Solar Financials Training Schedule

TRAINING DETAILS:

Online Requisitions

The Online Requisitions training will teach you how to create a basic requisition to submitÌýto Purchasing. The course includes an overview of the module and its role in the procurement process.

DATE TIME
08/25/2025
10:00 - 12:00
10/13/2025
10:00 - 12:00
12/08/2025
10:00 - 12:00

Ìý

Chargebacks

The Chargeback training will teach you how to create a basic service request to submitÌýto one of the various service providers on campus. The course includes an overview of workflow and approvals required to complete a chargeback request.

DATE TIME
08/27/2025
10:00 - 12:00
10/15/2025
10:00 - 12:00
12/10/2025
10:00 - 12:00

Ìý

eTravel

This class is designed to give an overview and hands-on training of a travel authorization, cash advance, and expense report. This course will teach you how to create, modify, withdraw and delete requests, including tips and tricks.

DATE TIME
08/26/2025
10:00 - 12:00
10/14/2025
10:00 - 12:00
12/09/2025
10:00 - 12:00

Ìý

Basic Financial Utilities and Tools

This class is designed to give an overview of the building blocks of the SOLAR Financials reconciliation tools. These tools include chartfields and their attributes (Chartfield Lookup), relationships of the chartfield values to each other (Trees), State Trust Application view, and Authorized Signature view. This class is recommended for those who intend to take the Advanced Tools session.

DATE TIME
09/16/2025
10:00Ìý- 11:00
11/18/2025
10:00 - 11:00

Ìý

Advanced Financial Utilities and Tools

This course starts where the Basic Tools course ends. In this class, the following reconciliation views and tools are discussed:

  • General Ledger
  • Requisitions / Purchase Orders
  • Chargebacks
  • eTravel reconciliation and document tracking
DATE TIME
09/17/2025
2:00 - 3:00
11/19/2025
2:00 - 3:00

Ìý

Manager's Workbench

In this class, you will learn how to make payroll funding assignments for the Labor Cost Distribution process including:Ìý

  • Managers Workbench View
  • Funding Source Definitions
  • Funding Level ChangesÌý
DATE TIME
09/10/2025
10:00 - 11:00
11/12/2025
10:00 - 11:00

Ìý

ENROLLMENT INFORMATION:

To enroll, send an email toÌýsolarfin@csun.eduÌýwith the subject line ofÌýTRAINING REQUEST.

Include the following information:

  • Employee’s Name
  • Class and Date Requested
  • Department Name and Department ID

Once received, a confirmation email will be sent with the Zoom information. For additional questions, contact Solar Financials at ext. 6685 or emailÌýsolarfin@csun.edu