ÎÛÎÛ²ÝÝ®ÊÓƵ

Need Help?

FIS Courses

ÎÛÎÛ²ÝÝ®ÊÓƵ

Course Description

Course Description To Register/Pre-Requisite(s)
Introduction to Finance and Minerva (FIS 401) Course Overview:
  • Structure of the Chart of Accounts
  • Differences between "Funds" and "Grants"
  • How to obtain an up-to-the-minute balance using Minerva
  • How to obtain your financial statements
  • How to retrieve background information on financial transactions
  • How to process adjustments on past payroll transactions
  • Overview of Minerva > Finance (Fund) Administration menu options
  • Overview of ÎÛÎÛ²ÝÝ®ÊÓƵ Market Place (MMP)
Log in to > Employee menu > Training menu > Financial Services

Navigation of the Finance Accounts Receivable Billing Module (FIS 420)

Course Overview:

  • Finance Accounts Receivable (AR) & Billing Department's Responsibilities
  • Request for Detail Code
  • Request for AR Code
  • Request for AR Client ID via Purchase Order (PO)
  • Billing Methods
  • And more...

Log in to > Employee menu > Training menu > Financial Services

* Pre-requisite courses: GEN 300 - Banner Introduction & FIS 401 - Introduction to Finance and Minerva

Processing Financial Transactions (FIS 430) Course Overview:
  • Query fund balances, budget summaries and financial documents;
  • Approve or disapprove certain documents requiring electronic approval;
  • Query financial and non-financial information for fund codes and related characteristics;
  • Process standard transactions such as deposits, inter-departmental charges, and intra-fund journals.
Log in to > Employee menu > Training menu > Financial Services

* Pre-requisite courses: GEN 300 - Banner Introduction & FIS 401 - Introduction to Finance and Minerva
Processing Expenditure & Fund Transfers (FIS 439) Course Overview:
  • Definitions of the terms "Journal", "Adjustment", and "Transfer" and other related terminology
  • Information on the different types of transfers and when to use them
  • Information on the anatomy of a proper journal entry
  • Introduction to related financial guidelines and procedures
  • How to analyze scenarios and determine the appropriate types of transfer and the proper use of account codes
  • How to create a journal entry
Log in to > Employee menu > Training menu > Financial Services

* Pre-requisite courses: GEN 300 - Banner Introduction, FIS 401 - Introduction to Finance and Minerva & FIS 430 - Processing Financial Transactions
Introduction to Accounts Payable (FIS 440) Course Overview:
  • Provide you with an understanding of the process of payment of invoices on purchase orders and payment requests.
  • Demonstrate how to query invoices in Minerva and Banner.
  • Provide you with an overview of sales taxes charged on invoices processed via Accounts Payable and the available payment methods. 
Log in to > Employee menu > Training menu > Financial Services

Advances and Expense Reports (FIS 450)

Course Overview:

  • Policy Introduction
  • Roles & Responsibilities
  • Before you travel
  • Advances
  • Expense Reports
Log in to > Employee menu > Training menu > Financial Services
FST Advances and Expense Reports (FIS 451) Course Overview: This course covers the role of the FST in the advances and expense reports process.

Log in to > Employee menu > Training menu > Financial Services

* Pre-requisite courses: GEN 300 - Banner Introduction, FIS 401 - Introduction to Finance and Minerva & FIS 430 - Processing Financial Transactions.  Also, an Active Finance User. 

* Designated to FST/AEC team members only

Back to top