We recommend you check out our self-paced learning package available on YU Learn. These resources will be updated periodically, so make sure to check back often.
| Training Type | Description | Target Audience | Training Site Link |
|---|---|---|---|
| eReports Training | Self-paced training available for everyone via YU Learn | Everyone | YU Learn Course |
| Training Portal for Finance Users | Self-paced training available for Finance via eReports | Finance Users | eReports Training Portal |
| Forecast and Budget Call Training | Requires use of eReports and PeopleSoft Training Environments | Finance Users | PeopleSoft Training Environment |
| eReports Training for Researchers | Custom training available to Researchers | Researchers | Contact: resacct@yorku.ca |
| Intro to Finance at York | Instructor-led virtual course that teaches employees how Finance supports the University's broader mission, what the established financial policies and procedures are and how to use the financial systems effectively. | Finance Users | YU Learn Course |
Videos
eReports New Features Highlights
We're excited to introduce the revamped eReports. Over the past few months, our team has been working tirelessly to enhance the features, user interface, and overall functionality of eReports.
Filtering Reports with the New eReports
Navigating your reports just became a whole lot easier! We are happy to introduce one of the most exciting new features of the eReports upgrade: Filtering.
Editing Columns & Applying Formatting with the New eReports
With the new eReport's interactive viewer, you can edit and format your report directly in the tool. This means you don't need to export your report to Excel to modify it anymore.
Adding Groups & Aggregating Data with the New eReports
Organizing your reports just became a whole lot easier! With the new eReport's interactive viewer, you can add groups and aggregate data directly in the tool.
Exporting Content & Data
Exporting your report content and data has never been easier! With the new eReport's you can now easily export your reports' content and data to other formats like Word, Excel, PDF and PowerPoint.
FAQs
What are the different funds?
- Special Purpose Projects (Fund 100)
- Operating Fund (Fund 200)
- Ancillary Fund (Fund 300)
- Internal Research (Fund 400)
- Sponsored Research (Fund 500)
- Trust and Endowments (Fund 600)
- Capital (Fund 700)
- Courtesy Accounts (Fund 900)