Financial System Training Information
Should I attend training for the Financial System?
To have access to the Financial System
you have to submit a Request for access to Financial System FUSION/ERP form and complete the section 3 - User roles. You then have to take the course corresponding to the selected roles.
What are the training courses related to each role?
The following table summarizes the courses you need to follow depending on the selected roles.
| Roles |
|
|||||
| A. Purchasing - Requisition entry and approval | YES |
N/A |
YES |
N/A |
N/A |
N/A |
| B. Accounts Payable - Invoice entry and approval | YES |
YES |
N/A |
YES |
N/A |
N/A |
| C. General ledger - Journal entry | YES |
YES |
N/A |
N/A |
YES |
N/A |
| D. Budget - transfer entry and approval/Budget development and approval | YES |
N/A |
N/A |
N/A |
N/A |
N/A |
| E. Data inquiry - Requisition and purchasing order inquiry/Invoice inquiry | N/A |
YES |
N/A |
N/A |
N/A |
N/A |
How do I register?
Registration can be done online. Select the courses from the workshop list in alphabetical order.
Fundamentals :
The course
introduces users to the infrastructure and components of the Financial System, the Charts of account, the reference tool and access to the system. We will also introduce you to the FAST applications and the navigation in Banner.
Finance Reporting :
The purpose of this course is to learn how to use the reporting tool Finance Reporting. We will also talk about all the reports that are available and the relation between the system and the other components. With the help of hands on exercises, you will learn the various ways to query the data, how to read the results and execute drill-downs.
Purchasing - FAST WebReq :
This course objective is to teach you how to prepare requisitions in the Fast -WebReq application. Through practical exercises, you will learn the basic functions and navigation tools, and you will learn how to create, edit, copy and delete a requisition. We will also show you the steps to approve a requisition.
Accounts Payable - Payment of invoices :
The purpose of this course is to learn the process of payment of invoices. With the help of hands on exercises, you will learn how to enter, modify, approve and query invoices. We will also review the document maintenance, the vendors and the taxes.
Journal entries and Ledger :
The purpose of this course is to learn the Ledger processes. With the help of hands on exercises, you will learn how to enter and modify a journal entry. We will also review the elements of the chart of accounts (FOAP). You will learn how to query the journal entries, the budgetary control process and the process for the fund exceptions.
Budget transfers and budget data query (course available on request):
The course objective is to teach how to modify the effective budget and the base budget during the year. With the help of hands on exercises, you will learn how to create a budget transfer, how to print, to attach a document and to approve it. Other subjects will also be discussed such as the Banner-FAST relationship, the FOAP elements and also how to query budget data, to read the results and to execute drill-downs.