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.]
March 10, 2021 - Watch!!
CATS Channel
CATS Channel
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
January 24, 2019
- Reporting in Chrome River ~ Donna Burkhardt & Patty Anderson, Purchasing and Tammy Bean, Travel
- Surplus Scholarship and Most Recent Successful Sales ~ Craig Porritt, Warehouse & Receiving and Todd Reid, Surplus Stores
- Salesforce/Marketing Cloud ~ Mary Kern & Chris Tompkins, VP for Information Technology
- Alcohol Policy ~ Thomas Murphy, INLOCC
(no slides) - Intro to BuyIU: Supplier Workflow ~ Sarah Chavez, Financial Management Services
- Grants Management Toolkit (GMT) Demo ~ Caitlin Homenda, Contract & Grant Administration
(no slides) Send email to ora-inst-rpt-l@list.indiana.edu for questions. - Transition of Student Org Accts ~ Brittany Hubbard, Bursar
- BuyIU (Training, Q&A) ~ Sarah Chavez, FMS
- IU Foundation & Student Org Accounts ~ Sheila Decker, IU Foundation
(no slides but please go to the Student Organization website or contact Sheila Decker for information) - Sustainability ~ Andrew Predmore, Capital Planning & Facilities
- Record Retention Handout ~ Merri Beth Lavagnino, University Records Mgmt Group
- Buy.IU Update: Contract Processing ~ Tally Thrasher, Purchasing and Sarah Chavez, FMS
- Cybersecurity ~ Daniel Calarco, UITS
(no slides) - Post Award Management ~ Lindsey Kent-Fullerton & Dominique Covino, C&G
- Chrome River/Out of Pocket Reimbursements ~ Tammy Bean, Charlie Sinex & Sarah Chavez, FMS & AP
- Buy IU Updates ~ Sarah Chavez, FMS
(no slides)
- IUF Scholarship Reimbursement Edocs ~ Wendy Dion, IU Foundation
- IUF Best Practices ~ Deb Ikerd, IU Foundation
- Hiring Non-Resident Student Employees ~ Jenny Bowen, OIS & Susan Norrell, FMS Tax
- New P-Card Threshold/Buy IU ~ Tally Thrasher & Patty Anderson, Purchasing & Sarah Chavez, FMS
- New Fax Service ~ Nathan Michalik & William Drake, UITS Campus Comm Infrastructure
These are the links presented:
Fax Website: https://new.fax.iu.edu
Documentation: http://go.iu.edu/iufax
Support Portal: https://telecom.iu.edu/ - Buy.IU Updates ~ Sarah Chavez, VPFCO Training and Comm
- IU Compliance with Federal Lobby Laws & Regulations ~ Doug Wasitis, Asst Vice President for Federal Relations
- Fee Remissions and Standard Operating Procedures (SOP) ~ Amanda Srichareon, Associate University Bursar
- Sales Tax Updates ~ Susan Norrell, University Tax Manager
- BuyIU Updates & Interactive Quiz ~ Sarah Chavez, Senior Training & Communication Specialist