and study subjects -- using CU Marketplace, the Finance System, Concur, and CU-Data.

Payment Resource Center

 

CU Marketplace and Concur Travel & Expense

Learn how to purchase and pay for goods and services and how to travel and process travel reimbursements. For online courses, see Finance & Procurement System Access, above.

Procurement Learning Resources

 

Office of University Controller (OUC) Training Requests

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