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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Do you want to learn how you can determine how much money you have in your Funds Center or Funds Center/Fund combination? What about locating what has been charged to your accounts? This course is designed for new Financial Information Systems (FIS) users, and provides an overview of Funds Management (FM) reports that will enable you
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This workshop provides a review of departmental A/R responsibilities and an introduction to the new Accounts Receivables Open Item Aging Report. Objectives: Identify your departmental Accounts Receivable (A/R) financial management and accounting responsibilities Understand the Cost, Benefits and Risks of Invoicing External Customers Generate the Open Item Aging Report using required and optional Selection Criteria
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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 walkthrough of the monthly
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This drop-in session is meant to provide FIS users with one-on-one support. Highlights of the program include: Users receive help with their specific work issues Convenient lunch time hours No lectures or exercises – bring your actual work and get help! No registration required – just come in during the scheduled hours
This course is designed for new 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' output data. Topics include: Common Controlling (CO) reports and their features Identifying the budget a financial transaction
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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 drop-in session is meant to provide FIS, HRIS & RIS/MRA/MROL users with one-on-one support. Highlights of the program include: Users receive help with their specific work issues Convenient lunch time hours No lectures or exercises – bring your actual work and get help! No registration required – just come in during the scheduled hours
Deadline to keep GR's active in FIS
Reversing all Goods Receipt Documents
This course provides a basic understanding of how Financial Information Systems (FIS) is used to facilitate administrative financial management while introducing common terms and concepts used in FIS. This is the prerequisite for all new FIS users who plan to complete the Standard Curriculum. Topics include: Introduction to the terms and concepts used in FIS Understanding the big picture
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This course provides a basic understanding of how Financial Information Systems (FIS) is used to facilitate administrative financial management while introducing common terms and concepts used in FIS. This is the prerequisite for all new FIS users who plan to complete the Standard Curriculum. Topics include: Introduction to the terms and concepts used in FIS Understanding the big picture
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This course is designed for new Financial Information Systems (FIS) users who are expected to complete A/P invoices, Petty Cash and / or Imprest Reimbursements within FIS. Specifically, it focuses on identifying and entering information within the Accounts Payable – Invoice Document Entry screen for various financial transactions. Topics include: When to use the Accounts Payable - Invoice Document Entry screen
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This drop-in session is meant to provide FIS users with one-on-one support. Highlights of the program include: Users receive help with their specific work issues Convenient lunch time hours No lectures or exercises – bring your actual work and get help! No registration required – just come in during the scheduled hours
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 include: The Ontario Expenses Directive and its
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This course is designed for Financial Information Systems (FIS) users who input Accounts Payable Expense Reimbursements. Specifically, it focuses on the how to post an Expense Reimbursement using either the Accounts Payable - Invoice document entry screen or the Expense Reimbursement Direct Deposit (ERDD) entry screen. Topics include: Reimbursement options Tax codes for Petty Cash and Expense Reimbursements When to use either
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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 Revenues and Expense Recoveries Correcting posting errors using Journal Entries Displaying or changing an existing
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This workshop provides a review of departmental A/R responsibilities and an introduction to the new Accounts Receivables Open Item Aging Report. Objectives: Identify your departmental Accounts Receivable (A/R) financial management and accounting responsibilities Understand the Cost, Benefits and Risks of Invoicing External Customers Generate the Open Item Aging Report using required and optional Selection Criteria
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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 data entry process. Topics include: Interpreting system warning/error messages
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Accountable Advance Requests Deadline
This drop-in session is meant to provide FIS, HRIS & RIS/MRA/MROL users with one-on-one support. Highlights of the program include: Users receive help with their specific work issues Convenient lunch time hours No lectures or exercises – bring your actual work and get help! No registration required – just come in during the scheduled hours