[ Courses Offered ]

The Department of Financial Training provides members of the University community with programs focused on the University's financial processes, procedures and systems. These programs cover a wide range of topics which includes the University's Chart of Accounts, BEN Buys, BEN Balances, Purchasing Card and the Payroll/Personnel System.

Many of these programs have pre-requisites and require that all students print and bring each course user guide with them to class.. Please see the individual course description to see eachs specific requirements.

Click here for more information and/or to register for a Financial Training course(s).



Click here for a quick view of all:
Financial Training and Access Requirments

Financial Training Department

Business at Penn Curriculum

- Business at Penn (Part 1 of 2)
- Chart of Account: Segments (Part 2 of 2)

BEN Assets

- BEN Assets Knowledge Building (Part 1 of 2)
- BEN Assets Application Training (Part 2 of 2)

BEN Buys

- Requisition Only
- PO Manager
- Invoice Inquiry

BEN Balances

- Understanding Responsibility Management (RCM) at Penn
- GL Inquiry and Reporting
- Manual Journal Entry
- Journal Entry - G&C Cost Transfers Knowledge Building (Part 1 of 2)
- Journal Entry - G&C Cost Transfers Application Training (Part 2 of 2)
- Budget Journal Entry
- Freeze Grant
- BEN Reports

BEN Deposits

- BEN Deposits Knowledge Building (Part 1 of 2)
- BEN Deposits Application Training (Part 2 of 2)

Gifts and Endowments

- Operating Gifts & Endowments

Payroll

- Payroll Personnel (Includes PennWorks)
- Clinical Practices of the University (CPUP) Payroll
- Additional Pay for Submitters (2 Parts)
- Additional Pay for Approvers (3 Parts)


Space @ Penn

- Space @ Penn Knowledge Building (Part 1 of 2)
- Space @ Penn Application Training (Part 2 of 2)

Other

- Petty Cash
- Purchasing Card