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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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7 – Logistics Part 2: Goods Receipts & Invoice Receipts

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). Specifically, it provides an overview of Goods Receipts (GR) and Invoice Receipts (IR), how and when to process them and making adjustments to each when necessary. Topics include: Understanding the receiving process
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FIS Workshop: Managing Refundable Deposits

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

Manage 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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8 – Basic Funds Management Reporting

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

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
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9 – Basic Controlling Reporting

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

Duration: 3 hours Format: Lecture + Demonstrations This course is designed for new Financial Information Systems (FIS) users and provides an overview of some commonly used Controlling reports. Specifically, the course introduces commonly used Controlling (CO) reports, the characteristics and functions of each report, and how to interpret each reports’ output data. Topics include: Common Controlling (CO) reports and their features
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