Financial Approval Training

Financial Services is now happy to offer some courses available through Moodle that will assist you in role your as an approver in accordance to the Financial Approval Authority Policy

Although you have been approving documents without this training, these courses are designed to help approvers understand the new policy as well as use the system more efficiently and effectively (save you time)!  We have created these courses for approvers and they will give you some insight on what to look for when approving documents. Even if you are not an approver, you are still welcome to take any of the courses that you would find beneficial.  The “Accounting Basics” course is extremely helpful for anyone dealing University FOAPALs.

To access these courses in Moodle, please contact Patti Infanti or at 403-329-5182.

After you have completed the Moodle courses, you can review the material by clicking on the course link below and signing in with your University of Lethbridge credentials.  Again, we ask that you complete the Moodle courses first so that we can track the training attendance.

Accounting Basics

Catertrax

Contracts

Direct Pay Invoices and Miscellaneous Cheque Requisitions 

Journal Vouchers, Budget Transfers and Internal Requisitions

Materials Management Online Requisitions

Online Expense Claims

Payroll Authorization Forms

Procurement Card

Staples