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Workshop Catalogue

Browse a complete directory of Financial Services workshops, organized in groups of related topics. Complete each workshop in the group to receive a certificate, or just take whichever individual workshop interests you.

Each workshop includes a description to help you better understand what to expect. If you’re still unsure which workshop is best suited for your role, visit the Learning Paths page for recommendations.

Financial Services workshops

Introduction to Financial Systems at Ryerson

Introduction to Financial Systems at Ryerson is a certificate program for Ryerson employees who are or will be working in the Ryerson University Financial Information System (RUFIS or Oracle) and the Invoice Approval System (MarkView) to complete financial management tasks. Workshops in this program introduce participants to Financial Services and the fundamentals of our systems, including how to navigate within them.

Learn about the Financial Services department and the various resources we offer in support of your financial management responsibilities in our Introduction to Financial Services and Service Standards workshop.

Learn the basics of our financial management systems, including terminology and how to navigate the Ryerson University Financial Information System (RUFIS or Oracle) and its applications such as purchasing (iProcurement), expense reimbursements (iExpense), reporting (General Ledger) as well as the Invoice Approval System (MarkView).

The Introduction to Purchasing (iProcurement) workshop explains how to apply Ryerson’s Purchasing Policy and Purchasing Procedure, as well as Ontario’s Broader Public Sector Accountability Act,, external link to ensure purchasing practices are fair and consistent.

This workshop will highlight the competitive bid process required for purchasing goods or services that total more than $25,000. Participants will:

  • learn how to create purchase requisitions
  • understand the different steps and approvals that turn a purchase requisition into a purchase order
  • gain tips for making effective and efficient selections when procuring goods and services for your area

Prerequisite: Navigating RUFIS

Introduction to Reporting (General Ledger Inquiry) is a hands-on workshop that leads participants through the Ryerson University Financial Information System (RUFIS or Oracle), opens in new window reporting inquiry forms, e.g. Actual, Encumbrance, Budget, etc. Learn about the different types and levels of data available through these inquiries, and how you can apply this knowledge to facilitate your day-to-day functions in RUFIS.

Prerequisite: Navigating RUFIS

The Introduction to Expense Reimbursements (iExpense) workshop delivers valuable information about submitting claims for personal reimbursement and Ryerson Purchasing Card (P-Card) transactions. Learn how to enter claims easily and accurately through hands-on examples in the Ryerson University Financial Information System (RUFIS or Oracle), opens in new window expense reimbursements (iExpense) application for processing expense receipts.

Advanced RUFIS Reporting (General Ledger)

The Advanced RUFIS Reporting (General Ledger) certificate program is for employees who have financial reporting responsibilities in the Ryerson University Financial Information System (RUFIS or Oracle). Participants have the opportunity to practice common reporting tasks, such as general ledger inquiries, running and exporting reports, and reviewing general journal entries.

The Running and Exporting RUFIS Reports workshop helps Ryerson University Financial Information System (RUFIS or Oracle), opens in new window users understand how to read and interpret key system reports in both summary (total) and detail (actual) formats. Learn the basics of RUFIS reporting (General Ledger), including how to run, view and print reports for monthly, fiscal year and project year funds. We also cover terminology like budgets, actual, encumbrances and Budget Balance Availables (BBAs), and provide an overview of the role account codes play in these functions. Participants leave with step-by-step instructions for exporting RUFIS reports into Microsoft Excel, which makes it easier to analyze and forecast budgets and other financial activities.

Prerequisites: Navigating RUFIS, Introduction to Reporting (General Ledger Inquiry)

What are account codes and why are they important? Understanding Ryerson’s seven segment, twenty-eight digit Chart of Accounts (COA) is imperative in order to initiate transactions and effectively analyze and manage your accounting activities. Chart of Accounts and Account Codes is an introductory workshop that teaches you all about the COA’s purpose, importance and how-tos.

Prerequisites: Introduction to Reporting (General Ledger Inquiry)

What’s the difference between a budget transfer and an actual transfer? What do account codes have to do with processing transactions or corrections? Learn the answers to these questions and understand how debits and credits affect your financial reports in the Budget Entries vs. Journal Entries (Debits and Credits) workshop.

Prerequisites: Introduction to Reporting (General Ledger Inquiry)

Introduction to Invoice Approvals

Introduction to Invoice Approvals is a certificate program for Ryerson employees who are or will be working in the Invoice Approval System (MarkView) to process invoice approvals. Workshops in this program provide participants with the opportunity to practice common tasks and functions such as processing low dollar value invoices and the steps involved in approving documents.

Invoice Approval System (MarkView) users who participate in departmental purchasing and payments processes will benefit from the Self-Service Invoices workshop, which provides guidelines on allowable expenses. Workshop participants have the opportunity to practice self-service invoicing in the Invoice Approval System, where low dollar value invoices can be processed without the need for a purchase requisition.

Through hands-on practice, participants in the Approving Documents workshop learn how to apply various methods to approve documents in the Invoice Approval System (MarkView) and the Ryerson University Financial Information System (RUFIS or Oracle). The session covers expense and purchase requisition approval workflows and teaches users how to administer invoice approvals using the imaging system.

Purchasing at Ryerson

Purchasing at Ryerson is a certificate program that provides an overview of the purchasing (iProcurement) application in the Ryerson University Financial Information System (RUFIS or Oracle), opens in new window, as well as the general rules that govern purchasing at Ryerson.

Learn about the many advantages of using a Ryerson Purchasing Card (P-Card), Ryerson’s employee credit card for approved low dollar value purchases and travel expenses. The Using Your Ryerson Purchasing Card workshop covers what the P-Card can be used for and the Purchasing Card Policy that governs its use.

This highly valuable workshop cuts through the complexity of hiring and paying independent contractors (those without HST or business numbers). Participants in Paying Independent Contractors will be introduced to the methods of payment available, as well as the various forms required to administer this work (e.g. Contractor Certification, Independent Contractor (ICON) and Professional Services Agreement for Independent Contractor/Supplier).

Advanced Budget Management and Reconciliation at Ryerson

The Advanced Budget Management and Reconciliation at Ryerson certificate program takes a deep dive into budgeting and expense reconciliation. Participants learn how to create a detailed and customized budget and receive a takeaway sample of the salary encumbrance process and salary expense reports to have on-hand as a future reference tool.

A clearly defined budget is among the most important tools in sound financial management. Attend the Preparing and Managing Budgets workshop to learn how to create a detailed budget that works for you. We explore line item budgeting for both incomes and expenses, and explain the difference between budgeting at the line item level versus pool level. Leave with a set of essential tips for monitoring budgets and year-end planning, including carry-forward calculations, accruals and important deadlines.

Learn how to complete monthly salary reconciliations effectively and efficiently in the Expense Reconciliation (Salary and Non-Salary) workshop. Develop your understanding of the encumbrance process and expense reports, and review information in the Ryerson University Financial Information System (RUFIS or Oracle) that is applicable to you.

Projects and Trust Fund Management

The Projects and Trust Fund Management certificate program delivers valuable insight into the functions and terminologies associated with internally- and externally-funded projects, stabilization funds (60), expendable trust funds (61) and endowed funds (62). These workshops are geared specifically towards employees who manage these types of projects and funds.

The Managing External and Internal Projects (Fund 51) workshop explains and reviews the project cycle from beginning to end. Learn about the funding sources as well as the roles and responsibilities associated with the financial management of externally- and internally-funded projects.

If you work in a department that has a role in the administration of trust funds (e.g. faculties and schools, University Advancement, Student Financial Assistance, Ceremonials Office), you will benefit from the Managing Trust Funds (60, 61, 62) and Scholarships workshop. Participants are introduced to various types of trust funds, including expendable trust funds, stabilization funds and endowed funds. Learn about the terminology and tools available to assist you.

Financial Best Practices and Processes at Ryerson

Ryerson has a number of resources and processes in place that support financial administration across the university. The Financial Best Practices and Processes at Ryerson certificate program provides an overview of five key facets of financial administration at Ryerson that will help support your work.

Learn best practices for cash and asset management as it applies within a university environment. Attend the Cash and Asset Management workshop to find out more about how to safely receive and store cash, cheques, credit cards, debit or other assets (e.g. personal belongings, documents) at Ryerson.

Did you know that Ryerson offers a convenient, easy-to-use online system that supports the administration of conference and event registration fees? Attend the Conference and Event Payment System (ePly) workshop to learn all about how to use ePly, including how to determine whether or not you should charge HST.

Gift cards, gift certificates and other non-cash payments can be a convenient way to recognize someone’s work or participation, but these payments are not always considered eligible expenses. Learn all the essentials in the Gift Certificates and Other Non-Cash Payments workshop, including Canada Revenue Agency (CRA) guidelines on the topic.

Learn the essentials of insurance at the Insurance at Ryerson workshop, where we cover the basics of insurance and how it is informed by Ryerson's current liability and property insurance policy. Find out more about how to obtain a Certificate of Insurance and liability waivers for student activities, how to report stolen or damaged Ryerson property or accidents on campus, and much more.

Financial Services Policies and Governing Documents

The Financial Services Policies and Governing Documents certificate program offers five workshops that address financial management tasks governed by Ryerson’s administrative policies. For a comprehensive list, visit the Policy List page, where you can sort by owner to find policies that are managed by Financial Services.

Ryerson’s Bank Accounts and Merchants Accounts Policy aims to ensure clear accountability and proper management of bank and merchant (credit card) accounts. In a similar vein, the Petty Cash Funds Policy speaks to the parameters around which employees can claim reimbursement through petty cash. Find out more about these two policies and how they might inform your work in the Bank Accounts, Merchant Accounts and Petty Cash Policies workshop.

The Execution of Contracts and Documents Policy and Approval Authority Schedule Policy specify rules around how to procure goods and services and who can sign contracts on behalf of the university. Attend the Contracts, Documents and Approval Authority workshop to learn how these policies apply to your financial responsibilities and ensure that you work in compliance with established guidelines.

The Faculty and Staff Travel Reimbursements and Policy workshop explains the different policies that govern employee travel expense reimbursements. Topics covered include the Business Travel Policy, the Faculty and Staff Reimbursement Policy, the Travel Card Policy and reimbursement of alcoholic beverage expenses.