Themis reference cards for finance officers/managers
The following reference cards are recommended for staff members who need to enter and/or approve financial transactions, run financial reports, and undertake Timekeeper responsibilities.
Please note: each of the pdf files will open in a new page.
Themis Forms basics
- Themis toolbar and keyboard shortcuts (74 kb)
- Setting your user profiles (39 kb)
- Using Themis (Oracle) Forms (147 kb)
- Searching for information in Themis forms (55kb)
- Tips for using folders in Themis (48 kb)
Financial transactions
Purchasing
- Creating a purchase order (82 kb)
- Components of a printed purchase order (90 kb)
- Searching for a purchase order (51 kb)
- Printing a duplicate copy of a purchase order (38 kb)
- Confirming the receipt of an asset (40 kb)
- Searching for open purchase orders (42 kb)
- Using preferences for multiple-line purchase orders (51 kb)
Paying accounts
- Creating a petty cash reimbursement (90 kb)
- Entering an employee expense claim (92 kb)
- Resubmitting an invoice that has been rejected (38 kb)
- Reassigning an invoice to another department (41 kb)
- Converting foreign currency to Australian Dollars (76 kb)
Receipting
- Entering a receipt (66 kb)
- Entering an invoice-related receipt (75kb)
- Searching for a receipt (38 kb)
- Submitting receipts for banking (50 kb)
- Cancelling a receipt (36 kb)
- Example of Themis payment receipt printout (195 kb)
Accounts receivable
- Raising a tax invoice for an existing customer (68 kb)
- Raising a tax invoice for a new customer (60 kb)
- Printing a tax invoice (63 kb)
- Creating an invoice-related credit note (73 kb)
- Sample of a printed tax invoice (63 kb)
- Copying a previously created customer invoice (50 kb)
- Creating an outstanding debtor report (44 kb)
Internal transactions
- Setting department defaults for internal transactions(38 kb)
- Creating an internal order (55 kb)
- Supplying an internal order (52 kb)
- Paying an internal order (37 kb)
- Creating a chargeout (52 kb)
- Paying a chargeout (37 kb)
- Creating a department journal (53 kb)
- Searching for an internal transaction (37 kb)
- Printing internal transactions (81 kb)
Salary/Stipend Analysis
Worklist notifications and approving transactions
- Understanding your Themis Worklist and notification (66 kb)
- Using your Personal Home Page Worklist (60 kb)
Themis reporting
- Running reports in Themis (34 kb)
- Scheduling a report in Themis (36 kb)
- Scheduling a FSG report in Themis (36 kb)
- Generating an Account Analysis report (84kb)
- Reprinting a document in Themis (48 kb)
- Notifying and sharing reports in Themis (82 kb)
- Exporting report results (208 kb)