Resources | University Financial Officers

Systems and Training
System Purpose Training
ERS A web-based application to submit and approve reimbursement requests Hands-on and OnlineApprover Training
Data Warehouse Provides information on students, employees, classroom facilities, applicants, and financial transactions  
IBIS Electronic business system used at Penn State, composed of a variety of business applications and systems to provide financial and human resource information IBIS Functions
iTwo Oracle iTwo business intelligence dashboard tool. Resources
FIT Tool for budget administrators to perform management functions for one account with IBIS financial data  
Document Imaging Centralized hosting service that allows departments to manage documents through the use of the University's site license for Optical Image Technology  
eCommerce Centralized payment processing technology for secure eCommerce environment including ePay, ePay Credit Card Swipe, eCommerce API, and eStore Hosting Policy
PAWS Tool for budget administrators to perform management functions for one account with IBIS financial data Online
Workflow Web-based hosting system for University academic, administrative, and financial management processes Online
eDDS Tool that enables users to access and view reports through the Web Online
LionPath Centralized student system that manages the records for all Penn State students at all Penn State locations  


(Gifts and endowment)

Database related to alumni biographical information, memberships, pledge data, and provides services to manage the stewardship of alumni gifts Policy
eBuy Online marketplace where Penn State faculty and staff can purchase everything from office and scientific supplies to furniture. Online
webRAT Web-based tool for assignment of roles. This system also provides the ability to establish approval and notification options for various University business processes. Breeze Session
Authorized Approval System No longer active-please use webRAT above.  
Pay and Effort Documentation.  Supplemental information can be found here. Training Presentation
Other Resources
Resource Purpose
AIS Systems Directory Offers valuable information about University listed systems and data sources (contact information, access and security requirements, training opportunities, and direct links)
eBuy Approver Application A web-based application for FOs to make changes to approvals in eBuy.
BOX Folder This BOX folder contains resources for New FO training-if you don't yet have access and believe you should, please send a request to Kevin Spotts.
BS07 Please review this policy in reference to eBuy requirements and procedures.
Budget Basics These materials are based on an online course offered by Debbie Meder.  These and additional trainings offered through OHR can be found here.
DocFinity Imaging DocFinity 10 is a web-based enterprise content management (ECM) system used by the Corporate Controller’s offices that enables users to capture, store, index, retrieve, and manage information digitally.  More information can be found here.
ERS Approver Application A web-based application for FOs to make changes to approval flows within ERS
General Salary Increase (GSI) Training related to annual general salary increases.  Specific Instructions from October 2016 can be found here.  Supplemental instructions for retroactive pay from October 2016 can be found here.
IBIS Approval Paths A guide on changing approval paths within IBIS.  Steve Koths can perform global changes.
myResearch Portal

myResearch Portal provides Principal Investigators with real-time, web-based access to administrative data associated with their sponsored research.

Pinnacle for Telephones Telecommunications and Networking Services billing site.
UBO FO Reference Includes links to Budget Amendment instructions for GSI processing, Budget Development System (BudDev), Detailed Operational Calendar, and FAQs.
Unemployment Comp An online system for the management of unemployment compensation.
X-Coding Guidelines For costs not allowable under OMB Circular A-21, Guideline FNG05 has policy information related to this
Uniform Guidance Office of Management and Budget: 
Merchant Management Website Provides information regarding the acceptance of electronic payments and the related PSU policies, operational details, and training.
Airfare Booking Matrix Provides guidelines for type of travel, payment options, and sources of booking.

Pertinent Policies

GURU All University policies and procedures and forms.
Travel Policy Policies discussing travel procedure.
International Travel Requirements


This policy specifies additional practices and processes required for traveling internationally

Purchasing Cards A link to the PCARD webpage including policies and training
BS07 - Purchasing policy Policy related to authority and procurement processes
Budget Policies All University policies relating to budgets.