Workshops
FIS workshops are designed to give FIS users of varying experience levels a better understanding of specific FIS topics that are not explicitly covered in the Standard Curriculum and Reporting courses. Prior to attending any of these workshops, it is highly recommended that you complete the FIS Standard Curriculum to become familiar with the fundamentals of FIS.
| Workshop Descriptions |
| WS – Departmental Accounts Receivable Responsibilities and the A/R Open Item Aging Report
Location: 256 McCaul St., Room 103 This workshop provides a review of departmental A/R responsibilities when processing external revenues and recoveries and an introduction to the Accounts Receivables Open Item Aging Report. Topics Include:
Note: This workshop focuses on external sources of revenue and expense recoveries. If you are interesting in learning about internal revenue and expense recoveries (i.e., between U of T departments), please attend the G/L Account Posting – Basic Data Entry course. Register for Upcoming Sessions: No more sessions in 2017 |
| WS – Managing Travel & Other Reimbursable Expenses Location: 256 McCaul St., Room 103 Duration: 2 hours Format: Lecture + DemonstrationWorkshop Material Processing travel and other reimbursable expenses are some of the most common FIS transactions performed by University staff.This workshop guides you through the provincial legislation that govern the University’s reimbursement policies, University guidelines as well other information that will aid you when processing reimbursable travel expenses. Topics include:
Register for Upcoming Sessions:
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| WS – Earmarked Funds (formerly Manual Reserves) Location: 256 McCaul St., Room 103 Duration: 2 hours Format: Lecture + DemonstrationWorkshop Material Earmarked Funds (a.k.a., Manual Reserves, Funds Commitments and Encumbrances) are created by departments in FIS to reserve available budget dollars for expenses that are not processed through HRIS (e.g., payroll) or Logistics (e.g., POs). They enable you to set aside/reserve budget dollars for future expenditures.This workshop defines Manual Reserves and provides demonstrations of how to process and report them in FIS. Topics include:
Prior to attending this course, it is highly recommended that you complete the FIS Standard Curriculum. Register for Upcoming Sessions:
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| WS – Updating CO Plans for Operating Budgets
Location: 256 McCaul St., Room 103
Controlling (CO) plans enable you track actual spending as compared to planned spending for a particular Fund Center. Once they are created and loaded into the corresponding operating budget, they are often updated throughout the fiscal year. This workshop guides you through the importance of updating CO Plans, how to update plans and useful troubleshooting tips to help you along the way. Topics include:
Prior to attending this course, it is highly recommended that you complete the following FIS Standard Curriculum course:
Prior to attending this course, it is highly recommended that you complete the FIS Standard Curriculum.
Register for Upcoming Sessions: No more sessions in 2017
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WS – Managing Refundable Deposits Location: 256 McCaul St., Room 103 Duration: 2 hours Format: Lecture + DemonstrationWorkshop Slides: Presentation | Workbook
Refundable deposits are collected by the University to ensure that items (e.g., FOBs, room keys, carrels) are returned and/or ensure that a room is left in satisfactory condition when it vacated. Due to the unique nature of refundable deposits, the University has specific policies, processes and guidelines governing the administration of these deposits.This course introduces departmental responsibilities around the administration of refundable deposits, as well as processing, tracking and reconciling key/refundable deposits in FIS.
Topics include:
Prior to attending this course, it is highly recommended that you complete the FIS Standard Curriculum. Register for Upcoming Sessions: No more sessions in 2017
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WS – Correcting Negative FM BalancesLocation: 256 McCaul St., Room 103Duration: 2 hours Format: Lecture + DemonstrationWorkshop Material A negative FM balance occurs when your Fund Center(s) have spent or committed more money than exists in your budget for a give fiscal year. These negative FM balances are more often then not due to payroll transactions that have hit a Fund Center that does not have available budget dollars. This workshop introduces the sources of negative FM balances using various FIS reports, and how to correct these balances at the end of a fiscal year. Topics include:
Prior to attending this course, it is highly recommended that you complete the following FIS Standard Curriculum course:
Register for Upcoming Sessions: No more session in 2017
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