The Financial Services Unit provides valuable training workshops. These valuable trainings are for anyone completing fiscal-related processes for their department. These are an opportunity to ask questions and provide feedback in addition to the email communications that are sent out regularly. If you are unable to attend the trainings, the below presentations and video tutorials provide an insight on how to complete various processes and answer the most commonly asked questions. Trainings are provided by the Financial Services staff and take place throughout the year. If you have any questions, please contact us at FinancialServices@csuci.edu.
Upcoming Training
There are no upcoming trainings at this time. Thank you for joining us at the Fiscal Year-End Training. The team went over the campus' year-end process, important deadlines, and included an opprotunity to ask questions. Please see the presentaiton and materials below.
Fiscal Year-End Training
The deadline schedules ensure that º£½ÇÉçÇø Channel Islands will meet its reporting deadlines to the º£½ÇÉçÇø Chancellor’s Office and the State Controller’s Office. These dates reflect the most current and up to date information. If further assistance is needed, please refer to the contact list in the deadline schedule.
- Year-End Deadline Schedule
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Coffee Hours
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Finance 101
- (requires myCI login)
- Prework for General Accounting Related Matters: º£½ÇÉçÇø Data Warehouse Training videos (myCI login required)
- (requires myCI login)
Training Guides
Accounting
- Accounting Strings (, 669KB)
- Finance Data Warehouse (, 440KB)
- Using the JET/RET Form (, 1.8MB)
Accounts Payable
- Accounts Payable Accruals (, 970KB)
- How to Access Scanned Backup (, 222KB)
- How to Check for the Supplier ID (, 386KB)
- How to Check Payment Status (, 379KB)
- Online Requisition Overview Presentation (, 426KB)
- ProCard Overview Presentation (, 113KB)
Hospitality
- (requires myCI login)
Procurement
- Ins and Outs of Purchasing IT Equipment and Software 2021 (, 894KB)
Travel
- Certify Booking (, 557KB)
- Certify - Travel and Expense Training Guide (, 3.9MB)
- Risk Management in Travel Presentation (, 1.9MB)
- Travel & Reimbursement Presentation (, 791KB)
Other Resources:
Contact us with questions by sending an email to FinancialServices@csuci.edu.