Financial Systems Training and Guidance
- Agiloft Contract Management System
- Chart of Accounts*
- Journal Entries*
- OnBase - System Upgrade Today - System Unavailable!!
- Procurement Card (PCard) System*
*This system requires completion of a formal training course in order to gain access.
New System Users
Discuss with your supervisor and/or fiscal officer which systems you should have access to based on your particular responsibilities. The System Access Form will need to be submitted to Financial.System.Access@dartmouth.edu in order to provide access to many of these systems.
Training courses and materials are listed below. Many systems have required training in order to gain access to the system.
|eProcurement||Oracle Chart of Accounts Self-Paced Online Course
eProcurement Self-Paced Online Course
|IRA Reports||Oracle Chart of Accounts Self-Paced Online Course
IRA Basic-Running Financial Reports Live Course via Zoom
|Journal Entries for GL using WebADI||Oracle Chart of Accounts Self-Paced Online Course
Journal Entries in Oracle General Ledger, Web ADI Live Course via Zoom
|Journal Entries for OGA using SPUD||Oracle Chart of Accounts Self-Paced Online Course
Journal Entries in Oracle Grants Accounting, SPUD & Cost Transfers Live Course via Zoom
|PCard System||Oracle Chart of Accounts Self-Paced Online Course|
The following courses require registration via ABC Signup. You cannot cancel your registration on the day of the course using this link. If circumstances require you to cancel on the day of a course, please send e-mail to Fiscal.Services@Dartmouth.edu. View the Course Registration Help document.
This course will provide an understanding of the General Ledger Chart of Accounts and the PTAEO used in the Oracle Grants Accounting. Click here to register through ABC Signup
- GL Chart Strings (pdf)
- PTAEO Chart Strings (pdf)
This is a REQUIRED and prerequisite course for the courses listed below.
This course will provide an understanding of the financial reporting tool (IRA). This is a prerequisite for the IRA Advanced course. Click here to register through ABC Signup
IRA Advanced- Modifying IRA Report Views
Learn how to use the Answers tool to modify IRA report views to create customized report views.
This course explains the journal entry process, guidelines and rules, and how to use the WebADI tool to create and upload journal entries to the Oracle General Ledger. Note: The Journal Entry method taught in this course is for non-grant-related transactions only. To register for this course, please contact Financial System Access.
This course explains the journal entry process, guidelines and rules, and how to use the SPUD tool to create cost transfers in Oracle Grants Accounting. To register for this course, please contact Financial System Access.
This course is for anyone who needs access to the eProcurement system, either to order goods and services by requisition, or to approve requisitions created by others. Click here to register through ABC Signup
Course reference materials:
- Logging into Oracle Financials
- Entering a non-catalog, amount based requisition into eProcurement
- Entering a non-catalog, quantity based requisition into eProcurement
- Quick Cart/Express Checkout
- Splitting a chart string or PTAEO in an Amount-based Requisition
- Finding requisition details in eProcurement
- Receiving in a Purchase Order
- Generating Encumbrance Detail Report - Chart String
- Generating Encumbrance Detail Report - PTAEO
Additional Systems Training & Guidance
The Procurement Contract Management System is a centralized system designed to increase the efficiency of contracting and contract management. Through standardization and automation, we increase processing speed, approval, transparency, and reporting and reduce individual and institutional risk.
Fundriver is a web-based endowment management program that allows Dartmouth College to manage its endowments.
iExpense allows faculty and staff to enter and submit expense reports using a standard web browser and integrates with Oracle Payables for quick processing and payment. Training guides and videos are available.
All hourly-paid employees must use the Kronos Electronic Timecard system to record their work hours. Employees with web-access should login in to Kronos: (https://kronos.dartmouth.edu) to track hours worked.
Training Materials and Resources are below:
- Kronos Quick-Start Guide
- Kronos Bi-Weekly Employee Web-Entry Instruction Manual
- Kronos System Approver Instruction Manual
- Hourly-Paid Student Employee Kronos Training Video
- Dartmouth Bi-Weekly Employee Instruction Video
- How to enter time for a second position video
- How to create a Kronos Bookmark in your browser video
- Kronos Technical Support Documents for: PC (pdf) | Mac (pdf)
The OnBase Unity Client is Dartmouth's Records Management System and provides document workflow. Through OnBase you can submit, store, and retrieve documentation.
All College Employees, Students, and anyone with a NetID has access to the web-based Finance eForms for the submission, approval routing, transactional processing, and Institutional records retention.
Using Finance eForms
All employees may download the OnBase Unity Client to their computer or may access it using RDS (Remote Desktop Services).