Innoprise Financials Training Documentation

Submitting an Access Change Request

This document explains the process for submitting a Help Desk Ticket to have Innoprise Access changed, like new account numbers or the ability to add requisitions.

• Submitting a Ticket for Innoprise Access (PDF)

Pcard Entry

• Pcard Transaction Entry Instructions (PDF)

Budget Overview/Training/Due-Dates

These links provide information on the budget process:

• Calendar
• Quick Reference Guide
• Division Checklist Form
• Carryforward Request Form
• Accountant Assignments
• Budget Manual
• Budget Training Presentation
• PBB Priorities and Objectives

System Basics

These links provide information on basic functionality such as logging into the system, navigating the pages, setting up favorites, and finding information:

• General Information
• System Introduction Video

Chart of Accounts Information

These links provide information on the updated Chart of Accounts:

• Chart of Accounts Manual (PDF)
• Chart of Accounts - Fund/Division/Section/Program (PDF)
• Chart of Accounts - Objects (PDF)
• Chart of Accounts - Projects (PDF)

Purchasing Process Information

These links provide information on the purchasing processes used in the system:

• Requisition Entry (PDF)
• Requisition Line Item Entry (PDF)
• Receiving (PDF)
• Invoice Entry (PDF)
• Warehouse Requisition Cheat Sheet (PDF)

Approvals for Requisitions/Invoices

This document goes over the process of approving requisitions and invoices in the system:

• Requisition/Invoice Approvals (PDF)

Journal Entries Information

This link provides information on entering Journal Entries into the system:

• Journal Entries (PDF)

Finding Information in the System

These links provide information on how to sort, filter, and report on data in the system:

• Basic Reporting (PDF)
• Introduction to Reporting Video

System Interfaces

These links provide information about the relationship between the Financials System and other legacy systems:

• Interfaces Description (PDF)
• Interfaces Flowchart (PDF)