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Invoice

Guide to Completing FIS Master Record Forms

…breakdown based on percentage. Internal Order Group On the IO forms, an internal order group is optional. IO’s are organized in hierarchies, the master record will be placed in this…

Conference Accounts

…there is a requirement for segregation, this can currently be accommodated by using a fund (for spending control) and an internal order (for detailed reporting). When are Conference Accounts not…

Accounts to Record Deposits Received

…account established to record the deposits. Opening an Account to Record Deposits Received In order to open up an account to record deposits received, a request should be submitted in…

Revenues and Expense Recoveries

…Budgeting Payment Terms Accounts Receivable, Collection Responsibilities and Uncollected Amounts HST- University Sales   Why is the Distinction between Internal and External Important? All transactions, regardless of whether they are…

Direct Deposits

Direct Deposit Overview This section addresses direct deposit arrangements under which cash receipts are banked to a departmental subordinate account, instead of deposited to the Cashiers subordinate account. There are…

Fundraising and Donations Overview

…donation receipts, as well as setting up trust funds in FIS. The mandate of DUA is to maximize gifts to the University and its constituent parts from alumni, friends, corporations,…

Air Travel Emissions Mitigation Initiative (ATEMI) – Impact on Financial Administration

…more. Simulation: Enter Expense Reimbursement (Cheque) or A/P Invoice in FIS (with additional required airfare fields) Article: Reporting on Air Travel Emissions Mitigation Initiative (ATEMI) Charges in FIS Article: Are…

Budget Preparation and Project Managing in Foreign Currency

…Accounts Payable processes. Ensure a proper invoice is received to support the payment. Refer to the GTFM section Certified Invoices. Payment in Foreign Currency It is important to select the…

Records Management – Payments to Vendors

…cash reconciliations, petty cash reimbursement forms, purchase orders. Financial Services – e.g. cheque registers, foreign drafts Generally, the above documents should be kept in your “Active” (office) files in the…