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McGill.CA / Financial Services

Finance Users

You need access to the Finance Menu in Minerva if you need to:

  • Query Fund/Grant balances
  • View transactions posted to Funds/Grants
  • View monthly financial statements
  • View payroll details (optional)

For more information view our page Access to Minerva and Banner.

You need access to the Banner Finance module if you need to:

  • Process a deposit
  • Process an Inter Departmental Charge (IDC)
  • Process transfers within the same Fund, from one account to another (JE15)
  • Process transfers between Funds (JE16)
  • Query budget information or process budget transfers

For more information view our page Access to Minerva and Banner.

"Finance access" is NOT NEEDED to perform the following tasks:

  • Submit Advances and Expense Reports for yourself, or for someone else
  • Shop and Place Orders in the McGill MarketPlace
  • Reconcile PCard transactions

For more information consult the following resources:

Resources/Help

As a FIS User, you are automatically added to the FIS listserv. This listserv is used to communicate important memorandums and announcements. You will also receive monthly emails when your financial statements are ready to be picked up in Minerva.

All messages sent out on the FIS listserv are added to our Announcements channel, visible on our home page. Month End deadlines are also posted on our home page.

The Finance Help Desk is available to help answer any questions you may have pertaining to your finance related duties. fishelp [dot] acct [at] mcgill [dot] ca (Email) or call us at 514-398-3463.

We also have a Knowledge Base which contains documentation on "when & how" to use our Finance applications and forms in Minerva and Banner.

For finance administrators, there are a variety of deadlines and tasks invloved in our Year End of April 30th. More information can be found on our Year End web page.

Classified as
Updated on Wed, 2013-04-17 15:32
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