Fiscal Management Training Series – Purchasing Card

Fiscal Management Series

Human Resource Services coordinates a variety of training resources designed to increase your understanding of fiscal management at WSU.  Intended for employees currently performing fiscal duties, the courses feature many of the tools, programs, processes and applications commonly used at WSU.  

Click here for additional information and to enroll.

Purchasing Card – January 9, 2020, 1:30 PM – 4:00 PM, Location: TBD.  

Enroll here.

Reconcilers and PaymentNet4 Users (Fiscal Mgt Series); Required for staff members new to PCard reconciliation responsibilities and recommended for experienced PCard Reconcilers.  The course content includes:

– The role and responsibilities of the PCard Reconciler.

– Organizing and maintaining PCard documentation.

– An overview of budget coding elements used for transaction reconciliation.

– PaymentNet4 basics, such as: system set up, access, reconciling transactions, and reporting.

– PaymentNet4 deep dive into more advanced topics, such as: tax, coding splits, transaction queries, and restricted transaction reporting.
– Tips and tricks for: checking the balance on cards, looking up declines, identifying disputes, and submitting fraud cases.