| Description | Last Updated |
|---|---|
| Banner 9 Training – Finance Querying for Accounts Payable The Banner 9 Finance Accounts Payable Query class instructs the user to use Banner Finance Accounts Payable Query forms to retrieve information related to payment processing and check schedules. (Instructor Led Training) |
12/17/2021 |
| HokieMart Receiver Training Provides training for an individual to learn the necessary steps to complete receiving in HokieMart after the goods or services have been received. It outlines the receiving process as well as the various types of receipts. |
12/17/2021 |
| Chrome River P-card Training Provides training for an individual to learn the necessary steps to complete receiving in HokieMart after the goods or services have been received. It outlines the receiving process as well as the various types of receipts. |
12/17/2021 |
| Chrome River Resources The link provides all training documents for Chrome River, along with contact information and frequently asked questions. |
12/17/2021 |
| Invoice Documentation Checklist Provides training to an individual to learn about the various types of invoices and the documentation needed in order to process payment (Online). |
02/17/2022 |
| Description | Last Updated |
|---|---|
| Banner Fixed Assets Training This class will provide review of the new Fixed Assets policies, how to update certain information for assets, run reports, and perform basic queries. |
12/16/2021 |
| Department Head Training This video provides training for new department heads and is a good reminder for all employees how to maintain your fixed assets. |
05/06/2021 |
| FFIMAST – Fixed Asset Master Query The Fixed Asset Master Query form is used to query asset records. |
10/15/2020 |
| FFIPROC – Fixed Asset Procurement Query The Fixed Asset Procurement Query Form provides information about purchase orders and invoices for fixed assets. |
10/15/2020 |
| FOIDOCH – Document History The Document History Form (FOIDOCH) provides information about purchase orders, invoices, and equipment. |
10/15/2020 |
| FZRFIMS – Missing Report The Missing Report is a listing of assets still needing to be scanned during a departmental inventory. |
10/15/2020 |
| FZRFORG – Org Report The Org Report is a listing of fixed assets for a department. |
10/15/2020 |
| FZRFSAR - Single Asset Report The Single Asset Report is used to query asset records for a single asset. |
10/15/2020 |
| Description | Last Updated |
|---|---|
| Activity Class/Activity Codes The activity class/code training discusses how activity codes are used, how to establish new classes and codes as well as how to maintain existing records. (Online Training) |
11/26/2018 |
| Department Reconciliations The Department Reconciliation training provides an overview of procedures to reconcile funds and the departments responsibility for reconciliation and documentation. (Online Training) |
07/08/2020 |
| FZAISRP An introduction to the Banner form used by Internal Vendors to recover Hokiemart POs. (Online Training) |
03/26/2019 |
| General Accounting Module 1: Banner FOAPAL elements This module discusses Banner Finance terminology and definitions and explores the Banner hierarchy. (Online Training) |
11/26/2018 |
| General Accounting Module 2: Banner Finance Forms This module looks at common forms in Banner Finance and performing queries within these forms. (Online Training) |
11/26/2018 |
| General Accounting Module 3: Understanding your Fund Balances and NSF Checking This module reviews the Banner hierarchies for fund and organization and discusses querying Banner Finance forms for fund balance information in relation to the non-sufficient funds checking process. (Online Training) |
08/01/2018 |
| General Accounting Module 4: Local and Agency Funds Management This module looks at local and agency funds and managment of cash balance funds. (Online Training) |
11/26/2018 |
| General Accounting Module 5: Sponsored Program Funds and Inception to Date Forms This module explores inception to date (ITD) funds and performing queries on inception to date forms. (Online Training) |
11/26/2018 |
| HokieMart Access Tutorial This training covers how to fill out the HokieMart access form, the roles & associated rules. HokieMart Access Forms |
08/03/2017 |
| Journal Entry Transfer Form Tutorial This presentation covers how to fill out the journal transfer form, the approvals needed, and the required documentation. The presentation also includes information on allowable and unallowable journal transfers. Journal Entry Transfer Form |
07/23/2019 |
| Departmental Encumbrance Training This training explains when creating a manual encumbrance in Banner may be useful, and walks through the process of doing so step by step using Banner form FGAENCB. |
03/04/2021 |
| MicroStrategy Finance Web Reporting This audio-visual tutorial provides an overview of MicroStrategy and how to use the new Finance “web reports”. It includes a detailed demonstration of various MicroStrategy reporting features including how to filter the report documents, print the documents, view the source data and export to Excel, use hyperlinks to view supporting information, save your results to your history list, and create subscriptions to run and distribute the reports automatically. |
02/22/2021 |
| MicroStrategy for Finance Analysts - Reporting Basics This presentation reviews how to navigate the MicroStrategy web interface and run shared reports, create reports using the Finance data warehouse, and intuitively interact with your results using standard online analytical features like pivoting and paging. Refer to our MicroStrategy Finance webpage for more information. |
05/18/2016 |
| MicroStrategy for Finance Analysts - Beyond the Basics: Part I This presentation includes instructions and exercises on how to filter data, define attribute elements, and create metrics on the fly; how to create your own metrics, filters, and prompts for use in multiple reports; how to format data based on different conditions; and how to run, edit and format predefined MicroStrategy reports in Excel. Supplemental exercises with how to instructions are available here. |
05/18/2016 |
| MicroStrategy for Finance Analysts - Beyond the Basics: Part II This presentation includes instructions and exercises on how to import data from external sources, create dashboards to view data using a variety of visualizations, create high quality, print ready documents that can display data from multiple reports at the same time, along with images, text, hyperlinks, headers, footers, etc., and to automatically execute reports and documents at scheduled times. |
05/18/2016 |
|
This course will provide information about Account Codes and their purpose at Virginia Tech. In this training, we will review information related to the chart of accounts and explore how to identify expense account codes to put expenditures on the correct approval path. |
10/05/2021 |
|
This on-demand course discusses the new in-house review and certification tool called the Finance Transaction Review, Analysis, and Certification system, or FINTRACS. The tool provides upper and central management the ability to monitor the review process. (Online Training) |
10/27/2022 |
FINTRACS Introductory Training-ZOOM Recording A recording from a previous Zoom training on FINTRACS can be viewed for a user's review. |
10/26/2022 |
| Description | Last Updated |
|---|---|
International Student Employee Training Training detailing what an international student employee is required to have and submit to be an eligible employee. (Online Training) |
1/17/2023 |
| Foreign National Non-Employee Payments The class will provide an introduction into visa eligibility for guest speakers, criteria for making honoraria payments, travel reimbursement, prizes/awards, tangible goods and intangible (royalty) goods. (Online Training) |
9/30/2022 |
| Training for FNIS Drop Box | 8/16/2022 |
| International Tax Module 1: Tax Return Filing Module 1 pdf: Do I Need a Tax Return? |
2/11/2022 |
| International Tax Module 2: Tax Status & Exemption |
2/19/2021 |
| International Tax Module 3: Three Kinds of U.S. Taxes & U.S. Tax Treaty Module 3 pdf: 2021 Tax Treaty Countries Module 3 pdf: Visa Types & FICA taxes |
2/11/2022 |
| International Tax Module 4: Tax Statements |
2/19/2021 |
| International Tax Module 5: Accessing Tax Forms |
2/11/2022 |
| International Tax Module 6: Federal Tax Return Module 6 pdf: Common 2021 Federal Tax Return Forms |
2/11/2022 |
| International Tax Module 7: Virginia State Tax Return Module 7 pdf: Common 2021 Virginia State Tax Return Forms |
2/11/2022 |
| International Tax Module 8: Reminders International Tax Module 8 pdf: Reminders |
2/11/2022 |
| International Tax Summary Guide International Tax Resources |
2/11/2022 |
| International Tax FAQ's | 2/19/2021 |
| 2019 Foreign National Tax Seminar Provides information about Foreign National Tax and how to get a tax return. NOTE: There was a problem with the recording and we are investigating what happened |
2/17/2020 |
| Labor Redistributions – Approver Role Provides an overview of the Banner Labor Redistribution system including how to approve labor redistributions with an approver role. (Online Training) |
8/6/2021 |
| Labor Redistributions - Initiator Role Provides an overview of the Banner Labor Redistribution system and how to create a labor redistribution for the initiator role. (Online Training) |
8/6/2021 |
| Employing Foreign Nationals at Virginia Tech This online video will provide a brief background of immigration regulations as a prelude to covering the types of international visas and who is eligible to be hired. (Online Training) |
8/04/2021 |
| Online I-9 System Outlines using the Online I-9 system to electronically complete the form I-9 to ensure employment eligibility. This system is only available to those with established access. (Online Training) |
Maintained by Human Resources |
| Payroll Tax Forms Tutorial Provides an overview to assist US tax residents with understanding how to correctly complete the W-4 (Employee's Withholding Allowance Certificate for Federal Taxes) and the VA-4 (Employees Virginia Income Tax Withholding Exemption Certificate) (Online Training) |
12/02/2019 |
| Understanding Taxes in the US Provides information for foreign nationals new to receiving income in the US and the taxes that are withheld. Reviews both Federal and Virginia State taxes and tax residency and provides information about Tax Statements, Federal and Virginia State tax returns and tax return filing deadlines. Reviews taxable scholarship, fellowship and travel grants. |
08/21/2017 |
| Description | Last Updated |
|---|---|
| Travel Policies & Procedures The Travel Procedures program acquaints the participants with university travel proceedures. (Instructor Led Training) |
12/9/2021 |
| Chrome River Training The Chrome River training acquaints the participants with the details of navigating within Chrome River, creating and submitting preapprovals and expense reports, travel advances, approval process, and analytics. (Instructor Led Training) |
12/9/2021 |