Procurement Services Training Tools
Instructor Led Training
Shared Services occasionally offers instructional courses to the campus community. Click here to register for Instructor Led Training
New class offerings are available for July 2020 - Sept 2020
May and June 2020 class offerings will be conducted via Zoom. A link for each session will be sent to participants 60-90 minutes prior to the classes start time.
BuySite
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Recorded Training
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Training Guides
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Online Demonstrations
- Life Cycle of a Purchase Order (PO)
- Updating Accounting Codes
- Introduction to BuySite Invoices
- Creating an After-the-Fact PO
- How to Approve Invoices
- What’s Changing in BuySite – Approvers - February 2018
- What’s Changing in BuySite – Requesters - February 2018
- BuySite Training – for Approvers
- BuySite - Commercial Printing Quote Request
- BuySite - Agile One Standing Order Process
ePayment Request
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Recorded Training
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ePayment Quick Reference Guides
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ePayment Quick Reference Card
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Online Demonstrations
GEMS
The Classroom course is for staff and/or faculty that are soon will be using a GEMS Credit Card; accruing reimbursable out-of-pocket expenses; traveling on University business; approving expense reports and/or processing expense reports. Click here to enroll.
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Recorded Training
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Training Guides
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GEMS Basics
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GEMS Card
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GEMS Concur Travel
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GEMS Expense Reports
- Creating a Non-Travel Expense Report
- Creating a Report Header
- Adding a Business Meal Expense
- Adding a Photo Copy Service Expense
- Adding a Personal Mileage Expense
- Creating a Travel Expense Report
- Creating a Report Header
- Importing Credit Card Expenses
- Editing a Rental Car Expense
- Itemizing a Hotel Expense
- Editing an Airline Expense
- Attaching Receipts and Submitting the Report
- Allocating a Line Item Expense
- Allocating a Whole Report
- Assigning a Sub-Account Override
- Reporting Per Diem Expenses
- Reporting Hotel Deposits
- Converting Foreign Currency
- Delegating an Expense Report
- Acting as a Delegate
- Correcting and Resubmitting a Report
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GEMS Approver