Aurora Finance Course Outlines

Certificates of Session Achievement

Aurora Finance Sessions for supported systems are certified sessions. Certificates of session achievement will be provided to participants who complete the classroom sessions.

Course Name Certificate Level
Hands On Introduction to Aurora Finance  Novice
Fundamentals of FAST  Novice
Banner Navigation  Novice
Introduction to EPIC  Novice
Travel and Expense Management  Novice
Journal Entries and ID Charges  Intermediate
Budget Transfers  Intermediate

External Invoicing

 Intermediate

EPIC - After the Order  Intermediate
Advanced FAST  Expert
EPIC Contracts  Expert
ASK Aurora All Levels

Aurora Finance Courses

BANNER & FAST Reporting sessions

Hands On Introduction to Aurora Finance

Course Description
This 2 hour workshop provides the framework and central concepts of the Aurora Finance system. It is designed for anyone who will be using Aurora Finance in any way. Participants do not need an Aurora Finance ID in order to attend the session.

After the session, participants will be able to do the following:

  • Identify the finance terms of the University
  • Understand the elements of the financial system
  • Monitor the status of their funding

 Banner Navigation Fundamentals

Course Description
This 90 minute workshop will provide instruction and practice on navigating through the Banner system. This session is designed for anyone who enters financial information or needs to look up information in the Aurora Finance system.

Participants will be able to do the following:

  • Login to Banner
  • Navigate through menus
  • Utilize various Banner forms to find key financial information not provided in FAST

Journal Entries and Interdepartmental Charges
Prerequisite: Banner Navigation Fundamentals

Course Description
This 2 hour workshop will provide instruction and practice on the most commonly performed financial task, journal entries and ID Charges. In this session participants will learn:

  • Available pages to manage Journal Entries and ID Charges
  • Information required on each transaction
  • Appropriate rule codes and descriptions to use
  • How to search, view and print your transaction

Budget Transfers
Prerequisite: Hands On Introduction to Aurora Finance

Course Description
This 90 minute workshop will provide instruction and practice on creating budget adjustments in FAST. Budget adjustments are a procedure that is required to:

  • Move budget to cover expenditures
  • Increase/decrease budget based on additions/subtractions to sources of income

It is designed for those who need to process budget entries.
**This course is not offered through classroom training as this function is limited to Business/Finance Managers. Training can be arranged upon request by contacting Aurora Finance at 480-1001.

 

Fundamentals of FAST

Course Description
This 90 minute workshop will provide you with an introduction to FAST Reporting and the required terminology for financial management at the University of Manitoba. Participants will learn how to generate reports commonly used and monitor the status of their funding.

Upon completion, participants will be able to:

  • Log in and navigate FAST
  • Run common reports
  • Use basic report filter options
  • Export reports 

Advanced FAST

Course Description
This 2 hour workshop provides an opportunity for hands-on practice with the FAST reporting tool. It is designed for anyone who will be using Aurora Finance to monitor budgets and financial transactions.

Upon completion, participants will be able to:

  • Determine available budget on their FOPs
  • Determine which transactions have been charged against their FOPs
  • Use advanced queries in FAST (multiple FOPs, Account filters, customizing reports, type queries)
  • Use the FAST interface to navigate with various reports

External Invoicing
Prerequisite: Hands On Introduction to Aurora Finance

Course Description
This 3 hour workshop will provide lots of hands-on practice with billing external customers in the FAST Reporting Accounts Receivables module of Aurora Finance.

Upon completion, participants will be able to:

  • Bill external customers
  • Print/email invoices
  • Monitor the status of outstanding invoices
  • Look up a customer balance

EPIC Training Sessions

Introduction to EPIC
Prerequisite: A base knowledge and/or understanding of the University's financial processes is an asset.

Course Description
This 3 hour session is the introductory course for EPIC, the University's eProcurement tool, which provides hands on practice and the basic knowledge employees require to gain their initial access to this system.

In this session, participants will learn how to:

  • Navigate in EPIC
  • Set-up their profile and preferences
  • Process approvals
  • Create, track and manage various requests

Individuals who will be entering transactions in EPIC are recommended to attend additional courses to gain a full understanding of the system.

EPIC - After the Order
Prerequisite Course: Introduction to EPIC

Course Description
This 2 hour session provides hands-on practice working in EPIC and is designed for all level of clients. This session delves further into EPIC so that you can effectively manage your Purchase Orders. Those who have the responsibility of processing receiving, managing orders, handling invoice reconciliations and managing reports will benefit with this follow-up to the introductory course. Searches and report availability in EPIC will also be a focus.

EPIC Contracts
Prerequisite Course: Introduction to EPIC

Course Description
This 3 hour session provides hands on practise using the Contract request process in EPIC. An overview of the process will be provided and participants will learn when and how to set-up a Contract request. Individuals who commonly request assistance from Purchasing Services to obtain quotes from suppliers, manage Service Agreements, manage Secondments or manage negotiated agreements with fluctuating invoicing should participate in this session.

CONCUR Training Sessions

Travel and Expense Management

Course Description
This 3 hour class gets you started with the fundamentals of travelling and incurring travel expenses at the University of Manitoba. The session will help you with navigating the basics of the Concur system and to develop a working understanding of the Travel and Business Expense Claims Policy. This will be an interactive class where you will learn how to incur common expenses, update your profile in Concur, use reference numbers, book travel, create an expense report, manage a cash advance, and review and approve a claim.

Optional Sessions

ASK Aurora!

Course Description
Each month, the Aurora Finance Customer Service team arranges for open sessions at each campus to address your questions or specific training needs related to the financial systems and processes at the University. This is a great opportunity for you to sit with our team to gain a better understanding of any of our systems or get help working through specific transactions.