Course Title

Course Description

On-Line Journal Entries

All on-line journals - including interdepartmental charges, bank deposits, and general journals - are created in UWO Financials. This session is for users who need to create on-line journal entries.

Billing & AR Inquiry

This session is for users who need to create invoices for billing customers outside the University. Through the use of several hands-on exercises, participants will be able to handle all their invoicing requirements. [Note: Billing of internal customers (i.e. other departments) is done through On-Line Journal Entries]. This session will also include Reprinting an Invoice, Searching for Customers, using the inquiry pages, and printing of reports.

Reporting – GL Inquiry/nVision

This session will introduce users to the UWO General Ledger (GL) Inquiry screen and will focus on how to track account balances, expenditures and encumbrances for your department, programs and projects. We will also cover how the monthly statements are handled in UWO Financials. Several reports have been created using a tool called PS/nVision to provide users with a wide range of reporting possibilities.

Electronic Purchase Requisitions

This session is for users who generate Electronic Purchase Requisitions for purchasing goods and services. It will also cover reports used for tracking these orders.

AP/PO Inquiry

This session is for users who wish to look up financial information and activity against Purchase Orders and Accounts Payable transactions. We will also cover using the reference numbers from your UWO Financial reports and General Ledger (GL) Inquiries to investigate supporting details from Purchasing and Payables.