Reporting
Reporting courses are recommended for experienced FIS users responsible for the administration of accounts in FIS. Prior to attending these courses, it is highly recommended that you complete the nine FIS Standard Curriculum courses to gain a strong grasp of the fundamentals of FIS reporting.
| Course Descriptions | Material |
RP – Reconciling and Reviewing Month End Statements Location: 256 McCaul St., Room 103 Duration: 2 hours Format: Lecture + DemonstrationThe 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:
Prior to attending this course, it is highly recommended that you complete the following Standard Curriculum courses:
Register for Upcoming Sessions:
|
 |
RP – Year-End Operating Reserves Location: 256 McCaul St., Room 103 Duration: 2 hours Format: Lecture + DemonstrationYear-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 best practices and processes involved in year-end operating reserve reporting. Topics include:
Note: This workshop is intended for advanced FIS users who have completed the FIS Standard Curriculum.
Register for Upcoming Sessions: No further sessions in 2018
|
|