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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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Training documentation:
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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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