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Reconciling & Reviewing Month End Statements (Reporting)

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

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.
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1 – FIS Overview

Virtual Session - Adobe Connect

Location: Virtual Training Sessions Duration: 3.5 hours Format: Lecture + Demonstrations Course Material  This course provides a basic understanding of how Financial Information Systems (FIS) is used to facilitate administrative financial management while
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2. SC – A/P Processing Part 1: Basic Data Entry

Virtual Session - Adobe Connect

Location: Virtual Training Session Duration: 3.5 hours Format: Lecture, Demonstrations + Hands-on Practice Activities Course Material This course is designed for new Financial Information Systems (FIS) users who are expected to complete A/P
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3. SC – A/P Processing Part 2: Expense Reimbursements

Virtual Session - Adobe Connect

Location: Virtual Training Session Duration: 3.5 hours Format: Lecture, Demonstrations + Hands-on Practice Activities Course Material This course is designed for Financial Information Systems (FIS) users who input Accounts Payable Expense Reimbursements.Specifically, it
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4. SC – G/L Account Postings: Basic Data Entry

Virtual Session - Adobe Connect

Location: Virtual Training Session Duration: 3.5 hours Format: Lecture, Demonstrations + Hands-on Practice Activities Course Material This course is designed for new Financial Information Systems (FIS) users, and focuses on how to effectively
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5. SC – A/P and G/L Account Postings: Troubleshooting

Virtual Session - Adobe Connect

Location: Virtual Training Session Duration: 3.5 hours Format: Lecture, Demonstrations + Hands-on Practice Activities Course Material This course is designed for Financial Information Systems (FIS) users who input accounts payable and/or journal entry type documents
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Managing Refundable Deposits

Virtual Session - Adobe Connect

Location: Virtual Training Session Duration: 1.5 hours Format: Lecture + Demonstration Workshop Slides:   Presentation   |    Workbook Refundable deposits are collected by the University to ensure that items (e.g., FOBs, room keys, carrels) are
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6. SC – Logistics Part 1: Purchase Requisitions & Purchase Orders

Virtual Session - Adobe Connect

Location: Virtual Training Session Duration: 6 hours Format: Lecture, Demonstrations + Hands-on Practice Activities Course Material This course is designed for all Financial Information Systems (FIS) users who will be processing Purchase Orders (PO)
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7. SC – Logistics Part 2: Goods Receipts & Invoice Receipts

Virtual Session - Adobe Connect

Location: Virtual Training Session Duration: 5.5 hours Format: Lecture, Demonstrations + Hands-on Practice Activities Course Material This course is designed for all Financial Information Systems (FIS) users who will be processing Purchase Orders (PO)
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8. SC – Basic Funds Management Reporting

Virtual Session - Adobe Connect

Location: Virtual Training Session Duration: 3 hours Format: Lecture + Demonstrations Course Material This course is designed for new Financial Information Systems (FIS) users, and provides an overview of Funds Management (FM) reports.
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9. SC – Basic Controlling Reporting

Virtual Session - Adobe Connect

Location: Virtual Training Session Duration: 3 hours Format: Lecture + Demonstrations Course Material This course is designed for new and experienced Financial Information Systems (FIS) users and provides an overview of some commonly
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Managing Travel & Other Reimbursable Expenses

Virtual Session - Adobe Connect

Location: Virtual Training Session Duration: 2 hours Format: Lecture + Demonstration Workshop Material Processing travel and other reimbursable expenses are some of the most common FIS transactions performed by University staff. This workshop
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Understanding Earmarked Funds (i.e., Manual Reserves)

Virtual Session - Adobe Connect

Location: Virtual Training Session Duration: 1.5 hours Format: Lecture + Demonstration Workshop Material Earmarked Funds (a.k.a., Manual Reserves, Funds Commitments and Encumbrances) are created by departments in FIS to reserve available budget dollars for
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Updating CO Plans for Operating Budgets

Virtual Session - Adobe Connect

Location: Virtual Training Session Duration: 2 hours Format: Lecture, Demonstration + Hands-on Practice Activity Workshop Material Controlling (CO) plans enable you track actual spending as compared to planned spending for a particular Fund Center. Once they
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1. SC – FIS Overview

Virtual Session - Adobe Connect

Location: Virtual Training Sessions Duration: 3.5 hours Format: Lecture + Demonstrations Course Material  This course provides a basic understanding of how Financial Information Systems (FIS) is used to facilitate administrative financial management while
[ Read More ]

1. SC – FIS Overview

Virtual Session - Adobe Connect

Location: Virtual Training Sessions Duration: 3.5 hours Format: Lecture + Demonstrations Course Material  This course provides a basic understanding of how Financial Information Systems (FIS) is used to facilitate administrative financial management while
[ Read More ]

2. SC – A/P Processing Part 1: Basic Data Entry

Virtual Session - Adobe Connect

Location: Virtual Training Session Duration: 3.5 hours Format: Lecture, Demonstrations + Hands-on Practice Activities Course Material This course is designed for new Financial Information Systems (FIS) users who are expected to complete A/P
[ Read More ]

Managing Travel & Other Reimbursable Expenses

Virtual Session - Adobe Connect

Location: Virtual Training Session Duration: 2.5 hours Format: Lecture + Demonstration Workshop Material Processing travel and other reimbursable expenses are some of the most common FIS transactions performed by University staff. This workshop guides
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