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Source Documents and the Audit Trail

…to the approver. Attach (to the completed form) individual supporting receipts or the envelope containing receipts with the total of the claim written on the envelope. Payments without invoices processed…

Accounts to Record Deposits Received

…will require departments to record each individual deposit as a separate line in FIS, record each payment as a separate line, and clear payments against deposits in FIS which should…

Internal Revenues and Internal Expense Recoveries

…The primary concerns are: reporting accuracy – when payments are from research grants or other restricted awards, attention must be paid to the fiscal period of the award. compliance with…

Payments to Hospitals or Other Institutions to Recover Costs

In carrying out its academic and research mission, the University is involved in financial arrangements with other institutions such as hospitals, Federated Colleges, etc. This section addresses institutional billings to…

Supporting Documents

…University’s purchasing process, and how they relate to each other Identifying and screening potential suppliers GTFM Guidelines around purchasing and payments Requirements for various payment methods   (updated 8-June-2020)  …

Month-End Reports

This section includes support documentation pertaining to Month End reports.  …

Reimbursements

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

Management Reports

This section includes support documentation pertaining to Management reports.  …

Invoice

Purchase Requisition

This section includes support documentation pertaining to Purchase Requisitions for purchase over $25,000 (UTSC ONLY), leases (UTSC ONLY) and radioisotopes (ALL Units)….