Training

Controller's Office Training and Resources

Click the tabs below to access training resources for each department.

Accounts Payable Training Materials

General Job Aids

Resource Name Description Link
BTAP01 - Introduction to Accounts Payable Presentation introducing the accounts payable process.

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Basic Entry of an ePRF Guide showing the basic entry of an ePRF.

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Expenditure Guidelines Offers guidance to determine if an expense would be considered allowable based on the funding source.

Link (Excel Version)

Link (PDF Version)
How to Find an Invoice in OMNI Using FSU Document Management Guide showing how to find invoices in OMNI using FSU Document Management.

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How to Check The Payment Status of an Invoice Guide showing how to check the payment status of an invoice in OMNI.

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Employee Cash Advance Job Aids

Resource Name Description Link
Employee Cash Advance Procedures A guide showing the employee cash advance procedures.

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Employee Cash Advance
- Open an ePRF		 A guide showing how to open an ePRF for a cash advance. Link
Employee Cash Advance
- Close an ePRF		 A guide showing how to close an ePRF for an employee cash advance. Link
Employee Cash Advance
- Partial Close an ePRF		 A guide showing how to partially close an ePRF cash advance. Link
Employee Cash Advance
- Reduce and Partially Close		 A guide showing how to reduce and partially close an ePRF cash advance. Link
Employee Cash Advance
- Replenish an ePRF		 A guide showing how to replenish an ePRF cash advance. Link

Auxiliary Services Training Materials

Resources for Buying Departments

Auxiliary Requisitions
Resource Name Description Link
Auxiliary Requisition Entry Guide The Auxiliary Requisition Entry Guide serves as a job aid for buying departments to enter auxiliary requisitions.

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Auxiliary Requisition Matrix

This matrix is used to look up services offered by selling auxiliaries across campus. It provides the required information to create an auxiliary requisition in OMNI Financials (FI), such as auxiliary vendor ID and auxiliary purchasing category code.

Refer to the Auxiliary Requisition Entry Guide for assistance on entering auxiliary requisitions. OMNI Financials queries FSU_AUX_VENDOR_INFO and FSU_AUX_PURCH_CATEGORIES can also be used to obtain the required information.

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BTUIB1 - Understanding Internal Billing
Resource Name Description Link
BTUIB1 - Understanding Internal Billing

This course targets users from buying departments who order goods or services from selling auxiliaries, or users who are new to OMNI Financials (FI).


Participants will gain an understanding of auxiliary billing processes for internal customers from the buying department's perspective. Topics covered range from understanding how to create auxiliary purchase orders to researching invoice and payment data via queries and reports. The course is primarily geared towards purchase order requestors, budget managers, and staff responsible for processing financial transactions.

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Resources for Selling Auxiliaries

Auxiliary Bill Cycle Resources
Resource Name Description Link
Auxiliary Bill Cycle Calendar Calendar showing billing cycle dates for the current fiscal year. Link
Auxiliary Bill Cycle Checklist Selling auxiliaries should familiarize themselves with the Auxiliary Bill Cycle Calendar dates and use this checklist to review their billing data before and after the processing of each auxiliary bill cycle. Link
Auxiliary Billing Cheat Sheet This billing cheat sheet offers resources for navigating manual billing, editing an auxiliary bill, and provides other helpful tips and tools for performing auxiliary billing functions in OMNI Financials (FI). Link
Understanding Auxiliary Accounting A guide providing information on auxiliary accounts receivable and collection, billing auxiliary customers, and how to better understand auxiliary purchase orders.   Link
Instructional Guides
Resource Name Description Link
Auxiliary Billing Terminology List of commonly used terms in auxiliary billing. Link
ABILL1 Upload and Interface Bills Guide outlining how to upload and process billing data using the FSU Custom Upload Template. Link
ABILL2 Creating a Manual Bill Guide outlining how to upload and process billing data using the Manual Billing Entry page in OMNI Financials (FI). Link
ABILL3 Adjusting Invoices (Crediting and Rebilling) Guide outlining how to correct a bill after it has been invoiced. Link
ABILL4 Generating Quotes Guide outlining how to generate quotes. Link
ABILL5 Process an Invoice Guide outlining how to run batch/automatic processes manually on an as-needed basis. Link
ABILL8 View and Edit a Bill Guide outlining how to view and edit a bill that has not been invoiced, and how to view a bill that has been invoiced. Link
ABILL10 Using Line and Header Note Functionality for Additional Detail Guide outlining how to use line and header note functionality for additional detail. Link
ABILL12 Attach Supporting Documentation to a Bill Guide outlining how to attach documents to a bill to provide supporting documentation. Link
ABILL13 Convert Bills to Ready Guide outlining how to convert the status of a bill as a batch. Link
ABILL14 Understanding the Billing Cycle Guide outlining the auxiliary billing cycle for the processing of internal bills. Link
ABILL16 Handling Pending Charges with No Available PO to Charge Guide outlining the steps that Selling Auxiliary departments should take when they have a pending charge for an internal customer, but they are unable to successfully bill because there is no Purchase Order/Purchase Order Line to charge. Link
ABILL17 Recurring and Installment Billing Guide outlining how to enter recurring and installment bills. Link
Mastering Auxiliary Billing
Resource Name Description Link
Mastering Auxiliary Billing Training Series

This e-course targets selling auxiliary users who oversee auxiliary billing at the university. Participants will gain an understanding of auxiliary billing processes from the perspective of the selling department. The series is divided into five modules, each focusing on a different aspect of auxiliary billing:

Module 1: Training Customers
Module 2: Auxiliary Customers
Module 3: Internal Auxiliary Purchase Orders
Module 4: Billing
Module 5: Accounts Receivable and Collections

Modules are designed to be practical and hands-on, with opportunities for participants to practice running queries in OMNI Financials (FI) and work through various training scenarios. This training is primarily intended for auxiliary billers, budget managers, and other staff responsible for processing auxiliary billing-related functions.

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Video Library

This video collection is designed to support staff who have already completed the Mastering Auxiliary Billing e-course or are familiar with the auxiliary billing process and need a quick refresher on specific topics. It offers tutorials on auxiliary customers, auxiliary purchase orders, billing, accounts receivable, and collections.

Note: This resource is intended to complement, not replace, the full e-course. Users who are new or unfamiliar with auxiliary billing are strongly encouraged to complete the Mastering Auxiliary Billing Training Series. If you have any questions or need assistance accessing the training, please reach out to Scot Hauser, Auxiliary Services Manager, at shauser@fsu.edu.

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Deposit Accounting Training Materials

Resource Name Description Link
Attachments and Receipts for Deposits

Use this tutorial for instructions on how to view or retrieve attachments and receipts for deposits processed in OMNI Financials (FI).

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Deposit Accounting (BTDA01) Training PowerPoint Presentation PowerPoint presentation for the Deposit Accounting (BTDA01) class. Link

General Ledger Training Materials

Course Materials for BTAC Classes

Resource Name Description Link
BTAC01 - Introduction to University Accounting Presentation

Introduces the OMNI system and covers topics such as ledgers, commitment control, chartfields, and the university's fiscal year.

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BTAC02 - Intermediate University Accounting Presentation

Provides a deep dive into the various general ledger accounts used to classify transactions as well as an overview of reporting tools.

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BTAC03 - Advanced University Accounting Presentation

Provides a deep dive into various issues commonly seen in accounting transactions and provides an overview of journal sources.

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BTAC04 - Departmental Ledger Review Presentation

Provides an overview of performing regular reviews of the general ledger.

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General

Resource Name Description Link
Accounting Basic Terms and Concepts A helpful guide that covers accounting basics.

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Interdepartmental Transaction Guide A guide that aids with interdepartmental transactions and related topics. Link

Payroll Training Materials

Employee Self-Service Resources

Resource Name Description Link
Adding Voluntary Deductions This tutorial outlines the basic steps to view and manage voluntary deductions information including how to change, add, and view a list of current voluntary deductions.

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Consenting to Electronic W-2 Offers instruction for employees to consent to receiving their W-2 electronically.

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Editing W-4 Tax Information

Demonstrates how employees may edit their own W-4 Tax information within OMNI.

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Enrolling in Direct Deposit

Informs employees how they may enroll in direct deposit.

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Viewing Electronic W-2

Informs employees how to view their own W-2 or W-2c forms electronically within OMNI.

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Viewing Paycheck

Informs employees how to view their own paychecks within OMNI.

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Department Representative Resources

Resource Name Description Link
Running the Cost Center Report A guide that instructs users how to run the Cost Center report within myFSU BI.

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Running the HR-GL Detail Report A helpful guide that covers how to run the HR-GL Detail Report within myFSU BI. Link
Submitting an Electronic Retroactive Distribution of Funding Form (eRDF) The Retroactive Distribution of Funding electronic form must be used to authorize the reclassification of the funding source(s) associated with an employee’s payroll charges.

How to Submit an eRDF

 

eRDF Guidance

 
Viewing Employee Paychecks as a Department Representative The purpose of this tutorial is to outline the process for department representatives to use when accessing employee paychecks. Link

Property and Inventory Training Materials

Resource Name Description Link
Property Inventory Scanning Guide Use this to learn how to properly scan items for inventory management. Link

Purchasing Card and Procurement Training Materials

Resource Name Description Link
Procurement Training Materials Link to FSU Procurement's Training Resources Page.

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Travel Training Materials

General

Resource Name Description Link
Travel and Expense Training Presentation Presentation for the Travel and Expense (BTTE03) training class.

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T-Card Manual Details the T-Card program including information on eligibility requirements, processing information, and a list of allowable and unallowable items that may be charged to the card.

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Updating Email Address Updating your preferred email at FSU will alter the primary email that Campus Services uses to contact you.

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Concur

Resource Name Description Link
Training for Concur Link to the primary Concur training resources page.

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Updated 6/29/2026