Smart Forms training
Smart Forms are web-based requisition forms that replace paper-based requisition forms (Q-Requisitions and Travel Requisitions). This course will assist those employees whose departments are interested in understanding:
- the accurate policies and procedures used when paying for goods and services using requisition forms
- how to complete web-based Q-Reqs, Travel Reqs and Honorariums accurately and how to edit and print completed requisitions
- How to use selected features in FMS nQuery such as searching for Vendor IDs, SpeedCharts and PG’s and viewing paid requisitions.
This session is limited to 12 participants.
Date: Tuesday, Apr. 24
Time: 8:30 a.m. to 12 noon
Location: Fipke Centre, room FIP133
To register: email financetraining.ubco@ubc.ca with participants’ name, telephone number and department or unit name.
Navigating FMS nQuery
This course is intended for anyone on campus that has access to FMS nQuery. It provides participants with an overview of the FMS nQuery menu items and program features. An on-screen demonstration will highlight key options available and how to use them.
The topics covered will include how to navigate this read-only system for various purposes: voucher inquiries, payments, vendor searches, purchase orders, ledger summaries and various payroll functions.
Participants are recommended to attend the Accounting 101 and Finance Overview workshop in advance of attending this session.
Date: Thursday, Apr. 26
Time: 9 a.m. to 12 noon
Location: Administration building, room ADM013
To register: email financetraining.ubco@ubc.ca with participants’ name, telephone number and department or unit name.
Accounting 101 and Finance Overview
This course is intended for new employees and current employees who are assuming new finance responsibilities. It describes the structure of UBC Finance, offers key contact information and introduces employees to the basics of UBC accounting.
Topics covered will include the roles of Payroll, Accounts Payable, Research and Trust Accounting, basic accounting practices, UBC account structure, and fund accounting.
Date: Wednesday, May 16
Time: 9 a.m. to 12 noon
Location: Fipke Centre, room FIP140
To register: email financetraining.ubco@ubc.ca with participant’s name, telephone number and department or unit name.
