Online Tutorials
New Users
Transaction Processing
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What is DaFIS?
DaFIS is an acronym for the Davis Financial Information System. This course is designed to introduce you to the key features and concepts of DaFIS. Start »
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Starting DaFIS
Transaction Processing (TP) is accessed using software on your desktop. In this lesson you will learn how to start the software, and how to log into a DaFIS TP session. Start »
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How Do I Buy Things?
Trying to decide which purchasing options you can use is not always easy. To complicate matters, there can even be different types of purchases within a given document in DaFIS! This tutorial is designed to help you determine the purchasing methods available to you. Start »
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What is DaFIS Accounts Receivable?
If your department has accounts receivable, do they use Banner or DaFIS? This tutorial introduces you to the the DaFIS Accounts Receivable system and its features. Start »
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Understanding Routing & Approvals
Documents in DaFIS are routed electronically for approval, ensuring that a transaction receives all of the appropriate approvals. This tutorial will take you through an overview of the types of routing, and how to read the routing logs to know where a document is and where it will go next.
Start »
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Using Account Delegates
What is an Account Delegate? Why might you need a delegate? And how do you establish one? This tutorial will help you understand what account delegates are, and how you can use them to improve your business practices. Start »
Decision Support
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What is Decision Support?
The Decision Support component of DaFIS provides users with data about financial documents and transactions, as well as the reference table information used for transactions. In this lesson you will get a basic understanding of how DS works, and how you can use it to your advantage. Start »
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Getting Started with Decision Support
This tutorial will guide you through the basics of using Decision Support - from logging in, to running your first query. Start »
