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Invoice

Reimbursements

This section includes support documentation pertaining to expense reimbursements, as well as petty cash and imprest account replenishment.  …

Financial Management

…Accounts – Establishing Changing and Deactivating Reporting Managing Risk – Insurance and Contracts Source Documents and the Audit Trail Fund Accounting at U of T Electronic Signatures & Document Retention…

Non-Payroll Payments

…processing options please refer to the HRIS document Updating T4A/T4A NR payments. If additional guidance is required, please contact the Manager, Payroll Services at 416-978-2814. When can I use an…

Create Master Record Forms

…use of the Adobe forms: “X – JavaScript is currently disabled and this document uses it for some features. Enabling JavaScript can lead to potential security issues” To enable JavaScript…

Tax Code Corrections

…quick reference guide (QRG), which is available at the following URL: https://finance.utoronto.ca/wp-content/uploads/2016/02/Journal-Entry-Create-Convertedfeb03-1.pdf The following illustrates an example of a document correcting an incorrect tax code: Original transaction containing the incorrect…

Subordinate Bank Account

…with the amount reported by the bank. See the Reference Guide or Simulation. Once processed in FIS, send a copy of the FIS document with the supporting backup to: Cashier’s…

The Cashier Function

…the document from which the related information is input to the accounting records. These departments are referred to as the processing departments. The following summary identifies the processing department. In…

Accounts to Record Deposits Received

…Expenditure Bank Account form. If payment is made with an accounts payable cheque, the vendor deposit account number should be entered in the reference document field in the FIS payment…

Records Management, Archiving and Destruction of Records

…there are statutory requirements with respect to records and document retention. The department (or division) is responsible for retention and orderly and safe storage of the records in its custody….