Access slides from the Financial Services Operational Excellence Series sessions. To learn more about the Operational Excellence Series, view upcoming sessions, or enroll in a session, click here.
The videos contain general information, a demonstration, or interactions and are a few minutes in length. When viewing videos you will need to enable sound on your computer.
The PDF's are Quick Reference Sheets that provide the steps in a process, or User Guides that provides in-depth information on a topic.
If using Firefox:
In the upper right-hand corner, click 'Open With Different Viewer' button and select Adobe Acrobat Reader from the
OR → Menu → Options → Applications → Portable Doc Format → Drop down - Use Adobe Acrobat Reader.
If using Google Chrome:
→ Copy and paste the following into the search bar in Chrome; chrome://plugins → Press Enter → Under the section 'Chrome PDF viewer', click disable for the entire section.
Note: You may require training before you will be given access to some modules within Western Financials, refer to the documentation below or contact Financial Systems at firstname.lastname@example.org for details.
PER Information by Employee Group
Navigation and General Purchasing
Requisitioner Role: Reviewing Orders
Approver Role: Approving Orders
Catalogue Vendor Information