Philanthropic Foundation Account Support Office Hours

Account Guides

• Philanthropic Account Guide – Scholarships - For maintenance and usage of a PF scholarship account (6XXX)

• Philanthropic Account Guide – Campus Programs - For maintenance and usage of a PF campus program account (8XXX)

FY2025-26 Office Hours

Note: must be logged into CSUDH Dropbox account to view materials

1. October 9, 2025

   1. Presentation

   2. Recording

   3. Covered topics:

      1. Walk-through of three main guides: Campus Program Guide, Scholarship Guide, Accounts Payable Guide.

      2. Basics of using Finance Enterprise (FE): how to request access and how to log in.

      3. Featured training on the Spendable Balance Summary Report (guide + training video).

2. December 11, 2025

   1. Presentation

   2. Recording

   3. Covered topics:

      1. PF & TAP Account Basics: Overview of Campus Program (8xxx) and Scholarship (6xxx) accounts, how funds should be used, where guides live, and how to access/manage accounts through Finance Enterprise.

      2. Payment Requests: How to correctly complete the payment request form, required signatures, selecting proper object codes, and avoiding delays in processing.

      3. Procurement Updates: Maria’s new role reviewing contractor agreements, requirements for insurance or liability waivers, and upcoming process refinements to ensure proper documentation and risk protections.

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FY2025-26 Scholarship Lunch & Learns

1. December 19, 2025

   1. Presentation

   2. Recording

   3. Quick Guide