BUworks: BW Reporting and Period-end Closing
Course type: Hands-on lab; participants will use their own data in the production environment
Course level: Intermediate
Expected duration: 2 hours
Description: we will use BW Funds Management (FM) reports to investigate financial activity in preparation for closing a period - whether that period is a single month or an entire Fiscal Year. Revenues, expenses, and open commitments will be examined using a variety of BW tips and techniques.
Target Audience: employees who are responsible for monitoring funds center actuals and for closing financial periods.
1. Confirmation from employee’s manager that this course is appropriate to employee’s business role.
2. Completion of the instructor-led Funds Management Reporting (Basic) lab.
3. Experience using BW Funds Management reports.