Essential resources and step-by-step guides to help Financial Administrators configure departmental pricing, manage project IDs, set cancellation policies, and streamline ledger reconciliation in REPORTER.
Designed for Financial Administrators familiar with REPORTER, this refresher course covers essential financial tools, setup workflows, and reporting features. Course Highlights: Financial Setup: Learn to configure your OUC’s Financials tab, including cancellation policies, refund policies, pricing, discounts, and payment instructions, which must be completed prior to activity creation. Orders & Financial Reports: Walk through order tracking (Orders, Refunds, Unpaid, Canceled) and learn to interpret key financial reports, including Revenue, Transaction Details, Billing, and Registration Financials. Requirements: Access Requirement: Gaining access as a Financial Administrator requires an approved System Access Request (SAR).
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