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8 – Basic Funds Management Reporting

August 28, 2018 @ 1:30 pm - 4:30 pm

Duration: 3 hours
Format: Lecture + Demonstrations

Do you want to learn how you can determine how much money you have in your Funds Center or Funds Center/Fund combination? What about locating what has been charged to your accounts?

This course is designed for new Financial Information Systems (FIS) users, and provides an overview of Funds Management (FM) reports that will enable you to answer these questions.

Topics include:

  • The purpose of Funds Management (FM) reporting
  • Common FM reports and their features

Pre-requisites: It is highly recommended that this course be completed after the preceding Standard Curriculum courses.

E-Token – For this particular course the attendee should have an activated e-Token. If you do not have an e-Token assigned to you, please inform the instructor and someone will log you in when you arrive.

 

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Venue

  • 256 McCaul St, Room 103
  • 256 McCaul St
    Toronto, Canada
    + Google Map