Accounts Payable Training Sessions

Overview

In September of 2022, the Accounts Payable Team began a series of training sessions held over Zoom. These training sessions provide overviews of and insight into campus financial processes at UC Berkeley. So far, the training sessions have included travel, credit card processes, reimbursment, payment methods, and vendoring.

How to Attend

If you previously attended one of the sessions you will automatically receive a meeting invitation to the next one. If you have not received a meeting invitation and want to attend a training session, please contact Accounts Payable at disburse@berkeley.edu and request the meeting information.

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Next Training Session: Monday, September 16, 2024 at 11:00 am

If time allows, there will be a question and answer opportunity for any Accounts Payable-related processes.

Agenda

  • Tips, tricks, secrets, and things you didn't know you could see in BearBuy and BFS
    • Ways to tell what something is, how it paid, if it paid, and what access you really need to look these things up yourself
  • TBD

Register

Please use the following link to register for the session add it to your calendar:

Register for the AP Training Session: Monday, September 16, 2024 at 11:00 am

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Past Training Sessions

  • Demystifying IRS Tax Reporting related to AP Payments
  • Transcepta and the BearBuy Supplier Portal
  • Outbound Payables 101: Accounts Payable Banking Processes
  • Reimbursement 101: A Comprehensive Overview of the Reimbursement System
  • Supplier Onboarding Process, visitor travel, Purchasing and Payment matrix
  • Supplier Onboarding and Purchasing and Payment Matrix
  • Travel and Credit Card Programs
  • Transcepta: the University of California electronic invoicing partner
  • Renting and Electric Vehicles (EVs) (for both business and personal use), including Teslas through ConnexUC and Hertz
  • Overview of the supplier Update process and a visual of the DocuSign PowerForms used to help with fraud mitigation
  • Upwork and how it can help departments looking for independent contractors or temporary staffing

Request a Recording

If you would like to review the recording of a past training session, please email disburse@berkeley.edu to request it.