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CruzFly Training

Training
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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 Reconciliation Training
One hour training demonstrating expense report reconciliation of Corporate Travel and Entertainment Card expenses. Training will detail system functionality, and training users on best practices for using the system. This includes categorizing transactions, attaching receipts, submitting CTE expense reports and more. Policy related questions will be directed to the Accounting office. Prior completion of CTE Card Training is recommended.
CruzFly Approval Training
One hour training demonstrating the review and approval process of 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 CTE transactions in the system, expense approval workflow, report routing, queues, and more. Policy related questions will be directed to the Accounting office.
CruzFly Help Session
Informal Zoom session for active CruzFly account holders to ask questions and receive online support from the CruzFly Office. Users are encouraged to bring questions on system issues they might be encountering. Help Sessions will detail system functionality, allowing users to ask questions about best practices for using the system. Policy related questions will be directed to the Accounting office.

CruzFly Training Schedule​​​​​​
  
  
  
  
  
collapse Training Title : CruzFly Reconciliation Training ‎(3)
Thursday, April 25th, 2024Zoom10:00am11:00am
12
Thursday, May 9th, 2024Zoom2:00pm3:30pm
12
Thursday, May 23rd, 2024Zoom2:00pm3:30pm
12
collapse Training Title : CruzFly Approval Training ‎(3)
Thursday, April 25th, 2024Zoom2:00pm3:00pm
8
Thursday, May 9th, 2024Zoom10:00am11:00am
8
Thursday, May 23rd, 2024Zoom10:00am11:00am
8

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.


Direct all questions and communications to CruzFly Help at cf-training@ucsc.edu. ​​​​
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