CAPPS Financials Training & Resources
Financials Online Self-Paced Training
| Course Number – Name | Course Overview | Prerequisites | Audience | Online Course | Course Materials |
|---|---|---|---|---|---|
| ENT100 – Introduction to CAPPS | This tutorial covers how to complete the one-time TDIS enrollment process, steps for logging into CAPPS and accessing the TDIS Employee portal, as well as additional topics such as password reset, account lockout, and system timeout. Course Updated: 01/2026 |
None | All CAPPS Users | ||
| ENT200 – CAPPS Service Desk | This course provides an overview of the CAPPS Service Desk ticketing system for HR/Payroll and Financials. This includes how to access the system, search for a ticket, submit a request, edit a ticket, print ticket information, export a ticket report and understand the Service Request screening process. Course Updated: 04/2026 |
None | CAPPS Level 1 Support Staff, CAPPS Hub Level 2 Support Staff and Delegated Administrators | ||
| 101 – CAPPS Financials Fundamentals | This course introduces system navigation and core functionality in CAPPS Financials that all users need to understand. By the end of the course, participants will be able to:
Course Updated: 01/2026 |
Introduction to CAPPS | All CAPPS Users | ||
| 200 – CAPPS Financials Accounts Payable |
Accounts Payable is the CAPPS module that enables suppliers (vendors) to receive payment for goods or services. In this course users will learn how to maintain supplier information and process supplier invoices. Course Updated: 04/2026 |
CAPPS Financials Fundamentals | Agency Financial Users CAPPS Agency Employees who enter Supplier/Vendor invoices |
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| 205 – CAPPS Financials General Ledger |
CAPPS General Ledger provides journal entry formats that enable any type of transaction entry to be quick and easy without losing the control needed to ensure accounting accuracy. Course Updated: 11/2025 |
CAPPS Financials Fundamentals | Agency Financial Users CAPPS Agency General Ledger Personnel |
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| 215 – Financials Commitment Control (KK) |
Commitment Control is an integrated module that performs budgetary control and/or tracking of financial transactions against pre-defined budgets. This course provides instruction in the following areas:
Course Updated: 12/2025 |
CAPPS Financials Fundamentals Course 205 – General Ledger (recommended) |
Agency Financial Users Agency Accounts Payable, Budget, General Ledger and Purchasing Buyers |
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| 220 – CAPPS Financials Cash Receipts | This course provides participants with a practical working knowledge of the core cash receipts features including entering cash receipts manually, uploading cash receipts and working with cash receipts interface process. In addition, participants will learn the process for correcting and refunding cash receipt requests. Course Updated: 01/2026 |
CAPPS Financials Fundamentals | Agency Financial Users CAPPS Agency Cash Receipts Staff and Managers |
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| 225 – CAPPS Financials Travel and Expense Processing (Authorized User) |
This course provides participants with a practical working knowledge of the core travel and expense features, including entering, approving, and managing travel authorizations, cash advances and expense reports. This course is designed for individuals who are responsible for entering on behalf of others or are designated as travel coordinators for their agency. If you enter your own travel transactions, refer to the 230 CAPPS Travel and Expense Processing (Self Service). Course Updated: 03/2026 |
CAPPS Financials Fundamentals | Agency Financial Users CAPPS Authorized Users and Travel Section staff |
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| 230 – CAPPS Financials Travel and Expense Processing (Self Service) |
This course provides participants with a practical working knowledge of the core travel and expense features, including entering, approving and managing travel authorizations, cash advances and expense reports. This course is intended for employees (travelers) and managers (traveler’s manager) who will use the Employee Self Service and Manager Self Service dashboards to enter and approve travel transactions. If you are authorized to enter transactions for other agency staff or have additional configuration or maintenance responsibilities, FIN 225 Travel and Expense Processing (Authorized User) is recommended. Course Updated: 02/2026 |
CAPPS Financials Fundamentals | Agency Financial Users Employees who enter their travel transactions and their Managers responsible approving those transactions |
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| 250 – CAPPS Financials Query |
CAPPS Query is a reporting tool accessible from within CAPPS HCM and CAPPS FIN that allows you to retrieve specific information out of CAPPS database tables through use of a graphical interface. This course provides instruction in the following areas:
Course Updated: 02/2026 |
CAPPS Financials Fundamentals | Agency Financials and SCM users CAPPS Users with access to Query Manager |
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| 300 – CAPPS Financials Asset Management |
In this course, CAPPS users will learn how to enter, update, maintain and retire assets. Course Updated: 06/2025 |
CAPPS Financials Fundamentals | Agency Supply Chain Users CAPPS Agency user who tracks asset information |
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| 305 – CAPPS Financials Requisitioning & Receiving |
This course offers a high-level overview of the Procure-to-Pay process and Chart of Accounts, followed up with details and important steps included in the requisitioning and receiving processes. Course Updated: 11/2025 |
CAPPS Financials Fundamentals | Agency Supply Chain Users CAPPS Agency Requestors |
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| 306 – CAPPS Financials Purchase Order Processing |
In this course, CAPPS users will learn how to create and administer Requests for Quote, create a purchase order, and setup purchasing contracts. Course Updated: 12/2025 |
CAPPS Financials Fundamentals Requisitioning & Receiving |
Agency Supply Chain Users CAPPS Agency Buyers and Procurement Super Users |
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| 307 – CAPPS Financials Purchase Order Processing (Without Requisitions) |
In this course, CAPPS users will learn how to set up purchasing contracts, create purchase orders and process purchase order changes. This course is intended for agencies who do not enter requisitions in CAPPS Financials. Course Updated: 09/2024 |
CAPPS Financials Fundamentals | Agency Supply Chain Users CAPPS Agency Buyers and Procurement Super Users |
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| 310 – CAPPS Financials Requisition Approval |
This course is for users who approve but do not create requisitions. Users who perform both duties should attend the Requisitioning & Receiving (305) course. This approval class covers how to review and approve or deny a requisition. Course Updated: 02/2026 |
CAPPS Financials Fundamentals | Agency Supply Chain Users CAPPS Agency Requisition Approvers Only |
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| 315 – CAPPS Financials Inventory |
In this course, CAPPS users will learn how to process key inventory activities including fulfilling inventory requests (orders), replenishing stock, and recording inventory adjustments. Course Updated: 02/2026 |
CAPPS Financials Fundamentals | Agency Supply Chain Users CAPPS Agency Warehouse Managers and Staff |