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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
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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:
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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 ]

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
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Understanding Earmarked Funds (i.e., Manual Reserves)

Virtual Session - Adobe Connect

Location: Virtual Training Session Duration: 2 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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