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Reference Material

We’ve reserved this space for reference materials that will aid Faculty, Admins, and Finance Staff to learn and refresh on the Alpha Financials system, on their schedule. As reference materials are developed, you will be able find them here, organized by topic area. Check back for Quick Reference Guides, recorded webinars/training sessions, and helpful links, beginning in September 2020.

In the meantime, if you have suggestions for types of material you would like to see here, please email us:


Alpha Financials Glossary

Alpha Financials Updates



Chart of Account (CoA)

Cutover Information

General Accounting

Project Portfolio Financial Management (PPFM)