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

Fax: (215) 573-6602

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[ Documentation ]

To quickly go to the Financial Training Department documentation, click on one the following:

BEN Assets
BEN Balances - General Ledger
BEN Buys - Purchasing
BEN Pays - Accounts Payable Imaging
BEN Reports
BEN Deposits
Operating Gifts & Endowments
Payroll/Personnel
PennWorks
Purchasing Card / PaymentNet

Additional resource information:

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


BEN Assets User Guide (PDF) Oct 24, 2008

Mass Changes QRG (PDF) Oct 24, 2008


Chart of Accounts (PDF) Jan 27, 2009

Navigation User Guide (PDF) Oct 24, 2008
Navigation Quick Reference Guide(QRG) (PDF)

General Ledger Inquiry User Guide (PDF) Oct 24, 2008
Rev/Exp Inquiry QRG (PDF)
View Funds Available QRG (PDF)

General Ledger Reporting User Guide (PDF) Jan 27, 2009
Journal Inquiry/Reporting QRG (PDF)

Manual Journal Entry User Guide (PDF) Jan 28, 2009
Manual Journal Entry QRG (PDF)

Budget Entry (Secured) User Guide (PDF) Jan 27, 2009
Budget Entry (Secured) QRG (PDF)

Freeze Grant User Guide (PDF) Jan 27, 2009
Freeze Grant QRG (PDF)


Navigation User Guide (PDF) Oct 24, 2008
Navigation Quick Reference Guide(QRG) (PDF)

Requisitioner User Guide (PDF) Jul 10, 2009
Entering a Req for Equipment (QRG) (PDF) Oct 24, 2008

Enhanced Penn Marketplace Guide and Video Training Snippets
Product Searches
Using Quick Order
Browse by Supplier
Browse by Category
Supplier Showcase
Shopping from Punchouts
Entering Non-Catalog Items
Product Comparison
Favorites

Purchase Order Manager User Guide (PDF) Jun 17, 2009

Invoice Inquiry User Guide (PDF ) Jun 17, 2009


BEN Pays Invoice Imaging User Guide (PDF) Dec 23, 2008
BEN Pays Imaging QRG (PDF) Dec 23, 2008
BEN Pays Imaging Upgrade (PDF) Dec 1, 2008


BEN Reports Presentation (PDF) March 31, 2002
BEN Reports QRG (PDF) Dec 8, 2004
BEN Reports Frequently Asked Questions (PDF)

GRAM Frequently Asked Questions (PDF)
GRAM Definition of Terms (PDF)


BEN Deposits User Guide (PDF) Jan 8, 2009

Operating Gifts & Endowments

Gifts (PDF) Apr 14, 2004
Endowments (PDF) Dec 18, 2003
Reporting (PDF) Jan 5, 2004

HR/Payroll/PennWorks

HR/Payroll/PennWorks User Guide
Section 1 - Overview (PDF) Nov 2, 2009
Section 2 - PennWorks (PDF) Nov 2, 2009
Section 3 - Time Reporting (PDF) Apr 10, 2006
Section 4 - Salary Management (PDF) Apr 10, 2006
Clinical Practices (CPUP) User Guide (PDF) Nov 26, 2003

PennWorks

Transition Training
1 of 3 (PDF)(PPS) Oct 12, 2009
2 of 3 (PDF)(PPS) Oct 12, 2009
3 of 3 (PDF)(PPS) Oct 12, 2009

Faculty Compenstion
1 of 2 (PDF)(PPS) Oct 12, 2009
2 of 2 (PDF)(PPS) Oct 12, 2009

PennWorks Glossary (PDF) Oct 23, 2009
Setting Up and Maintaining Faculty Records (PDF) Oct 12, 2009

PennWorks - How To...
Logon and Navigate (PPS) Nov 2, 2009
Find a Person (PPS) Nov 2, 2009
Browse (PPS) Nov 2, 2009
Add a Person (PPS) Nov 2, 2009
Add a Role (PPS) Nov 2, 2009
Update Bio Info (PPS) Nov 2, 2009
Home ORG Transfer (PPS) Nov 2, 2009
Leave of Absence (PPS) Nov 2, 2009
Terminate (PPS) Nov 2, 2009
View Role Details (PPS) Nov 2, 2009
Promotion/Demotion (PPS) Nov 2, 2009
Reappointment (PPS) Nov 2, 2009
Reclassification (PPS) Nov 2, 2009
Role ORG Transfer (PPS) Nov 2, 2009
Role Update (PPS) Nov 2, 2009
Salary Increase/Decrease (PPS) Nov 2, 2009
Add/Update Distributions (PPS) Nov 2, 2009
Add/Update External Distributions (PPS) Nov 2, 2009
Rehire (PPS) Nov 2, 2009

Purchasing Card / PaymentNet

Policies and Procedures (PDF) Jun 7, 2007
PaymentNet Quick Reference Guide (PDF) Jun 13, 2007

Travel and Entertainment

Travel & Entertainment Policy Update Training (PDF) Jun 16, 2008
Signature Area View (BMP) Jun 16, 2008

 

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Have a question about a University financial policy or application?

Review the appropriate documentation on this page. If you still don't find an answer to your question, e-mail the Financial Training Department. They will either answer or direct you to the appropriate department.

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