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. | Link |
| Basic Entry of an ePRF | Guide showing the basic entry of an ePRF. | Link |
| Expenditure Guidelines | Offers guidance to determine if an expense would be considered allowable based on the funding source. | |
| How to Find an Invoice in OMNI Using FSU Document Management | Guide showing how to find invoices in OMNI using FSU Document Management. | Link |
| How to Check The Payment Status of an Invoice | Guide showing how to check the payment status of an invoice in OMNI. | Link |
Employee Cash Advance Job Aids
| Resource Name | Description | Link |
|---|---|---|
| Employee Cash Advance Procedures | A guide showing the employee cash advance procedures. | Link |
| 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. | Link |
| 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. | Link |
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).
| Link |
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 |
| Manual Billing | Guide outlining how to upload and process billing data using the Manual Billing Entry page in OMNI Financials (FI). | Link |
| Upload and Interface Billing | Guide outlining how to upload and process billing data using the FSU Custom Billing Upload Template. | Link |
| Recurring and Installment Billing | Guide outlining how to enter recurring and installment bills. | Link |
| Quotes | Guide outlining how to generate quotes. | Link |
| Header and Line Notes | Guide outlining how to use line and header note functionality for additional detail. | Link |
| Products | Guide outlining how to establish products to assist with pre-populated data on manual bill entry. | Link |
| Attachments | Guide outlining how to attach documents to a bill to provide supporting documentation. | Link |
| View and/or Edit Bills | 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 |
| Crediting and Rebilling | Guide outlining how to correct a bill after it has been invoiced. | Link |
Mastering Auxiliary Billing
| Resource Name | Description | Link |
|---|---|---|
| Mastering Auxiliary Billing Training Series | This practical e-course covers university auxiliary billing from the selling department’s perspective, with modules on customers, internal auxiliary purchase orders, billing, and accounts receivable and collections. Participants may complete individual modules based on their role or training needs. | Link |
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). | Link |
| 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. | Link |
| 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. | Link |
| BTAC03 - Advanced University Accounting Presentation | Provides a deep dive into various issues commonly seen in accounting transactions and provides an overview of journal sources. | Link |
| BTAC04 - Departmental Ledger Review Presentation | Provides an overview of performing regular reviews of the general ledger. | Link |
General
| Resource Name | Description | Link |
|---|---|---|
| Accounting Basic Terms and Concepts | A helpful guide that covers accounting basics. | 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. | Link |
| Consenting to Electronic W-2 | Offers instruction for employees to consent to receiving their W-2 electronically. | Link |
| Editing W-4 Tax Information | Demonstrates how employees may edit their own W-4 Tax information within OMNI. | Link |
| Enrolling in or Editing Direct Deposit | Instructs employees on how to enroll in direct deposit or update their existing direct deposit information. | Link |
| Viewing Electronic W-2 | Informs employees how to view their own W-2 or W-2c forms electronically within OMNI. | Link |
| Viewing Paycheck | Informs employees how to view their own paychecks within OMNI. | Link |
Department Representative Resources
| Resource Name | Description | 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. |
|
| 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 |
| Submitting Payroll Cases in Salesforce | Initial Case Routing: Departmental HR Representatives must submit all support cases and inquiries through HR first. If necessary, HR will escalate and route the case directly to the Central Payroll team. If needed, this guide shows how to submit a Payroll case in Salesforce through the myFSU Service Center. | 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. | Link |
Travel Training Materials
General
| Resource Name | Description | Link |
|---|---|---|
| Travel and Expense Training Presentation | Presentation for the Travel and Expense (BTTE03) training class. | Link |
| 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. | Link |
Concur
| Resource Name | Description | Link |
|---|---|---|
| Concur User Guide | User manual on how to navigate and use Concur software. | Link |
| Concur Training Videos | Resource videos on how to perform different actions in Concur software (best viewed on Microsoft Edge or Mozilla Firefox browsers). | Link |
| Concur Quick Start Guide - How to Add or Remove a Delegate | Resource guide showing how to add or remove a delegate in Concur. | Link |
| Concur Quick Start Guide - Placing University Card Charges on an Expense Report | Resource guide showing how to place university card charges on an expense report in Concur. | Link |
Updated 10/1/2026
