Calendar List

The following online courses provide detailed information on how to use the B2P system. Each course takes approximately 10–30 minutes to complete (specific times noted below). 

  • B2P: Basics
    Provides a general introduction to the MIT Buy-to-Pay (B2P) system for users new to B2P.
    Completion time: approximately 30 minutes

Complete B2P Basics before taking the following courses:

Buying and Paying

One of the most important parts of your role is to know the elements of an expense or revenue transaction. Financial Review and Control (FRC) helps you to understand this and the key elements of risk at MIT.

This online training will show the basics of FRC and how to recognize what constitutes effective review.

Completion Time: Approximately 30 to 45 minutes

Recommended Prerequisites

The following courses are not required but are recommended to get the most out of this course:

Property, Tax, and Accounting

Available through the Atlas Learning Center.

This course is intended for learners who verify Procurement Card transactions – also known as ProCard transactions – at MIT. This training course should take approximately 60 minutes to complete.

This course is designed for anyone who approves travel expense reports, to help ensure compliance with Institute and sponsor policies related to business travel on behalf of MIT.

Training provided by the Office of the Vice President for Finance

TOPICS

  • Roles and Responsibilities
  • Expense Report Workflow
  • Reviewing Expense Reports
  • Air Travel Policies
  • Approver Checklist
  • Resources

Completion Time: Approximately 25 minutes.

Available through the Atlas Learning Center.

This course provides an introduction to requesting payment via MIT's eRFP system. Payment requests are used for low-dollar supplier payments, honoraria, prizes/awards, visa fees, and human subject payments.

Completion time: approximately 30 minutes.

Buying and Paying

Available through the Atlas Learning Center.

When consumers use payment cards, they assume that the information they share is secure. Data security standards were developed to help merchants maintain safeguards critical to the protection of payment card data.

After completing this course you should be able to:

Payments to MIT

Available through the Atlas Learning Center.

This course provides an introduction to requesting reimbursement via MIT's eRFP system.

Completion time: approximately 30 minutes.

Buying and Paying

Available through the Atlas Learning Center.

Topics include:

  • Overview of credit card transaction processes
  • Navigating CyberSource EBC
  • Searching for and viewing transactions
  • Voiding transactions
  • Managing soft declines
  • Issuing credits (refunds)
  • Monthly activities and reports

Completion Time: 20 minutes

Payments to MIT

Available through the Atlas Learning Center.

One of the most common transactions completed at MIT is a Journal Voucher. Journal Vouchers exceeding 20 lines should be completed via the SAPgui upload function. This demo will show the basics of completing an upload accurately the first time.

Completion Time: approximately 15 to 30 minutes

Available through the Atlas Learning Center.

Are you looking to hire an individual to perform services at MIT? This course explains when a person can be hired as an independent contractor, when he/she must be hired as a temporary or permanent employee, and why.

 

Buying and Paying

This course covers the basic knowledge and skills needed for financial management at MIT.

Property, Tax, and Accounting

This course will walk you through the key activities that Departments, Laboratories, and Centers (DLCs) perform during the fiscal year-end close in preparation for publishing MIT's financial statements and the Treasurer's Report. It is provided to help ensure that MIT's audited financial statements are in compliance with Generally Accepted Accounting Principles (GAAP).

Property, Tax, and Accounting

This course is required for all individuals prior to receiving your MIT Travel Card.

It is designed for all travelers, and their delegates, to ensure compliance with Institute and federal policies related to business travel on behalf of MIT.

Training provided by the Office of the Vice President for Finance

TOPICS

Available through the Atlas Learning Center.

This course is intended for all learners who use the Procurement card – also known as the ProCard – at MIT.

Completion Time: Approximately 15 to 30 minutes.

It is necessary to complete this training before receiving your MIT ProCard.

 

Available through the Atlas Learning Center.

When consumers use payment cards, they assume that the information they share is secure. Data security standards were developed to help merchants maintain safeguards critical to the protection of payment card data.

After completing this course you should be able to:

Payments to MIT

Jun
10

Subject matter experts will be available to answer your questions about the fiscal year-end closing process. Attendees are encouraged to review the Fiscal Year-End Closing course in the Atlas Learning Center before attending the Q&A session.

Attendees will be given the Zoom login information prior to the event.

10:00 AM-11:00 AM
via Zoom
Property, Tax, and Accounting

Sep
21

This course is designed to provide the basic knowledge and skills needed to function effectively in a position with fiscal responsibilities. Using interactive group exercises and case studies, participants learn basic concepts of financial administration at MIT and practice using these concepts in realistic work situations.

This is a three-day course.

TOPICS

10:00 AM-11:30 AM
via Zoom

Sep
23

This course is designed to provide the basic knowledge and skills needed to function effectively in a position with fiscal responsibilities. Using interactive group exercises and case studies, participants learn basic concepts of financial administration at MIT and practice using these concepts in realistic work situations.

This is a three-day course.

10:00 AM-11:30 AM
via Zoom

Sep
25

This course is designed to provide the basic knowledge and skills needed to function effectively in a position with fiscal responsibilities. Using interactive group exercises and case studies, participants learn basic concepts of financial administration at MIT and practice using these concepts in realistic work situations.

This is a three-day course.

10:00 AM-11:30 AM
via Zoom

Oct
22

This session has been canceled in consideration of MIT's current guidelines on campus gatherings.

10:00 AM-12:00 PM
via Zoom

Nov
10

Designed for MIT administrators and fiscal officers, this informational workshop will address MIT’s status as a sales tax-exempt organization and how to use the necessary forms to claim the sales-tax exemption when making purchases for MIT in Massachusetts and the 29 other states where MIT has a sales tax exemption. The workshop also provides information for DLCs that collect sales tax for goods or services, with instructions for collecting and reporting on these taxes.

10:30 AM-12:00 PM
via Zoom