Phase One Training was conducted in June 2018. Phase Two training was offered Fall 2018. In September, Phase One Training curricula became available to Axiom users on the UBO website under the Axiom tab. Phase Three trainings will be offered in March 2019. Please reference the Axiom Budget Software menu item to the left for online Axiom trainings.
The InformSU Financial Training covers the three general ledger reports currently available in InformSU as well as the two Organizational Hierarchy reports. The 1 1/2 hour training provides information on the organizational hierarchy structure, the financial data currently available, the foundational fiscal policies that provide context for this data, and ways in which the financial reports can be used for effective and efficient budget management. Anyone responsible for fiscal management will benefit from this class.
February, March, and April trainings to be scheduled soon. If you need immediate assistance with the InformSU Financial Reports please reference this InformSU Financial Reports Quick Guide. You may also contact Kerry Keller-Ash at firstname.lastname@example.org or X2206 for a one-on-one training.
The UBO remains committed to providing support to campus fiscal stewards. Please contact us if you need assistance in this area.