The Financial Services Unit provides valuable training workshops. These valuable trainings are for anyone completing fiscal-related processes for their department. These are an opportunity to ask questions and provide feedback in addition to the email communications that are sent out regularly. If you are unable to attend the trainings, the below presentations and video tutorials provide an insight on how to complete various processes and answer the most commonly asked questions. Trainings are provided by the Financial Services staff and take place throughout the year. If you have any questions, please contact us at FinancialServices@csuci.edu.
Upcoming Training
Coffee Hours
- (requires myCI login)
- (requires myCI login, then blue open button)
- (requires myCI login)
- (requires myCI login)
- (requires myCI login)
- (requires myCI login, then blue open button)
- (requires myCI login)
- (requires myCI login)
Finance 101
- (requires myCI login)
- Prework for General Accounting Related Matters: CSU Data Warehouse Training videos (myCI login required)
- (requires myCI login)
Training Guides
Accounting
- Accounting Strings (, 669KB)
- Finance Data Warehouse (, 440KB)
- Using the JET/RET Form (, 1.8MB)
Accounts Payable
- Accounts Payable Accruals (, 970KB)
- How to Access Scanned Backup (, 222KB)
- How to Check for the Supplier ID (, 386KB)
- How to Check Payment Status (, 379KB)
- Online Requisition Overview Presentation (, 426KB)
- ProCard Overview Presentation (, 113KB)
Hospitality
- (requires myCI login)
Procurement
- Ins and Outs of Purchasing IT Equipment and Software 2021 (, 894KB)
Travel
- Certify Booking (, 557KB)
- Certify - Travel and Expense Training Guide (, 3.9MB)
- Risk Management in Travel Presentation (, 1.9MB)
- Travel & Reimbursement Presentation (, 791KB)
Other Resources:
Questions Regarding Financial Services Training, send an email to FinancialServices@csuci.edu.