• Training: What's New in ARBI? Sept 20, 2016

  • Grants Instructors: Niketta Jones, Val Rainey, Wanda Francis, Shannon Swoope, Kerrie Hawkins,Jjoy Floyd, Urvi Patel

  • End User Instructors: John Marnne, Rakesh Gambhir, Amy Jones, Stephen Wheeler

  • Training: Accounts Payable - Payable Operations Sept 20 2016

  • Expenses UAT Lab - August 18, 2016

  • Expenses User Acceptance Testing Lab August 9, 2016

  • UAT - Grants July 18, 2016

  • Grants Interactive Lab

  • Grants Interactive Lab

  • July 30, 2015 - School of Nursing - Compass Outreach Prize Winners

  • Compass Peer Expert Kick-Off Meeting

  • April 12 Interactive Labs - Entering a Payment Request

  • August 4 - Yerkes - Compass Outreach Prize Winners

  • August 13 - Grady Faculty Office Building - Compass Outreach Prize Winners

Get Ready!

Welcome to Compass 9.2

What is My First Step?

  1. Delete your Compass browser bookmarks or browser favorites.
  2. Clear your cache
    1. How to clear Internet Explorer cache
    2. How to clear Chrome cache
    3. How to clear Mozilla Firefox cache.
    4. How to clear your cache on a Mac
  3. Log- in to Compass 9.2 using your current log-in and password.
  4. Verify that your security access supports the work that you do in Compass.  If you don’t have security access to a specific module and you did complete the required training, log a ticket in the Finance Support Center (FSC) community website.

Tips & Tricks - Compass 9.2

The content of the Tips & Tricks emails is based upon the type of ticket requests submitted to the Finance Support Center during the previous day(s).  The emails are sent to the Compass 9.2 listserv and then posted on this website. 

November 16, 2016  [Locate SpeedType, Authorizing Expense Entry, Reimburse Students, Expense Types]

November 17, 2016 [Bookmark FSC, Emory Express, Security & Workflow, Emails, Proxy-My Wallet, Spreadsheet Uploads]

November 18, 2016 [Grants Activity Status, Emory Express Update, Job Aids, When To Open a FSC Ticket, EBI]

November 21, 2016 [Expense Type, Emory Express Updates, SalesForce Tickets]

November 22, 2016 [Expense Type, eNOA, Wire Payments, Open Labs, PowerPoint Presentations]

November 23, 2016 [Caution for Approvers, Modify Expense Report, Reimburse Guests, Petty Cash Update]

November 29, 2016 [Petty Cash, Guest Reimbursements, Emory Express, Hotel 'Wizard', Workflow Changes]

November 30, 2016 [Expense Proxies, Accounting Codes, Compass Fundamentals Job Aids, Open Labs]

December 1, 2016 [Student Expense Reimbursement, AP Voucher Search, Emory Express Document Search, EPEX Workflow, Expense Types in My Wallet]

December 5, 2016 [P-Card Reconciliation, AP Voucher Search, Emory Express- Check Request, eNOA Document Search, Remove User from Workflow]

December 7, 2016 [Manager AP Payment Request, Copy Journal Entry, RPFF Replenishment, Print Payment Request Summary]

December 8, 2016 - Month End Issue  [Generating Reports, Emory Business Intelligence]

December 9, 2016 [Expense Reports: Healthcare, Email Notifications, Workflow, Emory Express: SAM, Program and Event Chartfields, Wire Payments or ACH, AP and Expense Status Deifinitions]

December 13, 2016 [SAM Validation Errors, SpeedType Reference Field]

Course Status Updates

Enrolled…In Progress…Complete?

Please be assured that if you satisfied the training requirement (completed the course and passed the assessment by October 31), you will have module access at Go-Live on November 14 regardless of what your ELMS course status says on October 31st

 What if I completed training and passed the assessment and, the score did not refresh in the ELMS and my course status still says In Progress?

We are working diligently to update assessment scoring and course completion in the ELMS.  We are responding to your ‘course status’ and ‘assessment scoring’ emails as quickly as we can; but please expect up to 72 hour response time while we audit and update the ELMS. Typically, the course status will update to Complete within 2 business days; however, if it has not updated within 72 hours, contact the Transition Support team at compassupgrade@emory.edu and let us know the course namedatetime and score so that we can check it against our ELMS data.  

Compass Essentials 9.2 Webinar Recording

(Course Number: 260462 -  Recommended but not Required)

 What is covered? Key changes that impact all Compass users including: Navigation changes, SmartKey/SpeedType, Reporting and a demo on how to register for training.
 Register to view the Adobe Connect recording in the Emory ELMS
Compass Essentials 9.2  Frequently Asked Questions

Get Registered!

eLearning Update

Grants Suite 101 eLearning (260488-11352)

Wire Claim Enhancements eLearning (260423)

Emory Express for Approvers eLearning (260533)

What's New in General Ledger eLearning (260435) 

Understanding Workflow & Approving Financial Transactions eLearning (260460) 

What’s New in Accounts Payable? eLearning (260418) 

Asset Disposal Workflow eLearning (260427) 

Travel & Expense Enhancements  elearning (260454)

What's New in Emory Express? (User Community) eLearning (260429)  

P-Card eLearning  (260419)

 Click here for instructions how to launch the eLearning course from your Learning Plan.


Make-Up Training

  • IF your Learning Plan includes classroom or webinar course training, REGISTER NOW!

  • Select dates and times that work with your schedule

  • Visit the Training tab on this website for the overview of weekly topics

Schedule of Make-up Classes  (November, 2016)

Click here to get step-by-step instructions on how to register

Recorded Classroom Sessions (video)

If you were assigned to eLearning or classroom training, and would prefer a different option to complete the course requirements, there are video-recorded classroom sessions now available. Click HERE for a list of recorded classroom and webinar sessions.

Compass 9.2 Accounts Receivable-Grants Classroom Recording (Course # 260542, Activity # 11422)

Compass 9.2 T&E (Heavy Users) Classroom Recording (Course # 260535, Activity #11383)

Compass 9.2 What's New in Accounts Payable (Heavy Users) Classroom Recording (Course # 260536, Activity #11384)

Compass 9.2 Pre-Award-Grants Classroom Recording (Course # 260543, Activity #11424)

Compass 9.2 Letter of Credit Management Classroom Recording (Course #260544, Activity #11439 )

Compass 9.2 What's New in General Ledger -Heavy Users Classroom Recording (260547-11448)

Compass 9.2 ePay Enhancements- Classroom  Recording  (260548-11449)

Compass 9.2 Wire Claim Enhancements- Heavy - Classroom Recording (260549-11450)

Compass 9.2 Collection Workbench and Workcenters - Classroom Recording (260550-11451)

Compass 9.2 What's New in Inputting & Processing Budget Journals -Classroom Recording (260552-11572)

 Click here for instructions for launching a Classroom Recorded Session.

Recorded Webinar Sessions (Adobe Connect)

 Click HERE for a list of recorded classroom and webinar sessions.

Compass 9.2 What's New in Compass Reporting (heavy & non-heavy users)? (260449)

Compass 9.2 ePay Enhancements- Non-Heavy- Webinar Recording (260424)

Compass 9.2 T&E  (Heavy Users)- Webinar Recording (260455-11452)

Compass 9.2 What's New in Accounts Payable (Heavy Users) Webinar Recording (260551-11454)

Open Lab Schedule

Open Labs are available to all Compass Users who completed module training but still would like to ask questions, complete an eLearning or practice in the Play environment with an expert nearby.  There are 2 weeks of Open Labs and they are scheduled by module and/or topic within a module.  Open Labs are not a substitute for training and are optional. Register on the ELMS and drop in anytime during the Open Lab four to eight hour session.

Click here to view the Open Lab schedule including course number, time and location information.


Support Resources

Finance Support Center 

In order to facilitate our support and continually improve our service, the Finance Support Center has  implemented a tool to track your reported issues and to provide you with improved access to knowledge articles, job aids and status on your tickets as they are resolved by team members.  You no longer have to wonder if your issue is getting the attention it deserves as you will be able to see the progress and receive status updates. Welcome to the Finance Support Center communication.

JOB AID: How to Bookmark the Finance Support Center community website.

How to Get Help

If you have any questions, problems, or comments related to your work in Compass, EPEX, Emory Express or EBI-Finance, please contact the Finance Support Center through one of the following:

 1. Log a ticket in our new tracking system (quickest way and provides you with personal tracking)

Or by pasting the following URL into your browser
You can click on the How to Open a Ticket link to assist you should you encounter an issue. 
2. Email us: Send us an email at Finance.Support.Center@emory.edu.  Note, all of the previous emails you have used in the past will be re-routed to us, so you can use those as well. 
3. Call us:  Our phone lines will be staffed Mondays, from 9am until noon and
Tuesdays – Fridays, from 9am to noon and 1pm to 3pm.   404-727-7000

job aid

Job Aid Library

Looking for quick and easy guidance on completing Compass transactions. Job Aids are step-by-step instructions with screenshots to guide you through transactions.  Job Aids are housed in a new tool called PDF-Flip that allows for easy viewing and navigation.

Click here to access the job aid library.

Compass 9.2 Practice Environment Still Available

You can 'play' in a Compass 9.2 practice environment if you would like a safe place to practice creating transactions. The practice environment has the same look and feel of Compass 9.2 production environment.   https://fsclone.emory.edu   Use your own log-in and password

Training Parking Lot - Questions & Answers from Classroom Sessions

Click here to download an excel spreadsheet with all of the questions logged during classroom sessions.  Subject Matter Experts provided the answers and you can filter by  date, class name, module to search for a particular question and answer.

Other Frequently Asked Questions

Peer Expert Council

A Peer Expert Council was formed in March with a kick-off meeting scheduled for April 5, 2016. Peer Experts are typically the ‘power users’ within their business units and departments. They possess better than average knowledge of the Compass tool. The Peer Expert’s guidance and support will help their peers experience a smoother transition from current state to future state.  

  • Peer Experts provide “hands-on” feedback related to training and testing. They help answer user questions during and after training.

  • Peer Experts will share their technical knowledge of Compass Upgrade within their business units and departments and increase overall end-user comfort level with the upgraded Compass tool. 

Go to the Contacts tab on this website to find out your department's Peer Experts.


Answers To Your Questions

The module leads have provided answers and updates to the questions that you asked during the Listening Tour and Compass Outreach Sessions for the following modules:  Accounts Payable, Travel & Expenses, Reporting, General Ledger, SmartKey and Grants Management.  The consolidated spreadsheets of Q&A are on the NEWS & EVENTS / Meeting Presentations, Recordings & Parking Lots tab of this website.