GL Inquiry and Reporting
Who Should Register
This course is intended for administrative and support staff of the University who are responsible for the financial management of their area as well as those who need to gain an understanding of and access to the University’s inquiry and reporting system.
Prerequisite
- Business at Penn Curriculum (2 web-based courses)
- Using the Chart of Accounts within Responsibility Center Management (RCM)
- Students must bring the following course material(s) with them to class:
- Navigation User Guide (optional)
- General Ledger Inquiry User Guide (optional)
- General Ledger Reporting User Guide (optional)
- General Ledger Reporting QRG-All (Landscape)
Access Form Requirements
BEN Financials User Access Request Forms
Tip: Submit the BEN Financials User Access Request Form AFTER training is completed.
Course Description
This workshop teaches participants the basic inquiry and reporting processes required to analyze and manage financial accounting activity at Penn. Users will learn:
- The University’s business processes and financial policies
- Financial functions, such as determining funds available, and the various ways to perform an inquiry on account balances and individual transactions
- How to run standard BEN Balances reports
Course Length
Eight hours over two half days
Delivery Method
Instructor Led
Completion Requirements
- Prerequisite
- Class attendance
- Review of class activities and workshops by the Trainer
- Completion of appropriate logon access form
No Show Fee
$300.00