Finance Training

The Finance division is comprised of the following departments: Office of the Vice President, Purchasing/Property, Sponsored Programs Accounting, Accounts Payable, Treasury, Finance & Planning, General Accounting, Financial Information Systems, Disbursements Compliance and Risk Management. We offer courses regarding policies, procedures, forms, regulations and systems that are both instructor-led and in the form of web-based tutorial.

Scroll down to view a complete list of finance courses. Our web-based tutorials require audio capability and can be launched from the Finance page of The Learning Center. Instructor led classes are shown on the Training Schedule calendar to the right. To enroll, you will need to visit the Finance Classroom Calendar page of The Learning Center. Should you have any questions, please send an email to Carol Liedes.

For your convenience, below are documents that may assist in how to do business at Tufts. We hope they provide you with the necessary information, but should you require assistance, contact Carol at extension 75190.


E-REQ Tip Sheet   E-REQ Manual

E-REQ/Marketplace Application   P-card Application

Supplier Justification   Business Expense Reimbursement

Travel Authorization   Travel Expense Form


View the Finance website for a staff directory, as well as a complete listing of forms, policies and procedures.

Course Catalog and Descriptions

Course Descriptions: Instructor-Led Classes

Forms, Policies and Procedures: This course is designed for new employees with administrative financial responsibilities, or those currently at Tufts who need a ‘refresher’. Content includes all of the accounting forms used for internal and external procurement and the associated policies and procedures set by Tufts. Some federal regulations pertaining to the forms are covered. Areas of discussion will include interdepartmental requisitions, travel and business expense, hiring and paying consultants, requisitions and purchase orders and foreign tax/alien payment issues.

PeopleSoft Reports: The Basics: Specifically designed for those new to Tufts or new to a position with financial reporting responsibility, this course reviews the six basic PeopleSoft financial reports generated including financial summary, transaction detail, open commitment, labor, YTD transition detail and comparative financial summary. Specific fields and drill down capability will be covered.

Department Salary Reporting: This course is a two-part course (demonstration and computer lab) and is for all employees who, per their School’s Budget and Fiscal Officer, is given access and responsibility for managing the salary of all associated employees for their department. Specifics of the class include downloading data for projections, analyzing actual salaries in different formats and review of salary expenditures from a budget management view.

Grants Management: Planning, Spending, Managing: This course is designed for the faculty member/Principal Investigator or department administrator who is responsible for the management of grants at Tufts University. Some of the topics covered include A21 administrative costs, effort reporting, cost transfers, A-110 regulations and grant closeout. This course is generally conducted by Sponsored Programs Accounting and the Manager of Communications and Training.

Paperwork for Non-Resident Aliens: Learn about the various tax forms needed in order to pay non-resident aliens(faculty, staff, students and those receiving honoraria or consultant payments).

Scholarships & Fellowships: This course will review the IRS definitions of a scholarship versus a fellowship, and the tax consequences of both. If you are in a department that gives non-tuition scholarships and/or fellowships, this course is a must!

COMING SOON………..Fundamentals of Sponsored Research Administration!

Contact Carol Liedes at extension 75190 about all course offerings.

E-learning Finance Courses: The Learning Center

Visit The Learning Center at and self-enroll in any of our web based training courses. Most courses average 8-10 minutes in length. Our current list of courses include:

Business Conduct

  • A 7-module series required for all new staff, which reviews business ethics and conduct

Grant Management

  • Effort Reporting at Tufts
  • Expense Transfers
  • Regulations/Compliance
  • Grant Closeout


  • Obtaining a P-Card
  • P-Card Guidelines
  • P-Card Transaction Allocation Course
  • The Tufts Travel MasterCard
  • The Tufts Marketplace
  • Competitive Bidding
  • Electronic Requisitioning (E-REQ): 4 modules in order to obtain access to our procurement system
  • Business Expense Reimbursement Guidelines

Finance & Planning

  • The Budget Process
  • Projections

……and more added regularly so visit the Center often!