University Financial Officers

A web-based application to submit and approve reimbursement requests

Hands-on and Online

Approver Training

Provides information on students, employees, classroom facilities, applicants, and financial transactions

Electronic business system used at Penn State, composed of a variety of business applications and systems to provide financial and human resource information

Tool for budget administrators to perform management functions for one account with IBIS financial data

Centralized hosting service that allows departments to manage documents through the use of the University's site license for Optical Image Technology

Centralized payment processing technology for secure eCommerce environment including ePay, ePay Credit Card Swipe, eCommerce API, and eStore Hosting

Tool for budget administrators to perform management functions for one account with IBIS financial data

Web-based hosting system for University academic, administrative, and financial management processes

Tool that enables users to access and view reports through the Web

Tool for answering questions about enrollments, admissions, and other related University information

Centralized student system that manages the records for all Penn State students at all Penn State locations

• Reports available via Data Warehouse and eDDS

Database related to alumni biographical information, memberships, pledge data, and provides services to manage the stewardship of alumni gifts

Online marketplace where Penn State faculty and staff can purchase everything from office and scientific supplies to furniture.

Web-based tool for assignment of roles. This system also provides the ability to establish approval and notification options for various University business processes.

Web-based tool available to Financial Officers and Directors of Business Services to establish, change, reassign, or rescind approvals.

Offers valuable information about University listed systems and data sources (contact information, access and security requirements, training opportunities, and direct links)

A web-based application for FOs to make changes to approval flows within ERS

Includes links to Budget Amendment instructions for GSI processing, Budget Development System (BudDev), Detailed Operational Calendar, and FAQs.

For costs not allowable under OMB Circular A-21, Guideline FNG05

Office of Management and Budget: 

• Cost Principles for Educational Institutions (OMB Circular A-21)
• Uniform Administrative Requirements for Grants and Other Agreements with Institutions of Higher Education, Hospitals and Other Non-Profit Organizations (OMB Circular A-110)

Office Professional Excellence

Mastering SuperVision

Penn State Management Institute

A document that provides an introduction to the basics of budget and financial management at PSU.

Provides information regarding the acceptance of electronic payments and the related PSU policies, operational details, and training.

Provides information detailing the use of the purchasing card, purchase order, or SRFC for various purchasing scenarios

Provides information detailing the process for making payment to individuals who are providing services to the University

Provides guidelines and agreement for use with guest presenters, lecturers, and speakers

Provides guidelines for type of travel, payment options, and sources of booking.