Getting Started, Set-up and Defaults
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Logging In and Out of SMU Financials
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Web Tutorial |
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Creating, Deleting and Editing Favorites
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Web Tutorial |
PDF |
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Inactivating the Type Ahead Feature
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Web Tutorial |
PDF |
Searching for Vendors, Vouchers, and Payments
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Vendors
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Web Tutorial |
PDF |
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Vouchers
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Web Tutorial |
PDF |
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Payments
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Web Tutorial |
PDF |
Journals
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Preparing to use Journal Entries: Hiding Columns
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Web Tutorial |
PDF |
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Creating Journal Entries
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Web Tutorial |
PDF |
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Adding Attachments to Journal Entries
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Web Tutorial |
PDF |
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Resolving Invalid Chartfield Errors
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Web Tutorial |
PDF |
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Resolving Journal Edit Errors
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Web Tutorial |
PDF |
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Exporting Journal Entry Data to MS Excel
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Web Tutorial |
PDF |
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Searching for Existing Journal Entries
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Web Tutorial |
PDF |
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Viewing Attachments and Printing Journal Entries
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Web Tutorial |
PDF |
Additional Links: Accounting Concepts and Tips
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Financial Systems Support
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Chart of Accounts
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University-Wide Subclasses
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How do I join fsuser group to receive email notifications?
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What date is the cut-off for entering transactions for this month?
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Accounting Search Tools
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eProcurement
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Requisition Essentials
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Create a New Requisition
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Web Tutorial |
PDF |
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Create a Favorite for Frequently Purchased Items
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Web Tutorial |
PDF |
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Create a Requisition using a Favorite
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Web Tutorial |
PDF |
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Create a Web Requisition
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Web Tutorial |
PDF |
Chartfields and Split Item Costs
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Customizing Accounting Lines and Chartfields
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Web Tutorial |
PDF |
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Split Item Costs: Individual Line Item
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Web Tutorial |
PDF |
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Split Item Costs: Multiple Line Items
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Web Tutorial |
PDF |
Manage Requisitions
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Manage Requisitions
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Web Tutorial |
PDF |
Manage Shipping Information
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Change Shipping Address: Individual Line Item
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Web Tutorial |
PDF |
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Change Shipping Address: Multiple Line Item
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Web Tutorial |
PDF |
Price Justification and Comments
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Updating Comments on a Requisition
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Web Tutorial |
PDF |
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Attaching a file: Adding Price Justification
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Web Tutorial |
PDF |
Working with Vendors
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Searching for Vendors
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Web Tutorial |
PDF |
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Suggest a New Vendor
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Web Tutorial |
PDF |
Approving Requisitions
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First Approver
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Web Tutorial |
PDF |
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Second Approver: Approving and Denying Requisitions
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Web Tutorial |
PDF |
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Second Approver: Pushback Requisitions
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Web Tutorial |
PDF |
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Manage Requisitions
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Web Tutorial |
PDF |
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Managing Requisition Approvals
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Web Tutorial |
PDF |
Additional Resources
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Training Guides
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SMU Financials Manual 9.1
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PDF |
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SMU eProcurement Training Guide
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PDF |
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SMU eProcurement Approver's Only Training Guide
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PDF |
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