Training

The Controller's Office provides a variety of training for campus.  Below are brief descriptions of the classes we offer.  Please view the Training Website for class schedules and availablity.

Financial Administration Overview
The purpose of the Financial Administration Overview is to provide an overview of the services provided by departme Georgia Tech's Administration and Finance Division.  This course provides:

  • An overview of Georgia Tech, the Board of Regents and the Institute's Affiliate Organziations
  • A basic overview of Business Office departments, including services provided and contact information
  • Administration and Finance Values
  • How to Seek Financial Administration Help
This webinar is a required pre-requisite for all financial administration systems courses.  Participants must complete the webinar and online assessment to successfully pass this course.
 
GT Accounting Basics
The GT Accounting Basics course provides an overview of the basic accounting structure at the Institute.  The training material reviews chartfield information such as project ID, account, fund, department, program and class;  commonly used campus reports such as the Expense Ledger, Revenue Ledger and Departmental Sales & Services report; and the different types of Institute journal entries including Cost Transfer journals, Campus Service Unit (CSU) journals and Campus PCard (CPC) journals.  This webinar is a required pre-requisite for all financial administration systems courses.  Participants must complete the webinar and assessment to successfully pass this course.

    GT Accounting Basics

To take the GT Accounting Basics flash course to to training.gatech.edu/

General Ledger Reports
The General Ledger (GL) Reports course provides an overview of the most commonly used GL reports.  It instructs users on how to select and run GL Reports, how to enter report parameter options such as chartfields, dates, accounting periods and sort options, and how to use the report data to manage the financial status of a project or department.  This course is useful for campus administrators who are responsible for monitoring, reconciling and analyzing financial data for their unit. 

General Ledger Adhoc Reporting
The General Ledger Adhoc Reporting tool is a user friendly data warehouse tool that allows administrators to query and retrieve transaction data originating from the Institute's ledger.  The data retrieved via this tool can be downloaded into a Microsoft Excel file, a Fixed Width Text File, or in HTML format.  This data is extracted from the ledger and uploaded to the data warehouse nightly.  This course is useful for campus administrators who are responsible for monitoring, reconciling and analyzing financial data for their unit. 

Campus PCard Journal Entry
Campus PCard (CPC) journals are web based journals used to transfer PCard charges to eligible projects and accounts within 90 days of the original ledger posting date.  This journal entry verifies the original PCard transaction on the ledger before allowing the transfer and does not allow the user to transfer more than what was originally posted to the ledger.   Campus units with access to CPC journals are responsible for maintaining adequate supporting documentation for seven years fiscal years after the charges are originally posted to the ledger.  CPC journal entry users are also subject to a compliance review at least once a year.

CSU Journal Entry
Campus Service Unit (CSU) journals are web based journals used to allow departements that provide goods and services to charge the recipient department's project/account via the general ledger.   This decentralization of data entry allows for more timely distribution of the cost of goods and services.   Campus units providing goods and services are responsible for maintaining adequate supporting documentation for seven fiscal years after the charges are originally posted to the ledger.