Financial Online Inquiries

Overview

Financial Online Inquiries is a course in the CWRU Administrative Professional Series (CAPS). It provides participants with an overview of online inquiries available in the reporting database:

• The procurement-related online inquiries provide real time, online access to key financial documents, such as vouchers, payments, purchase orders and requisitions
• The Ledger Inquiry provides a summary report for a department or a project. It also offers features that enable you to download data to Excel or drill down to detail transactions
• The Ledger Period Comparison can be used as a helpful tool for trend analysis and forecasting

This class is an elective class for the Certificate of Achievement in Financial Management.

Policies

• Participants must register for classes in order to attend.
• Participants must provide at least 24 hours' notice to the CAPS management team if they are unable to attend. To cancel, email caps@case.edu.
• If a a participant fails to cancel his or her attendance at least 24 hours' in advance of the class, a $25 no-show fee will be charged to his or her department.
• All CAPS classes will start at the time scheduled. Registrants should five to ten minutes early in order to be prepared for class.
• Registrants who are more than 10 minutes late for a class or who depart 10 minutes early from a class will not receive certification credit for the course. If time accommodations need to be made, registrants should email caps@case.edu at least 24 hours' prior to the scheduled start time.