Training and Documentation

Budget & Financial Planning

How to create a Budget Transfer

Finance-Inquiry Training 2024

Position Budgeting Training

Chairs Training

Commitment Accounting Form Training Guide

Pivot Table Training

Earnings Redistribution Training Guide

2023 Budget Planning Training

Wesleyan Reports - Budget vs Actual by Smartkey

Success at Wes - Inquiry Training 2020

Grants & Restricted Accounts

Budget Preparation Guide

Management of Externally Funded Grants

Management of Externally Funded Grants Table

Ledger Account Structure



Mastercard Benefits Guide

Reconciling a PCard Voucher (PCard Voucher Tips)

PCard Process Doc #1 – Reviewing charges in purchasing

PCard Process Doc #2 – Submitting a PCard voucher in WFS

Relating a PO to a PCard Transaction


Sanditz Travel Detailed User Guide

Sanditz Travel Quick Reference

Creating a Purchase Order

Vendor Lookup for PO's and Vouchers


Types of Smartdocs

Account Codes List

Voucher No Smartkey Access

Co-Sponsoring Events

Using Office Copiers to Scan

Using Office Copiers to Scan-Quick Instructions

Chart of Accounts

Fund Codes


Department Numbers in Alpha Order

Departments Numbers in Organization Order

Personalizing Pagelets

SmartDocs and When to use them

Smart Doc Toolbar User Guide

Smart Doc Toolbar Quick Reference

Smart Doc Toolbar Approver's Guide

Smartdoc Workflow

Inserting an Ad Hoc Approver

Approval from an E-mail Link

Approving Using the Approval Inbox

Assign Proxy

Denied Voucher Comments

Enhanced Workflow


Voucher Entry Instructions

Original Receipts Retention Policy

Sample of Valid and Invalid Receipts

Vendor Lookup for PO's and Vouchers

Invoice Numbering Conventions

Copying a PO to a Regular Voucher

Voucher Handling Codes

Voucher Number Smartkey Access

Denied Voucher Comments

Journal Voucher

Voucher Inquiry

Travel Advances


GL Journal Tip Sheet

Open Journal

Deposit Transmittals

Deposit Transmittal Tip Sheet

Inquiry & Reports

Overview and Common Features

SmartKey Summary Pages

Transaction Detail Inquiry Page Help

Personnel Earnings Detail Inquiry Page

Budget vs Actual By SmartKey Report

Budget vs Actual Column Heading Definitions

Reoccurring Monthly Reports

Finding Unapproved Documents