Finance Learning Opportunities Recordings
Explore topics or refresh your memory with previously recorded ctcLink learning opportunities.
Recordings are located in corresponding Canvas courses or the ctcLink Pillar Work Session Information course. Register for the course(s) at the ctcLink Training & Learning Opportunities Registration page. If you have not registered, you will receive an access denied message.
Visit the ctcLink Training and Support Activities calendar for future learning opportunities.
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Recordings
The following recordings are included in this QRG:
PU: Utilizing the Procurement Operations Homepage
Recording Link: Utilizing the Procurement Operations Homepage (14min 20sec)
Canvas Courses: PU100 Purchasing - Requisitions, PU101 Purchasing - Purchase Orders,
AM: Utilizing the AM WorkCenters (Fluid & Classic)
Recording Link: Utilizing the AM WorkCenter (Fluid & Classic) (17min 06sec)
Canvas Course: AM100 Asset Management
AR/BI: Utilizing the Credit to Cash Operations Homepage
Date: 01/23/2025
Recording Link: Utilizing the Credit to Cash Operations Homepage (20min 12sec)
Canvas Courses: AR100 Accounts Receivable, BI100 Billing
GR: Work Session on Grants Reconciliation
Date: 01/13/2025
Recording Links: Work Session on Grants Reconciliation (56mins 32sec)
Canvas Course: GR100 Grants & Contracts
AM: Asset Management - Back to Basics
Date: 01/09/2025
Recording Link: Asset Management - Back to Basics (34mins 44sec)
Canvas Course: AM100 Asset Management
Learning Opportunities Archives
The following recordings are included in this QRG:
- GL: Intermediate Journal Import Processes (Part 2 of 2)
- GL: Intermediate Journal Processes (Part 1 of 2)
- GL: General Ledger Back to Basics
- PC: Create and Maintain Capital Projects for FY2025
- GR: Grants Creation to Activation for FY2025
- All-Pillar Learning Opportunity: End of Fiscal Year Prep
- KK: Budget Overview Functionality
- WorkCenters & Workbenches for Approvers/Supervisors
- EX: Travel Admins in ctcLink
- GL: General Ledger Import Processes
- EX: Approvers in ctcLink
- EX: Travelers in ctcLink
- GR: Grant Budget Modifications and Revisions
- GR: OLT Rows in Grant Billing
- BI: Correcting Billing Errors & Exceptions
- SF/GL: BFET Billing and Payment Process in Finance
- GR: Mini-Training on Grant Analysis and Billing
- Learning Opportunities (2023)
- Learning Opportunities (2022)
GL: Intermediate GL Journal Import Processes
Date: 10/31/2024
Recording Link: Intermediate GL Journal Import Processes Part 2 of 2 (52min 05sec)
Canvas Courses: GL200 Intermediate General Ledger
GL: Intermediate GL Journals
Date: 10/03/2024
Recording Link: Intermediate GL Journals Part 1 of 2 (44min 08sec)
Canvas Courses: GL200 Intermediate General Ledger
GL: General Ledger Back to Basics
Date: 08/29/2024
Recording Link: GL Back to Basics (40min 56sec)
Canvas Courses: GL100 General Ledger Basics
PC: Create and Maintain Capital Projects for FY2025
Date: 06/13/2023
Recording Link: Capital Projects Create & Finalize, Manage Budget/Activity ID Changes, Extend End Dates, and Close Projects (48min 29sec)
Canvas Course: PC100 Project Costing
GR: Grants Creation to Activation FY2025
Date: 06/06/2024
Recording Links:
- PART 1: Create & Activate a CRC Award and FPC Award Prep (42min 16sec)
- PART 2: Create & Activate a FPC Award in PeopleSoft (19min 18sec)
- PART 3: QRGs & Queries for Analysis and Billing (4min 16sec)
Canvas Course: GR100 Grants & Contracts
All-Pillar Learning Opportunity: End of Fiscal Year Prep
Date: 05/20/2024
Recording Link: All-Pillar Learning Opportunity: End of Fiscal Year Prep (1hr 20min 04sec)
Canvas Course: ctcLink Pillar Work Session Information
KK: Budget Overview Functionality
Date: 05/09/2024
Recording Link: Budget Overview Functionality (27min 38sec)
Canvas Course: KK100 Commitment Control
WorkCenters & Workbenches for Approvers/Supervisors
Date: 04/18/2024
Recording Link: WorkCenters & Workbenches for Approvers/Supervisors/Admins (18min 28sec)
Canvas Courses: BAR SUB TEAM, ctcLink Work Session Information
EX: Travel Admins in ctcLink
Date: 03/28/2024
Recording Link: EX Travel Admins in ctcLink (45min 24sec)
Canvas Course: EX102 Travel & Expenses: Travel Admins/Finance
GL: General Ledger Import Processes
Date: 03/27/2024
Recording Link: GL Import Processes (37min 24sec)
Canvas Courses: GL100 General Ledger Basics
EX: Approvers in ctcLink
Date: 03/21/2024
Recording Link: EX Approvers in ctcLink (33min 22sec)
Canvas Course: EX101 Travel & Expenses: Approver
EX: Travelers in ctcLink
Date: 03/14/2024
Recording Link: EX Travelers in ctcLink (43min 42sec)
Canvas Course: EX100 Travel & Expenses: Traveler/General User
GR: Grant Budget Modifications and Revisions
Date: 03/11/2024
Recording Link: Mini-Training on Grants Budget Modifications and Revisions (23min 11sec)
Canvas Courses: GR100 Grants , GR200 Intermediate Grants
GR: OLT Rows in Grant Billing
Date: 02/20/2024
Recording Link: Mini-Training on Grants OLT Rows (17min 14sec)
Canvas Courses: GR100 Grants , GR200 Intermediate Grants
BI: Correcting Billing Errors & Exceptions
Date: 02/07/2024
Recording Link: Correcting Billing Errors & Exceptions (21min 38sec)
Canvas Courses: BI100 Billing, BI200 Intermediate Billing
SF/GL: BFET Billing and Payment Process in Finance
Date: 01/24/2024
Recording Link: BFET Billing and Payment Process in Finance (39min 36sec)
Canvas Courses: GL100 General Ledger Basics, ctcLink Pillar Work Session Information
GR: Grant Analysis and Billing
Date: 01/08/2024
Recording Link: Mini-Training on Grant Analysis and Billing (23min 54sec)
Canvas Courses: GR100 Grants , GR200 Intermediate Grants
The following recordings are included in this QRG:
- AP: 1099 Processing FY2023
- TR/CM: Customizing the Treasury WorkCenter
- GR: Grant Personalizing Pages
- AR: Intermediate AR WorkCenter and Collections Workbench
- AM: Customizing the AM WorkCenter
- GR: Grant Integration Basics
- PC: Customizing the Projects WorkCenter
- GR: Grants F&A Processes
- FIN/SF/FA: Cross-Pillar Session: Introduction to BFET
- BI: Customizing the Billing WorkCenter
- GR: Customizing the Grants WorkCenter
- PC: Capital Projects - Follow-up and Open Q&A
- PC: Capital Projects - Creating, Tracking/Monitoring and Closing
- GR: Grants - Creation to Activation
- AR: Customizing the AR WorkCenter
- PU: Purchasing: Buyer's WorkCenter & Workbenches
- GL: General Ledger Month End Close (4 of 4 sessions)
- GL: General Ledger Corrections & Adjustments (3 of 4 sessions)
- GL: General Ledger Journals (2 of 4 sessions)
- GL: General Ledger Fundamentals (1 of 4 sessions)
- TR/CM: Advanced Bank Reconciliation & Financial Gateway (3 of 3 Sessions)
- PC: ctcLink Capital Projects (PART 2 - SBCTC)
- TR/CM: Intermediate Bank Reconciliation (2 of 3 Sessions)
- TR/CM: Beginning Bank Reconciliation (1 of 3 Sessions)
- PC: ctcLink Capital Projects (PART 1 - PeopleSoft)
- EX: Customizing EX WorkCenter
- GR: Month in the Life of a Grant
AP: 1099 Processing FY2023
Date: 12/14/2023
Recording Link - 1099 Processing for FY2023 (1hr 11min 40sec)
Canvas Course: ctcLink Pillar Work Session Information
TR/CM: Customizing the Treasury WorkCenter
Date: 12/14/2023
Recording Link: Customizing the Treasury WorkCenter (21min 09sec)
Canvas Courses: TR100 Treasury (Cash Management), GL100 General Ledger Basics
GR: Grant Personalizing Pages
Date: 12/11/2023
Recording Link: Grant Personalization: Customizing the Budget Detail, Grant Billing TMP Worksheet, Grants WorkCenter pages (20min 34sec)
Canvas Courses: GR100 Grants , GR200 Intermediate Grants
AR: Intermediate AR WorkCenter and Collections Workbench
Date: 11/09/2023
Recording Link: Intermediate AR WorkCenter and Collections Workbench (29min 01sec)
Canvas Course: AR200 Intermediate Accounts Receivable
AM: Customizing the AM WorkCenter
Date: 10/12/2023
Recording Link: Customizing the AM WorkCenter (31min 28sec)
Canvas Course: AM100 Asset Management
GR: Grant Integration Basics
Date: 10/9/2023
Recording Link: FIN Training: Grant Integration Basics (20min 23sec) - Grant Item Types & Second Journal Sets
Canvas Courses: GR100 Grants , GR200 Intermediate Grants
PC: Customizing the Projects WorkCenter
Date: 9/14/2023
Recording Link: Customizing the Projects WorkCenter (36min 03sec)
Canvas Courses: PC100 Project Costing, KK100 Commitment Control Basics
GR: Grants F&A Processes
Date: 9/11/2023
Recording Link: F&A Processes (28min 55sec)
Canvas Course: GR100 Grants , GR200 Intermediate Grants
FIN/SF/FA: Cross-Pillar Session: Introduction to BFET
Date: 8/28/2023
Recording Link: Introduction to BFET (1hr 25min 27sec)
Canvas Course: GL100 General Ledger Basics, ctcLink Pillar Work Session Information
BI: Customizing the Billing WorkCenter
Date: 8/17/2023
Recording Link: Using the Billing WorkCenter Training Session Recording (30min 10sec)
Canvas Course: ctcLink Pillar Work Session Information
GR: Customizing the Grants WorkCenter
Date: 7/19/2023
Recording Link: Using the Grants WorkCenter Training Session Recording (40min 01sec)
Canvas Courses: GR100 Grants , GR200 Intermediate Grants, PC100 Project Costing, CN100 Customer Contracts
PC: Capital Projects - Follow-up and Open Q&A
Date: 6/22/2023
Recording Link: Open Q&A on Capital Projects FY21-23 Close and FY23-25 Start Training Session Recording (56min 08sec)
Canvas Courses: PC100 Project Costing, KK100 Commitment Control Basics
PC: Capital Projects - Creating, Tracking/Monitoring and Closing
Date: 6/15/2023
Recording Link: Capital Projects - Creating, Track/Monitoring, and Closing Training Session Recording (53min 23sec)
Canvas Courses: PC100 Project Costing, KK100 Commitment Control Basics
GR: Grants - Creation to Activation
Date: 6/8/2023
Recording Link: FY24 Grant Award Creation to Activation Training Session Recording (1hr 22min 21sec)
Canvas Courses: GR100 Grants , GR200 Intermediate Grants, PC100 Project Costing, CN100 Customer Contracts
AR: Customizing the AR WorkCenter
Date: 4/19/2023
Recording Link: Customizing the AR WorkCenter Training Session Recording (47min 38sec)
Canvas Course: AR100 Accounts Receivable
PU: Purchasing: Buyer's WorkCenter & Workbenches
Date: 4/13/2023
Recording Link: Customizing the Buyer's WorkCenter & Purchasing Workbenches Training Session Recording (58min 40sec)
Canvas Courses: PU100 Purchasing - Requisitions, PU101 Purchasing - Purchase Orders, PU102 Purchasing - Receipts and Maintenance
GL: General Ledger Month End Close (4 of 4 sessions)
Date: 2/23/2023
Recording Link: GL Month Closing Training Session Recording (54min 23sec)
Canvas Courses: GL100 General Ledger Basics, GL200 Intermediate General Ledger, GL300 Advanced General Ledger
GL: General Ledger Corrections & Adjustments (3 of 4 sessions)
Date: 2/22/2023
Recording Link: GL Corrections/Adjustments Training Session Recording (50min 55sec)
Canvas Courses: GL100 General Ledger Basics, GL200 Intermediate General Ledger,
GL: General Ledger Journals (2 of 4 sessions)
Date: 2/16/2023
Recording Link: GL Journals Training Session Recording (38min 13sec)
Canvas Courses: GL100 General Ledger Basics, GL200 Intermediate General Ledger,
GL: General Ledger Fundamentals (1 of 4 sessions)
Date: 2/15/2023
Recording Link: GL Fundamentals Training Session Recording (47min 29sec)
Canvas Course: GL100 General Ledger Basics
TR/CM: Advanced Bank Reconciliation & Financial Gateway (3 of 3 Sessions)
Date: 2/8/2023
Recording Link: Advanced Bank Reconciliation & Financial Gateway (3 of 3 Training Session Recordings) (1hr 01min 55sec)
Canvas Courses: TR100 Treasury (Cash Management), GL100 General Ledger Basics, GL200 Intermediate General Ledger, KK100 Commitment Control Basics
PC: ctcLink Capital Projects (PART 2 - SBCTC)
Date: 2/06/2023
Recording Link: ctcLink Capital Projects Part 2: SBCTC Training Session Recording (54min 55sec)
Canvas Courses: PC100 Project Costing, KK100 Commitment Control Basics
TR/CM: Intermediate Bank Reconciliation (2 of 3 Sessions)
Date: 2/1/2023
Recording Link: Intermediate Bank Reconciliation (2 of 3 Training Session Recordings) (51min 14sec)
Canvas Courses: TR100 Treasury (Cash Management), GL100 General Ledger Basics
TR/CM: Beginning Bank Reconciliation (1 of 3 Sessions)
Date: 1/25/2023
Recording Link: Beginning Bank Reconciliation (1 of 3 Training Session Recordings) (1hr 01min 55sec)
Canvas Courses: TR100 Treasury (Cash Management), GL100 General Ledger Basics
PC: ctcLink Capital Projects (PART 1 - PeopleSoft)
Date: 1/23/2023
Recording Link: ctcLink Capital Projects Part 1: PeopleSoft Training Session Recording (1hr 03min 51sec)
Canvas Courses: PC100 Project Costing, KK100 Commitment Control Basics
EX: Customizing EX WorkCenter
Date: 1/18/2023
Recording Link: Customzing Expenses WorkCenter Training Session Recording (46min 36sec)
Canvas Course: EX102 Travel & Expenses: Travel Admin/Finance
GR: Month in the Life of a Grant
Date: 1/11/2023
Recording Link: Month in the Life of a Grant Training Session Recording (2hr 03min 25sec)
Canvas Courses: GR100 Grants , GR200 Intermediate Grants, PC100 Project Costing, CN100 Customer Contracts
The following recordings are included in the 2022 learning opportunities archives:
- PU: Purchasing Follow-up
- AP: 1099 Processing for FY2022
- KK: Commitment Control Common Processes
- PU: Purchasing: P-Card Fundamentals
- PU: Purchasing: PO Fundamentals
- PU: Purchasing: REQ Fundamentals
- KK: Commitment Control Fundamentals
- KK: Customizing GL WorkCenter
- FIN/SF: Running Start
- AP: Accounts Payable Follow-up Session (Session 4 of 4)
- GR: Grant Billing
- EX: Approver Fundamentals
- AM: Asset Management Fundamentals
- FIN/SF: BFET in ctcLink
- EX: Expenses Fundamentals for Travel Admins
- EX: Expenses Fundamentals for Travelers
- AP: Accounts Payable Payments (Session 3 of 4)
- AP: Accounts Payable Vouchers (Session 2 of 4)
- AP: Accounts Payable Fundamentals (Session 1 of 4)
- AP: Accounts Receivable Common Processes (Session 2 of 2)
- AR: Accounts Receivable Fundamentals (Session 1 of 2)
- FIN/SF: Item Types 101 (Theory)
- BI: Billing Common Processes
- BI: Billing Fundamentals
- GR: Grants / Projects Creation to Activation
PU: Purchasing Follow-up
Date: 12/15/2022
Recording Link: Purchasing Follow-up Training Session Recording (42min 19sec)
Canvas Courses: PU100 Purchasing - Requisitions, PU101 Purchasing - Purchase Orders
AP: 1099 Processing for FY2022
Date: 12/14/2022
Recording Link: 1099 Processing in FY2022 Training Session Recording (1hr 03min 35sec)
Canvas Course: ctcLink Pillar Work Session Information
KK: Commitment Control Common Processes
Date: 12/7/2022
Recording Link: KK Common Processes Training Session Recording (1hr 08min 05sec)
Canvas Course: KK100 Commitment Control
PU: Purchasing: P-Card Fundamentals
Date: 11/30/2022
Recording Link: P-Card Fundamentals Training Session Recording (39min 54sec)
Canvas Course: PU103 Purchasing - P-Cards
PU: Purchasing: PO Fundamentals
Date: 11/10/2022
Recording Link: PO Fundamentals Training Session Recording (47min 17sec)
Canvas Course: PU101 Purchasing - Purchase Orders
PU: Purchasing: REQ Fundamentals
Date: 11/9/2022
Recording Link: REQ Fundamentals Training Session Recording (47min 37sec)
Canvas Course: PU100 Purchasing - Requisitions
KK: Commitment Control Fundamentals
Date: 11/02/2022
Recording Link: KK Fundamentals Training Session Recording (1hr 16min 30sec)
Canvas Course: KK100 Commitment Control
KK: Customizing GL WorkCenter
Date: 10/17/2022
Recording Link: Customizing GL WorkCenter Training Session Recording (49min 50sec)
Canvas Course: ctcLink Pillar Work Session Information
FIN/SF: Running Start
Date: 10/17/2022
Recording Link: Running Start Recording Training Session Recording (1hr 52min 26sec)
Canvas Courses: SF100 Tuition Calculation, GL100 General Ledger Basics
AP: Accounts Payable Follow-up Session (Session 4 of 4)
Date: 10/13/2022
Recording Link: AP Follow-up Training Session Recording (57min 16sec)
Canvas Course: AP100 Accounts Payable
GR: Grant Billing
Date: 10/10/2022
Recording Link: GR Billing Training Session Recording (1hr 08min 36sec)
Canvas Courses: GR100 Grants , GR200 Intermediate Grants, PC100 Project Costing, CN100 Customer Contracts, BI100 Billing
EX: Approver Fundamentals
Date: 10/06/2022
Recording Link: EX Approver Fundamentals Training Session Recording (43min 47sec)
Canvas Course: EX101 Travel & Expenses: Approver
AM: Asset Management Fundamentals
Date: 10/05/2022
Recording Link: AM Fundamentals Training Session Recording (57min 16sec)
Canvas Course: AM100 Asset Management
FIN/SF: BFET in ctcLink
Date: 9/27/2022
Recording Link: BFET in ctcLink Training Session Recording (1hr 00min 01sec)
Canvas Course: ctcLink Pillar Work Session Information
EX: Expenses Fundamentals for Travel Admins
Date: 9/15/2022
Recording Link: EX Fundamentals for Travel Admins Training Session Recording (1hr 09min 28sec)
Canvas Courses: EX101 Travel & Expenses: Approver, EX102 Travel & Expenses: Travel Admin/Finance
EX: Expenses Fundamentals for Travelers
Date: 9/14/2022
Recording Link: EX Fundamentals for Travelers Training Session Recording (1hr 17min 40sec)
Canvas Course: EX100 Travel & Expenses: Traveler/General User
AP: Accounts Payable Payments (Session 3 of 4)
Date: 9/08/2022
Recording Link: AP Payments Training Session Recording (59min 42sec)
Canvas Course: AP100 Accounts Payable
AP: Accounts Payable Vouchers (Session 2 of 4)
Date: 9/07/2022
Recording Link: AP Vouchers Training Session Recording (55min 56sec)
Canvas Course: AP100 Accounts Payable
AP: Accounts Payable Fundamentals (Session 1 of 4)
Date: 9/01/2022
Recording Link: AP Fundamentals Training Session Recording (57min 18sec)
Canvas Course: AP100 Accounts Payable
AP: Accounts Receivable Common Processes (Session 2 of 2)
Date: 8/24/2022
Recording Link: AR Common Processes Training Session Recording (1hr 05min 40sec)
Canvas Courses: AR100 Account Receivable, AR200 Intermediate Accounts Receivable
AR: Accounts Receivable Fundamentals (Session 1 of 2)
Date: 8/17/2022
Recording Link: AR Fundamentals Training Session Recording (1hr 16min 59sec)
Canvas Course: AR100 Account Receivable
FIN/SF: Item Types 101 (Theory)
Date: 8/15/2022
Recording Link: Item Types 101 (Theory) Training Session Recording (2hr 9 min 37sec)
Canvas Course: SF106 Term Roll/Item Types/GL
BI: Billing Common Processes
Date: 8/11/2022
Recording Link: Billing Common Processes Training Session Recording (1hr 13min 41sec)
Canvas Courses: BI100 Billing, BI200 Intermediate Billing
BI: Billing Fundamentals
Date: 8/10/2022
Recording Link: Billing Fundamentals Training Session Recording (1hr 12min 07sec)
Canvas Courses: BI100 Billing, BI200 Intermediate Billing
GR: Grants / Projects Creation to Activation
Date: 7/11/2022
Recording Link: Grants Creation to Activation Training Session Recording (1hr 57min 09sec)
Canvas Courses: GR100 Grants, PC100 Project Costing, CN100 Customer Contracts
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