The Finance team hosted the Policies, Procedures and Systems sessions on Wednesday, September 18th  from 12:00pm-1:00 pm EST AND Thursday, September 26th from 12:00pm - 1:00pm EST. To access the PowerPoint videos, please follow the link at the bottom of the page.

 

AGENDA

Objective:

To receive a general overview of financial procedures and systems

Good stewardship of your federally funded fellowship

 

Hosts:

    Cody Bridges and STPF Finance Team

 

AFPI Topics:

  1. Introductions of finance team
  2. AFPI email
  3. Navigating FellowsCentral
    1. AFPI Employee
    2. Travel/Training Requests
    3. PTO Requests
    4. Tools & Resources
  4. FreshDesk – Contact Us, search a topic
    1. Travel/Training Policy – review (please initial and sign, copy that was sent to you)
    2. Reimbursement Guidance
  5. Concur – Usage and billing codes
  6. Fyle– Travel/Training reimbursement/advance request(s) Be sure you have accepted the invitation sent to you on September 17th.


ZOOM link for live presentation: Will be sent to you 48 hours before meeting.

 

 

Questions? To reach us please use the ticketing system. A how to guide for submitting a fresh desk ticket is accessible here (please create an account).

 

To access the PowerPoint Presentation Slides from these sessions, please click the attachment below.