Duration: 3.5 hours Format: Lecture, Demonstrations + Hands-on Practice Activities This course is designed for new Financial Information Systems (FIS) users, and focuses on how to effectively post financial transactions using the G/L Account Posting screen. Particular attention will be paid to processing Internal Revenues and Expense Recoveries. Topics include: Identifying the appropriate FIS screen for each financial transaction Processing Internal [ Read More ]
Duration: 3.5 hours Format: Lecture, Demonstrations + Hands-on Practice Activities This course is designed for Financial Information Systems (FIS) users who input accounts payable and/or journal entry type documents on a regular basis. Specifically, troubleshooting tips will be provided to help you deal with system warning / error messages and / or missing information during and after the [ Read More ]
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 [ Read More ]
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 ]