Click to show/hide contact information.

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.​​​​​

Training
Contact
Please select one of the sections above to get started.

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.

Course 1: Navigation & Document Query Training
Description: A 3.5 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)
  • Use Navigation Techniques - Sections, Records, and Fields)
  • Use Query Techniques and How to Use Wildcards to Search
Course 2: Journal Voucher/Transfer of Expense (TOE) Training
Description: A 3.5 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 Contract & Grants Training.

Objectives

  • Define Transfer of Expense
  • Office of Record concepts and responsibilities (excluding Contract & Grant)
  • Understand the Purpose of Journal Voucher Rule Codes
  • Prepare Journal Vouchers in FIS Banner Page FZAJVCD
  • Use Inquiry Pages to Locate Complete, Incomplete and Pending Journals
  • Use Approval Pages to Locate Journals in the Approval Process
Course 3: Purchase Order Encumbrance Liquidation (POEL) Training
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 Page FZAJVEL
  • Use Inquiry Pages to Review Purchase Orders and Related Activity

FIS Banner Courses Training Enrollment

Advanced Workshops

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
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

  • Brief overview of the UC budget process
  • Brief overview of FOAPAL and organization hierarchies
  • The FMW/FIS link
  • Sub account translations
  • Methods and forms used in querying the status of budgets within FIS
  • Locating source documents in FIS
  • Ways of distributing budgets in FIS
  • How FIS reports relate to the above
  • Revenue and recharge accounts (for those who need it)
Contract & Grants Training
Description: A 1-hour class for Users involved in the Transfer of Expenses and the Budgetary Adjustments for Contract & Grant Funds. This class covers the Journal Voucher process using Contract & Grant rule codes (XECG for Transfer of Expenses and XDCG for Budgetary Adjustments). Responsibility, documentation, conditions, and criteria for non-payroll cost transfers and budgetary adjustments for contracts and grants are included.

Objectives

  • Demonstrate a thorough understanding of responsibilities and accountabilities for processing any expenditure or budgetary adjustments involving Contract and Grant funds
  • Understand how to use Banner Financial Information System (FIS) to prepare, approve and locate online journals.
  • Understand Contract and Grant rule code definitions and related issues
  • Preparing Contract and Grant Journals in FIS Banner page FZAJVCD
  • Understand Office of Record concepts, responsibilities, and accountability issues involving Contract and Grant funds

Transfer of Funds Training Request
Contract & Grants Training Request



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

FIS Training Schedule

Contact fistraining@ucsc.edu with any questions.​