Purchase Order (PO) Workflow Training Material

…Type to WNB) Simulation: How to Process a Purchase Order (under $50K before tax) Simulation: How to Process a Purchase Order (valued greater than $50K before tax) Simulation: How to…

New Menu for Documentation & Support

Expand All | Collapse All Search by Function Processing Invoice (under $10,000 before tax) Credit Memos (under $10,000 before tax) Refundable Deposit Repayments Expense Reimbursements Journal Entries, Internal Expense Recoveries/Revenues…

Courses & Workshop Material

…Topics include: Reimbursement options Tax codes for Petty Cash and Expense Reimbursements When to use either the: Accounts Payable – Invoice document entry screen or Expense Reimbursement Direct Deposit screen…

Reporting to Sponsors

…which expenses are to be excluded from the report [Business Officer] to ensure that expenses are accurately coded and described [Business Officer] to maintain adequate financial records that are readily…

Accountable Advances

…ensure an advantageous price and exemptions from tax or duties where appropriate. In this case, and where emergency field expenditures are required, an explanation should be included with the accountable…

Payments Without Invoices Processed Through FIS

…Taxation of Payments and, Income Tax Guide – Employee or Independent Contractor should be completed to determine if the service is one of the few exceptions where an employment relationship…

Taxation

…to relevant sections in the Guide to Financial Management (GTFM) relating to taxation. The following current sections in the GTFM specifically deal with taxation: Employment versus Contractor / Taxation of…

Travel and Other Reimbursable Expenses – Policies and Guidelines

…that clearly indicates the flight/train information), or hotel bill at the travel destination, or taxi/transit receipts to/from the destination airport/train station, or meal receipts from the travel destination, or certificate…

FAST Monthly Lunch and Learn Sessions

…Resources HR Service Centre CAUBO – PWC Tax Resource: FAST Resources: Processing Honorarium – Updating T4A/T4A-NR payments GTFM – Employee vs. Independent Contractor and Taxation of Payments (HRIS vs…

Information Sessions

…the F&S Monthly Customer Statement Report as part of the month-end reconciliation process mandated by the Annual Accountability Report. The transaction code for the report is ZFVR019A, and can be…