Learning Paths

With so many workshops to choose from, this page helps to identify which ones would most benefit you based on your role at TMU. The goal is to help you determine a learning path that suits your needs and puts you in the best possible position to succeed in the execution of your financial responsibilities.

Choose your role for a list of suggested workshops

Some workshops are required in order to receive access to certain applications in our financial systems. Others are recommended for improving your efficiency with common financial system and administrative tasks.

Select the option that best describes your financial responsibilities to get a list of suggested workshops:

Budget management

If your job includes preparing and/or managing budgets, these workshops are required and/or recommended for you:

Workshop	Format	Required
Navigating FIS	Self-directed
Introduction to Financial Services	Self-directed
Introduction to Chart of Accounts	Self-directed	✓
Understanding the General Ledger	Self-directed	✓
Introduction to Reporting (General Ledger Inquiry)	Virtual workshop	✓
Running and Exporting FIS Reports	Virtual workshop	✓
Monitoring and Reviewing Open Encumbrances	Self-directed
Reviewing General Journal Entries	Self-directed
Expense Reconciliation	Virtual workshop
Project Management: Research & Non-Research	Self-directed
Preparing and Managing Budgets (Non-Project Funds)	Virtual Workshop
Research Financial Administration	Self-directed
Faculty Professional Expense Reimbursement Fund (PERF)	Self-directed
Faculty & Staff Travel Reimbursements and Policy	Self-directed
Reporting Tips and Tricks	Self-directed
Financial Reporting Integration with Google Apps	Self-directed
Financial Services - Bank and Merchant Accounts	Self-directed
Financial Services - Cash Handling	Self-directed
Financial Services - Petty Cash Funds	Self-directed

Purchasing

If your job includes procuring goods or services, these workshops are required and/or recommended for you:

Workshop	Format	Required
Navigating FIS	Self-directed
Procure to Pay	Self-directed	✓
Introduction to Purchasing (iProcurement)	Virtual workshop	✓
Using Your TMU Purchasing Card (P-Card)	Self-directed	✓
Self-Service Invoices	Virtual workshop	✓

Reimbursement claims

If your job includes processing claims for individual reimbursements (for yourself or others in your department), these workshops are required and/or recommended for you:

Workshop	Format	Required
Introduction to Expense Reimbursements (iExpense Claims)	Virtual workshop	✓
Using Your TMU Purchasing Card (P-Card)	Self-directed	✓
Self-Service Invoices	Virtual workshop	✓

Departmental leadership

If you lead a department where your job includes approving transactions, approving documents and managing department budgets, these workshops are required and/or recommended for you:

Workshop	Duration	Required
Introduction to Expense Reimbursements (iExpense)	Virtual workshop	✓
Approving Documents	Self-directed	✓

Senior administration

If you are part of the university’s senior administration, please contact your financial advisor to arrange for a specialized learning opportunity designed to provide a high level overview of roles and responsibilities.

We’re here to support you

If you’re unsure which workshops to take, please don’t hesitate to contact the FIS Help Desk.