Training Videos 

Accountholder & Approver Allocation/Edit & Sign OffAccountant Allocation/Edit & Sign OffAccountholder’s Authorization Log (Includes Decline Information)Creating ReportsRunning a Statement in WorksStudent Org Application Packet Processing

 

Accountholder & Approver Allocation/Edit & Sign Off

Index for: Accountholder & Approver Allocation/Edit & Sign Off

0:00 - Introduction and General Information

1:15 - Explanation of Cycle and Cutoff Dates

3:10 - Allocate/Edit (Add description and update account string)

5:56 - Add Additional Lines (to divide funding source)

7:23 - Sign Off Process

 

Accountant Allocation/Edit & Sign Off

Index for: Accountant Allocation/Edit & Sign Off

0:00 - Introduction and General Information

1:26 - Explanation of Cycle and Cutoff Dates

4:09 - Allocate/Edit (Add description and update account string)

7:27 - Add Additional Lines (to divide funding source)

8:55 - Sign Off Process (Close)

9:58 - Sweeping Transactions

 

Accountholder’s Authorization Log

(Includes Decline Information)

Creating Reports

 

View Video

Running a Statement in Works

Student Org Application Packet Processing