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CWRU Administrative Professionals Series (CAPS)

[Learn More About This Program and its Requirements]

Financial Online Inquiries

The Financial Online Inquiry class discusses online inquiries available in the reporting database.

The procurement related online inquiries provide real time, online access to key financial documents, such as vouchers, payments, purchase orders, and requisitions.

The Ledger Inquiry not only provides a summary report for a department or a project, but also contains the features, such as download to Excel, drill down to detail transactions, etc. The Ledger Period Comparison can be used as a helpful tool for trend analysis and forecasting.

Class Types Available

Classroom

Class Documents/Forms

Manual

Classroom

2.5 hours

Registration

Click here

Prerequisites

Preferred Prerequisites:

- Class: Financial Reporting & Reconciling

- Access to the reporting database FINRPT

To receive access to the Cashiering module, a security form needs to be submitted. For details about the form please see the PeopleSoft Financials training page.

Prerequisite Links

Security Form Information
Online Security Form
Financial Reporting and Reconciling class

Policies

- Indviduals must register for classes in order to attend.

- It is requested that individuals who must cancel their participation give at least 24 hours notice to the CAPS training team.

- A $25 no-show fee will be assessed to the department of an individual that registers for a class but does not appear and had not cancelled his/her registration.

- All CAPS classes will start at the time scheduled. Registrants are asked to arrive five to ten minutes early in order to be prepared for class.

- Registrants who are more than 10 minutes late for a class or who depart 10 minutes early from a class will not receive credit for the course towards certification. If time accomodations need to be made, registrants should contact the CAPS facilitator at least 24 hours prior to the start of class.

Please read the complete CAPS Participation Policy.