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Morris Training Labs

Open Topic Lab

Please bring “real” work to get the most out of the assistance received in lab. Also, you will need to bring your M Key so that work can be saved under your ID. Participants will be assisted on a first-come, first-served basis.

Wednesday, August 12, 2:15-4:30

Location: 11 Imholte Hall

To register, contact Training Services at 612-626-1373 or trngsvcs@umn.edu.


Morris Courses

Courses are held in Morris on an as-needed basis. Below is a list of currently scheduled courses. To view a course description and prerequisites, click Course Details. You can also view financial management courses offered in the Twin Cities.

If you are interested in attending a specific course in Morris, please contact Training Services at 612-626-1373 or trngsvcs@umn.edu.

Chart of Accounts

Course Details

Tuesday, August 11, 8:30-4:00

Location: Cougar Room, Oyate Hall

To register, contact Training Services at 612-626-1373 or trngsvcs@umn.edu.

Reporting Overview

This is a brief overview of financial system reporting options. A preview of the reconciliation process for the new financial system will also be provided. The class will review:

  • Reporting Options
  • UM Reports
  • PeopleSoft Reports
  • Intro to nVision
  • Intro to PeopleSoft Query Tool
  • Reconciliation Grid and Procedures

Wednesday, August 12, 8:30-11:30

Location: 11 Imholte Hall

To register, contact Training Services at 612-626-1373 or trngsvcs@umn.edu.

Chart of Accounts Review

This is a review of materials covered in the Chart of Accounts class. It is a refresher for those who took the class prior to implementation of the new financial system. Now that the financial system has been in place for approximately one year, this is an opportunity to review Chart of Accounts materials in conjunction with the actual financial system application. The class will review:

  • Code of Conduct
  • Use of Funds
  • External Sales
  • Transfers
  • Review of Financial Information
  • Accountability

Wednesday, August 12, 12:00-2:00

Location: 11 Imholte Hall

To register, contact Training Services at 612-626-1373 or trngsvcs@umn.edu.

Training Services