Finance Information Server FAQ

How do I display the FIS menu and what options are available?

On the main FIS page click on 'FIS' tab in the top menu bar and then click on your required option from the following list:

Account Hierarchy / Signatory

This screen displays:

Budget On-line Enquiry

This screen displays:

General Document Enquiry

This screen displays:

Purchase Order Enquiry

This screen displays:

Budget Transfer Enquiry

What key strokes do I need to use?

The FIS can be operated using normal 'point and click' and menu functions, however the following keys can also be used:

Function   Key 
Down  Down Arrow
Edit  Alt F2
Enter Query  F11
Execute Query  F12
Exit  F4
List of Values  F7
Next Block  Page Down
Next Field  Tab
Next Record  Down Arrow
Previous Block  Page Up
Previous Field  Shift Tab
Previous Record  Up Arrow
Up  Up Arrow

 

What do the standard icons at the top of the screen do?

Some screens on FIS have a set of standard buttons at the top. These perform the following actions:

 Symbol Action  
 Query  Places the screen in query mode
 Execute  Executes a query
 Cancel  Cancels a query
 Exit  Returns to main FIS menu screen
 >  Highlights / displays the next record of the returned data
 <  Highlights / displays the previous record of the returned data
 >>  Highlights / displays the next set of records from the returned data
 <<  Highlights / displays the previous set of records from the returned data

How do I check who is an authorised signatory or budget report recipient for one of my budgets?

Using a mouse:

 Using a keyboard:

How do I check my budget balance?

Using a mouse:

Using a keyboard:

How do I check transactions processed against my budget?

From FIS menu select 'Budget On-line Enquiry'

Enter the budget account number

Using a mouse:

If the transaction is an invoice matched to order, [Y] will be displayed in the 'Match Ord' field. Double click in field to display order details.

If the transaction is a paid invoice, [Y] will be displayed in the 'Match Doc' field. Double click in field to display payment details.

To Exit: 

Using a keyboard:

If the transaction is an invoice matched to order, [Y] will be displayed in the 'Match Ord' field. Use Return to place cursor in field and EDIT (Alt F2) to display order details.

If the transaction is a paid invoice, [Y] will be displayed in the 'Match Doc' field. Use Return to place cursor in field and EDIT (Alt F2) to display payment details.

How do I view transactions processed against my budget in a previous financial year?

1) From FIS menu select - Budget on-line Enquiry

2) Enter the budget account number

Using a mouse:

If the transaction is an invoice matched to order, [Y] will be displayed in the 'Match Ord' field. Double click in the field to display order details.

If the transaction is a paid invoice, [Y] will be displayed in the 'Match Doc' field. Double click in the field to display payment details.

To Exit:

Using a keyboard

If the transaction is an invoice matched to order, [Y] will be displayed in the 'Match Ord' field. Use Return to place cursor in field and EDIT (Alt F2) to display order details.

If the transaction is a paid invoice, [Y] will be displayed in the 'Match' Doc field. Use Return to place cursor in field and EDIT (Alt F2) to display payment details.

To Exit:

What transactions can I view in General Document Enquiry?

This screen displays transactions that have been processed through the purchase, sales and general ledgers provided they have been charged to a budget to which you have viewing access.

Queries can be performed on the following:

Navigation within this screen using the mouse or keys is as described in other options.

The majority of FIS users will find it easier and quicker to access budget and transaction information by going directly through the budget enquiry screen or using the order enquiry option.

How do I check the current status of one of my orders?

Using a mouse:

Using a keyboard:

How do I check if a supplier invoice has been paid?

From FIS menu select - Purchase Order Enquiry

Enter your purchase order number 

Using a mouse:

Using a keyboard:

How do I view Images of Purchase Orders, Invoices or Fee or Expense Claims?

Having found an individual transaction on FIS, it is possible to see a scanned copy of the document processed by Finance

The following documents are available to view (and save or print if necessary)

The images are available as '.tif' documents.

It is the aim of Finance Office that the documents will be available to view generally within 48 hours of the document being processed.

To view the images, simply click the red button marked 'View Image' at the bottom of the screen on FIS.

This will display a dialogue box giving three options:

What can I do if I can't see the Images?

There are two reasons why you may not be able to view Images on FIS

Instructions for Changing Browser Settings

The following changes to your browser settings should allow images to pop up when you click on the red button on a transaction screen in the Finance Information Server.

In Windows Internet Explorer (v6 or v7) please perform the following 3 changes:

From the toolbar:

Select 'Tools' and Click on Internet Options

Click on the Privacy tab

Click on the Advanced tab

Note: If, after completing the above changes you are still experiencing problems viewing images, please consult your Departmental Computing Officer or contact the relevant IT Services Help Desk ( Ext 4000).

 

Instructions for Re-instating .tif File Type and Setting Default Viewer

It has been identified that certain Microsoft updates can have an effect on the user's ability to view electronic images on FIS as the file type used for the electronic images (.tif) is removed from the available options.

User's with this problem should perform the following checks.

Then

If the tif extension displays 'Open with Microsoft Document Imaging' then Click OK

Otherwise, to Change Default Viewer, Click Change

Note: If, after completing the above changes you are still experiencing problems viewing images, please consult your Departmental Computing Officer or contact the relevant IT Services Help Desk (Ext 4000)

How do I log out of FIS?

Using a mouse:

Using a keyboard: 

Who do I contact if I am having budget access problems or need further information on budget transactions?

All queries about access to budget accounts or about budget transactions themselves should be directed to the Finance Office.

By e-mail: budget.enquiries@strath.ac.uk

By telephone: ext. 2766

By internal mail: Budget Enquiries, Finance Office

You can also refer to our Budget Enquiries Page within the Finance Office web site.

Who do I contact if I am having hardware or system problems?

If you experience hardware or systems problems, contact the IT Help Desk in the first instance.

You'll need the following information when you get in touch: 

System account login.

Extension number where you can be contacted.

A brief description of your problem.

A note of any error messages that the system displayed.

By e-mail: helpdesk@strath.ac.uk

By telephone: ext. 4000 Option 1

By Internal mail: IT help Desk, Curran Building


What can I do if I have a hardware failure and my terminal / p.c. cannot power up?

Check that all parts of your terminal or p.c. are correctly connected together and that the power is switched on. If all appears correct, contact the person who normally deals with computer related queries within the department, in case of possible equipment failures.

What can I do if I have a login failure and am unable to gain access to my account?

If the login prompt appears but you are having difficulty logging in, check that you are using the correct user name and password.

If, after three attempts, you have still failed to login successfully, contact the IT Help Desk (Ext 4000 option 3) and your login account will be checked.