June 26, 2025
Fund Monitoring training video
Huge thanks to those who joined our training today, and to Haniel from our Financial Reporting team for showing us how to monitor funds in Data Warehouse! Your questions were great! We hope you feel more confident monitoring revenues/expenses and fund balances. For those who were unable to attend, you can view it from YouTube here, or you can click on
May 28, 2025
Important updates to Vantage Financial (formerly FINET)
Greetings users! We wanted to remind you of some changes that will be happening in just a couple weeks (expected date to be June 9th) that have been designed to enhance your experience and streamline our systems. FINET Rebranding to Vantage: As part of the integration with our new HR/Payroll system, FINET will be rebranded as “Vantage.” The production environment will
May 15, 2025
JVYE training
Huge thanks to those who joined our training today, and to Financial Reporting Manager Rebekka Wilkinson and Mark Petersen for providing tips and info on common JVYE types and identifying needs when submitting at year end! Your questions were fantastic and we loved the suggestions that were made by different agency groups during it! For those who were unable to
April 17, 2025
Customer modification and EFT creation training
Huge thanks to those who joined our training today, and to Anne, Matthew, and Ruth from our Vendor team for showing us how to modify a customer and set up EFT for both vendors and customers in FINET! Your questions were fantastic! We hope you feel more confident modifying a customer. For those who were unable to attend, you can
March 20, 2025
Vendor modification in FINET video training
Huge thanks to those who joined our training today, and to Anne, Ruth, and Matthew from our Vendor team for showing us how to create a Vendor modification in FINET! Your questions were excellent! We hope you feel more confident modifying a vendor. For those who were unable to attend, you can view it here. Here are a few links
February 20, 2025
Vendor/Customer creation in FINET video training
Greetings FINET users! Big thanks to those who attended our training this morning, and to Anne, Ruth, and Matthew with the fabulous Vendor team for showing us how to create a Vendor and Customer in FINET! Your questions were wonderful! We hope you feel more confident setting up a new VCC. For those who missed it, you can view it
January 16, 2025
Troubleshooting in FINET training
Big thanks to those who attended our training this morning and to Jordan for showing us how to troubleshoot in FINET! Your questions were wonderful! We hope you feel more comfortable reviewing error codes to resolve issues. For those who missed it, you can view it here. We also want to apologize to those who jumped on the old training
December 9, 2024
2024 CYE Retro Changes and Dates for Quota Corrections
This document provides instructions for making retroactive changes and using quota corrections. It also provides important dates for calendar year end and leave year end processing for 2024. Retroactive Changes Pay period 24/2024 is the final payroll with 2024 earnings. The cut-off to make changes on the time entry screen for pay periods 13/2024 – 24/2024 is 12/13/2024. Final payroll
November 15, 2024
Building queries video training
Greetings FINET users! Big thanks to those who attended our training this morning on building queries and extracting data! Your questions were wonderful! We hope you feel more comfortable creating your own queries. For those who missed it, you can view it here. Here are a few links to helpful resources: If you have any topics you’d like discussed in
October 10, 2024
Data Warehouse training session
Greetings FINET users! Huge thanks to those who attended our Data Warehouse training this morning! Your questions were absolutely fantastic! We hope you feel more confident maneuvering around Data Warehouse. For those who missed it, you can view it here. We’re passing along a few helpful Data Warehouse resources: Our next training session will be next month, on November 14,