The following table lists all currently offered DaFIS courses. To view open sessions, or enroll in a course, go to our Online Enrollment System. Wondering which courses to take? See our list of recommended courses by job duty.

FIS 101 - Intro to DaFIS
Audience: Intended for all document initiators, account managers, and equipment custodians. This is a prerequisite for several other DaFIS classes. This class is not intended for individuals that will only be using Decision Support.		Lab 4 Hours
Course Description: Introduction to DaFIS Transaction Processing and Decision Support, including the full accounting unit (FAU); where to find help; basic document completion; look-ups/queries; and basic navigation of the systems. This class provides an overview of the entire system, laying the groundwork for later classes in specific areas of DaFIS.	Goals: Learn a functional overview of the systems including how to log on and navigate them. Basic skills to complete documents, run queries, and manage workload. Awareness of how to use the DaFIS website to get assistance when needed.	Prerequisites: Authorized access to DaFIS and web browser experience recommended. (How to Get DaFIS Access)
Accounts Payable
Audience: Intended for document initiators performing Accounts Payable activities and account managers.		Lab 4 Hours
Course Description: Use of AP documents: Direct Charge, Entertainment Expense Voucher, Travel Expense Voucher, Vendor Invoice, Vendor Credit Memo. Use of AP queries in Decision Support.	Goals: Ability to generate AP documents and run AP queries	Prerequisites: Knowledge of AP policies strongly recommended FIS 101 - Intro to DaFIS REQUIRED
Capital Asset Management System
Audience: Intended for departmental equipment custodians/asset reps and account managers		Lab 4 Hours
Course Description: Use of the CAMS documents: Add Asset Document, Multiple Add Asset Document, Fabrication Request Document, Equipment Loan/Return Document, Asset Transfer Document, and the Asset Retirement Document. Use of the Capital Asset Maintenance Screen. Use of CAMS queries in Decision Support.	Goals: Ability to generate CAMS documents and run CAMS queries. Ability to understand and use the Capital Asset Maintenance screen.	Prerequisites: Knowledge of Equipment Inventory policies strongly recommended. FIS 101 - Intro to DaFIS REQUIRED
Decision Support 101
Audience: Intended for individuals that are not document initiators, including DS Only users, document approvers, account managers, chairs, deans, and other administrators. Note: Individuals that have attended FIS 101 do not need to attend this class.		Lab 2 Hours
Course Description: Overview of Decision Support; Accessing Decision Support; Policies on use of information; Navigation Skills; Using Queries	Goals: Familiarity with features of Decision Support system; basic skills to navigate and run queries	Prerequisites: Authorized DaFIS or DS Only access required. Web browser experience strongly recommended. (How to Get DaFIS Access or DS Only Access Information)
Account Manager 101
Audience: Intended for current or potential account managers, account delegates, and deans' / vice-chancellors' financial staff.		Lab 3 Hours
Course Description: The role and responsibilities of the account manager; how to establish and use the full accounting unit elements, including accounts, sub-accounts, sub-objects, and projects; Decision Support queries pertinent to Account Managers.	Goals: Understanding the account manager's role, the elements of the full accounting unit and how they can be used to meet reporting needs, and knowledge of Decision Support queries used by account managers.	Prerequisites: Accountability & Business Rules recommended. Experience with campus financial policies and procedures strongly recommended. FIS 101 - Intro to DaFIS REQUIRED
Account Manager 102
Audience: Intended for current or potential account managers, account delegates, and deans' / vice-chancellors' financial staff.		Lab 3 Hours
Course Description: Overview of the different types of document routing and the purposes of each; how to establish and maintain delegates, workgroups, and review hierarchies, the purposes of each, and associated Decision Support queries; use of the Mass Change Account Manager and Mass Change Account Delegate documents.	Goals: Ability to create appropriate document routing and accountability structures.	Prerequisites: Accountability & Business Rules recommended. Experience with campus financial policies and procedures strongly recommended.
DaFIS Approvers
Audience: Intended for FIS Users who are responsible for approving transactions.		Lab 3 Hours
Course Description: Role of the approver; tools to effectively manage your In Box (User Options, In Box Choices, and Workflow menu); what to look for when reviewing documents.	Goals: Ability to efficiently manage the processing of approval-related transactions in TP.	Prerequisites: Accountability & Business Rules recommended. Experience with campus financial policies and procedures strongly recommended.
Accountability & Business Rules
Audience: Required for all Account Managers and Document Initiators		Lecture 3 Hours
Course Description: Accountability and stewardship responsibilities for transactions. Principles of access to DaFIS. Objectives of the University Accounting Program. Intent of UCD policies regarding internal controls & separation of duties; approval authorizations; and accounting for gifts, travel, agency accounts, cost transfers, memberships, entertainment and procurement.	Goals: General understanding of accountability, why UC Davis policies exist, and what to do when the policies don't address specific business situations.	Prerequisites: Familiarity with campus financial policies and procedures recommended
Accounting 100: Overview of Accounting
Audience: This course is intended to serve as a refresher, or as a starting point for further study in accounting. It is recommended for those who are new to accounting transaction processing or review and is a non-DaFis course.		Lecture 3 Hours
Course Description: It provides an overview of fundamental accounting concepts and will cover double entry accounting, the components of basic financial statements and how to interpret them. The course also provides instruction in chart of accounts set-up and transaction recording culminating in the preparation of a set of basic financial statements conforming to generally accepted accounting principles (GAAP).	Goals: Familiarity with fundamental accounting concepts, principles and procedures.	Prerequisites:
Accrual Voucher
Audience: Anyone interested in learning about the accrual voucher process.		Lecture 1 Hour
Course Description: Learn how to determine what needs to be accrued and the requirements for completing the DaFIS Accrual Voucher and Year End Accrual Voucher documents.	Goals: Students should come away with an understanding of when accrual vouchers are used as well as how to process them.	Prerequisites:
Encumbrances
Audience: This class is intended for those who create documents listed in the GL, Purchasing, or Accounts Payable modules in DaFIS, as well as anyone responsible for reviewing financial transactions.		Lab 3 Hours
Course Description: This class is offered as a 2-hour lecture or 3-hour hands-on session and will cover encumbrance types; documents used to create, change, or remove encumbrances; how to review and manage encumbrances; and how to avoid common encumbrance problems.	Goals: Students should leave with an understanding of what encumbrances are, how they affect financial transactions, and how to review and manage them.	Prerequisites: For the 3-hour lab class, students must be DaFIS users, since they will review their department's financial data during class.
General Ledger Review
Audience: Anyone responsible for the monthly review of ledgers, or interested in knowing more about the ledger review process.		Lab 3 Hours
Course Description: Learn the purpose of ledger review, how to navigate the system (plan setup, assign reviewers, review and certify ledgers), and best practices for reviewing ledgers.	Goals: Students should know what makes a transaction valid and how to get set up using the online general ledger review system.	Prerequisites: User should have a UCD login ID and Kerberos password, and should have DaFIS access (TP or DS).
MyTravel
Audience: Travelers and processors using the MyTravel system.		Lab 4 Hours
Course Description: Identify the steps of pre-travel planning, discuss the university's travel programs, create expense reports, review travel transactions in Decision Support, and discuss international travel.	Goals: Students should come away knowing how the travel process works from planning to reimbursement, how to submit travel expenses in MyTravel, how to retrieve travel transactions in Decision Support, and where to find travel help resources.	Prerequisites: Attendees must work in departments that are using the MyTravel system.
Purchasing 101: Departmental Delegation
Audience: Intended for document initiators performing purchasing activities and account managers.		Lab 4 Hours
Course Description: Overview of the policies and procedures for purchasing delegated to departments. Methods of delegated purchasing. Use of the delegated Purchasing documents: Departmental Purchase Order, Departmental Repair Order, Cancel/Close Departmental Purchase Order, Redistribute Purchasing Liens. Use of Purchasing queries in Decision Support. This class, and Purchasing 102, replace the former Purchasing classes offered through DaFIS and the Staff Development department.	Goals: Understanding of the policies and procedures of purchasing delegated to departments. Familiarity with delegated purchasing methods. Ability to generate Purchasing documents and run Purchasing queries in DaFIS.	Prerequisites: FIS 101 - Intro to DaFIS REQUIRED
Purchasing 102:Procuring thru Purchasing
Audience: Intended for document initiators performing purchasing activities and account managers.		Lab 4 Hours
Course Description: Overview of the policies and procedures for purchasing delegated to Purchasing. Use of the Purchasing documents: Requisition, Redistribute Purchasing Liens, Change Purchase Order/Business Agreement. Use of Purchasing queries in Decision Support. This class, and Purchasing 101, replace the former Purchasing classes offered through DaFIS and the Staff Development department.	Goals: Understanding of the policies and procedures of purchasing delegated to Purchasing. Ability to generate Purchasing documents and run Purchasing queries.	Prerequisites: Purchasing 101: Departmental Delegation REQUIRED