Financial Management Training

Departmental training is under way, and many of you have already attended. Keep practicing and helping your co-workers get comfortable on the new system!

Departmental trainers are responsible to come back to their departments and train front-line staff, departmental approvers, and anyone else who has to know how to navigate eWake to do their department’s business. You should get to know your departmental trainer, because he or she will be your first line of support when we go live. Find out more about how to get help after launch here.

Please take time to review these training materials:

• password management
• Advantage Financials Access Request Form
• Converting Excel Text to Numbers
• Making Payments at Year End
• Encumbrance Report Instructions – Revised
• Year end CR posting
• eWake 100 Basic Navigation
  Pgs. 35-37 removed. Personalize Home Page functionality removed.
  
  
• eWake 100 Basic Navigation Page Codes
• eWake 101 Chart of Accounts
• eWake 200 infoAdvantage Basic Navigation
• eWake 201 Departmental Budget Management
  *Pages 12 and 15 updated to include - NOTE: These fields will NOT auto populate...
  
  
• eWake 201.1 Departmental Budget Inquiries
• eWake 203: Disbursement – Procurement Payments
• eWake 204: Disbursement – All Other Payments
• eWake 206 Procurement Card Administration
• eWake 208 Grant Accounting
• eWake 209 – Procurement of Goods
  • eWake 300 Purchase Order Receiving Processing
• eWake 212 RQCT Training
  • eWake RQCT Supplement
• eWake 215 Automated Document Submission
• eWake 216 Cash Receipts
• eWake 217 Document Approval and Workflow
• eWake 218 Miscellaneous Document Processing
  *Page 37 changes made to the process for GMR documents to include some required information in the Invoice # field.
  *Page 3 modified to include clarification for instructions concerning GMR document workflow.
  *Added 8 & 9 to Summary Steps on page 5
  *Added screen shot for 8 & 9 on page 7
  
  
• eWake 219 Requisition Processing – Blanket Purchase Order
• eWake 220 Payment Processing – Blanket Purchase Order