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Financial Information System (FIS) Training

​​​​​The FIS Banner Financial Information System (FIS Banner) is a financial data management and reporting system. Using fund accounting, the University tracks monies it receives from various sources (state, federal, students, public, etc.) and accounts for how those monies are spent. FIS Banner takes advantage of the latest technologies in retrieving, managing, and reporting data.​​​​​

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FIS Training Account Requirements

Please obtain the following before enrolling in training:

  1. CruzID and FIS Account Access:
  2. If working remotely, access to UCSC's VPN
  3. Zoom-enabled workstation with webcam and microphone

For more information about account access, please see the FIS User Manual.

FIS Banner Courses

The following courses should be completed, in succession, according to your level of authorized access.

Core Courses

FIS Navigation & Document Query
Description: A 2.5 hour course providing the skills to navigate the system, view documents, and review financial information. Students will share screens via Zoom and perform practice exercises during the class to demonstrate proficiency. This training is a prerequisite for all other FIS Banner Training courses.

Objectives

  • Log on to FIS Banner
  • Learn how to obtain or modify account access, sign up for training, and get help
  • Understand how to access pages and view documents in FIS Banner
  • Learn how to navigate sections, records, and fields
  • Learn how to use query techniques and wildcards to filter and search
FIS TOE/JV
Description: A 2.5 hour course designed to enable enrollees to process adjustments to expenditures, locate Journal Vouchers, and review approval status and history in FIS Banner. Students will share screens via Zoom and perform practice exercises during the class to demonstrate proficiency. This training is a prerequisite for POEL, TOF, and Contracts & Grants Training.

Objectives

  • Define Transfer of Expense
  • Understand Office of Record concepts and responsibilities (excluding Contracts & Grants)
  • Understand the purpose of journal voucher Rule Codes
  • Prepare journal vouchers in FIS Banner
  • Use inquiry pages to locate complete, incomplete and pending journals
  • Use approval pages to locate journals in the approval process
FIS POEL
Description: A 1.5 hour course designed to enable enrollees to liquidate encumbered funds in FIS Banner. Students will share screens via Zoom and perform practice exercises during the class to demonstrate proficiency.

Objectives

  • Define Purchase Order Encumbrance Liquidation (POEL)
  • Understand the FPPPOBC monthly liquidation process
  • Prepare POEL journals in FIS Banner
  • Use inquiry pages to review purchase orders and related activity

Advanced Courses

The account access team will facilitate scheduling these one-on-one workshops once approval and prerequisites are fulfilled.

TOF Training: Budget Analysis & Planning - Transfer of Funds (TOF) Training

Course Prerequisites

Please confirm completion of the following prerequisites before enrolling in Transfer of Funds (TOF) training:
  • Prior completion of FIS Navigation and Document Query Training​
  • Prior completion of FIS TOE/JV Training
  • Basic knowledge of accounting adjustments using Transfer of Fund forms
  • Approved Access Request form
Description: A one-hour course offered by the Budget Analysis and Planning office designed to enable enrollees to navigate and understand FIS Banner budget pages. Additionally, the trainee will have an overview of the UC budgeting process and accounting sequence structures.

Objectives

  • Understand the basics of the UC budget process
  • Understand FOAPALs and the basic organizational hierarchy
  • Review Fund Sources, Program Codes, and Budget Pools
  • Learn what TOFs are restricted and what TOFs are unallowed
  • Review the required elements of a TOF journal
  • Learn to identify source documents of budgetary transfers
  • Review FIS Banner forms used in budget status queries
Contracts & Grants Training

Course Prerequisites

Please confirm completion of the following prerequisites before enrolling in Contracts & Grants training:
  • Prior completion of FIS TOE/JV Training for XECG access​​
  • Prior completion of FIS TOF Training for XDCG access
  • Basic knowledge of accounting adjustments using paper Transfer of Expenses or Transer of Funds forms
  • Approved Access Request form
Description:A 1-hour course is for Users involved in the transfer of expense (XECG) and the budgetary adjustments (XDCG) for contracts & grants. The course covers the conditions, criteria, responsibility, and documentation related to processing non-payroll cost transfers and budgetary adjustments for contracts and grants.

Objectives

  • Understand the University of California policy and the Federal administrative standards for making expenditure adjustments to contracts and grants.
  • Understand the responsibilities and accountabilities for processing expenditures and budgetary journal adjustments for contracts & grants.
  • Understand the basis for journal entry of transfer of expense (XECG) and budgetary adjustments ( XDCG) for contracts & grants.

FIS Banner Training Enrollment Form

FIS Training Schedule


Note: There are no FIS Banner trainings offered during the month of July due to Fiscal Close.

Contact fistraining@ucsc.edu with any questions.​