U3 Fiscal Officer Trng
Main Content
Unit 3: Fiscal Officer/ Delegate Inquiry & Reporting
Unit 3 is a series of educational tutorials available for those with Fiscal Officer/Delegate responsibilities within AIS.
New Users:
These eLearning Tutorials will help you become familiar with the Fiscal Officer/ Delegate Inquiry & Reporting function. If you would like additional help, contact your campus coordinator to set up a time and location.
Tutorials may be repeated as often as necessary.
Begin by clicking on the Module 3: Learning Cycle 1: Cash Balance Inquiry link. There are five Modules in the Fiscal Officer/ Delegate Inquiry & Reporting Unit. View the tutorials as they become available and repeat as often as necessary.
Module 1: Supplier Inquiry Overview
- Learning Cycle 1: Finding Supplier Information
- Learning Cycle 2: Special Searches (PDF)
Module 2: Invoice Overview & Invoice Inquiry
- Learning Cycle 1: Invoice Overview
- Learning Cycle 2: Invoice Inquiry
Module 3: Account Inquiry Overview
- Learning Cycle 1: Cash Balance Inquiry
- Learning Cycle 2: Cash Revenue Inquiry
- Learning Cycle 3: Expenditures Inquiry
- Learning Cycle 4: Exporting Data to a Spreadsheet
- Learning Cycle 5: Advanced Inquiry (Subledger)
Module 4: Funds Inquiry Overview
- Learning Cycle 1: Funds Available Inquiry
Module 5: Reporting Overview
- Learning Cycle 1: Fiscal Officer Reporting - Custom Reports
- Learning Cycle 2: Fiscal Officer Reporting - Oracle Standard Reports
- Appendix A: SIU Custom GL Reports
- Appendix B: SIU Fiscal Officer Payroll Reports
- See Also: R12 Running Reports - Custom - PDF & Standard - PDF
Glossary
Your Opinion Counts
- We would appreciate feedback on the self-directed training for Unit 3: Fiscal Officer Delegate Inquiry & Reporting. Please email any suggestions or comments to it-ais@siu.edu