Financial Information System (FIS) Guide 

The information provided in this guide will assist UCSC staff, faculty and temporary staff who are involved in processing, reviewing, and/or approving transactions associated with financial processes to obtain a Financial Information System (FIS) account. Please email fis_probs@ucsc.edu with questions or locate your representative directly.

  1. Who needs an account?
  2. Getting an account
  3. Accessing the Financial Information System
  4. Terminating or deactivating an account
  5. Policy references
  6. Where to get help
  7. Training information
Forms
Quick links to forms referenced in this guide are provided below.
 
Important Form Information:

 FIS Banner Forms
FIS_Access_Request.pdfFIS_Access_Request

 ITS - FIS Banner Forms
CruzID Computer Account Form
CruzID Account Modification Form
UCSC Campus Business Systems Supplemental
Access to Information Statement
TopicFilterWhat to KnowFilter
Who needs an account?
Staff, faculty and temporary staff who are involved in processing, reviewing, and/or approving transactions associated with the following financial processes are eligible to obtain a Financial Information System (FIS) account:
  • Initiating and/or approving purchase orders
  • Processing vendor payments and employee expense reimbursements
  • Processing budget and financial ledger adjustments
  • Processing sponsored award transactions

An employee may obtain one of the following types of FIS accounts:

  • Inquiry only (Query) user
  • Transaction preparer (Purchase order, invoice, journal entry, etc.)
  • Transaction approver

For more information on account roles and responsibilities, please see the Separation of Duties guide. 

Getting an account

You must have a UCSC e-mail account and complete a required training program to obtain a Financial Information System (FIS) account. Follow these steps to obtain an account:

  1. Complete a Financial Information Systems Access Form
    • Submit to: FIS Account Administration
    • Mailstop: Accounting Offices
    • Fax: 459-3601
  2. Obtain the appropriate Account Access Forms, from the ITS website; look under the "FIS Account" heading.
    • Account Form
      • If you are also requesting a UCSC e-mail account, use a CruzID Computer Account Form (PDF)
      • If you have a UCSC e-mail account, use a CruzID Account Modification Form
    • UCSC Campus Business Systems Supplemental PDF)
    • Access to Information Statement (PDF) 
    • Send the completed and signed forms via campus mail to the ITS Support Center, mail stop: ITS Support Center.
  3. Complete the forms and obtain all required approvals on each.
  4. Enroll in the required training program that is described on the FIS Training page.
  5. Once you have been notified by email that your FIS account and password have been created, go to the ITS Help Desk to obtain them.
For assistance in completing the necessary account forms, or to inquire about FIS access for non-UCSC employees, please contact the FIS Office.
Accessing the Financial Information System
Follow these steps to access the Financial Information System (FIS):
  1. If this is the first time you are accessing FIS,
    • Follow the FIS Installation and/or Setup Instructions appropriate to the type of computer you are using to install the Java client on your workstation.
    • Configure your web broswer as instructed in the"Windows Browser Configuration Setup"

  2. Access FIS at http://fis.ucsc.edu

  3. Select the appropriate FIS Banner Launch Apple or Windows icon.

  4. The FIS Navigation page will appear.

Terminating or deactivating an account
Notify the FIS Office to close a Financial Information System (FIS) account in the following situations:
  1. Termination of UCSC employment.
  2. Change to a new job function that no longer requires the use of the FIS.
Training infomation
Completion of training is required prior to obtaining an FIS account.
Policy references
Where to get help
Assistance is available for the following topics: