To request an in-person B2P training session, send an email to b2p@mit.edu with the following information:
• Your name and department
• Approximate number of attendees
• Preferred date and time of training session
• Building/room for training session (if available; VPF can also host in NE49)
• Areas of interest (e.g., requisitions, change orders, approvals)
• Any specific questions
Available through the Atlas Learning Center: http://web.mit.edu/training/course.html?course=ADM10050w&sys=PS1
This course covers the basic knowledge and skills needed for financial management at MIT.
This course provides an introduction to requesting reimbursement via MIT's eRFP system.
Completion time: approximately 30 minutes.
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.
This training course should take approximately 15 to 30 minutes to complete.
It is necessary to complete this training before receiving your MIT ProCard.
Recommended Prerequisites:
The following course is not required but is recommended to get the most out of this course:
- Allowable/Unallowable Costs at MIT (ADM13010c)
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.
Available through the Atlas Learning Center.
This course is intended for learners who accept payment cards at MIT, including business owners, their employees, as well as MIT staff.
After completing this course you should be able to:
Available through the Atlas Learning Center.
This course is intended for learners who conduct financial reviews at MIT. Reviewing the course should take approximately 30 to 45 minutes to complete.
One of the most important parts of your role is to know the elements of an expense or revenue transaction. Financial Review and Control – or FRC – helps you 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.
This course is available through the Learning Center on Atlas (atlas.mit.edu)
Reference Course: ADM10260w
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 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.
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.
This course is intended for learners who accept payment cards at MIT, including business owners, their employees, as well as MIT staff.
After completing this course you should be able to:
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).
Available through the Atlas Learning Center.
This online course is for MIT's web-only merchants who administer credit card transactions using the Cybersource EBC software application. A separate course is provided for MIT Clubs.
Topics covered in this class 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
Available through the Atlas Learning Center.
This demo is intended for learners who complete Journal Vouchers – or JVs – at MIT and who have a basic understanding of the SAPweb JV process. Reviewing this demo should take approximately 15 to 30 minutes to complete.
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.
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 (IC), when he/she must be hired as a temporary or permanent employee, and why.
This in-person workshop 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. The course is provided to help ensure that MIT's audited financial statements are in compliance with Generally Accepted Accounting Principles (GAAP), and that relevant budget variances are appropriately addressed.
SESSION FULL - Please click here to register for July 26 session.
VPF is hosting this information session to provide in-person guidance and answer any questions you may have about the Uniform Guidance Procurement Standards taking effect on July 1, 2018.
VPF is hosting this information session to provide in-person guidance and answer any questions you may have about the Uniform Guidance Procurement Standards taking effect on July 1, 2018.
This workshop serves as a resource guide for MIT administrators. The purpose of this course is to educate the MIT community on common payment types issued by VPF and related tax matters.
Introduction to Travel & Expense Reporting is intended to apply to all individuals who either travel on official Institute business, and prepare expense reports, or make travel arrangements. It includes information about MIT’s preferred travel agencies, airline, car rental companies, and hotels. In addition, an overview of the MIT’s Travel Policy, and a demonstration to the electronic travel booking and reporting system.
Objectives: Upon completion of the course, participants will:
This class provides an overview of MIT's purchasing process, focusing on the required documentation needed to procure goods or services. Souring & Contracts and Procurement will review the Standard Operating Procedures, highlighting the resources available to support your purchasing needs. This class is designed for new employees who make purchasing decisions, create requisitions, or require contract review and for experienced employees who are looking for a review of purchasing at MIT.
Instructors: