Colleague Finance (UI 4)

Colleague (UI 4) Navigation course

New to Colleague? Take our introductory on-demand course for Colleague UI 4. FREE to all Ellucian customers (Ellucian HUB login required).

On-Demand Courses for Colleague Finance (UI 4)

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Course Summary Duration Access Required Action
Colleague Finance
Colleague Finance Basics This course will provide an overview of Colleague's Finance module by demonstrating how the Finance Office would use Colleague to manage day to day tasks. 10 minutes premium Log in to check access
Accounting This course is comprised of lessons that focus on the procedures and processes used to manage accounting functions at your institution. Some topics include managing the general ledger, month-end processing, pooled investments, and projects accounting. Training in this course may be taken in any order. 10 minutes premium Log in to check access
Accounts Payable This course is comprised of lessons that focus on the procedures and processes used to manage accounts payable at your institution. Some topics include purchasing, vouchers, and check reconciliation. Training in this course may be taken in any order. 26 minutes premium Log in to check access
Accounts Receivable This course is comprised of lessons that focus on the procedures and processes used to manage accounts receivable at your institution. Training in this course may be taken in any order. 126 minutes premium Log in to check access
Accounts Receivable File Structures This course is comprised of lessons that focus on the data structures within Accounts Receivables. Training in this course may be taken in any order. 32 minutes premium Log in to check access
Advanced Finance Topics This course is comprised of lessons that focus on complex processes and procedures used to manage your Finance Office. Some of the topics include creating GL account numbers and components, creating AP types, and managing your Chart of Accounts. The training in this course may be taken in any order. 78 minutes premium Log in to check access
Annual 1098-T Processing This course provides instruction on how to produce and troubleshoot annual Tuition Statements for your students and for the Internal Revenue Service (IRS). 44 minutes premium Log in to check access
Cash Receipts This course is comprised of lessons that focus on the procedures and processes used to manage cash receipts at your institution. Some topics include cash receipt setup and processing. 6 minutes premium Log in to check access
Finance File Structures This course is comprised of lessons that focus on the data structures used by Finance. We cover file structures used with Purchasing and Accounts Payable and the General Ledger. 11 minutes premium Log in to check access
Producing 1098-Ts This course is comprised of lessons that focus on procedures and processes used to set up and produce 1098Ts. 15 minutes premium Log in to check access
Purchasing This course is comprised of lessons that focus on the procedures and processes used to manage purchasing at your institution. Some topics include best practices for budget development, changing approval hierarchies, and managing purchase orders. 19 minutes premium Log in to check access
Rules (Colleague Finance) This course is comprised of lessons that explain how to automate business processes within Colleague using and troubleshooting rules. We cover rule hooks used by Accounts Receivable and Cash Receipts. 16 minutes premium Log in to check access