Discover the basics of how to use Core-CT Financials modules and functions. We’ve put together training information, job aids, and more to help you use Core-CT to manage your agency’s financial accounts. Explore below for more specific guidance and information.
General eLearning
- L100 Financials navigation overview - Get an overview of the Core-CT financials functions and navigation for use in your role with the State of CT. View the transcript for the L100 Financials navigation overview course.
- L100 Financials approvals - Learn how to manage approvals for Core-CT Financials actions and transactions.
Infographics
- Core-CT fluid navigation (PDF) - Learn about Core-CT’s Fluid UI, which features a simplified, streamlined navigation menu that lets users quickly access the pages they need.
- Core-CT fluid financials approvals (PDF) - Learn the navigation to follow to review pending approvals under the Financials module
General job aids
- Adding a registered webinar to your calendar (PDF) - Learn the steps to add your registered webinar to your calendar.
- ChartField configuration and combo edit overview (PDF) - Learn the overview of how chartfields are configured, how chartfield requests are controlled and how combo edit rules determine which chartfields must be entered on transactions.
- Financials glossary (XLS) - Learn definitions of commonly used Core-CT Financials terms to help you better understand system terminology, documentation, and business processes.
- How to schedule a report (PDF) - Learn how to schedule reports to run as necessary in the Core-CT Financials system.
- WorkCenter: WorkCenter personalization (PDF) - Learn how to personalize your Financials WorkCenter to be most efficient to your role with the State.
Module job aids & eLearning
- Accounts payable
- Account receivable
- Asset management
- Billing
- Cash management
- Catalog management
- Customer contracts
- eProcurement
- eSupplier
- General ledger / commitment control
- Grants
- Inventory
- PCard
- Procurement contracts
- Project costing
- Purchasing
- Strategic sourcing
- Supplier contract management
Templates
- Origin template (XLS) - Use this template to request origins for your agency.
Trainings
- A Road Map through Supply Chain recording (MP4)
- A Road Map through Supply Chain presentation deck (PDF)
- A Road Map through Supply Chain transcript (PDF)
- A Road Map through AR/BI/GL/PC recording (MP4)
- A Road Map through AR/BI/GL/PC presentation deck (PDF)
- A Road Map through AR/BI/GL/PC transcript (PDF)
User group trainings
Accounts receivable (AR), Billing (BI), General ledger (GL), Grants training (GRT), and Project costing (PC):
March 2026
- AR/BI/GL/PC user group recording (MP4)
- AR/BI/GL/PC user group presentation deck (PDF)
- AR/BI/GL/PC user group transcript (PDF)
- AR/BI/GL/PC user group Q&As (PDF)
November 2024
- AR/BI/GL/GRT/PC recording (MP4)
- AR/BI/GL/GRT/PC presentation deck (PDF)
- AR/BI/GL/GRT/PC transcript (PDF)
eProcurement (ePro), Purchasing (PO) PCard, Accounts payable (AP), and Asset management (AM):
March 2026
- Financial supply chain user group recording (MP4)
- Financial supply chain user group presentation deck (PDF)
- Financial supply chain user group transcript (PDF)
- Financial supply chain user group Q&As (PDF)
November 2024