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A/P Processing Part 2: Expense Reimbursements (Course 3)

Virtual Session - Adobe Connect

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
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G/L Account Postings: Basic Data Entry (Course 4)

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 each
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Troubleshooting A/P and G/L Account Postings (Course 5)

Virtual Session - Adobe Connect

Location: Virtual Training Session Duration: 3.5 hours Format: Lecture, Demonstrations + Hands-on Practice Activities Course Material 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
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Logistics Part 1: Purchase Requisitions & Purchase Orders (Course 6)

Virtual Session - Adobe Connect

Location: Virtual Training Session Duration: 7 hours Format: Lecture, Demonstrations + Hands-on Practice Activities Course Material This course is designed for all Financial Information Systems (FIS) users who will be processing Purchase Orders (PO) and have completed the first 5 courses in the Standard Curriculum. Specifically, this course provides an overview of the differences between a Purchase Order (PO) and
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Logistics Part 2: Goods Receipts & Invoice Receipts (Course 7)

Virtual Session - Adobe Connect

Location: Virtual Training Session Duration: 7 hours Format: Lecture, Demonstrations + Hands-on Practice Activities Course Material This course is designed for all Financial Information Systems (FIS) users who will be processing Purchase Orders (PO) and have completed the Logistics Part 1 course as part of the Standard Curriculum. Specifically, it provides an overview of Goods Receipts (GR) and Invoice Receipts
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Basic Funds Management Reporting (Course 8)

Virtual Session - Adobe Connect

Location: Virtual Training Session Duration: 3.5 hours Format: Lecture + Demonstrations Course Material This course is designed for new Financial Information Systems (FIS) users, and provides an overview of Funds Management (FM) reports. Topics include: The purpose of Funds Management (FM) reporting Common FM reports and their features Determining the right FM reports for your needs Features common
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Basic Controlling Reporting (Course 9)

Virtual Session - Adobe Connect

Location: Virtual Training Session Duration: 3.5 hours Format: Lecture + Demonstrations Course Material This course is designed for new and experienced 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’
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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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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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Managing Refundable Deposits

Virtual Session - Adobe Connect

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
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FIS Overview (Course 1)

Virtual Session - Adobe Connect

Location: Virtual Training Session Duration: 3.5 hours Format: Lecture + Demonstrations Course Material 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. Topics include: Introduction to common terms and concepts used
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FIS Overview (Course 1)

Virtual Session - Adobe Connect

Location: Virtual Training Session Duration: 3.5 hours Format: Lecture + Demonstrations Course Material 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. Topics include: Introduction to common terms and concepts used
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A/P Processing Part 1 – Basic Data Entry (Course 2)

Virtual Session - Adobe Connect

Duration: 3 hours Format: Lecture, Demonstrations + Hands-on Practice Activities Course Material 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
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Managing Travel & Other Reimbursable Expenses

Virtual Session - Adobe Connect

Location: Virtual Training Session Duration: 3 hours Format: Lecture + Discussion 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
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A/P Processing Part 2: Expense Reimbursements (Course 3)

Virtual Session - Adobe Connect

Location: Virtual Training Session Duration: 3.5 hours Format: Lecture, Demonstrations + Hands-on Practice Activities Course Material 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.
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G/L Account Postings: Basic Data Entry (Course 4)

Virtual Session - Adobe Connect

Location: Virtual Training Session Duration: 3 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 each
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Troubleshooting A/P and G/L Account Postings (Course 5)

Virtual Session - Adobe Connect

Location: Virtual Training Session Duration: 3.5 hours Format: Lecture, Demonstrations + Hands-on Practice Activities Course Material 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
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