Duration: 3 hours Format: Lecture + Demonstrations This course provides a basic understanding of how Financial Information Systems (FIS) is used to facilitate administrative financial management while introducing common terms and concepts used in FIS. This is the prerequisite for all new FIS users who plan to complete the Standard Curriculum. Topics include: Introduction to the terms
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Duration: 3.5 hours Format: Lecture, Demonstrations + Hands-on Practice Activities This course is designed for new Financial Information Systems (FIS) users who are expected to complete A/P invoices, Petty Cash and / or Imprest Reimbursements within FIS. Specifically, it focuses on identifying and entering information within the Accounts Payable – Invoice Document Entry screen for various financial transactions. Topics include: When
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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: The Ontario Expenses Directive and its
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Duration: 3.5 hours Format: Lecture, Demonstrations + Hands-on Practice Activities This course is designed for Financial Information Systems (FIS) users who input Accounts Payable Expense Reimbursements. Specifically, it focuses on the how to post an Expense Reimbursement using either the Accounts Payable – Invoice document entry screen or the Expense Reimbursement Direct Deposit (ERDD) entry screen. Topics include: Reimbursement options Tax
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This workshop provides a review of departmental A/R responsibilities and an introduction to the Accounts Receivables Open Item Aging Report. Topics: Identify your departmental Accounts Receivable (A/R) financial management and accounting responsibilities Understand the Cost, Benefits and Risks of Invoicing External Customers Generate the Open Item Aging Report using required and optional Selection Criteria Use
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