University of Saskatchewan

Financial Services (FS)

FSD Training Overview


Institutional Approver training documents are now available:


A new online travel and expense system, Concur, is being rolled out across campus during 2013/14. If you have already received access to My Concur, see our new Concur Travel and Expense User Information page for information, training materials and assistance. Those people who have not yet received access to My Concur should continue to use prior travel and non-travel expense reimbursement processes. The rollout is expected to be complete by about April 2014.

Quick Tips

Training Videos (on YouTube)

Regularly Scheduled Training (facilitated through ICT's Training Services website)

Journal Voucher (JV) Training (UniFi training)

Training provided includes using JVs to transfer funds, correcting previous transactions, moving expenditures/revenues between CFOAPALs, recording sales, plus a hands-on exercise and Q&A session. 
FREQUENCY: every 4-6 weeks 

FAST Finance Reporting Training (UniFi training)

Instruction in basic FAST functions, including search criteria, views, finding detailed information, online invoices and fund balances, is provided. 
FREQUENCY: every 4-6 weeks 

Purchase Requisition and Receiving Training (UniFi training)

Basic aspects related to the procurement process on campus will be covered, including but not limited to an overview of the Procurement process and how to create a Purchase Requisition in UniFi. 
FREQUENCY: every 4-6 weeks 

Periodic Training (offered through FSD)

Selling Goods & Services Workshop (internal controls training)

This workshop provides information on the appropriate procedures to follow to properly record the sales of university goods and services, including invoicing and accounts receivable. 
FREQUENCY: available on request
INFORMATION: Internal Controls

Reviews & Documentation Workshop (internal controls training)

The importance of monthly financial transaction review procedures and monthly supervisory financial review procedures is discussed, and advice on process and procedure documentation is provided.
FREQUENCY: available on request
INFORMATION: Internal Controls 

PCard Training 

Training is provided on the appropriate use of University of Saskatchewan procurement cards.
FREQUENCY: PCard applicants are contacted to attend training and pick up their new procurement cards 
REGISTRATION: by FSD invitation 
INFORMATION: Buying Goods & Services 

Customs and Brokerage Information Sessions

This session covers critical information regarding importing and exporting goods; importing into Canada; broker, importer and supplier responsibilities; documentation; penalties; U.S. customs information; and other relevant topics. 
INFORMATION: Customs Brokerage Information Sessions 

Budget Training Sessions

Each November, a beginner session for those new to the university’s budgeting process is offered and an advanced session for those who want a refresher or who have discussion topics is offered.
FREQUENCY: once annually

Cash Management Workshop

A review of “Managing and Controlling Monies” policy is provided to ensure operating units have the information they need to follow university procedures for handling cash. 
FREQUENCY: once annually
REGISTERING: pre-registration

University Financial Fundamentals for Deans and Senior Administrators

Sessions have covered accounting fundamentals and university fund structure, the university’s financial statements, financial administration roles and responsibilities, internal controls and the resource allocation project. 
FREQUENCY: periodically delivered
REGISTERING: by FSD invitation