Calendar List

Available through the Atlas Learning Center.

Topics include:

  • Overview of credit card transaction processes
  • Navigating CyberSource EBC
  • Searching for and viewing transactions
  • Voiding transactions
  • Managing soft declines
  • Issuing credits (refunds)
  • Monthly activities and reports

Completion Time: 20 minutes

Payments to MIT

Available through the Atlas Learning Center.

This course is intended for learners who verify Procurement Card transactions – also known as ProCard transactions – at MIT. This training course should take approximately 60 minutes to complete.

Available through the Atlas Learning Center.

This course provides an introduction to requesting reimbursement via MIT's eRFP system.

Completion time: approximately 30 minutes.

Buying and Paying

Available through the Atlas Learning Center.

This course provides an introduction to requesting payment via MIT's eRFP system. Payment requests are used for low-dollar supplier payments, honoraria, prizes/awards, visa fees, and human subject payments.

Completion time: approximately 30 minutes.

Buying and Paying

Available through the Atlas Learning Center.

Are you looking to hire an individual to perform services at MIT? This course explains when a person can be hired as an independent contractor, when he/she must be hired as a temporary or permanent employee, and why.

 

Buying and Paying

One of the most important parts of your role is to know the elements of an expense or revenue transaction. Financial Review and Control (FRC) helps you to understand this and the key elements of risk at MIT. This self-paced online training will show the basics of FRC and how to recognize what constitutes effective review.

TOPICS

  • Basic Steps of FRC
  • What Constitutes an Effective Review
  • Elements of Risk

Completion Time: Approximately 30 to 45 minutes

Property, Tax, and Accounting

The following online courses provide detailed information on how to use the B2P system. Each course takes approximately 10–30 minutes to complete (specific times noted below). 

  • B2P: Basics
    Provides a general introduction to the MIT Buy-to-Pay (B2P) system for users new to B2P.
    Completion time: approximately 30 minutes

Complete B2P Basics before taking the following courses:

Buying and Paying

Mar
20

Wednesday, March 20, 10am - 11:30am ET

Email Rob Davies at rdavies1@mit.edu if you would like to attend tomorrow.

Introduction to Travel and Expense Reporting is designed for those who travel on Institute business and prepare expense reports, or those who make travel arrangements and prepare expense reports on behalf of someone else. It includes information about MIT’s Preferred travel agency, airline, car rental companies, and hotels.

10:00 AM-11:30 AM
via Zoom

Apr
16

This 3-hour hands-on course is intended for employees looking to enhance their Excel skills.

Topics (please see the attached outline for more details)

  • Getting Started with Excel
  • Entering and Editing Data
  • Modifying a Worksheet
  • Formatting Worksheets
  • Using Functions
  • Printing
  • Managing Large Workbooks
  • Working with Databases/Lists

Please note that the class is PC-based.You can attend using a Mac, but there may be some slight differences.

1:00 PM-4:00 PM
via Zoom

Apr
30

This 3-hour hands-on course is intended for employees looking to enhance their Excel skills.

Topics (please see the attached outline for more details)

  • Getting Started with Excel
  • Entering and Editing Data
  • Modifying a Worksheet
  • Formatting Worksheets
  • Using Functions
  • Printing
  • Managing Large Workbooks
  • Working with Databases/Lists

Please note that the class is PC-based.You can attend using a Mac, but there may be some slight differences.

1:00 PM-4:00 PM
via Zoom

May
16

This 3-hour hands-on course is intended for employees looking to enhance their Excel skills.

Topics (please see the attached outline for more details)

  • Working with Large Workbooks
  • Advanced Formatting
  • Outlining and Subtotals
  • Cell and Range Names
  • Tables
  • Working with Charts

This class in not intended for users new to Excel. Completion of Excel: Introduction or similar familiarity with Excel basics is strongly encouraged. 

9:00 AM-12:00 PM
via Zoom

May
29

This 3-hour hands-on course is intended for employees looking to enhance their Excel skills.

Topics (please see the attached outline for more details)

  • Working with Large Workbooks
  • Advanced Formatting
  • Outlining and Subtotals
  • Cell and Range Names
  • Tables
  • Working with Charts

This class in not intended for users new to Excel. Completion of Excel: Introduction or similar familiarity with Excel basics is strongly encouraged. 

1:00 PM-4:00 PM
via Zoom

Jun
05

10:00 am - 11:30 am

This workshop will walk you through the key activities that departments, laboratories, and centers (DLCs) perform during the Fiscal Year-End Close in preparation for publishing MIT's financial statements and the Treasurer's Report. The workshop is provided to help ensure that MIT's audited financial statements are in compliance with Generally Accepted Accounting Principles (GAAP), and that relevant budget variances are appropriately addressed.

Instructors:

10:00 AM-11:30 AM
Zoom

Jun
18

10:00 am - 11:30 am

This workshop will walk you through the key activities that departments, laboratories, and centers (DLCs) perform during the Fiscal Year-End Close in preparation for publishing MIT's financial statements and the Treasurer's Report. The workshop is provided to help ensure that MIT's audited financial statements are in compliance with Generally Accepted Accounting Principles (GAAP), and that relevant budget variances are appropriately addressed.

Instructors:

10:00 AM-11:30 AM
Zoom

Jul
10

This 3-hour hands-on course is intended for employees looking to enhance their Excel skills.

Topics (please see the attached outline for more details)

  • PivotTables
  • PivotCharts
  • Importing and Exporting Data
  • Analytical Tools
  • Working with Macros

This class in not intended for users new to Excel. Completion of Excel: Intermediate or similar familiarity with Excel is strongly encouraged. 

9:00 AM-12:00 PM
via Zoom

Jul
22

This course is designed to provide the basic knowledge and skills needed to function effectively in a position with fiscal responsibilities. Using interactive group exercises and case studies, participants learn basic concepts of financial administration at MIT and practice using these concepts in realistic work situations.

This is a three-day course.

TOPICS

10:00 AM-12:00 PM
Zoom

Jul
24

This course is designed to provide the basic knowledge and skills needed to function effectively in a position with fiscal responsibilities. Using interactive group exercises and case studies, participants learn basic concepts of financial administration at MIT and practice using these concepts in realistic work situations.

This is a three-day course.

TOPICS

10:00 AM-11:30 AM
Zoom

Jul
25

This 3-hour hands-on course is intended for employees looking to enhance their Excel skills.

Topics (please see the attached outline for more details)

  • PivotTables
  • PivotCharts
  • Importing and Exporting Data
  • Analytical Tools
  • Working with Macros

This class in not intended for users new to Excel. Completion of Excel: Intermediate or similar familiarity with Excel is strongly encouraged. 

9:00 AM-12:00 PM
via Zoom

Jul
26

This course is designed to provide the basic knowledge and skills needed to function effectively in a position with fiscal responsibilities. Using interactive group exercises and case studies, participants learn basic concepts of financial administration at MIT and practice using these concepts in realistic work situations.

This is a three-day course.

TOPICS

10:00 AM-11:30 AM
Zoom

Aug
14

This hands-on course is intended to teach employees advanced features of Excel, including the following topics. Completion of Excel: Introduction or similar familiarity with Excel is strongly encouraged.

Learn list and table design techniques, as well as procedures to sort, filter, and validate data. You will also learn to use formulas in lists and tables, remove duplicate records, and use the subtotal and outline features.

10:00 AM-12:00 PM
via Zoom

Aug
21

  • Completion of Excel: Intermediate or similar familiarity with Excel is strongly encouraged.
  • This course covers Windows for PC only (Macros on MacOS are not covered.)

This hands-on course is intended to teach employees advanced features of Excel, including the following topics. 

1:00 PM-3:00 PM
via Zoom

Oct
02

1:00pm - 4:00pm

This 3-hour hands-on course is intended for employees looking to enhance their Excel skills.

Topics (please see the attached outline for more details)

  • Getting Started with Excel
  • Entering and Editing Data
  • Modifying a Worksheet
  • Formatting Worksheets
  • Using Functions
  • Printing
  • Managing Large Workbooks
  • Working with Databases/Lists

Please note that the class is PC-based.You can attend using a Mac, but there may be some slight differences.

1:00 PM-4:00 PM
via Zoom

Oct
09

9:00am - 12:00pm

This 3-hour hands-on course is intended for employees looking to enhance their Excel skills.

Topics (please see the attached outline for more details)

9:00 AM-12:00 PM
Zoom

Oct
17

This 3-hour hands-on course is intended for employees looking to enhance their Excel skills.

Topics (please see the attached outline for more details)

  • Working with Large Workbooks
  • Advanced Formatting
  • Outlining and Subtotals
  • Cell and Range Names
  • Tables
  • Working with Charts

This class in not intended for users new to Excel. Completion of Excel: Introduction or similar familiarity with Excel basics is strongly encouraged. 

1:00 PM-4:00 PM
Zoom

Nov
21

This 3-hour hands-on course is intended for employees looking to enhance their Excel skills.

Topics (please see the attached outline for more details)

  • PivotTables
  • PivotCharts
  • Importing and Exporting Data
  • Analytical Tools
  • Working with Macros

This class in not intended for users new to Excel. Completion of Excel: Intermediate or similar familiarity with Excel is strongly encouraged. 

9:00 AM-12:00 PM
Zoom