All Learning Resources | Finance Division Education and Communications

All Learning Resources | Finance Division Education and Communications
All Learning Resources
If you are looking for learning and training resources for financial processes and practices, you’ve come to the right place. The resources listed on this page are designed to support your role and help you, your department, college, division and the university maintain compliance with state and federal policies and laws.
New resources, including on-demand video tutorials, are added regularly. In the table below, you can sort the columns by topic, resource type or resource title. You can also enter select key words in the search box to filter down the results according to your need. Or use a combination of the filter by topic, type and keyword.
Our Resources
TOPIC
TYPE
TITLE
DESCRIPTION
Financials for HR
Web page
Financials for Human Resource Professionals
This program is designed to provide NC State Human Resources (HR) Professionals with educational tools and resources that explain financial concepts relevant to HR functions.
Financials for HR
Manual
Financials for HR Professionals Guide: Budget and Finance
This guide is intended to assist HR professionals in integrating financial acumen into their existing skill set, rather than transforming them into finance professionals. This resource focuses on the intersection of finance and HR, equipping HR professionals with the knowledge and tools to effectively navigate financial aspects. This will enhance decision-making and foster a culture of financial literacy within the HR profession.
Asset Management
Manual
Property Tracking and Disposition Manual
This guide outlines the processes and procedures for for tracking and disposing of all university owned property (capital, non-capital and unused consumables) and for reporting any proceeds that result from the disposition of such property.
Transaction Reconciliation and Tracking
Video
OMAR: How to Reconcile Transactions
This video will go over the process for how to reconcile transactions in the Financial System using the Online Monthly Activity Reconciliation tool.
Transaction Reconciliation and Tracking
Video
OMAR: How to Track Transactions
This video will go over the process for how to track transactions in the Financial System using the Online Monthly Activity Reconciliation tool.
Transaction Reconciliation and Tracking
Video
OMAR: How to Search Transactions
This video goes over the process for how to search transactions in the Financial System using the Online Monthly Activity Reconciliation tool.
Identity Theft
Training
Identity Theft Red Flags Training
The Red Flag and Identity Theft Prevention Program (Red Flag Program) is required by the Federal Trade Commission’s Red Flags Rule to detect the warning signs – or red flags – of identity theft in their day-to-day operations. Please contact university-controller@ncsu.edu to register for this training.
Taxes
Manual
Tax Reference Guide: Independent Contractor vs Employee
This guide covers the use of independent contractors to provide professional, technical, administrative or unique services generally performed by individuals and sole proprietors.
Tuition
Manual
Tuition Waiver Guide
This guide goes over the Tuition Waiver program's policies, regulations and processes.
Procurement
Manual
Guide for Trademark Use on University Promotional Items
All promotional products and apparel bearing the university’s marks must be produced by companies licensed by the university through the university’s third-party Trademark Licensing agency. This includes items purchased by departments whether they are for internal use, such as staff uniforms, or for use as external promotional items. This guide provides background information and instructions for the use of NC State marks on promotional items.
Accounting
Manual
Payables Guide
Payables refer to amounts the university owes to suppliers or creditors for goods and/or services that have been received but not yet paid for. The purpose of this guide is to provide guidance on accounts payable and disbursements. This guide will cover all disbursements made in the Financial System Account Payable module (FSAP), including the Voucher Center module.
Accounting
Manual
Mobile Communication Device (MCD) Allowance Processing Guide
Eligible employees may be provided an MCD allowance to subsidize the business use of their personal devices cell phones, in lieu of assigning a university-owned device. The purpose of this guide is to provide an overview of the MCD Allowance program at the university.
Accounting
Training
Accounting 101
This course is designed to provide participants with a comprehensive introduction to the fundamental principles and concepts that govern the world of accounting.
Accounting
Manual
Finance Basics Guide
This guide offers detailed accounting processes that are beneficial for those who are involved in accounting processes but have not received formal accounting training. Topics include: basic accounting principles, financial data reporting, small purchase vouchers,
chart of accounts and more.
Accounting
Manual
Internal Controls for Financial Data Guide
This guide provides an introduction to internal controls in the context of financial data. It explores the fundamental concepts and principles of internal controls and their importance for safeguarding assets, ensuring compliance and enhancing operational efficiency.
Accounting
Training
Internal Controls for Financial Data Training
This course will provide an introduction to internal controls in the context of financial data. It explores the fundamental concepts and principles of internal controls and their importance for safeguarding assets, ensuring compliance and enhancing operational efficiency. This course is one of three courses that are part of the Finance Professional 1 certification program. The other courses are: Accounting 101 and Journal Entry 101.
Asset Management
Manual
Asset Management Manual
This manual has been developed to help departments understand asset management roles and procedures.
Asset Management
Manual
Asset Inventory Manual
This manual is dedicated to providing the guidelines and instructions associated with conducting effective and accurate inventory of capital assets.
Asset Management
Training
Asset Management Training
Asset Management Training is one of the requirements for gaining AM (Asset Management) Coordinator role. The second required course is Surplus Property Training.
This course is also part of the Asset Management Professional certification program, which consists of:
Asset Management Training
Surplus Property Training
Asset Inventory Training (optional)
Asset Management
Training
Surplus Property Training
Surplus Property Training is one of the requirements for gaining AM (Asset Management) Coordinator role. The second required course to gain access to this role is Asset Management Training.
This course is also part of the Asset Management Professional certification program, which consists of:
Asset Management Training
Surplus Property Training
Asset Inventory Training (optional)
Asset Management
Training
Asset Inventory Training
Asset Inventory Training is an optional course that is designed to support AM Coordinators in the annual inventory approval process.

This course is also part of the Asset Management Professional certification program, which consists of:

Asset Management Training
Surplus Property Training
Asset Inventory Training (optional)
Asset Management
Certification Program
Asset Management Professional
The Asset Management Professional certification program is designed to support colleges and divisions in the proper management of university-owned assets and property. This program consists of:
Asset Management Training
Surplus Property Training
Asset Inventory Training
Card Services
Video
Card Services Playlist
This video playlist includes tutorials for how to navigate the PCard center, how to initiate a PCard request, how to upload matching receipts and more.
Card Services
Training
Fleet Card Training for Cardholders
This online course is part of the Fleet Card Training for Cardholders program. The course covers account management, card profiles, documentation requirements and a final assessment. Estimated completion time: 30 minutes.
Card Services
Training
PCard Training for Cardholders
This online course is part of the PCard Training for Cardholders required for first-time card applicants, reconcilers and statement approvers. The course covers an overview of the PCard Program, account management, card profiles, procurement guidelines, documentation requirements, compliance and resources. Estimated completion time: 1-2 hours.
Card Services
Training
PCard Training for Reconcilers
This online course is part of the PCard training for Reconcilers program. The course covers an introduction to reconciliation, transactions, statements and a final assessment. Estimated completion time: 1-2 hours.
Card Services
Manual
Fleet Card Manual for Cardholders
This manual has been developed to assist NC State cardholders, reconcilers and approvers with program details, including program benefits and eligibility, how to apply for a card, how to set up your account, roles and responsibilities, account management, card profiles, documentation requirements and deadlines.
Card Services
Manual
Fleet Card Manual for Reconcilers
This manual has been developed to assist NC State reconcilers with details about the NC State Fleet Card, account management, required training, reconciler tasks and resources.
Card Services
Manual
PCard Manual for Cardholders
This manual has been developed to assist NC State employees who are responsible for purchasing goods and services for their department. An overview of the PCard Program, account management, card profiles, procurement guidelines, documentation requirements, compliance, resources and tutorials are outlines in this manual.
Card Services
Manual
PCard Manual for Reconcilers
This manual has been developed to assist NC State PCard Reconcilers with details about the NC State PCard, transactions, statements, resources and tutorials.
Card Services
Manual
Virtual Payables Supplier Manual
This manual has been developed to assist NC State Suppliers in understanding the Virtual Payables Supplier program, which is the university’s preferred payment method for suppliers. Details about virtual payables, participation in virtual payables, payment process, payment schedule and program participation are outlined in this manual.
Card Services
Certification Program
Payments Professional
The Payments Professional certification program is part of NC State’s Business Officer Academy and is designed to support NC State’s staff in everyday payment processes. Successful completion of the following courses, in the order they are listed below, is required for becoming a Payments Professional:
PCard Training for Cardholders
PCard Training for Reconcilers
Fleet Card Training for Cardholders (optional)
Contract Review
Video
Contract Review Playlist
This video playlist includes tutorials for how to submit a contract, check the status of a contract, search previously signed contracts and submit a contract amendment.
Contract Review
Video
Gifts, Grants and Contracts
This video goes over accounting for three types of funds commonly received at the university and its affiliated foundations – gifts, grants, and contracts. It is important to distinguish between these types of funds, as they have different requirements for proposals, acceptance, approval, and accounting. In this video, you will learn high-level distinguishing factors between gifts, grants and contracts.
Contract Review
Training
Purchasing 102
This online course is part of the Certified Departmental Purchasing Representative (CDPR) program. The course covers spending guidelines, charting expense accounts, decision-making processes, writing specifications, RFQ/IFB/RFP processes, best practices and more. Estimated completion time: 1-1.5 hours.
Contract Review
Manual
Procurement Contract Manual
This manual has been developed to assist departments in understanding certain legal requirements and restrictions that affect their ability to accept certain contract terms. Contracts can take many forms; therefore, the review and execution of all university agreements must follow the appropriate university procedures outlined in this manual.
Gas Cylinders
Manual
Gas Cylinder Services Manual
This manual provides NC State faculty and staff with details and guidance on purchasing industrial, medical and specialty gas (lab gas) and dry ice.
Interdepartmental Transactions
Manual
Interdepartmental Transactions Manual
The guidelines and instructions in this manual have been developed to assist departments and colleges in identifying the types of interdepartmental transaction entries used in the Financial System; determining which IDT entry to use depending on the transaction; creating, submitting, searching and and approving IDTs.
Journal Entry
Manual
Manual Journal Entry Guide
The guidelines and instructions in this manual have been developed to assist departments and colleges with the creating journal entries.
Procurement
Video
MarketPlace Playlist
The MarketPlace Playlist includes tutorials for navigating to the My Profile page, how to set up the My Profile page, how to create a MarketPlace order, how to enter a receiver, how to cancel a receiving report, how to create a standing order and how to edit a MarketPlace requisition.
Procurement
Video
Procurement Services Playlist
The Procurement Services playlist includes tutorials for how to buy and receive, how to cancel a receiving report, how to create a non MarketPlace requisition and many other procurement topics.
Procurement
Training
MarketPlace Training
This online course is part of the MarketPlace Training required to become a Certified Departmental Purchasing Representative (CDPR). The course covers how to purchase goods and services via the MarketPlace. Estimated completion time: 2 hours.
Procurement
Training
Purchasing 101
This online course is part of the Certified Departmental Purchasing Representative (CDPR) program. The course covers identifying the services offered by NC State’s Procurement Services, demonstrating a clear understanding of NC State’s purchasing processes and procedures, interpreting and applying the guidelines stated in the Purchasing Decision Chart and following the current order of procurement methodologies set forth by NC State University. Estimated completion time: 1.5-2 hours.
Procurement
Training
Purchasing 102
This online course is part of the Certified Departmental Purchasing Representative (CDPR) program. The course covers state spending guidelines, selecting the correct expense account for each purchase, being able to use the procurement services flow charts to follow the appropriate process for purchasing goods and services when these are not available through the MarketPlace, writing specifications for services, equipment, and software for purchases of $5,000 and above, submitting appropriate documentation for Request for Quotes (RFQs), Invitation for Bids (IFBs), and Request for Proposals (RFPs), bid packages and making award recommendations, submitting complete and accurate procurement contracts for review, administering procurement contracts in a timely manner and following the recommended best practices for advanced procurement processes. Estimated completion time: 1-1.5 hours.
Procurement
Training
IT Procurement Training
IT Procurement Training is an online course that is required to become a Certified Departmental Purchasing Representative (CDPR). The other courses that are part of this certificate program are MarketPlace Training, Purchasing 101 and Purchasing 102.
Procurement
Manual
Solicitation Evaluation Guide
This guide was developed to assist evaluation committee members and evaluators in the competitive solicitation evaluation process.
Procurement
Manual
MarketPlace Manual
This manual has been developed to assist NC State departments in understanding the MarketPlace. It outlines details about MarketPlace access, shopping the MarketPlace page, placing an order, order approval workflow, order confirmation and tracking, receiving, returning and canceling an order, order history, MarketPlace resources, tutorials and best practices.
Procurement
Manual
Purchasing Manual: Introduction to Procurement
This manual has been developed to assist NC State's Division of Purchase and Contract with an overview of the the regulations and purchasing policies set forth by the state of North Carolina. It outlines an introduction to purchasing, purchasing processes, purchasing guidelines, commodity-specific purchasing, contract review services, best practices, purchasing resources and tutorials.
Procurement
Manual
Purchasing Manual: Advanced Procurement Practices
This manual has been developed to assist NC State employees in understanding spending guidelines, the chart of expense accounts, the decision-making process, writing specifications, the RFQ/IFB/RFP process, evaluating supplier bid requests, best practices, resources and tutorials.
Procurement
Manual
Request for Proposals (RFPs) Manual
This manual has been developed to assist NC State's Procurement Services department in undertstanding the RFP process. An overview of the Requests for Proposals (RFPs), an introduction to RFPs, developing a RFP, the RFP evaluation committee, the RFP evaluation process and the RFP project timeline are outlined in this manual.
Procurement
Manual
IT Procurement Guide
This guide was developed to help NC State remain compliant with state and federal laws, contractual agreements, and campus policies, regulations and rules; to standardize the resources already in place at the university, which reduces the cost of implementation and support; and to speed up the review and approval process, making the procurement of IT more efficient.
Procurement
Certification Program
Certified Departmental Purchasing Representative
The Certified Departmental Purchasing Representative (CDPR) program is part of NC State’s Business Officer Academy and is designed to support NC State’s staff in their everyday procurement processes. Successful completion of the following courses, in the order they are listed below, is required for becoming a CDPR:
MarketPlace Training
Purchasing 101
IT Procurement Training
Purchasing 102
Spending Guidelines
Manual
Spending Guidelines
This guide has been developed to help employees become knowledgeable of the rules, regulations and precedents that have been put in place to ensure that wise spending decisions are made at all times.
Supplier Information Management
Manual
Supplier Information Manual for Campus
This manual has been developed to assist departments in understanding the step-by-step instructions for how to research and initiate supplier invitations.
Transaction Reconciliation and Tracking
Manual
OMAR Reconciliation and Tracking Guide
This guide outlines the why and they how of transaction reconciliation and tracking.
Spending Guidelines
Manual
Conference and Meeting Expenses Guide
The Conference and Meeting Expenses Guide covers external conferences and employee training expenses, internal conferences and meeting expenses, virtual conferences and meeting expenses and forms and help documents.
Travel
Manual
The Travel Manual
This manual was developed to assist departments in understanding allowable expenses and reimbursements for travel while conducting official state business.
Asset Management
Video
Asset Inventory Playlist
This playlist includes tutorials for all processes related to asset inventory.
Asset Management
Video
Asset Management Playlist
This playlist includes tutorials for all processes related to asset management.
Asset Management
Video
Surplus Property Playlist
This playlist includes tutorials for processes related to submitting surplus requests.
Warehouse Services
Manual
Shipping and Receiving Manual
The manual has been developed to assist departments in understanding an overview of shipping and receiving. Shipping, receiving and redelivering goods are outlined in this manual.
Warehouse Services
Manual
Surplus Property Manual
This manual has been developed to assist departments in understanding the process for properly disposing of assets through the university Surplus Property Office.
Warehouse Services
Manual
University Storage Manual
This manual has been developed to assist departments in understanding an overview of the university storage. An introduction to storage, the storage request process, storage billing, preparing items for storage and best practices are outlined in this manual.
WolfCopy/WolfPrint Services
Video
WolfCopy/WolfPrint Services Playlist
The WolfCopy/WolfPrint Services playlist includes tutorials for how to print/copy from your enhanced multi-functional device.
WolfCopy/WolfPrint Services
Manual
WolfCopy Customer Manual
This manual was developed to assist departments in understanding the WolfCopy customer. WolfCopy provides Managed Print Services to NC State faculty, staff and students. An introduction to WolfCopy, rates and invoicing, repairs and service calls, device inventory and WolfCopy how-tos are outlined in this manual.
Year End Planning
Manual
Year End Planning Guide
The Office of Finance and Administration Principles of Work, Procurement Services and Card Services have teamed up to create this Year End Planning Guide, which is designed as an organizational tool that answers common questions about year end, why it is important, what needs to be done to prepare and what the year end deadlines are.
Supplier Information Management
Training
Supplier Information 101
Suppliers who wish to do business with NC State are required to register as a payee in PaymentWorks. This course was created to empower campus departments to support the vendors they engage with throughout the supplier onboarding process. The more campus initiators know about the supplier onboarding process and system, the quicker and smoother it will be for the vendor and the department.
Debt Management
Manual
Debt Management Guidelines
NC State uses a central loan program and issues bonds to fund authorized capital projects. This resource outlines the guidelines for this program.
Deposits
Manual
Departmental Deposits Guide
This guide goes over the policies, guidelines and processes for making departmental deposits.
Card Services
Manual
PCard Manual for Statement Approvers
This manual was designed for PCard Statement Approvers (PSAs), who are responsible for auditing PCard statements for compliance standards and ensuring purchases align with the department’s mission. PSAs are also responsible for ensuring statements are approved before the deadline to prevent late statements. The PCard Statement Approver role requires the Financial System “Approve PCard Statements” role, which is assigned via a System Access Request (SAR) submitted by the department's SAR Administrator. To access the PSA role, the employee will be required to complete PCard Training for Cardholders, PCard Training for Reconcilers and PCard Training for Statement Approvers.
Accounting
Training
Journal Entry 101
This course is designed for colleges and departments who create financial transactions in the Financial System, particularly those who create and approve journal entries. This course is one of three courses that are part of the Finance Professional 1 certification program. The other courses are: Accounting 101 and Internal Controls for Financial Data.
Tuition
Manual
Student Sponsorship: GA1 Form Guide
This guide has been developed to assist NC State departments that sponsor students in paying the associated student charges directly. Payments must be submitted correctly and accurately through the GA1 Form, which allows payments to the sponsored student to post directly into the Student Information System.
Accounting
Certification Program
Finance Professional 1
The Finance Professional 1 certification program is part of NC State’s Business Officer Academy. This program is designed to support colleges and divisions in the proper recording of financial transactions and management of university-owned assets and property. Successful completion of the following courses is required to earn the certification: Accounting 101, Internal Controls for Financial Data and Journal Entry 101.
Accounting
Manual
Accounts Receivable Manual
This resource provides guidance for non-student accounts and non-contracts and grants receivables. This comprehensive guide covers the invoicing, collection and reporting for accounts receivables within the PeopleSoft Financials Accounts Receivable module (PSAR), as well as billing outside of the module.
Tuition
Training
Tuition Waiver 101
Tuition Waiver 101 offers an overview of the Tuition Waiver Program, including policies and regulations, eligibility, and detailed instructions for how to submit tuition waivers.
Payroll
Manual
Payroll Guide for Foreign National Taxes
This document provides guidance for the setup and taxation of foreign nationals who are employees of the university.
Payroll
Manual
Payroll Guide for Employees
This comprehensive guide provides essential information to help NC State employees better understand payroll and employment taxes, direct deposit requirements and instructions, deductions and other related topics.
Procurement
Guide
Contract Administration Guide
This guide outlines key responsibilities for effective contract administration, ensuring successful contractor performance throughout the contract lifecycle.
Travel
Video
2026 Travel Manual Updates
We invite you to watch the Travel Manual Updates video, which goes over the latest updates that have taken place in the Travel Manual.
Payments
Certification Program
Payments Professional 2
This program is designed to support NC State’s staff in everyday payment processes. Successful completion of the following courses is required for becoming a Payments Professional: Supplier Information 101 and Payables Training.
Accounting
Training
Payables Training
“Payables” refers to amounts the university owes to suppliers or creditors for goods and services received but not yet paid for. In this course, participants will learn how to process accounts payable and disbursement transactions in the Financial System Account Payable (FSAP) module. This course was created for employees who enter or approve transactions in the FSAP module.
Payroll
Manual
Payroll Guide for Human Resource Representatives
This guide provides information on the relevant data, such as changes in salary, adjustments in employment status or new hire actions, that must be entered and approved by HR Representatives in a timely manner to meet payroll deadlines.
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