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Planning & CO Reporting

This section includes support documentation pertaining to planning and CO Reporting….

Forms

…FIS Master Record Forms Listing of forms required in order to request new FIS Master Records (Funds Center, Cost Center, Internal Order) or make changes to existing FIS Master Records….

FAQs

…status card holders exempt from the provincial part of the HST? Internal Payments How do I process a payment to another department? Login to FIS – SAP I forgot my…

Financial Management

Objectives and Responsibilities Administrative (including Financial) Accountability Fraud and Financial Impropriety (Internal Audit web site) FIS Accounts – Establishing Changing and Deactivating Reporting Managing Risk – Insurance and Contracts Source…

Banking

…Financial Officers on March 10, 2006. Forms Following are specific forms commonly used in performing the cashier / banking function: Direct Bank Deposit – PDF ; Excel Internal Cash Receipts…

Forms for Processing in FIS

…Journal Entry (or Internal Revenue / Expense Recovery) Excel ; PDF ; Instructions Missing Receipts (use for reimbursable expenses for which there is no original receipt) Excel ; PDF Petty…

Create Master Record Forms

…forms. Cost Center (CC) or CC Node / Group (updated June 2010) PDF * Internal Order (updated June 2010) PDF * Funds Center (updated June 2010) PDF * Principal Investigator…

Change Master Record Forms

…Record forms. Cost Center (CC) or CC Node / Group (updated June 2010) PDF Internal Order (updated June 2010) PDF Funds Center (updated June 2010) PDF Principal Investigator Funds Center…

About Us

…and manage key activities with the external financial community on behalf of the University (e.g. banking, debt); to efficiently and effectively deliver core services to divisions that, for internal control…

The Cashier Function

…logs/register tapes, deposit forms and FIS). In addition, an Interactive Control Questionnaire is available to help in assessing the effectiveness of your unit’s systems of internal control and to facilitate…