FMS - Guidance for Staff
Initial guidance to be looked at regarding general points:
Access - Roles, Functions and Data
Guidelines on FMS Hard Copy Document Retention
Guidance worth noting if you are having issues:
Guidance regarding specific tasks:
A) Managing Projects
- Guidance for Approvers
- How to review Budget Statements
- How to raise Budget Transfers/virements
- How to manage Sub Projects (create new, make changes etc.)
- How to transfer transactions (i.e. raise journals)
- How to review Purchase order commitments
B) Managing who in departments have access to which roles
C) Travel and Expenses
- How to raise an Expense Claim
D) Purchasing
- Overview of Purchasing Goods and Services
- Requisitions and Purchase Orders
- Requisitions
- Purchase Orders
- Goods Receipting
- Purchase Invoices
- How to review Purchase order commitments
- Suppliers
3. Purchase Cards
4. Request for Payment
5. Petty Cash
E) Sales
- How to raise a Sales order
- Information on Customers
- How to sell items/services on the Online Shop
Guidance regarding specific areas
Guidance regarding other Finance related systems (including old systems)
- Authority to Appoint
- Student Payment System
- Undertaken Duties System
- FIS (Finance Information Server)
- PECOS