Go to Main Content

Logistics Part 2: Goods Receipts & Invoice Receipts (Course 7)

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) and have completed the Logistics Part 1 course as part of the Standard Curriculum. Specifically, it provides an overview of Goods Receipts (GR) and Invoice Receipts
[ Read More ]

Basic Funds Management Reporting (Course 8)

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. Topics include: The purpose of Funds Management (FM) reporting Common FM reports and their features Determining the right FM reports for your needs Features common
[ Read More ]

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 are created and loaded into the corresponding operating budget, they are often updated throughout the fiscal year. This workshop guides you through the importance of updating CO
[ Read More ]

Basic Controlling Reporting (Course 9)

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 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’
[ Read More ]

Reconciling and Reviewing Month End Statements

Virtual Session - Adobe Connect

Location: Virtual Training Session Duration: 2 hours Format: Lecture + Demonstration. Material 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:
[ Read More ]