Target audience: All academic, administrative and support staff who process inter-fund journals. Inter-fund journals are used for expense or fund transfers between different fund codes.
Prerequisites: Processing Financial Transactions (FIS 330)
Duration: 1.5 hours
Course format: Workshop
Course material: FIS-339.pdf (View this material online at any time, you may need to log in using your McGill Username and McGill Password. For convenience, you may print it and bring it to the course. Printed exercises will be distributed at the course.)
- Definitions of the terms "Journal", "Adjustment", and "Transfer" and other related terminology
- Information on the different types of transfers and when to use them
- Information on the anatomy of a proper journal entry
- Introduction to related financial guidelines and procedures
- How to analyze scenarios and determine the appropriate types of transfer and the proper use of account codes
- How to create a journal entry
For more information about the course content, please visit article FIS Banner Course Descriptions in the IT Knowledge Base.
To register for this course, please visit the Training Request Form on Minerva (you will first need to log in to Minerva using your McGill Username and McGill Password).