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 (PDF)
• Base Budget Targets (PDF)
• Quick Reference Guide (PDF)
• Division Checklist Form (PDF)
• IFR Request Form (PDF)
• Carryforward Request Form (PDF)
• Accountant Assignments (PDF)
• Budget Manual (PDF)
• Budget Training Presentation (PDF)
• Climate Action and Increased Funding Requests (PDF)

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)