Financial Training

Students in class

Financial training opportunities are numerous and guided by the requirements of your position, as directed by your business office. To learn more about the systems and tools available to members of the Yale community—from express shipping to online product catalogues—and to leverage them in your business or finance support role, please access the financial training resources on this page. For additional details, please check with the system owner, your Operations Manager or Lead Administrator.

Buying Guide

Yale’s Buying Guide is designed to save you time in locating reputable and reliable suppliers. Some suppliers have elaborate contracts in place that provide the University with deep discounts on frequently purchased goods and services.

Expense Managment System (EMS)

EMS is used to create and submit expense reports for travel, material or supplies charges purchased with a Yale University Purchasing Card and out-of-pocket expenses.

Purchasing Card (PCard)

Yale Purchasing Cards are the preferred tool for creating a one–step–transaction for buying and paying for certain goods and services needed for Yale business purposes. 

Yale Budgeting Tool (YBT)

The Yale Budgeting Tool (YBT) is Yale’s new financial system for budgeting, forecasting, and financial management.