Training
Financial Operations and Treasury Related Training
Courses on NYUiLearn
Online and instructor led training is available through NYUiLearn, NYU's portal for employee learning and development.
To start using NYUiLearn, sign in to NYUHome at home.nyu.edu/work and look for the "NYUiLearn Login" button located on the Work tab. Once you have logged in, search for courses that you would like to enroll in. To learn more about iLearn, please visit the iLearn page which is managed by Human Resources.
HRS 100: PeopleSync Time and Absence for Employees
Open HRS 100: PeopleSync Time and Absence for Employees (NYUHome login required)
HRS 101: PeopleSync Time and Absence for Approvers
Open HRS 101: PeopleSync Time and Absence for Approvers (NYUHome login required)
FIN 001: The Fundamentals of Business Expenses
Open FIN 001: The Fundamentals of Business Expenses in iLearn (NYUHome login required)
This tutorial is an overview of New York University's standardized Travel and Expense Policy. It summarizes which types of expenses are permissible and non-permissible under University policy. For an in-depth look at the expenses for business travel, please refer to FIN 002: All About Business Travel.
Who should take this course: Anyone who would like a summary of the NYU standardized Travel and Expense Policy or users who would like guidance on when it is appropriate and permissible to request reimbursement or advance for business expenses.
FIN 002: All About Business Travel
Open FIN 002: All About Business Travel in iLearn (NYUHome login required)
This tutorial is an overview of New York University's standardized Travel and Expenses Policy as it pertains to business travel. It will summarize which types of expenses during business travel are permissible and non-permissible under University policy.
Who should take this course: Anyone who would like a summary of the NYU standardized Travel and Expenses Policy as it pertains to business travel or AP Workflow users who would like guidance on when it is appropriate and permissible to request reimbursement or advance for business expenses related to travel.
FIN 003: All About AP Workflow
Open FIN 003: All About AP Workflow in iLearn (NYUHome login required)
This online course gives users an introduction to AP Workflow: it will answer the question: "What is AP Workflow?"; it will illustrate the key features of AP Workflow; it will explain the roles and responsibilities of AP Workflow users; and it will guide you step-by-step through requesting a reimbursement or an advance, reconciling an advance, setting up out-of-office routing, and searching for a request. At the end of the course, you will find a frequently asked questions section that you can browse at your own pace, contact information, and resources.
It is recommended that users review courses FIN 001 and FIN 002 prior to taking this course.
Who should take this course: Anyone with AP Workflow access who would like to review the basic functionality of this application.
Course Duration: 45 minutes for all 7 modules.
FIN 106: Journal Entry Management System (JEMS) User's Guide
Open FIN 106: Journal Entry Management System (JEMS) in iLearn (NYUHome login required)
This tutorial provides a step-by-step users' guide for the Journal Entry Management System (JEMS). It covers the following topics: getting access and logging in to JEMS, preparing a journal entry, the approval process and submission to FAME, and searching for a journal entry.
Who should take this course: Anyone with financial functions who needs to use JEMS to make a journal entry.
Course Duration: 15 minutes.
FIN 108: Chart of Accounts (WSQ)
Open FIN 108: Chart of Accounts in iLearn (NYUHome login required)
This tutorial is a general overview of the New York University’s chart of accounts. It is designed to provide basic information on the University’s accounting structure to assist in the accurate recording of financial transactions in the University’s financial system.
Who should take this course: Anyone with financial functions who uses Brio to run the standard financial reports.
Course Duration: 7 minutes
FIN 111: The ABCs of Transfer Accounts
Open FIN 111: The ABCs of Transfer Accounts in iLearn (NYUHome login required)
This tutorial is designed to help you understand the appropriate use of transfer accounts; the basics of transfer accounting; and how to choose the correct transfer accounts. It will introduce you to the online transfer account tools.
It is strongly recommended that you take FIN 108: Chart of Accounts as a prerequisite to this course.
Course Duration: 5 minutes.
FIN 200: An Introduction to the Effort Reporting System (ERS)
Open FIN 200: An Introduction to the Effort Reporting Systems (ERS) in iLearn (NYUHome login required)
This tutorial is an introduction to time and effort reporting with the Maximus online Effort Reporting System (ERS). It will answer questions about the system's features including: online certification, home departments, Certifiers, user roles, line certification, 9 over 12 conversion, salary caps, K-awards, and cost transfers.
Who should take this course: Anyone who is required to report time and effort on sponsored programs using ERS who would like a brief overview of the reporting process and ERS's capabilities.
Course Duration: 15 minutes.
FIN 201: All About the NYU Effort Reporting System (ERS)
Open FIN 201: All About the NYU Effort Reporting Systems (ERS) in iLearn (NYUHome login required)
This tutorial is a step–by–step review of the effort certification process using NYU's Effort Reporting System (ERS). It will cover the following scenarios: changing certifier assignments, pre-review of the effort form, certification by Principal Investigator, certification by faculty, post-review, reporting, and view/read-only pre-review.
Who should take this course: Anyone who is required to report time and effort on sponsored programs using ERS who would like step-by-step instructions on using ERS.
Course Duration: 30 minutes.
FIN 202: Understanding Unrelated Business Income Tax (UBIT)
Open FIN 202: Understanding Unrelated Business Income Tax (UBIT) in iLearn (NYUHome login required)
This course focuses on Unrelated Business Income, or UBI, and why it is important that the University reports this income accurately. The activities that generate UBI, including a 3 part UBI test to help determine if any of your income-producing activities generate UBI; The types of activities that are exceptions to the UBI rules, with an example of each; And common University activities that require interpretation to determine whether or not they will generate UBI, including an example of each. After completing this course you can download a pdf reference guide that includes all the information in this tutorial, plus additional examples of common University activities that may generate Unrelated Business Income.
Who should take this course: University Fiscal Officers, their designees, and all employees who are responsible for their department’s financial activities
Course Duration: 14 minutes.
FIN 203: GLACIER Nonresident Alien Tax Administration
Open FIN 203: GLACIER Nonresident Alien Tax Administration in iLearn (NYUHome login required)
This course presents a description of why the University uses GLACIER to manage Nonresident Alien Tax Information, the Roles & Responsibilities required for University GLACIER Administrators and technical demonstrations of the steps required to use the GLACIER system.
Who should take this course: NYU Administrators who manage Nonresident Alien Tax Payments
Course Duration: 8 minutes.
FIN 204: Signature Authority Policy
Open FIN 204: Signature Authority Policy in iLearn (NYUHome login required)
This tutorial is an overview of the Signature Authority policy.
Who should take this course: Any member of the University Community who seeks to process a financial transaction.
Course Duration: 5 minutes.
FIN 205: Bank and Security Account Policy Overview
Open FIN 205: Bank and Security Account Policy Overview in iLearn (NYUHome login required)
This tutorial is an overview of the Bank and Securities Account Policy.
Who should take this course: Any member of the University Community who seeks to establish, maintain, or conduct transactions in or through NYU Accounts.
Course Duration: 3 minutes
FIN 210: Global Payment Card (GRAM) For Cardholders
Open FIN 210: Global Payment Card (GRAM) for Cardholders in iLearn (NYUHome login required)
This course is an overview of the Bank of America Global Reporting and Account Management (GRAM) system.The course will cover:
- How a cardholder reviews a transaction
Who should take this course: Anyone with an NYU Payment Card (Purchasing Card (P-Card), Corporate Travel Account (CTA) Card, Fleet Card, or Bookstore Card).
This course does not include information on NYU’s AMEX card.
Course Duration: 10 minutes
FIN 211: Global Payment Card (GRAM) For Approvers
Open FIN 211: Global Payment Card GRAM System Overview in iLearn (NYUHome login required)
This course is an overview of the Bank of America Global Reporting and Account Management (GRAM) system.The course will cover:
- How a card approver approves a transaction
Who should take this course: Any approver for any NYU Payment Card. This course does not include information on NYU’s AMEX card.
Course Duration: 6 minutes
PUR 007: i-Buy NYU Key Features and Functionality
Open PUR 007: i-Buy NYU Key Features and Functionality in iLearn (NYUHome login required)
This course provides a brief overview of the following key processes within i-Buy NYU:
- Customizing Profile and Setting Favorites
- Requesting a New Supplier
- Submitting Non-Catalog Order
- Creating Standing Orders
- Submitting Catalog/Punch-out Orders
- Receiving Goods and Services
- Approving a Requisition
- Returning/Rejecting Requisition
- Change Orders
- Searching Documents
Course Duration: 54 minutes.