FIS Definitions

What is the difference between an account delegate and a review hierarchy?

What is the difference between a delegate and a primary delegate in the FIS?

What is the difference between the FIS User list and the Universal User list; and where can I find these lists in the FIS?

Would you please clarify the current policy on the fees assessed for processing of financial transactions by FMS?


FIS Access Questions

Why won't the FIS launch after clicking "Launch the FIS"?

Who can I call in FMS if I have technical questions regarding the FIS?

What does the # sign mean when it appears beside a user name in the FIS?

Who can I contact for assistance with a safeword card problem?

How can I change my password for the FIS system?

How do I install the FIS software on my computer?

How do I disconnect from the FIS when it locks up?

Who can I call for assistance if I have problems with the FIS Transaction Processing System?

How Do I Upload or Download an Attachment to an FIS Document Note?


Transaction Processing (TP) Questions about New Users

What are the steps for establishing a new user in TP?

Why can't the new users I have established in TP access the system?

What should I do if one of our FIS users can't access TP, but UITS has confirmed that all of the necessary steps have been taken by their organization?

What does the # sign mean when it appears beside a user name in the FIS?

What should I do if I am set up to review TP documents but do not yet have a safeword card?


TP General Error Correct (GEC) or Distribution of Income (DI) Questions

How can I move an Accounts Payable charge to a sub-account?


TP Inquiries/Balances Questions

What does the "LG" appearing in some of the document numbers in the FIS Inquiries screens represent?

What is FIS Inquiries/Balances?


TP Transfer of Funds Questions

What object codes should I use on the FIS Transfer of Funds document?

Does a Transfer of Funds document route to the "Transfer to" Fiscal Officer for approval?


TP Routing Questions

Is it possible to forward a TP document without approving it?

What if my FIS document is stuck in the routing chain?

Why aren't TP documents routing to the person I set up in my organization's review hierarchy?

When a financial document is ad hoc routed to a Fiscal Officer, why doesn't it appear in the in box of the primary delegate to that Fiscal Officer?

How can I be sure that FIS documents initiated by me are approved by important deadlines?

How can I be sure all the TP documents I have initiated will make it through the approval process in time for year end closing?


TP Disbursement Voucher (DV) Questions

Can the FIS electronic disbursement voucher be used to replenish a petty cash fund?

Which documentation location should I select for my travel-related disbursement voucher if I am on a non-Bloomington campus?

Must a Fiscal Officer sign the disbursement voucher cover sheet (certification) for travel payments if they have approved the electronic disbursement voucher?

Does it really matter whether or not a payee is a non-resident alien when making a refund via the disbursement voucher?

In what cases is it appropriate to obtain a W-9 or a Payee Certification when processing a disbursement voucher? 

How can I add a missing FEIN number of a payee in the FIS disbursement voucher database?

Where can I obtain a supply of disbursement voucher envelopes?

Should I use the Disbursement Voucher to pay someone for a special project?

How do I establish a Disbursement Voucher payee as an employee paid outside of payroll?


Miscellaneous TP Questions

Can a document be saved in TP before it is completed?

How can I remove a canceled document from my TP in box?

Can I sort reports in the FIS?

What should I do if a TP document was routed to me without enough information to identify the transaction?

What are the different document status codes in Transaction Processing, and their meanings?

What are the wildcard codes that can be used in conducting TP searches?

What is the Gold Key on the FIS Client?

What are the appropriate uses of the description and explanation fields in TP?

Why was my document disapproved for the use of an incorrect object code if I used an object code recommended in FMS documentation?

How can I print a document in TP?

Is it possible to cut and paste from an FIS screen to a word-processing or spreadsheet application?

What keystrokes can be used to open the menu items on the FIS screens?

After I create an FIS User Document and route it, what is the process that follows?

Is it possible to set up a workgroup in TP to approve documents that use specific accounts?

How can I ensure that cash receipt documents created in my organization route to me before going to the Bursar?