Most CATS sessions' presentations are contained in this archive. The presentations are organized by month/date/year and usually uploaded the same day after each presentation or when available.
Can't find the information you need? Contact Us and let us know about any questions, suggestions, comments, and/or frustrations you may have about any financial activity/procedure.
[Note: If the accordions won't open/expand, refresh your browser by pressing CNTRL + R, or try CTRL + Shift + Del (Command + Shift + Del for MacOS) go through the options and make sure the option to clear 'Cached images and files' is selected. Once the cache has been cleared, try ending the web browser's process using Task Manager (or quitting the program on Mac). Revisit the link to test the accordions.]
CATS ChannelMay 17, 2022
- IU Supplier Diversity Initiatives and How You Can Help ~ Tally Thrasher and Richard Wise, Purchasing
- Travel Pre-Approval Changes ~ Juliet Roberts, VPCFO Training and Communications and Priscilla Laird, Travel Management
- Purchasing and AP Year-End Reminders ~ Sarah Chavez and Holly Hooper, VPCFO Training and Communications
- Updates from IU Foundation ~ Sheila Decker, IUF
- View IUF News, Notes and Anecdotes newsletter
- Subscribe to the IUF newsletter
- Renting a Car at IU ~ Juliet Roberts, VPCFO Training and Communications
and Patty Cole, Travel Management - Supplier Onboarding Consultants and Process / New Feature in Buy.IU ~ Sarah Chavez, VPCFO Training and Communications and Amanda Coats, Purchasing
- Foreign Currency Payment Changes ~ Sarah Chavez and Holly Hooper, Employee Services, Training and Communication
- EConfirm Updates ~ Tim Burris and Rayna Amerine, Office of Research Administration
- Ground Transportation Updates/Reminders ~ Juliet Roberts and Patricia Laird, Employee Services, Training and Communication
November 9, 2021
CATS Channel
CATS Channel
CATS Channel
CATS Channel
CATS Channel
CATS Channel
CATS Channel- IU Tuition (Dependent Fee Courtesy) ~ Alicia Robertson, University Budget Office
- IUF Upcoming Deadlines/Updates and Sample Documents Required for eDocs (purchase of flowers information included) ~ Wendy Dion, Indiana University Foundation
- Purchase of Flowers - Immediate family pertains for funerals and bereavement floral arrangements (the list below is specific to policy HR-05-110):
- a. Spouse
- b. Child
- c. Grandchild
- d. Parent (or an individual who stood in 'loco parentis' to an employee when the employee was under the age of 18)
- e. Sibling
- f. Grandparent
- g. In-law relative of the same degree
- h. Step relative of the same degree
- i. Other relative of whom the employee is the sole survivor
- VPCFO Office Move and Holiday Hours ~ Sarah Chavez, VPCFO Training and Communications
- Travel Updates ~ Juliet Roberts, VPCFO Training and Communications
- BUY.IU System Update ~ Sarah Chavez, VPCFO Training and Communications
CATS Channel- BUY.IU Interface Update/Schedule & UCO Fall Webinars ~ Holly Hooper, VPCFO Training & Communications
- Highlights and links shared
- On November 15 the new BUY.IU interface goes live! View Buy.IU Interface Update page
- VPCFO Training Calendar
- Purchasing - documentation and video on how to use Buy.IU
- Highlights and links shared
- Non-Routed Administrative Request Form ~ Katie Gray, Office of Research Administration
- Links shared:
- Routing of Sponsored Programs Documents at Indiana University
- Non-Routed Administrative Request in KC Guide
- Links shared:
- ORA Budget Templates ~ Sara Rotz, Office of Research Administration
- Highlights and links shared
- How to find Budget Templates:
- go to Proposal Tools and Resources, scroll down to "sample letters, budget templates, and forms" and choose "sample budgets".
- Required Training
- How to find Budget Templates:
- Highlights and links shared
CATS Channel- State of Sustainability at IU: How we each play a role ~ Makayla Bonney, Sustain IU (no slides)
- Capital Asset Inventory Requirements ~ Joy Maddox / Capital Asset Management
- Pcard 101 - Restrictions and Fraud ~ Brittany Veal, Purchasing
CATS Channel- Year-End Reminders ~ Andrea Seifert, University Accounting & Reporting Services (no slides)
- Summer Travel Guidance Update ~ Juliet Roberts, VPCFO Training & Communications and Patty Cole, Travel Management Services
- AP Invoice Review ~ Marika Voukidis, Accounts Payable
- Gifts to Employees ~ Holly Hooper, VPCFO Training & Communications, Susan Norrell, University Tax Services, and Kathi Sipes, Purchasing
- Supplier Edit Request Forms ~ Sarah Chavez, VPCFO Training & Communications and Amanda Coats, Supplier Data Management
CATS Channel- HR eDoc changes, new salary plans, job families, job functions ~ Laura Kress, Corina Greiner, Deborah McCullough, University Human Resources
- Office of Business Partnership update/webinar ~ Valerie Gill, Office of Business Partnerships
- Links provided by presenter:
- Business Partnerships website
- IU Faculty and Staff - links to toolkits for developing Corporate Philanthropy, Corporate Research, and Corporate Sponsorships
- The News & Events section of What We Do - features events and webinars hosted by OBP
- We welcome your assistance to publicize these two events:
- The IU OBP Coffee Hour: Introducing Business Partnerships - Friday, March 12 from 10-11am
- What Can Microsoft's Cloud Platform do for me? - Azure for IU Researchers - Thursday, March 25 from 12-1:30pm
- Links provided by presenter:
- Purchasing Support Form Update ~ Sarah Chavez, ESTC & Tally Thrasher, Purchasing
- Supplier Q&A ~ Sarah Chaves & Holly Hooper, ESTC & Amanda Coats, Purchasing
CATS Channel - Effort Management Reports, Tools and Training Dates/Times ~ Rayna Amerine and Tim Burris, ORA
- IUF Scholarship and Award Reimbursements ~ Wendy Dion, IU Foundation
- Travel Updates ~ Juliet Roberts, ESTC
- Office of the University Controller Website Update ~ Holly Hooper and Sarah Chavez, ESTC
- Website Help and Updates
- Purchasing Updates ~ Sarah Chavez, ESTC and Tally Thrasher, Purchasing
- Buy.IU Open Encumbrances Report ~ Sarah Chavez, ESTC and Dominique Bahr, CTRO
December 7, 2020
CATS Channel
CATS Channel
CATS Channel
CATS Channel
CATS Channel- IUPD Cash Pick Up Procedures
Link to Pick Up Form - a reminder that this form does not replace Accountable Mail, however the bank truck can be used for cash (large or small) pick up ~ Jill M. Lees, Chief of Police, IUPD and Sgt. Ross Allen, IUPD - Holiday Schedule Announcements and New Purchasing Support Form Introduction ~ Sarah Chavez, Empl Services, Training and Comm
- Invoice Approval Process and Matching Exceptions ~ Sarah Chavez, Empl Services, Training and Comm
CATS Channel- Buy.IU Legal Contracts ~ Jeff Goetz and Kylie Ayers, General Counsel
- EConfirm (ECC) Effort System ~ Tim Burris and Rayna Amerine, Office of Research Administration
- The Travel Process ~ Juliet Roberts, Empl Services, Training and Comm
- New P-Card Statement Functionality ~ Holly Hooper, Empl Services, Training and Comm
- Change Requests ~ Sarah Chavez, Empl Services, Training and Comm
CATS Channel- Sub Recipient Monitoring Change Update ~ Paula Maloian and Jim Engel, Office of Research Administration
- Out-of-Pocket Reimbursement of Sales Tax & Update on IU’s 501c3 Status ~ Grant Latta and Daniel Jackman, FMS Tax (to be posted at a later date, will be announced by email)
- Office of the University Controller (UCO) ~ Anna Jensen, Office of the University Controller
- Purchasing - Receipts Document Reminders & Resource Updates ~ Sarah Chavez, VPCFO ESTC
- Travel - Reconciling Prepaid Travel with Imports, International Travel Guidance, & Resource Update ~ Juliet Roberts, VPCFO ESTC with Tally Thrasher and Patty Cole
CATS Channel- Accounts Payable Reporting Structure and Check Enclosure Process ~ Mary Byrde, Office of VPCFO and Marika Voukidis, Accounts Payable
- Travel Pre-Authorization in Chrome River ~ Juliet Roberts, VPCFO Training and Communications and Patty Cole, Travel Management Services
- New PPE Ordering Process & Resources, BUY.IU System Update: Changes to Document Searches and New Consolidated Training Website ~ Sarah Chavez, VOCFO Senior Training
- Accounts Payable: Tips & Best Practices for Efficient Processing ~ Mary Byrde, Office of VPCFO, and Marika Voukidis and Amanda Coats, FMS
- Common Issues in Travel Compliance/Chrome River & P-Card Updates ~ Patty (Anderson) Cole, Purchasing
- BUY IU & Chrome River Training Updates ~ Sarah Chavez, FMS Senior Training