Finance Admin Tasks

Submitting an Expense Report

Expense and ePro Requestors

Fluid Navigation for Non-Finance Users

Finance Transactions Inquiries for Non BU

Finance Fluid Icons

How to search for a menu item

Finance Business Unit

Procurement Operations

Finance Fluid Icons

How to search for a menu item

• Submitting a General Expense Claim | PDF

• Payment Selector Tool Overview: Pay Expenses, Manage Suppliers, Create a Requisition | PDF
• Payment Request Form - Paying Non-Employee Individuals | PDF

• Submitting a PER Expense Claim (For Eligible Academic Staff) | PDF

• Using CentreSuite to Access Visa Card Statements | PDF
• How to Reconcile Purchasing Card (PCard) Expenses | PDF
• Corporate Card Program Handbook | PDF

• ​​​​​Using CentreSuite to Access Visa Card Statements | PDF
• How to Reconcile a Travel and Expense (T&E) Credit Card Claim | PDF
• Corporate Card Program Handbook | PDF

• Submitting a Travel & Expense Claim | PDF
• Travel Expense Procedure | Website
• Travel & Expense Reimbursement Handbook | PDF

• Frequently Asked Questions about expenses | PDF
• List of Finance Partners | Webpage

• Cash Advance | PDF

• With a cheque where the entire advance was used | PDF

• Where a partial amount was used and the remainder is being returned to the university. | PDF

• Selecting the Correct Method of Purchasing | PDF

• Overview to ePro | PDF 
• ePro Catalogue Categories | PDF 

• Payment Selector Tool Overview: Pay Expenses, Manage Suppliers, Create a Requisition | PDF
• Payment Request Form - Paying Non-Employee Individuals Over $500 | PDF
• Payment Request Form - Paying Suppliers under $2500 | PDF

• Finding a Purchase Order (PO) Number | PDF 
• Creating a New Purchase Request (Requisition) Using Special Request | PDF
• Creating an Amount Only Purchase Order | PDF
• Receiving an Amount Only Purchase Order | PDF
• Editing a Requisition Linked to a Purchase Order | PDF

• How to Order a Rogers Cell Phone and Accessories | PDF
• How to validate a Rogers Communications invoice and receive it correctly | PDF

• Searching for and Adding an Attachment to a Voucher | PDF
• Modifying a Voucher | PDF
• Reassigning a Voucher | PDF

• Selecting a Supplier | PDF

• Correct method of purchasing | PDF

• Contractor/Consultant | PDF

• Paying Non-Employee Individuals Under $500 | PDF
• Paying Suppliers under $2,500 | PDF

• Create a Regular Deposit Cash/Cheque in CAD or USD | PDF 
• Create a Regular Deposit Credit Card | PDF 
• Create an Accounting Entry | PDF 

• Express Billing: Create Operational Invoice  | PDF
• Express Billing Requestor Role Job Aid | PDF

• Create Project Invoice for Billing through eForm | PDF
• Request an Adjustment to Project Invoice through eForm | PDF

• Create or Update a Customer | PDF

• Procedures and instructions for Cash and Billing  | Webpage

• How to Action an Item from Your Integrated Tasks List | PDF

• Adding an Ad Hoc Approver or Reviewer to a Workflow | PDF

• How to use Kofax Scanning Software | PDF
• How to use Email Scanning (Kofax Import Connector) | PDF
• How to manually run the Scanned Document job | PDF

• Batch Manager | PDF
• Validation | PDF
• Scanning | PDF

• Research Accounting | Webpage 

• HR delegation | Webpage
• Project delegation | PDF 

• eFin Changes Course Presentation | PDF
• eFin Navigation Guide | PDF

• Project Management | Webpage 
• Research Management System | Webpage 

• Expenses and Reimbursement | Webpage 

• Research Purchasing | Webpage