FIS Quick Reference Guides
Our Financial Information System (FIS or Oracle) quick reference guides provide instructions for completing common tasks and functions in iProcurement and iExpense.
iProcurement guides
Step-by-step instructions for approving purchase requisitions through email or FIS.
Access instructions for completing a change order or top up a purchase order (PO).
Learn how to create a non-catalog requisition based on amount.
Amount-based requisitions can be used when the exact items to be purchased are unknown but you are contracted to spend a certain amount over a specified period from a vendor or supplier.
Learn how to create a requisition when purchasing items with specified quantities and unit prices.
Access instructions for modifying a purchase requisition.
Please note that modifying a purchase requisition will cancel your approver’s notification and you will be required to resubmit the requisition.
Step-by-step instructions for rejecting purchase requisitions through email or FIS.
iExpense guides
Access instructions for approving an expense report through email or FIS.
Learn how to create a cash-based expense report in FIS.
Cash-based expense reports are used to request reimbursements when you have personally paid for a university expense using cash or your own credit card.
Step-by-step instructions for deleting an expense report in iExpense.
Please note that if your expense report includes Purchasing Card (P-Card) transactions, once deleted, you must create a new expense report to reconcile your transactions.
This guide provides instructions for creating an expense report using a per diem rate.
A per diem may be used to claim meals on business-related travel.
Learn how to reconcile P-Card transactions in iExpense.
Please note that it may take a few days for transactions made with your P-Card to be listed in iExpense.
Access instructions for updating an expense report once it’s been withdrawn, rejected or in process.
Step-by-step instructions for withdrawing an expense report in iExpense.