Trainings

Balance Sheet - Ledger Accounts Reconciliations

A dedicated email has been created for questions/concerns related to Balance Sheet Reconciliations.
- Email address: ControllersGeneralAccounting@miami.edu
Ledger Accounts Reconciliations Power Point Presentation (click here)
Balance Sheet Reconciliation Template (click here)

Additional Training Resources:

Via ULEARN (https://ulearn.miami.edu), the user can access LinkedIn Learning, and view video tutorials on various topics including:
- Overview of the Balance Sheet
- Basic Accounting Fundamentals
- Review of the Balance Sheet
Workday Tips Sheets found under the Workday Finance link: https://workday-finance.it.miami.edu/training/workday-finance/tip-sheets-and-tutorials/accounting-journals/index.html, step by step instructions how to:
- Create Manual Journals in Workday
- Cancel Journals in Workday
- Copy Journals in Workday
- Edit Journals in Workday
- Create Ad Hoc Bank Transactions in Workday
- Create EIB in Workday (If user has access)
What is the difference between Calendar and Fiscal Year? PDF file (click here)

Training Schedule:

o Please refer to ULearn – https://ulearn.miami.edu for an upcoming Balance Sheet – Ledger Accounts Reconciliation CBL.

- This CBL will provide guidance, resources/tools available and define key concepts on how to complete a Balance Sheet Reconciliation.

o A dedicated email has been created for questions/concerns related to Balance Sheet Reconciliations.

Please refer to the below link for information on the Workday Finance Training Catalog and Training Schedule.

For additional questions please reach out to Vivian Kaye, ERP Workday Trainer at 305-284-3066.

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