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Queen's University
 

Training Videos 

FAST Financial Reporting

FAST Financial Reporting – General Navigation                       
This video tutorial introduces users to general navigational features of FAST Financial Reporting Tool.

FAST Financial Reporting – Dashboards
This video tutorial introduces users to FAST Dashboard Reports. Dashboard reports are graphical representations of pinned reports you have selected to appear on your Dashboard.

FAST Financial Reporting – Pinned Reports
This video tutorial introduces users to FAST Pinned Reports.  Pinned reports are reports that were created and saved with specific filters, meaning that each time the user runs the report, the filters applied will be the same.

FAST Financial Reporting – Project Summary Report                                                                               
This video tutorial introduces the Project Summary Report.  This report displays research project financial information such as surplus/deficit, budget, revenue, expenses, and commitments at a summary level.

FAST Financial Reporting – Statement of Operations-Non Research
This video tutorial introduces the Statement of Operations – Non Research Report.  This report is an account level summary of opening surplus/deficit plus adjustments, current month actuals, year to date actuals, commitments, budget and closing surplus/deficit with and without commitments. The two most common uses of this report are 1) To view current year to date information for Actuals, Outstanding Commitments, Budget, Year to Date Variance, and Surplus/Deficit and 2) To perform the monthly reconciliation process to ensure that all transactions are accounted for.

Research

Research Electronic Approvals on FDSR Site 
This video tutorial will show Principal Investigators how to provide electronic approvals for annual statements of account or Form 300s, using the Tri-Council’s Financial Data Submission and Reconciliation System (FDSR) site.

Research Fund Administration Overview
This video tutorial provides an overview of the life cycle of a research project, research transactions, and policy and procedural information.

Research Journal Entries  
This video tutorial provides information on the various types of research journal entries and the important guidelines to follow when making journal entry adjustments.

Research Projects Summary Report                 
This video tutorial introduces the Project Summary Report.  This report displays research project financial information such as surplus/deficit, budget, revenue, expenses, and commitments at a summary level.

Research Statement of Operations Report
This video tutorial provides an overview of the Research Statement of Operations report and how to interpret project balances.

 

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