New Employee Training

Welcome to Princeton! Throughout this website, you will find useful information to help you navigate the financial aspects of your role. For a comprehensive look at how Finance & Treasury (F&T) works at Princeton, we offer an “Introduction to Finance & Treasury at Princeton for New Hires” session. For more specific details on each financial topic, we recommend that you visit the dedicated training section of this website, as well as sign up for the General Ledger newsletter.

Below you will find information to help you get started in your financial role:

Chart of Accounts (also called “COA” or “chart”)

The COA is the backbone of every financial transaction at Princeton. These transactions are created in our financial systems and identify all transactions in financial terms.  It is important to understand how the COA is used and works. To learn more about the Chart, please attend the Chart of Accounts Overview course or view this 10-minute ChartField Refresher Course Video.

Prime Financial Systems Access

The main financial systems that we use are Prime Financials, Concur, and the Information Warehouse (Financial Reports). As a central access point to these systems, navigate to the Prime Portal.

Requesting Access to Systems

To request access to a specific financial system or to update your access profile, use the Prime Access Request Form (Prime Financials, Information Warehouse) or Labor Accounting Access Request Form (Labor Accounting). 

Finance & Treasury Training

For specific training on various financial topics, including all course materials, visit the dedicated training section of this website. Register for trainings offered in the Employee Learning Center.

For a comprehensive library of all available online system and process step-by-steps, visit the Prime Financials Step-by-Step Library.

Finance & Treasury Assistance

Financial Service Center (FSC): Handles general inquiries and provides process and policy support for F&T related information (walk-in, phone, email). Obtain F&T assistance by filling out the Finance Inquiry Form or by calling or emailing 609-258-3080; finance@princeton.edu.

Additionally, you can view some resources on how to use the Information Warehouse using step-by-steps guides. View the step-by-step library.

The following communications will help you stay up-to-date on the most current finance and treasury information.

  • RSS Newsfeed: Provides you with just in time information and updates about Finance & Treasury related topics. Subscribe by navigating to the ”News” section of the Prime Portal and click the RSS icon to subscribe.
  • General Letter Newsletter: Brings you news about people, policy, and points of information from the Office of Finance and Treasury. Subscribe by emailing finance@princeton.edu.