iLab Training for Financial Managers

The Financial Manager can be involved in a variety of possible business functions. They can assist with PI and User management, enable/disable account strings for PI labs, or be tasked with recharge center management (verifying and editing billing for labs, departments, cores, and centers).  This role is usually filled by Purdue business office staff, at the department or college level.

Useful Quick Reference Cards for Financial Managers (QRCs)

• Add an External User to iLab
• Correcting Document iLab
• Create and Edit iLab Reports
• Create a New Billing Event
• Create a New Billing Event - Upload
• Create a New iLab User - External
• Create a New iLab User - Internal
• How to login to iLab
• iLab User Profile Settings
• Process a Refund and New Charge Correction
• Recharge Center Billing Calendar
• Recharge Center Billing in iLab
• Refund and Correction of Incorrect Charge - External
• Refund and Correction of Incorrect Charge - Internal