These finance foundation lessons below will provide a guide how to make payments, receive reimbursements, categorize expenditures and how to navigate other business service processes.
Lesson 2: Accounting Basics at Macalester
Lesson 3: How to make a payment to a supplier, vendor or contractor on behalf of Macalester
Lesson 5: Macalester Purchasing Card (Pcard)
Lesson 6: Finance Reports via Argos
Click here for Lesson 1: Finance Basics
In this lesson you will learn:
- What is a FOAPAL?
- Tracking Expenditures and Revenue
- Finance Approvals
Click here for Lesson 2: Accounting Basics at Macalester
In this lesson you will learn:
The basic concepts of the transaction tracking at Macalester including the types of operating budgets and specified funds.
Click here for Lesson 3: How to make a payment to a supplier, vendor or contactor on behalf of Macalester
In this lesson you will learn:
- Which payment method to use to make a payment on behalf of Macalester to a supplier, vendor or contractor.
- What you need to gather to make a payment (purchases, invoice payments, service contracts).
- Tax reporting documentation that suppliers, vendors and contractors will need to provide.
Click here for Lesson 4: How to move money, submit a deposit, request cash, request a reimbursement and report taxable prizes.
In this lesson you will learn:
What process to follow to move money, submit a deposit, request cash, request a reimbursement and report taxable prizes.
Click here for Lesson 5: Macalester Purchasing Card (Pcard)
In this lesson you will learn:
- What you can purchase with a Macalester Pcard
- Monthly reconciliation of your Pcard charges
- How to check/increase your Pcard limits
- Pcard Fraud overview
- Pcard Troubleshooting
Click here for Lesson 6: Finance Reports via Argos
In this lesson you will learn:
How to view finance information using Finance Reports via Argos.
Click here for Lesson 7: Accepting Payments
In this lesson you will learn:
What tools are available to accept credit card payments at Macalester.