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 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.  

The captions provided with these recordings were auto generated. If additional assistance is needed to receive an increased level of access, please contact [email protected].

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

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

Learning Opportunities Archives

Learning Opportunities (2023)

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

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

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

Date: 4/19/2023

Recording Link: Customizing the AR WorkCenter Training Session Recording (47min 38sec)

Canvas Course: AR100 Accounts Receivable

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)

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)

TR/CM: Intermediate Bank Reconciliation (2 of 3 Sessions)

TR/CM: Beginning Bank Reconciliation (1 of 3 Sessions)

EX: Customizing EX WorkCenter

GR: Month in the Life of a Grant

Learning Opportunities (2022)

PU: Purchasing Follow-up

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

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

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

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)

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