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CruzFly Training

Training
Contact
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Enrollment

CruzFly Training Enrollment Form

An active CruzFly account is required prior to attending a CruzFly Training Session.
Details on obtaining an account can be found here: CruzFly User Manual.

Confirmation​
A confirmation email will automatically be sent after enrollment. If you do not receive your confirmation, please contact cf-training@ucsc.edu.

Cancellation
If you are unable to attend a training after registering, please contact cf-training@ucsc.edu to cancel your enrollment at least five business days before the training.

Courses

CruzFly Training
One hour training demonstrating the process of submitting expenses in CruzFly. This includes instructions on how to submit reimbursement requests for out of pocket expenses, as well as the process of reconciling Corporate Travel and Entertainment Card expenses. Training will detail system functionality, and training users on best practices for using the system. This includes categorizing expenses, attaching receipts, submitting expense reports and more. Policy related questions will be directed to the Accounting office. Prior completion of CTE Card Training is recommended for CTE cardholders.
CruzFly Approver Training
One hour training demonstrating the review and approval process of all reimbursement requests as well as Corporate Travel and Entertainment Card expenses submitted through CruzFly. Training will detail system functionality, training users on best practices for using the system. This includes reviewing all expenses in the system, expense approval workflow, report routing, queues, and more. Policy related questions will be directed to the Accounting office.

CruzFly Training Schedule​​
  
  
  
  
  
collapse Training Title : CruzFly Training ‎(4)
Thursday, October 3rd, 2024Zoom10:00am11:00am
22
Thursday, October 17th, 2024Zoom10:00am11:00am
22
Thursday, October 31st, 2024Zoom10:00am11:00am
22
Thursday, November 21st, 2024Zoom10:00am11:00am
22
collapse Training Title : CruzFly Approver Training ‎(2)
Thursday, October 17th, 2024Zoom2:00pm3:00pm
10
Thursday, November 21st, 2024Zoom2:00pm3:00pm
10

CruzFly Demo Video

Demo of CruzFly with Admissions and Global Engagement
The following demo of CruzFly was recorded with Admissions and Global Engagement on 4/7/21. Following the demo, there is a Q+A with Financial Affairs departments: Enterprise Financial Systems, AP, and Financial Accounting and Reporting.


The following demo of CruzFly was recorded with Admissions and Global Engagement on 4/7/21. Following the demo, there is a Q+A with Financial Affairs departments: Enterprise Financial Systems, AP, and Financial Accounting and Reporting.
 
Direct all questions and communications to CruzFly Help at cf-training@ucsc.edu. ​​​​