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FAST Tips Newsletter

FAST Tips is monthly newsletter published at the end of every month. This archive has FAST Tips publications starting from January 2014.

Subscribe to AMS Listserv to get your monthly FAST Tips.

2017

Topics

August 2017 PDF Icon
  • Why does the vendor I am ordering from have a “PO only” and and “A/P only” vendor account number? How do I set up a purchase order and pay it?
  • Changes to revenue tax codes
July 2017 PDF Icon
  • Staying with Friends/Family and Claiming Gratuitous Accommodations? Don’t forget to get a
    receipt.
  • When should I use the Journal Entry transaction (FB50) versus the Internal Revenues/Expense Recoveries transaction (ZIR01)?
  • SIMULATION: SAP Basic Navigation – Part 2

June 2017 PDF Icon
  • What documentation should be included to support the reimbursement of PRESTO charges?
  • SIMULATION: SAP Basic Navigation – Part 1

May 2017 PDF Icon
  • What is the relationship between Funds Centers and Cost Centers?
  • Free money! Cancelling reserves (e.g, POs, PRs, Earmarked Funds) that are no long required.
  • SIMULATION: How to Hold, Park and Post Parked Documents

April 2017 PDF Icon
  • Updating Lease Purchase Orders (PO) for the New Fiscal year
  • What are “Year-end Operating Reserves”? How are they calculated?
  • Is your report output blank when you download into MS Excel?
  • SIMULATION: Determining the Status of a Cheque, Foreign Draft or Electronic Funds Transfer

March 2017 PDF Icon
  • When filling out the FIS Master Record Requisition form, what do I put in the Reference field?
  • I am trying to post an employee expense reimbursement in FIS, but I get an error message that the vendor is blocked. How do I correct them?
  • SIMULATION: FIS Data Entry Tips (Part 2) – Using the Post with Reference function in G/L and A/P transactions to save time and reduce keystrokes

February 2017 PDF Icon
  • Participant Fees: Cash and Gift Cards
  • How can I view budget details for Funds Centers or Funds Center/Fund combinations?
  • SIMULATION: FIS Data Entry Tips (Part 1) – History function, Wildcard and the “+” sign

January 2017 PDF Icon
  • How do we handle the provincial sales tax for purchases from non-HST provinces & territories (excluding expense reimbursements)?
  • Revised Broader Public Sector Expenses Directive – Per  Diems
  • SIMULATION:   How to use the Dynamic Selections function in FIS Reports

 

2016

Topics

December 2016 PDF Icon
  • When will a cheque be generated if the projected clearing date is during the Christmas Break?
November 2016 PDF Icon
  • Are child care expenses reimbursable while Faculty/Staff are attending a conference?
  • Uber, AirBnB and HST…what’s the deal? The invoices/receipts don’t show the HST and Business
    Number do we need to self-assess the tax?
  • SIMULATION: How to Create and Retrieve Selection Screen Variants

sim_image_selection_variant

October 2016

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  • What is considered eligible documentation to support the reimbursement of AirBnB accommodations?
  • When I process a Goods Receipt, why is the line item grayed out?
  • Update to GTFM Policy related to approvals of air travel for long flight segments (i.e., exceeding 6 hours in duration)
September 2016

BN

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TIP

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BREAKING NEWS (Mid-Month Tip)

  • How to accurately record refundable deposits (HINT: Not as Revenue)

 

 

FAST Tip eNewsletter

  • When I display my Purchase Order (PO), why does the amount field for my Goods Receipt show $0.00 in the Purchase Order History tab?
  • How to process tax only payments
  • Update: New tax rate for P.E.I.
  • Update: New Public Transit Expense Category on the Expense Report Form
  • SIMULATION: How to Submit Month-End Reports in the Background.

september2016_tip_title_page_sim

 

August 2016 PDF Icon
  • What is “PERA” and what can it be used for?
  • TOP 5 Unusual or Interesting Expense Reimbursement Scenerios
  • SIMULATION: How to Print an Additional Copy of a Purchase Order (PO)

Aug2016_tip_Title_Page_sim

July 2016 PDF Icon
  • Air Travel and Class of Service – Premium Economy is now in the GTFM
  • Determining when to use “alpha alpha” vs “alpha numeric” tax codes when processing expense reimbursements (REPEAT TIP – Nov 2014).
  • SIMULATION: How to Locate your Funds Parent Funds Center and Funds Center Hierarchy

FAST_TIP_JULY2016

June 2016 PDF Icon
  • New Tax Rates in New Brunswick, and Newfoundland and Labrador
  • Can Cash Deposits be sent by Campus Mail?
  • SIMULATION:   How to Locate your Cost Center Group Hierarchy

June2016_tip_Title_Page_sim

May 2016 PDF Icon
  • SIMULATION:    How to create custom line item reports

uPerform_Sim_May2016_title_pg

  • Update to the ZFM1 Report – revenue received vs receivable view
  • Recommended documentation for expense reimbursement claims related to long-term accommodation
April 2016

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  • What are Year-End Operating Reserves and how are they calculated?
  • Updating Lease POs in the new fiscal year
  • Understanding operating payroll reservations in the new fiscal year
March 2016

BNPDF Icon

 

 

 

 

 

 

 

 

 

TIP

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BREAKING NEWS (Mid-Month Video)

  • VIDEO DEMO: Understanding the Linking Table and its Impact on the CO Planning Process

sim_image_linking_table

 

 

 

FAST Tip eNewsletter

  • Cancelling Outstanding balance of PO
  • What is an Electronic Travel Authorization (eTA), and is it a reimbursable expense?
  • New reimbursement rate for mileage when UofT traveller uses a personally owned vehicle.

 

 

February 2016 PDF Icon
  • Can we reimburse expenses if they were paid for using Frequent Flyer Points/Gift Cards
  • What is an “R” Payment Block in a purchase order related invoice, and how is it removed?
  • How to proactively prevent the following error messages when processing against a Purchase Order (PO) in the new FY that references Funds with an end date in prior fiscal year:
    • Automatic carryforward is only allowed for amount 0
    • Document… has not been carried forward to the current year
  • What to do if you receive these error messages after May 1st
January 2016 PDF Icon
  • Expense reimbursement policy – Alternative Approvals vs. “Acting” Roles
  • VIDEO DEMO:   How to check if an invoice has been processed in FIS when you don’t know the document #

sim_image_status_of_check

 

 

 

2015

Topics

December 2015 PDF Icon
  • When will a cheque be generated if the projected clearing date is during the Christmas Break?
November 2015 PDF Icon
  •  Things to consider when reorganizing your Funds Center hierarchy
October 2015 PDF Icon
  • New report functionality: How to locate HRIS details in FIS from a payroll document
  • Deciding when to use an OTA vendor vs creating a new permanent vendor account
  • Understanding the Stop Payment process
September 2015 PDF Icon
  • How to set a printer as your default in FIS
  • Who is PROCNTL (Production Control) and why are they posting to your accounts
  • Updates to the University’s travel expense reimbursement policy concerning boarding passes
August 2015 PDF Icon
  • Understanding the differences between, SAP, AMS and FIS
  • What is the “SAP History” function, and how can it help reduce keystrokes, save time and minimize entry errors
  • Do we still use the term Debit Memo?
July 2015 PDF Icon
  • Understanding AMS document types and document number ranges
  • How to contact the FAST team for assistance
June 2015 PDF Icon
  • The importance of entering specific and explanatory line item text when posting transactions, and how to enter line item text after a transaction has been posted.
  • How to create a “Personal List” of vendor accounts in FIS in order to save you time when processing.
  • VIDEO DEMO: How to reverse various A/P & G/L Transactions

sim_image_reversing_ap_gl_docs

May 2015 PDF Icon
  • How to close a Manual Reserve and release the committed funds.
  • Understanding the difference between Cost Centers, Internal Orders or the Assignment field, and determining the correct one for your needs.
  • VIDEO DEMO: When should the G/L Account tab be used when posting a PO related Invoice Receipt?

sim_image_gl_account_tab_po

April 2015 PDF Icon
  • What are Year-End Operating Reserves and how are they calculated?
  • Update to the GTFM Policy regarding reimbursment of excess baggage charges.
March 2015 PDF Icon
  • How to view all budget transactions posted to your Funds Center or Funds Center/Fund combination
  • Balancing your Cost Centers/Internal Orders to your Funds Center (CO Plan – linking Tables (Commitment Account Assignment Report)).
February 2015 PDF Icon
  • How to proactively prevent the following error messages when processing against a Purchase Order (PO) in the new FY that references Funds with an end date in prior fiscal year:
    • Automatic carryforward is only allowed for amount 0
    • Document… has not been carried forward to the current year
  • What to do if you receive these error messages after May 1st
  • How to display an individual or list of outstanding Purchase Orders
January 2015 PDF Icon
  • Required information when completing a Direct Bank Deposit Form and posting to FIS
  • VIDEO DEMO: How to use the Account Assignment template function to reduce keystrokes in FIS

sim_image_account_assignment_tab


 

2014

Topics

December 2014 PDF Icon
  • When will a cheque be generated if the projected clearing date is during the Christmas Break?
  • VIDEO DEMO: Attaching electronic documents to FIS transactions

sim_image_attach_electronic_docs

November 2014 PDF Icon
  • Determining when to use “alpha alpha” vs “alpha numeric” tax codes when processing expense reimbursements.
  • How to change your font, and use the clipboard function in SAP.
October 2014 PDF Icon
  • What to do when you pre-book a flight for a trip, and the person cancels at the last minute due to an emergency.
  • What original receipts/backup documentation are required when purchasing flights and/or accommodations through Expedia.
September 2014 PDF Icon
  • Using the Journal Entry transaction (FB50) versus the Internal Revenues/Expense Recoveries transaction (ZIR01).
  • What to do when your department receives a cheque from another UofT department.
  • RPT – SAP reporting instance
August 2014 PDF Icon
  • Broader Public Sector (BPS) –  Does it Apply?
  • Where to find FAST Faculty Representatives.
July 2014 PDF Icon
  • Running the recommended version of the SAP GUI (SAPGUI 7.20 Update)
  • ERDD Documents – 10K & 5K automatically parked by FIS
  • How to resolve blocked vendors when processing ERDD.
June 2014 PDF Icon
  • Preventing errors when addressing cheques
  • Posting Date on reversal of a document
May 2014 PDF Icon
  • How to view the status of a cheque.
  • Interpreting and resolving the following hard error messages:
    •  “Automatic carryforward is only allowed for amount 0”
    •  “Document … has not been yet been carried forward to the current year”? (Fund End Dates – PO’s Carried forward into New FY when Fund Ends)
  • Using the Calendar Function to reduce errors in the “Invoice Date”.
April 2014 PDF Icon
  • Comparing your actual spend to your budget for specific expense categories(Update to ZFM1 and Detailed CI hierarchy update)
  • The benefits of using the Funds Center Report (ZFTR111)
March 2014 PDF Icon
  • Cancelling Outstanding balance of PO
  • Balancing your Cost Centers/Internal Orders to your Funds Center (CO Plan – linking Tables (Commitment Account Assignment Report)).
February 2014 PDF Icon
  • How to set up a Line Item Variant
  • Original receipt requirements when reimbursing airfare expenses (Boarding Passes)
January 2014 PDF Icon
  • Processing Expense Reimbursements issuing Cheques (Payment Method, OTA Expense Reimbursements)
  • Using the “Alternate/Individual Payee” function