9.2 FIN - Finance Resources
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ctcLink Training Recording Archives
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Finance User Checklists & Process Steps Guides
- Accounts Payable Checklist & Process Steps Guide
- Asset Management Checklist & Process Steps Guide
- Banking and Cash Management Checklist & Process Steps Guide
- Billing and Accounts Receivable Checklist & Process Steps Guide
- Commitment Control Checklist & Process Steps Guide
- Expenses Checklist & Process Steps Guide
- General Ledger Checklist & Process Steps Guide
- Grants and Projects Checklist & Process Steps Guide
- Purchasing Checklist & Process Steps Guide
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Common Finance Errors and/or Corrections
- Deleting Finance Run Control IDs
- AR Update Error Codes
- Billing Interface Error Codes
- Common Budget Exceptions and Corrective Actions
- Common Combo Edit Rule Errors
- Correcting Billing Errors and Exceptions
- Correcting Travel Authorization Errors for Travelers
- Correcting Cash Advance Errors for Travelers
- Correcting Expense Line Errors
- Correcting Expense Report Errors for Travelers
- Correcting Interface Errors
- Project Tree and Correcting Grant/Project Errors
- Resolving Disputed Transactions
- 9.2 Review and Resolve Exceptions (Optional)
- Review Budget Exceptions by Budget Chartfield
- Review Budget Exceptions by GL WorkCenter
- Review Budget Exceptions by Transaction Source
- Viewing & Correcting Journal Entry Errors
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Finance Queries and Reporting Resources
- Finance Training Course Query List (1/28/2021)
- Grant / Contract Award Acronyms
- Running and Retrieving Reports in Finance
- Running Trial Balance Reports
- Transactional Viewing for State or External Auditors
- Understanding Cross-Pillar Integration and Combo Codes
- Set Up Recurrences for Jobs
- Report Catalog
- SF - Finance GL Integration
- Testing in PCD and Production
- Most Commonly Used Finance ctcLink Queries
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Finance Month End/Year End Resources
- Finance Monthly Closing Checklist
- Monthly Closing of Sub-Modules and General Ledger (SBCTC ONLY)
- Finance Sub Modules to GL Recon Queries
- Accounts Payable and Purchasing Year End Closing Guide
- Accounts Payable and Purchasing Monthly Closing Document
- Accounts Receivable Monthly Closing Guide
- Billing Monthly Closing Guide
