Finance Training

This is a hands-on class is designed for accounting staff who need to review and monitor both transactional and summary level data at the individual account level.

Prerequisite: You must have KFS Accounting Dashboards access when registering for this class. If you do not, submit a request to your Business Service Center to give you the KFS Staff Accounting role in Cynergy.

Topics discussed include:

This DFS Essentials tutorial provides the basics of FIN 104: Financial Stewardship and Ethical Conduct and is not intended to replace formal training. For formal training, see FIN 104.

Enroll in CULearn: Financial Stewardship and Ethical Conduct

This workshop is designed to provide recharge operation and service facility managers with the background and knowledge necessary to develop accurate, equitable, and compliant user fees. Topics covered: key definitions; relevant regulations and policies; key requirements of University Policy 3.10, Recharge Operations and Service Facilities; recharge operations vs.

This class will provide an overview of the capital asset policy and thresholds. Topics covered include: What Cornell University considers a capital asset; the importance of keeping capital asset records current; sponsor-owned equipment; tagging assets; and working with the surplus and disposal processes. KFS topics include pre-asset tagging, asset edits, asset transfer, equipment loan/returns, asset fabrication, asset retirement, and the barcode inventory process. (This course replaces KFSCAM-600.)

Instructors

Capital Assets staff members

Join a monthly hour-long webinar, hosted via Zoom by Procurement's Campus Services team, to learn about e-SHOP's features and how to place orders. Bring your account list, and we will create your KFS favorite default account list. We will help you set up default delivery addresses and create shopping lists for frequently or infrequently purchased items.

Prerequisite: FIN 114: Financial Management of Sponsored Projects

This course is an overview of the Sponsored Financial Activity dashboard, which presents financial activity associated with sponsored projects. You will learn how to analyze your project by reviewing the current financial status and monitoring activity on a regular basis.

This recorded webinar presents the changes made to the KFS Capital Assets module in the KFS upgrade of 2014.

KFS Upgrade Capital Asset Processing Updates and Upgrade Changes October 7, 2014

This tutorial will walk you through the fields and features of the I Want Doc, which is used to place orders for products you need that are not available through e-SHOP, or request that payments be issued to vendors.

Access the tutorial in CULearn