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.
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May 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

- 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

- 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

- 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

- 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

- 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

- 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

- 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

- 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

- 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

- 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