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Reconciling & Reviewing Month-End Statements

256 McCaul St, Room 103 256 McCaul St, Toronto, Canada

Duration: 2 hours Format:    Lecture + Demonstration The 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
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GET HELP FAST drop-in Session

256 McCaul St, Room 103 256 McCaul St, Toronto, Canada

This drop-in session is meant to provide FIS, HRIS, uSOURCE and RIS/MRA/MROL users with one-on-one support with experienced members of the Financial Advisory Services and Training (FAST) team, HRIS, Procurement Services and RIS. Highlights of the program include: Users receive help with their specific work issues Convenient lunch time hours No lectures or exercises – bring your actual work and get help! No registration required – just come in
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FIS Workshop – Managing Refundable Deposits

256 McCaul St, Room 103 256 McCaul St, Toronto, Canada

Managing Refundable Deposits the easy way while adhering to UofT policies. This workshop will review the correct procedures for creating a cash receipt for refundable deposits (e.g. key or locker deposits, etc.) and how to refund the deposit at a later date (e.g. at the end of the term). Reports for deposit/refund reconciliation will also
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FIS Workshop – Manual Reserves

256 McCaul St, Room 103 256 McCaul St, Toronto, Canada

Manual Reserves (a.k.a., earmarked Funds, 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
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1 – FIS Overview

256 McCaul St, Room 103 256 McCaul St, Toronto, Canada

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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1 – FIS Overview

256 McCaul St, Room 103 256 McCaul St, Toronto, Canada

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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2 – A/P Processing P1-Basic Data Entry

256 McCaul St, Room 103 256 McCaul St, Toronto, Canada

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 to use
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2 – A/P Processing P1-Basic Data Entry

256 McCaul St, Room 103 256 McCaul St, Toronto, Canada

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 to use
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FIS Workshop – Managing Travel Expenses

256 McCaul St, Room 103 256 McCaul St, Toronto, Canada

Duration: 2 Hours Format:  Lecture & Discussion 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
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3 – A/P Processing Part 2: Expense Reimbursements

256 McCaul St, Room 103 256 McCaul St, Toronto, Canada

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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3 – A/P Processing Part 2: Expense Reimbursements

256 McCaul St, Room 103 256 McCaul St, Toronto, Canada

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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4 – GL Account Postings: Basic Data Entry

256 McCaul St, Room 103 256 McCaul St, Toronto, Canada

Duration:  3.5 hours Format:     Lecture, Demonstrations + Hands-on Practice Activities This course is designed for new Financial Information Systems (FIS)users, and focuses on how to effectively post financial transactions using the G/L Account Posting screen. Particular attention will be paid to processing Internal Revenues and Expense Recoveries. Topics include: Identifying the appropriate FIS screen for each financial transaction Processing Internal Revenues
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5 – A/P and G/L Account Postings Troubleshooting

256 McCaul St, Room 103 256 McCaul St, Toronto, Canada

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 and/or journal entry type documents on a regular basis. Specifically, troubleshooting tips will be provided to help you deal with system warning / error messages and / or missing information during  and after the
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FIS Workshop – Updating CO Plans for Operating Budgets

256 McCaul St, Room 103 256 McCaul St, Toronto, Canada

This course will briefly review what happens during the Planning/Budget process and give a quick overview of the flow of information from the Target Letter to the Uploading of Plans. A representative from Planning & Budget will be on hand to answer questions regarding Planning & Budget policies and processes (e.g. Target Letter, B6, etc.).
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6 – Logistics – Purchase Requisitions & Purchase Orders Part 1

256 McCaul St, Room 103 256 McCaul St, Toronto, Canada

Duration: 7 hours Format: Lecture, Demonstrations + Hands-on Practice Activities This course is designed for all Financial Information Systems (FIS) users who will be processing Purchase Orders (PO) and Purchase Requisitions (PR). Specifically, this course provides an overview of the differences between a Purchase Order (PO) and a Purchase Requisition (PR) and how to process each in FIS. Topics include: Review
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