office of financial services

Training

HKS-OFS Training

Introduction to HKS Financial Systems

CREW Reports & Journals

Faculty Accounts: What They Are and How to Use Them

Purchasing Card (P-Card) Training

See Training Schedule 2009 for a course overview and dates. Contact Marita Terefenko (5-2161) to RSVP and develop a training plan tailored to individual needs.

Travel & Reimbursement policy: OFS provides regular briefings school-wide and to departments and centers as requested. Contact Connie Mugnai, 6-6225.

HKS Budget System: Access and training, contact Nancy Guisinger, 5-1133.

All new financial transaction processors and financial managers should take financial systems courses developed and offered by Harvard's Center for Workplace Development - listed under Financial.

CWD courses recommended for all financial users
CWD offers the below courses monthly. They provide the necessary background for responsible financial transaction processing, including web voucher approvals. All new users must attend the OFS Introduction to HKS Financial Systems, initially after getting access to the systems, and the courses listed below in order to successfully process A/P transactions.

Understanding the Harvard Chart of Accounts

Introduction to Web Voucher

Ethics, Accountability and Internal Controls

CWD courses recommended for financial managers
In addition to the above courses, financial managers are required to take the below CWD courses. They are offered periodically and provide important information on accounting policies and procedures at Harvard, including compliance with the IRS accountable plan, sponsored research requirements, and restricted fund accounting rules.

Introduction to Harvard Accounting

Advanced Harvard Accounting

Introduction to the General Ledger

Sponsored Research Policy: Contact Lorraine Kiley (6-6599) for information on current opportunties for sponsored research financial training.

Harvard web based resources

Office of the Controller

ABLE

Travel and Reimbursement Office

Office of Sponsored Programs

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