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UWindsor Home
Finance Department
UWinsite Finance
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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
0
How to review the Directory in UWinsite Finance
1.5
Top Tips of The Summer 2018
2
UWinsite Finance Handbook - February 2018
5
Training Presentation Decks
UWiniste Planning and Budgeting
0
UWinsite Finance for Researchers
3.5
Expenses
Videos
01. Creating an expense report
5
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
2.6
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
5
General Ledger
Simulation
01. Enter a journal entry into the system
5
02. Reverse a journal entry
1.8
03. Create a reoccuring journal entry
5
04. Create an intercompany journal entry
5
05. Create a journal entry via spreadsheet upload
4.666665
06. Create an internal charges journal entry
5
07. Drill into details from subledgers
2.666665
08. Inquire on account balances using Account Inspector
1.666665
09. Inquire on account balances using Account Monitor: Setting up Account Groups
1.5
10. Inquire on account and budget balances using Account Monitor: Setting up Budget Account Groups
0
11. Run reports in the system
2.5
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
4.666665
Chart of Accounts
Training Presentation Decks
Chart of Accounts Powerpoint Presentation
4.5
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
0
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
3.5
01. B) Import A Bank Statement - User Guide
0
02. A) Manually Create A Bank Statement
5
02. B) Manually Create A Bank Statement - User Guide
0
03. A) View And Review A Bank Statement In The System
5
03. B) View And Review A Bank Statement In The System - User Guide
0
04. A) Prepare A Bank Statement Report In The System
5
04. B) Prepare A Bank Statement Report In The System - User Guide
0
05. A) Manually Reconcile A Bank Statement Against The Ledger
0
05. B) Manually Reconcile A Bank Statement Against The Ledger - User Guide
0
06. A) Automatically Reconcile A Bank Statement Against The Ledger
0
06. B) Automatically Reconcile A Bank Statement Against The Ledger - User Guide
0
07. A) Generate A Cash Transaction
5
07. B) Generate A Cash Transaction - User Guide
0
08. A) Create An External Transaction Manually
5
08. B) Create An External Transaction Manually - User Guide
0
09. A) Create An External Transaction Via Spreadsheet
5
09. B) Create An External Transaction Via Spreadsheet - User Guide
0
10. A) Manage Bank Statement Transaction Creation Rules
0
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
3
02. Change Or Update Supplier Information In The Address Book
0
03. Deactivate A Supplier In The Address Book
5
04. Create A Foreign Supplier
5
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