Financial Management and Financial Systems

For employees who need to understand their fiduciary responsibilities and gain a better understanding of the financial structure and systems of Harvard University. These courses cover general-knowledge topics like fund accounting, fraud awareness, and internal controls, as well as system-specific training on the tools used to process invoices and reimbursements, run financial reports, and set departmental budgets.

Financial Management

Advanced Harvard Accounting

In this interactive workshop, participants will learn about accounting that is unique to Harvard and nonprofit organizations, along with its application to their daily work. Exercises and case examples will present accounting principles and underscore the importance of promoting an accurate accounting environment consistent with the University's values and objectives. Requires participation in two half-day sessions. Note: This course is for individuals working in the tub finance offices, Financial Administration, and other areas of Central Administration.
Cost: $0

Basics of Accounting

This course reviews the basics of accounting, including accounting equations, debits and credits, accrual accounting, and fund accounting. Time will also be dedicated to Harvard-specific accounting for internal transfers and billings, and the specific types of funds that comprise Harvard's net assets.
Cost: $0

Chart of Accounts

This introductory class provides an understanding of Harvard's Chart of Accounts (CoA) structure and explains the information that is captured about each financial transaction. This class is recommended for all staff who are responsible for processing, tracking, or reviewing financial transactions and it is considered a foundational class for other financial management and financial systems courses.
Cost: $0

Ethics and Accountability

This workshop explores fiduciary responsibility and internal controls. Participants will gain a clear understanding of roles and responsibilities in protecting the University's resources while promoting an environment consistent with the University's values and objectives.
Cost: $0

Fraud and the Workplace

Using a combination of case studies, recent examples of fraud in higher education, and group discussion, this course seeks to raise awareness of the potential for fraud, to discuss the indicators of fraud, and to outline the steps to take if you suspect fraud.
Cost: $0

Financial Systems

HCOM Purchasing and Receiving

This course provides hands-on training on shopping for office and lab supplies in the HCOM Marketplace, creating purchase orders for contractors and consultants, paying invoices and honorariums, and processing reimbursements to students and non-employees. Participants must have login access to HCOM at least one week prior to attending this course and must have their HarvardKey and Duo access with them in order to participate in the class exercises. It is recommended that participants take the Chart of Accounts class and the online HCOM class prior to attending this course.
Cost: $0

HUBS Basic Planner

This course introduces participants to the Harvard University Budgeting System (HUBS), used by Harvard's financial planners to develop and maintain their forecast and operating budget each fiscal year. Topics include user roles; setting preferences; running and exporting reports; taking advantage of drill-down capabilities; entering budget data, comments, and supporting detail; running calculations (known as business rules); copying working budgets into drafts; and validating Chart of Accounts combinations before budget submission.
Cost: $0

HUBS SmartView Analytics

SmartView is a platform for creating ad hoc budget reports in an Excel environment. This course covers accessing a HUBS database from an Excel worksheet; selecting specific members (e.g., tub-org, object, fund, year, etc.); retrieving budget data; arranging members on the grid; drilling down into data; and applying Excel formatting and formulas.
Cost: $0

Introduction to the Ad Hoc Data Model

This course covers three key topics: an orientation to the Harvard Data Warehouse (HDW), the basic concepts of Harvard's data structure and data modeling, and exercises using Brio as a foundation of query development. Participants must have an active login to the Ad Hoc environment. Prework required.
Cost: $0

Oracle Business Intelligence Tools

This course is intended for people currently using CREW financial reports who will be migrated to the Oracle Business Intelligence (OBI) platform. Topics include an overview of OBI, executing a dashboard in OBI, and tips for interacting with data online, printing and exporting data. Participants must be designated by their Authorized Requestor as needing access to OBI before taking this course.
Cost: $0

Processing Reimbursements with Concur

This course provides an overview of the Concur system for employees who submit reimbursement requests and delegates who prepare requests for other employees. The course covers how to process an employee’s out-of-pocket business-related expenses as well as charges paid for with a Citi Corporate Card. Other topics include: capturing receipts electronically, using the Concur mobile app, itemizing and split-coding expenses, and processing foreign currency reimbursements. Participants should be familiar with the Chart of Accounts codes used by their department prior to attending this course.
Cost: $0

Using Accounts Receivable

For staff who use the Oracle Accounts Receivable application. Topics include customer set-up process; creating, copying and canceling invoices; using the iReceivables dashboard; balances and payment information; University policies governing receivables, collections, and bad debt; and understanding the reports available to Accounts Receivable users.
Cost: $0

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