Training Series and Resource Library
Training Calendar
Event Calendar
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Resource Library
Financial and Administrative Operations Training Series
Schedule and Course Descriptions
Training Course Materials
Brooklyn College Knowledge | Presentation (pdf) • Handout (pdf)
An introduction to Brooklyn College, including its historical and academic structure. Learn how to manage operational tasks such as how to submit facilities work requests, obtain copiers and computers, and gain access to college-specific systems such as the Brooklyn College WebCentral Portal and CUNYfirst. Ideal for new hires as well as staff members needing a refresher.
Budget Basics | Presentation (ppt) • Handout (pdf)
An overview of Tax-Levy budget units and accounts. Core concepts include budget and funding types, CUNYfirst chartfield strings, reading and understanding budget reports, and best practices and tips. Answers such questions as "What is a budget?", "How do I check my balance?", and "How can I request a budget transfer?"
Introduction to Purchasing | Presentation (ppt) • Handout (pdf)
A basic overview of the purchasing process. Core concepts include
funding types, access and permissions, the eProcurement Workflow,
eProcurement Notes, and best practices and tips. Answers such questions
as "What is a Fiscal Year?", "What is the difference between Tax-Levy
and Non-Tax Levy?", "What is a confirming order?", and "How do I get
access to the eProcurement module in CUNYfirst?"
CUNYfirst eProcurement Workshop | Presentation (ppt) • Handout (pdf)
A hands-on, comprehensive demonstration of the Tax and Non-Tax Levy purchase requisition, receipt, and payment process in CUNYfirst. Participants will learn core skills such as how to run budget queries, create purchase requisitions, track and manage requisitions using the eProcurement Notes tool, find purchase order numbers, and create receipts. Each participant will have the opportunity to create and submit an actual requisition and/or receipt during the workshop and are encouraged to bring along any supporting documentation (e.g., price quotes, honorarium payment request forms, packing slips, and invoices) that will need to be attached to their requisition or receipt. Access to CUNYfirst eProcurement is required.
Introduction to Travel and Expense | Presentation (ppt) • Handout (pdf)
A comprehensive introduction and explanation of the travel and expense process. Core concepts include the Travel and Expense Workflow, Travel Authorizations, Expense Reports, per diem and mileage rates, and meal allowance. Addresses such questions as "How do I make travel arrangements?", "What does travel status mean?", "How do I get reimbursed?", and "How do I get access to the Travel and Expense module in CUNYfirst?"
Travel and Expense Workshop | Presentation (ppt) • Handout (pdf)
A hands-on demonstration on travel authorizations and expense reports in CUNYfirst. Participants will learn core skills such as how to create travel authorizations and expense reports in CUNYfirst. Each participant will have the opportunity to create and submit a travel authorization and expense report during the workshop and is encouraged to bring along a completed Brooklyn College Authorization to Travel Form and documentation of the purpose of travel (e.g., conference agenda, flyer, brochure, program, invitation, or conference registration form) that will need to be attached to the travel authorization/expense report. A scanner will be provided.
Access to CUNYfirst Travel and Expense is required.
