9.2 FIN - Finance Resources
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Welcome to ctcLink Finance: First Week / First Month
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ctcLink Training Recording Archives
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User Checklists & 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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Finance Navigation Resources
- 9.2 Finance WorkCenters, Centers and Dashboards
- 9.2 Using AM WorkCenter
- 9.2 Using AP WorkCenter
- 9.2 Using AR WorkCenter
- 9.2 Reviewing the Receivables WorkCenter
- 9.2 Using the Collections Workbench
- 9.2 Using Billing WorkCenter
- 9.2 Using Expenses WorkCenter
- 9.2 Using GL WorkCenter
- 9.2 Using Buyer WorkCenter
- 9.2 Using Buyer's Workbench
- 9.2 Using the Receiver Workbench
- 9.2 Using Requester's Workbench
- 9.2 Using Treasury WorkCenter
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Common Finance Errors and/or Corrections
- AR Update Error Codes
- Billing Interface Error Codes
- Common Budget Exceptions and Corrective Actions
- Common Combo Edit Rule Errors
- 9.2 Correcting Billing Errors
- 9.2 Correcting Expense Line Errors
- 9.2 Correcting Interface Errors
- 9.2 Project Tree and Correcting Grant/Project Errors
- 9.2 Resolving Disputed Transactions
- 9.2 Review and Resolve Exceptions
- 9.2 Review Budget Exceptions by Budget Chartfield
- 9.2 Review Budget Exceptions by GL WorkCenter
- 9.2 Review Budget Exceptions by Transaction Source
- 9.2 Viewing Journal Entry Errors
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Finance Queries and Reporting Resources
- Finance Training Course Query List (1/28/2021)
- Grant / Contract Award Acronyms
- 9.2 Running and Retrieving Reports in Finance
- Running Trial Balance Reports
- Transactional Viewing for State or External Auditors
- Understanding Cross-Pillar Integration and Combo Codes
- Report Catalog
- SF - Finance Integration
- 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
- 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
