Columbia Finance

Learn About the Closing Process

Learn about monthly processing and training material related to the fiscal closing process at Columbia University.

See the below links for training material related to the fiscal closing process.

Reporting Period Cut-Off Dates: Reporting Basics (webpage)

Reporting Period Cut-Off Dates: ChartField Definitions (job aid)

Reporting Period Cut-Off Dates: Monthly Processing and Closing Calendar in ARC (job aid)

Reporting Period Cut-Off Dates: FDS On-Demand Reporting (job aid)

Reporting Period Cut-Off Dates: Frequently Used Fiscal Year Financial Reports (job aid)

Reporting Period Cut-Off Dates: Frequently Used Project Lifecycle Financial Reports (job aid)

Reporting Period Cut-Off Dates: Reporting Overview (web-based)

Journal Entries and Internal Transfers: Journal Entry Types (job aid)

Journal Entries and Internal Transfers: Journal Entries – Internal Transfers (web-based)

Journal Entries and Internal Transfers: Copying or Deleting General Journals or Internal Transfers (job aid)

Journal Entries and Internal Transfers: Create or Approve an Internal Transfer Journal Entry (job aid)

Journal Entries and Internal Transfers: Internal Transfers Journal Lines Page (job aid)

Journal Entries and Internal Transfers: Using the Cash Entry Module (web-based)

Journal Entries and Internal Transfers: Using the Journal Import Tool (job aid)

Journal Entries and Internal Transfers: General Ledger Journal Source Descriptions (job aid)

Journal Entries and Internal Transfers: Petty Cash Transactions in ARC (job aid)

Journal Entries and Internal Transfers: Transfer Types (job aid)

Requisitions, Purchase Orders and Change Orders: Creating Requisitions and Managing Purchase Orders (web-based)

Requisitions, Purchase Orders and Change Orders: Purchasing Key Terms in ARC (job aid)

Requisitions, Purchase Orders and Change Orders: PO Rollover Affirmation Process (job aid)

Requisitions, Purchase Orders and Change Orders: Purchasing Reports Overview (job aid)

Requisitions, Purchase Orders and Change Orders: Finding the Purchase Order Number for a Requisition (job aid)

Requisitions, Purchase Orders and Change Orders: How to Review Budget Check Errors (job aid)

Requisitions, Purchase Orders and Change Orders: Creating Change Orders (job aid)

Requisitions, Purchase Orders and Change Orders: Change Orders (web-based)

Invoices, Check Requests, Wire Requests, Travel Advances, and Expense Reimbursements: Accounts Payable End-to-End Process Overview (job aid)

Invoices, Check Requests, Wire Requests, Travel Advances, and Expense Reimbursements: Voucher Processing (web-based)

Invoices, Check Requests, Wire Requests, Travel Advances, and Expense Reimbursements: Voucher Styles Definitions (job aid)

Invoices, Check Requests, Wire Requests, Travel Advances, and Expense Reimbursements: Creating a Journal Voucher (job aid)

Invoices, Check Requests, Wire Requests, Travel Advances, and Expense Reimbursements: Creating an Adjustment Voucher (job aid)

Invoices, Check Requests, Wire Requests, Travel Advances, and Expense Reimbursements: Manually Recording Payments in ARC (job aid)

Invoices, Check Requests, Wire Requests, Travel Advances, and Expense Reimbursements: Creating Vouchers for Cash and Travel Advances (job aid)

Invoices, Check Requests, Wire Requests, Travel Advances, and Expense Reimbursements: Travel and Business Expense Information

P-Card: P-Card Reconciliation Guidance (job aid)

P-Card: Reconciling P-Card Transactions (web-based)

Payroll Processing: PAC Training Resources (webpage)

Cash Receipt Processing: Record Cash and Check Deposits Using the Cash Entry Module (job aid)

Gifts and Endowment: Endowment Project ChartField Requests (job aid)

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