This training was designed for employees to walk away with an understanding of the difference between a fund and an index, what are duplicate and overlapping indexes, and the four key elements of budget oversight.
Qlik Sense & Finance 201
Looking for information about Banner Account Codes? Watch this video to learn more.
This video describes the difference between an index and a fund. It also showcases the Index FOAPAL sheet, a great resource in Qlik that provides the FOAPAL elements associated with an Index.
This video explores two types of unique indexes, duplicate indexes and overlapping indexes.
Four key principles are at the core of successful budget oversight. This video will cover the first key, Understanding. A great resource that was developed by Procurement is highlighted in this training, along with the Division Units Sheet and the Budget Detail App in Qlik.
Four key principles are at the core of successful budget oversight. This video covers the second key, Planning, the Budget Status by Account sheet, and the Transaction Action Detail sheet.
Four key principles are at the core of successful budget oversight. This video covers the third key, Managing. The Fund Balances by Organization sheet is a Qlik resource highlighted in this video.
Four key principles are at the core of successful budget oversight. This video covers the third key, Reviewing. The List of Encumbrance Sheet, Budget Detail by Account Sheet, and Transaction Detail Sheet are Qlik resources highlighted in this video.