Based on feedback we received from the community, TSS will be offering new training sessions which will occur on a regular basis and will cover various topics. Below please find a list of the courses we will be offering and please register for the session(s), which you find will be most relevant for you. We will be announcing additional training sessions on other topics as well, and this information will communicated through Access Tufts, Tufts Announcements, the TSS Website and other information channels once finalized.
In addition to introducing these new training sessions, we also want to inform all eReq users that the Medius notification emails, which have been sent from TSS@Tufts.edu, will be coming from noreply@tufts.edu starting June 1st. Because of this change, we will be asking you, the invoice approvers, to make comments/changes regarding invoices directly in Medius and not to reply to the emails. This change will enhance Tufts’ audit capabilities and TSS’s ability to act on your comments quickly. We also recommend the use of the @comments in the system, which initiate email notifications to specific users. For those of you unfamiliar with this process, we will review in both Medius Invoice Approval Training sessions below. To view the tip sheet sent out with all invoice approval requests, please click here.
Class: Medius Invoice Approval Training
Audience: New Users
Time: Every other Wednesday from 10:00 AM – 11:00 AM
Type: Zoom meeting
Brief Description of Training: This half hour class will review the Medius product, which is a software which scans invoices into the Electronic Invoice (EI) system, matches data to an existing Purchase Order, and processes the invoice directly into PeopleSoft with little or no manual intervention. The EI system provides an automated workflow process that is utilized to obtain invoice approvals where necessary. Users will receive an email containing a summary of their invoices imported from the previous day that require their approval. A weekly Tableau report called My Pending Approvals will highlight all pending approvals. Register here.
Class: Medius Invoice Approval Training - Advanced Controls
Audience: Experienced Users
Time: Last Thursday of the month from 10:00 AM – 11:00 AM
Type: Zoom meeting
Brief Description of Training: This half hour class will review the Medius advanced actions including: workflow, sending for review, emailing invoice images, gathering invoice images in bulk, match exception, using @ comments, and general best practices. Register here.
Class: PaymentWorks
Audience: New Users
Time: Second Thursday of the month from 10:00 AM – 11:00 AM
Type: Zoom meeting
Brief Description of Training: PaymentWorks is a platform used to streamline the process of creating suppliers/payees (vendors, students, or individuals) in order to get them paid through Accounts Payable. Through the PaymentWorks platform, the process of inviting a supplier to enroll is as simple as sending an email. This new automated process will provide complete transparency from invitation through supplier creation in PeopleSoft, saving time for all parties involved. This class typically lasts thirty minutes. Register here. See below for videos, self-help guides and tip sheets related to other various Finance Systems.
User Guide
Video Tutorials for e-Expense (Apptricity)
Trouble Using Apptricity Mobile Application in e-Expense, pg 47
PCard
Guide to PCard in PeopleSoft
Reconciling PCard Transactions in PeopleSoft
Activating a Corporate Card or PCard
Procurement Card (PCard) Uses and Restrictions
Information about the PCard
eReq
E-REQ user Guide
How do I create a requisition or EREQ?
Data Warehouse
Data Warehouse Financial Reports Tip Sheet
Data Warehouse Travel Expense Tip Sheet
Marketplace
Tufts Marketplace User Guide
Accounting Functions
Directions To Complete An Expense Transfer
How To Complete An IDR
|