Location: Virtual Training Session Duration: 2 hours Format: Lecture + Demonstration Year-end Operating Reserves are a division’s net overspending (deficit) or under spending (surplus) amount at the end of a fiscal year. Accurately calculating the operating reserve can play an important role in determining your divisions’ budget for the upcoming fiscal year. This course will introduce you to the
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Location: Virtual Training Session Duration: 2 hours Format: Lecture + Demonstration. 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
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Location: Virtual Training Session Duration: 3 hours Format: Lecture + Demonstration Workshop Material 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
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Location: Virtual Training Session Duration: 2.5 hours Format: Lecture + Demonstration Workshop Material 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
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Location: Virtual Training Session Duration: 3.5 hours Format: Lecture, Demonstrations + Hands-on Practice Activities Course Material 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
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