Skip to main content
University of Windsor Search
Enter the terms you wish to search for.
Search
CLOSE
QUICK LINKS
Current Students
Brightspace
UWinsite Student
Campus Bookstore
Faculty + Staff
UWinsite Finance
Alumni + Donors
Industry + Community Partners
About
About UWindsor
Office of the President
People, Equity and Inclusion
Virtual Tour
Visitor Information
Campus Maps
Parking
VIEW Magazine
Academics
Programs
Undergraduate Programs
Graduate Programs
International Programs
Co-operative Education
Continuing Education
Support
Office of the Registrar
Financial Matters
Office of the Provost
Faculties
Arts, Humanities, and Social Sciences
Law
Education
Nursing
Engineering
Business
Graduate Studies
Human Kinetics
Science
Research
Vice-President, Research & Innovation
Research & Innovation Services
Research Partnerships
Research Appointments
Research Ethics
Research Safety
Animal Care
Research Finance
Leddy Library
UWill Discover!
EPICentre
Student Life
About Student Life
UWindsor Events
SoCA Concerts & Events
Lancers Varsity Sports
Athletics + Recreation Services
Student Accessibility Services
Residence
Food Services
Student Support
Back to Top
FUTURE STUDENTS
ask.
UWindsor
SUPPORT UWINDSOR
MENU
FUTURE STUDENTS
ask.
UWindsor
SUPPORT UWINDSOR
UWindsor Home
Finance Department
UWinsite Finance
Resource Listing
Resource Listing
Search by Type
- Any -
Image/PDF Resource
Simulation Resource
Video Resource
Search by Title
Search by Category
- Any -
UWinsite Finance
Expenses
Self Service Procurement
General Ledger
Chart of Accounts
Budgeting & Planning
Accounts Payable
Accounts Receivable
Projects - Capital & Maintenance
Finance Department
Core Finance
Filter Assets
UWinsite Finance
Accounts Payable
10. A) Recording a Voucher for a Wire Payment
3.5
Handbook & Handouts
Filtering UWinsite Finance Notification Emails
2
How to review the Directory in UWinsite Finance
1.5
Top Tips of The Summer 2018
2
UWinsite Finance Handbook - February 2018
4.4
Training Presentation Decks
UWiniste Planning and Budgeting
0
UWinsite Finance for Researchers
2.666665
Expenses
Videos
01. Creating an expense report
4
How to Approve Expense Reports
2
How to Create and Submit an Expense Report
3.75
How to Update Banking Information
3.5
Handbook & Handouts
Delegating Authority to Complete Expense Reports on Your Behalf
5
Delegating your expense approval authority
3
How to Approve Expense Reports without Having to Open Every Line
0
How to do an expense report: Step-by-Step Roadmap
1.75
Installing the Oracle Fusion Expenses Mobile Application - iPhone
3.5
Withdrawing a Submitted Expense Report
0
User Guide
How to Create and Submit an Expense Report
5
Training Presentation Decks
iExpense Demo
2.5
Self Service Procurement
Videos
01. Research and Capital: Ordering Goods And Services Against A Project Account
3
02. Receiving A Good Or Service
5
03. Create A Non Catalog Requisition By Amount Or Quantity
0
04. Create A Non Catalog Requisition By Amount Or Quantity - Foreign Supplier Ship to US Address
0
05. Update A Requisition
3
06. Cancel A Requisition Line
0
07. Create A Payment Request / Requisition
4.333335
08. Print A Purchase Order Or Requisition
0
09. Cancel A Purchase Order
3.333335
Handbook & Handouts
Create a Payment Request
4
Setting Up Deliver to Location
4.25
Simulations, User Guides & Job Aids
PO 01: Create a non-catalog requisition (by amount)
0
PO 02: Create a non-catalog requisition (by quantity)
0
PO 03: Create a non-catalog requisition (by amount, foreign supplier ship to US address)
0
PO 04: Create a non-catalog requisition (by quantity, foreign supplier ship to US address)
0
PO 05: Create a requisition on behalf of a requester in a different department
0
PO 06: Update a requisition (change order) without sending for re-approval
0
PO 07: Cancel a requisition line
0
PO 09: Create a manual purchase order from an approved requisition
0
PO 10: Create a blanket purchase agreement
0
PO 11: Cancel a purchase order
0
PO 12: Print a purchase order
0
PO 13: Create partial or full receipt for a requisition (by amount)
0
PO 14: Create partial or full receipt for a requisition (by quantity)
0
Training Presentation Decks
UWinsite Self Serve Procurement
3.5
General Ledger
Simulation
01. Enter a journal entry into the system
2.8
02. Reverse a journal entry
1.75
03. Create a reoccuring journal entry
2.333335
04. Create an intercompany journal entry
2.25
05. Create a journal entry via spreadsheet upload
3.166665
06. Create an internal charges journal entry
2.333335
07. Drill into details from subledgers
2.2
08. Inquire on account balances using Account Inspector
1.75
09. Inquire on account balances using Account Monitor: Setting up Account Groups
1.333335
10. Inquire on account and budget balances using Account Monitor: Setting up Budget Account Groups
1
11. Run reports in the system
2.4
User Guide
01: Enter a journal entry into the system
0
02: Create a reoccurring journal entry
0
03: Create an intercompany journal entry
0
04: Enter an internal charges journal entry
0
05: Drill into details from subledgers
0
06: Inquire on account balances using Account Inspector
0
07: Inquire on account balances using Account Monitor: Setting up Account Groups
0
08: Budget Monitor - Setting up Budget Account Groups
0
Handbook & Handouts
Example of Journal Entry prepared in Spreadsheet Template
2
How to Create A Journal Entry
0
Natural Accounts for Contracts & Time Cards: A Cheat Sheet
5
Scheduling Account Analysis Report
5
Working with spreadsheet uploads (GL, Expenses): Desktop Installer to Make the Spreadsheets Operate
3.75
Chart of Accounts
Training Presentation Decks
Chart of Accounts Powerpoint Presentation
3.5
User Guide
Chart of Accounts Translator
0
Handbook & Handouts
Chart of Accounts User Guide
3.666665
Budgeting & Planning
Simulation
01. Budget Planning - Input Adjustment Lines
0
02. Budget Planning - Delete Line Items
1.5
03. Budget Planning - Input Adjustments for Specific Accounts
0
04. Budget Planning - Input Commentaries
0
05. Budget Planning - Check Income Statement Variance and Aggregate Totals
0
06. Budget Adjustment - Input Adjustment Lines
0
07. Budget Adjustment - Delete Line Items
1.5
08. Budget Adjustment - Input Adjustments for Specific Accounts/One Time
0
09. Budget Adjustment - Review and Input Commentaries
0
10. Budget Adjustment - Check Income Statement Variance and Aggregate Totals
0
User Guide
01: Budget Planning - Input adjustment lines
0
02: Budget Planning - Delete line items
0
03: Budget Planning - Input Adjustments for Specific Accounts
0
04: Budget Planning - Input commentaries
0
05: Budget Planning - Check income statement variance and aggregate totals
0
Accounts Payable
User Guide
01: Receive invoice, create voucher, and manually match to a PO
5
02: Receive invoice, create voucher, and manually match to a PO where the vendor will receive a T4A
5
03: Receive invoice, create voucher, and manually match to a PO from a foreign vendor
0
04: Upload and process a group of invoices from a spreadsheet
0
05: Process a recurring invoice
0
06: Audit an expense report submitted via Expenses
0
07: Preparing a payment for printing - cheque (Canadian)
0
08: Preparing a payment for printing - cheque (US)
0
09: Preparing a payment for submission to bank - non employee EFT (US or Canadian)
0
10: Recording a voucher for a wire payment
0
11: Voiding a payment
2
12: Stopping a payment
2
13: Releasing a stop payment
1
Handbook & Handouts
Getting invoices paid
2.375
Accounts Receivable
Simulation
01. Manual creation of customer within Receivables module
0
02. Create a manual invoice to a single customer, in Canadian dollars, with HST
5
03. Create a manual invoice to a single customer, in Canadian dollars, no HST
5
04. Duplicate invoice transaction and modify
5
05. Edit or adjust an invoice
4
06. Print an invoice
2.666665
07. Create a credit memo manually
3.666665
08. Apply an existing credit memo to an invoice
5
09. Prepare / reprint a customer statement (either Canadian or US dollars)
0
10. Create a single manual receipt in the system (CAD)
5
11. Create a single manual receipt in the system (USD)
5
12. Create a single receipt via spreadsheet upload (CAD)
0
13. Create a single receipt via spreadsheet upload (USD)
0
14. Manage a receipt (review and/or edit)
0
15. Reverse a receipt (CAD)
3.5
16. Reverse a receipt (USD)
3.5
17. Recognize a partial payment against an invoice
5
User Guide
01: Manual creation of a customer within the Receivables module
0
02: Create a manual invoice to a single customer, in Canadian dollars, with HST
0
03: Create a manual invoice to a single customer, in Canadian dollars, no HST
0
04: Duplicate invoice transaction and modify
1
05: Edit or adjust an invoice
1
06: Print an invoice
2
07: Apply an existing credit memo to an invoice
2
08: Prepare / reprint a customer statement (either Canadian or US dollars)
0
09: Create a single manual receipt in the system, in Canadian dollars
0
10: Create a single manual receipt in the system, in US dollars
0
11: Create a single receipt via spreadsheet upload, in Canadian dollars
0
12: Create a single receipt via spreadsheet upload, in US dollars
0
13: Manage a receipt (review and or edit)
0
14: Reverse a receipt (Canadian dollars)
0
15: Reverse a receipt (US dollars)
0
16: Recognize a partial payment against an invoice
0
Projects - Capital & Maintenance
Simulation
01. Manage project plan settings
1.5
02. Manage Financial Project Plan - Part 1
2
03. Manage Financial Project Plan - Part 2
0
04. Create a requisition (order a good or service by quantity) against a project - Major construction expense
0
User Guide
01: Manage Project Plan Settings
0
02: Manage financial project plan - Part 1
0
03: Manage financial project plan - Part 2
0
04: Create a requisition against a project
0
Handbook & Handouts
Create a Payment Request
0
Finance Department
Fixed Assets
01. A) Create A Fixed Asset Manually
5
01. B) Create A Fixed Asset Manually - User Guide
0
02. A) Create A Fixed Asset Manually (Gift in Kind)
5
02. B) Create A Fixed Asset Manually (Gift in Kind) - User Guide
0
03. A) Edit or Add to an Already Created Fixed Asset
5
04. A) Create a Fixed Asset from Construction in Progress
5
04. B) Create a Fixed Asset from Construction in Progress - User Guide
0
05. A) Create a Fixed Asset from Projects (Capital, Maintenance, Research)
0
05. B) Create a Fixed Asset from Projects (Capital, Maintenance, Research) - User Guide
0
06. A) Calculate Depreciation
5
06. B) Calculate Depreciation - User Guide
0
07. A) Dispose of a Fixed Asset
5
07. B) Dispose of a Fixed Asset - User Guide
0
08. B) Partially Dispose of a Fixed Asset - User Guide
0
09. A) Reinstate a Fixed Asset After it was Disposed of in Error
0
09. B) Reinstate a Fixed Asset After it was Disposed of in Error - User Guide
0
10. A) Transfer from CIP to Proper Asset Category
5
10. B) Transfer from CIP to Proper Asset Category - User Guide
0
11. A) When Assets Were Created in Error, Send Back to AP or Oracle Projects
0
11. B) When Assets Were Created in Error, Send Back to AP or Oracle Projects - User Guide
0
11: Impair an asset - User Guide
1.5
12. A) Impair an Asset
2
13. A) Manually Add a Deferred Capital Contribution to the Fixed Asset Module
5
13. B) Manually Add a Deferred Capital Contribution to the Fixed Asset Module - User Guide
0
Cash Management
01. A) Import A Bank Statement
3
01. B) Import A Bank Statement - User Guide
0
02. A) Manually Create A Bank Statement
3
02. B) Manually Create A Bank Statement - User Guide
0
03. A) View And Review A Bank Statement In The System
3
03. B) View And Review A Bank Statement In The System - User Guide
0
04. A) Prepare A Bank Statement Report In The System
3.5
04. B) Prepare A Bank Statement Report In The System - User Guide
0
05. A) Manually Reconcile A Bank Statement Against The Ledger
1
05. B) Manually Reconcile A Bank Statement Against The Ledger - User Guide
0
06. A) Automatically Reconcile A Bank Statement Against The Ledger
2
06. B) Automatically Reconcile A Bank Statement Against The Ledger - User Guide
0
07. A) Generate A Cash Transaction
3.5
07. B) Generate A Cash Transaction - User Guide
0
08. A) Create An External Transaction Manually
3
08. B) Create An External Transaction Manually - User Guide
0
09. A) Create An External Transaction Via Spreadsheet
3.5
09. B) Create An External Transaction Via Spreadsheet - User Guide
0
10. A) Manage Bank Statement Transaction Creation Rules
1
10. B) Manage Bank Statement Transaction Creation Rules - User Guide
0
Accounts Payable
01. A) Receive Invoice, Create Voucher, and Manually Match to a PO (Canadian Invoice, No Hold back)
5
02.A) Receive Invoice, Create Voucher, and Manually Match to a PO Where the Vendor Will Receive a T4A
0
04. A) Upload and Process a Group of Invoices from a Spreadsheet
5
05. A) Process a Recurring Invoice
5
06. A) Audit an Expense Report Submitted Via Expenses
5
07. A) Preparing a Payment for Printing - Cheque (CAD)
3
08. A) Preparing a Payment for Printing - Cheque (USD)
5
09. A) Preparing a Payment for Submission to a Bank - Non-Employee EFT
0
11. A) Voiding a Payment
2
12. A) Stopping a Payment
3
13. A) Releasing a Stop Payment
3.5
Procurement Core / Supplier Management
01. Manually Create A New Supplier
2.666665
02. Change Or Update Supplier Information In The Address Book
2
03. Deactivate A Supplier In The Address Book
3
04. Create A Foreign Supplier
3.666665
share
post
save
share
post
save
