Financial Transactions is a 2-part series. If you are unable to attend both sessions, please contact the WLD staff and they will be happy to assist you: firstname.lastname@example.org or call 413-545-1787.
This series provides core training on policies and procedures related to effectively completing campus financial transactions. Participants who attend both sessions will receive a certificate of completion.
Session 1(10/15): Procurement - Procurement department functions; including purchase order (PO) requirements, contracts and policies for purchasing, contract for services, requests for bids, ProCard/Travel Card, and Office-2-Office.
Session 2 (11/12): Disbursements & Receipts - Processing, accounts-payable, business-expense reimbursement, property and inventory purchases, cash handling and deposits, and internal control considerations.