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Finance and Procurement System
Online and in-person courses (required) for Finance System access (finance/procurement applications).
About the courses:
Each campus offers the instructor-led versions on a regular basis, and the online courses can be accessed at any time after you've enrolled in them. In addition to the Fiscal Code of Ethics course, which is required to be taken once by new or existing Finance, Human Resources, Procurement Card, and/or CIW (Central Information Warehouse) users (see next section), there are four sections in the financial suite of courses: Financial-Inquiry, Financial-General Ledger, Financial-Procurement, and Procurement - Purchasing and Contract Management.
- Financial-Inquiry covers our higher education funding structure (Chartfields), navigation in the Financial system, and report-generation / understanding. It is offered online and in instructor-led courses.
- Financial-General Ledger covers covers the creation and processing of journal entries (Actual, Budget, and Transfer) in the Finance System. It is offered online and in instructor-led courses.
- Financial-Procurement covers CU's purchasing and travel processes and resources. It is offered online and in instructor-led courses.
- Procurement - Purchasing and Contract Management covers in depth the policies and procedures related to University procurements. It also includes useful contact information, job aids, and resources to help with procurement-related questions. It is only offered online.
Financial-Inquiry:
- New Finance system users (online version is required; instructor-led version is optional but highly recommended) Check Training Requirements
- CU employees or affiliates who seek a greater understanding of CU's financial information (optional).
- New Finance system users with General Ledger roles (Both online and instructor-led versions are required) Check Training Requirements
- Existing Finance system users who want a refresher (optional), or who are adding any of the general ledger roles to existing access (required).
- New Finance system users with Procurement roles (Both online and instructor-led versions are required) Check Training Requirements
- Existing Finance system users who want a refresher (optional), or who are adding any of the procurement roles to existing access (required).
- New Finance system users with Procurement roles ( is required) Check Training Requirements
- Existing Finance system users who want a refresher (optional), or who are adding any of the procurement roles to existing access (required).
Accessing Online Training:
Instructor-led Training:
Go to your campus controller's website:
Additional Information:
New Finance System Users Information
