FMS - Guidance for Staff

Initial guidance to be looked at regarding general points:


FMS Introduction

FMS - Access Log-on

Access - Roles, Functions and Data

FMS - GL Posting String

FMS - Hints and Tips

FMS - Projects

FMS - Products

FMS - Reporting

Guidelines on FMS Hard Copy Document Retention


Guidance worth noting if you are having issues:



Common Error Messages


Guidance regarding specific tasks:


A)  Managing Projects

B)  Managing who in departments have access to which roles

C)  Travel and Expenses

  1. How to raise an Expense Claim

D)  Purchasing

  1. Overview of Purchasing Goods and Services
  2. Requisitions and Purchase Orders

    3.   Purchase Cards
    4.   Request for Payment
    5.   Petty Cash

E)  Sales

  1. How to raise a Sales order
  2. Information on Customers
  3. How to sell items/services on the Online Shop

 Guidance regarding specific areas

  1. Value Added Tax (VAT)
  2. Year End Processing Deadlines

 Guidance regarding other Finance related systems (including old systems)

  1. Authority to Appoint
  2. Student Payment System
  3. Undertaken Duties System
  4. FIS (Finance Information Server)
  5. PECOS

Additional Guidance