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The Cashier Function

…Processing Department The accurate recording of receipts involves verification and classification of the amounts. These procedures are carried out by various departments which also prepare the document from which the…

Accounts to Record Deposits Received

…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 transaction. The department should ensure…

Records Management, Archiving and Destruction of Records

…disposition of University administrative records. For additional guidance on the retention of internal financial documents, please see this page. This section covers the key areas of records management, archiving and

Non-Research Grants and Contracts

…in Policy on Approval and Execution of Contracts and Documents. Establishment of the Fund Submit a copy of the fully signed grant or contract, or a copy of the award…

Accounts Receivable, Collection Responsibilities and Uncollected Amounts

…of Toronto invoice (i.e. accounts receivable invoice) is a legal business document. It is important to complete it in a professional manner. It should be noted that the manner in…

Payments to Hospitals or Other Institutions to Recover Costs

…in the period in which they are incurred. the invoice provides sufficient detail to satisfy the sponsor’s requirements (see next section). Detailed Invoicing Requirements The billing document from the institution…

Courier, Brokerage & Freight Payments

…transactions is sometimes truncated on the monthly Fund Centre Detail Report, you can always view the full text for customs documents on-line using any of the usual on-line reports. The…

Budget Implementation – Operating Fund

…to the Planning and Budget Office through on-line access in AMS. B-6 documentation and B-6 Training Tutorials can be found in the Training and Documentation section of the EASI website….

Course 4: G/L Account Postings – Basic Data Entry

In-class Material GL Account Postings Part 1 – Basic Data Entry – Presentation Slides – UPDATED   Exercise 1 (Processing a Journal Entry): Reference Guide 1 – Document Display Reference…

Purchase Order (PO) Workflow Training Material

Expand All | Collapse All Training Session Slides Simulations & Reference Guides Reference Guide: Set Personal Settings (i.e., to change default Document Type to WNB) Simulation: How to Process a…