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Financial Training Department
University of Pennsylvania
Suite 409A Franklin Building
3451 Walnut Street
Philadelphia, PA. 19104

215.573.5603 (Phone)
215.898.9954 (Fax)
Email: training@pobox.upenn.edu

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Financial Training Department

[ Documentation ]

University of Pennsylvania Financial Policy Manual
University of Pennsylvania Human Resources Policy Manual
University of Pennsylvania Payroll Policies
Guide to Graduate Student and Post-Doctoral Appointments

Quickly go to Financial Training documentation by clicking on one the following:

BEN Financials Upgrade Transition Documents
BEN Balances - General Ledger
BEN Buys - Purchasing
BEN Pays - Accounts Payable
BEN Reports
BEN Deposits
Operating Gifts & Endowments
Payroll/Personnel

Chart of Accounts ( PPT ) Dec 8, 2003

Navigation User Guide ( DOC / PDF ) Jan 20, 2005
Navigation Quick Reference Guide (QRG) ( PDF )

General Ledger Inquiry User Guide ( DOC / PDF ) Jan 24, 2005
Rev/Exp Inquiry QRG ( DOC / PDF )
View Funds Available QRG ( DOC / PDF )

General Ledger Reporting User Guide ( DOC / PDF ) Dec 18, 2003
Journal Inquiry/Reporting QRG ( DOC / PDF )

Manual Journal Entry User Guide ( DOC / PDF ) Jan 25, 2005
Manual Journal Entry QRG ( DOC / PDF )

Budget Entry (Secured) User Guide ( DOC / PDF ) Jan 25, 2005
Budget Entry (Secured) QRG ( DOC / PDF )

Freeze Grant User Guide ( DOC / PDF ) Jan 25, 2005
Freeze Grant QRG ( DOC / PDF )


Navigation User Guide ( DOC / PDF ) Jan 20, 2005
Navigation Quick Reference Guide(QRG) ( PDF )

Requisitioner User Guide ( DOC / PDF ) Jul 31, 2005

Purchase Order Manager User Guide ( DOC / PDF ) Jan 25, 2005

Invoice Inquiry User Guide ( DOC / PDF ) Jan 25, 2005


BEN Pays User Guide ( DOC / PDF ) Jul 31, 2005
Quick Reference Guide - PO Working Folder ( DOC / PDF )
Quick Reference Guide - C-Form Working Folder ( DOC / PDF )


BEN Reports Presentation ( PPT ) March 31, 2002
BEN Reports Quick Reference Guide ( DOC / PDF ) Dec 8, 2004
BEN Reports Frequently Asked Questions ( DOC / PDF )

GRAM Frequently Asked Questions ( DOC / PDF )

GRAM Definition of Terms ( DOC / PDF )


BEN Deposits User Guide ( DOC / PDF ) Nov 7, 2002


Operating Gifts & Endowments

Gifts ( DOC / PDF ) Apr 14, 2004

Endowments ( DOC / PDF ) Dec 18, 2003

Reporting ( DOC / PDF ) Jan 5, 2004


Payroll/Personnel

Payroll/Personnel Manual (Coming Soon!)

Clinical Practices (CPUP) User Guide ( DOC / PDF ) Nov 26, 2003

WESD (Wed Enabled Salary Dist) User Guide ( DOC / PDF ) Oct 5, 2004

FTD Spotlights

Financial Training Registration Form
The Bottom Line Newsletter
Agenda for Excellence
Financial Policy Manual
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