Financial Systems Training and Guidance

*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 courses you need to take based on your particular responsibilities.

Training courses and materials are listed below.

Course Registration

Register for the courses below 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.

Oracle Chart of Accounts Self-Paced Course

This course will provide an understanding of the General Ledger Chart of Accounts and the PTAEO used in the Oracle Grants Accounting.

IRA Basic-Running Financial Reports

This course will provide an understanding of the financial reporting tool (IRA). This is a prerequisite for the IRA Advanced course.

IRA Advanced- Modifying IRA Report Views

Learn how to use the Answers tool to modify IRA report views to create customized report views.  

Journal Entries in Oracle General Ledger, Web ADI

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.

Journal Entries in Oracle Grants Accounting, SPUD & Cost Transfers

To register for this course, please contact Oracle Processing.

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.

eProcurement Self-Paced Course

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.

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
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

Fundriver (Endowment Fund System) Training

Fundriver is a web-based endowment management program that allows Dartmouth College to manage its endowments. 

Departmental Financial Officers Training
Development and Stewardship Staff Training
If you need help signing in to Fundriver or have system questions, please contact the Endowment Fund System.

iExpense Expense Report Training

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.

Kronos Electronic Timecard

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:

OnBase Unity Client

The OnBase Unity Client is Dartmouth's Records Management System and provides document workflow. Through OnBase you can submit, store, and retrieve documentation. Since 2014, the Finance Centers, in collaboration with the Controller's Office and ITC's Enterprise Content Management (ECM) Team, has been transitioning the institutional financial transactional processes and records management to the OnBase Unity Client.

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).

Accessing OnBase

Using the Client

Troubleshooting

 

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