Finance Training

Finance Training

This course is designed for individuals who use the PeopleSoft Financial and/or Cognos Reporting Systems. It is an instructor-led, hands-on training. If you would like to verify if this is a required training for your system access role, please review the Finance/Procurement Access Guide.

Finance & Report Training

This training will fulfill your requirements for:

  • Financial Inquiry - Course #A00101 (Hybrid)
  • Financial General Ledger - Course #A00102 (Hybrid)

In this training, you will learn about:

  • Fund Accounting, ChartFields, JE creation, Cash Receipts
  • The basics of Cognos Reports

This hands-on workshop will show you:

  • How to access the Cognos Reporting System
  • How to navigate from report to report and back again
  • How to read the various reports
  • How to identify the different transactions hitting your statement

The reports that will be reviewed are:

  • m-Fin SpeedType Summary
  • m-Fin Operating Summary
  • m-Fin Financial Detail
  • m-Fin Outstanding Encumbrance

Scheduled Training Sessions

When: Friday, May 30, 2025

Where: Hybrid via MS Teams

Class: El Pomar Center (EPC) 239

  • Inquiry: 9:00 a.m. - 12:00 p.m.
  • General Ledger: 1:00 p.m. - 3:30 p.m.

Training Enrollment

Enrollment for training sessions is hosted through the university's learning management system, SkillSoft Percipio.

  1. Login to the UCCS Portal.
  2. Select the CU Resources Home tab at the top of the page.
  3. Select the Training tile.
  4. Select the Skillsoft Percipio tile.
  5. Navigate to the Library.
  6. Select UCCS then Instructor-led Training (ILT).
  7. Select the UCCS: Finance channel tile.
  8. Select the course(s) you would like to enroll in.
  9. This training is composed of two courses: Finance Inquiry and Finance General Ledger.

 

Additional Guidance

  • If you are enrolling as a pre-requisite for requesting access to PeopleSoft Financial Systems, please ensure that you enroll in both courses.
  • If you are enrolling as a refresher course or general interest, please feel free to enroll in one or both of the courses.
  • Ensure you enroll in the courses hosted at the University of Colorado Colorado Springs.

Please enroll in sessions at least 24 hours prior to training date*

Contact

Email: AcctFinc@uccs.edu
Phone Number: (719) 255-5704