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FIS Advanced Reporting: Reconciling & Reviewing Month-End Statements

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 reconciliation policy Step-by-step walk through of the
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FIS: Managing Refundable Deposits

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

Learn how to 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
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FIS Workshop – Earmarked Funds (i.e., Manual Reserves)

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

Earmarked Funds (a.k.a., Manual Reserves, 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 Earmarked Funds and demonstrates how to process
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1. FIS SC – FIS Overview

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

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 and concepts used in FIS Understanding the big
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2. FIS SC – A/P Processing Part 1: Basic Data Entry

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

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 the Accounts Payable - Invoice Document Entry screen
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