OCFO offers training to help you navigate the university’s financial systems and processes. Learn how to manage purchasing, payments, and related transactions to help you work efficiently and confidently.
GU Finance Professional Development Training
Finance Training
Videos, job aids, and reference guides covering financial processes such as expense reports, journal entries, ProCard allocation, payroll accounting adjustments, and more.
Procure-to-Pay
Procurement 101 Training
Stakeholders across all clusters/areas are invited to attend this training session to learn more about purchasing basics. You should attend this session if you have made or will need to make business purchases on behalf of Georgetown as part of your job responsibilities. The session will cover the procure-to-pay process, requisition and purchase order (PO) requirements, a roles and responsibilities matrix, and other helpful resource documents.
ProCard Training
Georgetown University employees with ongoing procurement or travel and entertainment responsibilities are eligible to apply for a ProCard, the university’s procurement credit card. Before applying, prospective cardholders must complete ProCard training. This training session covers relevant policies, account security, purchasing limits and cycles, and the importance of expensing ProCard transactions.
Travel Training
If you are interested in a Concur training session for travelers and travel coordinators, please contact travel@georgetown.edu.
Expense Report Training
The Payables Systems team offers monthly expense report training to help preparers submit complete and compliant reports. The training provides an overview of the expense report process, explains the reviewer workflow, covers relevant university policies, and shares tips and tricks to help you avoid delays caused by send-backs for non-compliance.
Revenue Generating Contracts Training
The Revenue Generating Contracts GMS Job Aid, an in-depth user guide, covers the process of generating contracts in GMS, amending them if necessary, and invoicing under those contracts.
Video training is available on the following topics, courtesy of the GMS Core Team:
For personalized training, please contact Sulah Kim at slk33@georgetown.edu to arrange for training on your preferred subject matter.
Revenue Accounting
When a customer invoice is generated, the approved invoice creates a debit to AR and a revenue credit. The revenue is booked to the worktags on the contract, specifically, the worktags associated with the contract line used when creating the invoice. The revenue can be viewed in GMS by running a budget-to-actuals report and reviewing the ‘Other Sources of Revenue’ for the dates the invoices were generated.