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Reporting

Reporting courses are recommended for experienced FIS users responsible for the administration of accounts in FIS. Prior to attending these courses, it is highly recommended that you complete the nine FIS Standard Curriculum courses to gain a strong grasp of the fundamentals of FIS reporting.

Course Descriptions Material

RP –  Reconciling and Reviewing Month End Statements

Location: 256 McCaul St., Room 103
Duration: 2 hours
Format: Lecture + DemonstrationThe university policy requires that all departments reconcile their actual transaction with their Statement of Accounts on a monthly basis. This ensures that all transactions are completely/accurately recorded in FIS. This course walks you through the university’s month-end reconciliation policy, guidelines and management reports.

 

Topics include:

  • University month-end reconciliation policy
  • Step-by-step walk-through of the monthly reconciliation process
  • Month-end reconciliation reports (e.g., Statement of Accounts, Payroll Distribution Report)

Prior to attending this course, it is highly recommended that you complete the following Standard Curriculum courses:

 

Register for Upcoming Sessions:

 

 

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PDF Icon(updated 19-Jan-16)

RP – Year-End Operating Reserves

Location: 256 McCaul St., Room 103
Duration: 2 hours
Format: Lecture + DemonstrationYear-end Operating Reserves are a division’s net overspending (deficit) or under spending (surplus) amount at the end of a fiscal year. Accurately calculating the operating reserve can play an important role in determining your divisions’ budget for the upcoming fiscal year.This course will introduce you to the best practices and processes involved in year-end operating reserve reporting.

 

Topics include:

  • Definition of an Operating Reserve
  • Calculating the Year-End Operating Reserve (single & multiple Funds Centers)
  • The University’s Operating Reserve Policy
  • Features and characteristics of various Operating Reserve reports

Note: This workshop is intended for advanced FIS users who have completed the FIS Standard Curriculum.

 

Register for Upcoming Sessions:

 

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PDF Icon (updated 15-May-15)