Go to Main Content

7- FIS SC: Logistics-Goods Receipts & Invoice Receipts Part 2

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

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 Creating, changing and reversing GRs and IRs in FIS
[ Read More ]

8 – FIS SC: Basic Funds Management Reporting

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

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 that will enable you to
[ Read More ]

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
[ Read More ]

9 – FIS SC: Basic Controlling Reporting

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

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 Identifying the budget a financial transaction
[ Read More ]

FIS Reporting: Reconciling Month End Statements

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. 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 monthly
[ Read More ]