Manual Reserves (a.k.a., earmarked Funds, 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 Manual Reserves and provides demonstrations of how
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Duration: 2 Hours Format: Lecture & Discussion Processing travel and other reimbursable expenses are some of the most common FIS transactions performed by University staff. This workshop guides you through the provincial legislation that govern the University's reimbursement policies, University guidelines as well other information that will aid you when processing reimbursable travel expenses. Topics
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This course will briefly review what happens during the Planning/Budget process and give a quick overview of the flow of information from the Target Letter to the Uploading of Plans. A representative from Planning & Budget will be on hand to answer questions regarding Planning & Budget policies and processes (e.g. Target Letter, B6, etc.).
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This course will briefly review what happens during the Planning/Budget process and give a quick overview of the flow of information from the Target Letter to the Uploading of Plans. A representative from Planning & Budget will be on hand to answer questions regarding Planning & Budget policies and processes (e.g. Target Letter, B6, etc.).
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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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