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Reporting to Sponsors

…financial reports fairly reflect the cost of goods and services for the reporting period. With respect to sponsor reports, a somewhat different approach is followed: If the principal investigator (P.I.)…

Objective and Responsibilities

reports from the Financial Services Department which identify overdue accounts receive prompt attention followed by appropriate action. Reports to the faculty/division head within established parameters on collection problems and follows…

Administrative (including Financial) Accountability

…completed reports and follow-up will provide concrete testimony to our commitment to excellent financial management. Guidelines for Completion of Administrative Accountability Report Forms Administrative accountability reports have been developed for…

FIORI Launchpad Reporting – Documentation & Support

reports How to Customize Line Item Reports How to Locate Saved Layouts How to Download and Save Reports How to Attach Documents Troubleshooting How to Generate the SU53 – Display…

FAST Tips Newsletter

…SIMULATION: How to View Rejected VoIP Charges SIMULATION: How to Create Custom Line Item Reports (repeat tip) June 2020 New VoIP Reports and Billing SIMULATION: How to Save an Additional…

Travel and Other Reimbursable Expenses – Policies and Guidelines

…University funds, whether operating, restricted, capital or ancillary funds, require approval on a one up basis by the person to whom a claimant reports. It is both the claimant’s and…

Reporting

…Report Annual Expendable Investment Fund Pool (EFIP) Interest Report University Reporting – External University of Toronto Financial Report U of T Endowments – Annual Financial Reports U of T Pension…

Day 7 – Basic CO Reporting, Reconciling and Reviewing Month End Statements

…Selections in FIS Reports Simulation: Understanding the Linking Table and it’s Impact on the CO Planning Process Documentation and Support – Month End Reports Documentation and Support – Management Reports

Documentation & Support

…Management Budgeting Earmarked Funds (Manual Reserves) Display Master Records Reporting Budget Analysis Reports Financial Summary Reports FM Account List Management Reports Month-End Reports Special Purpose Reports Year-End Reports Line Item…

Funds Management

…Budgeting Earmarked Funds (Manual Reserves) Display Master Records Reporting Budget Analysis Reports Financial Summary Reports FM Account List Management Reports Month-End Reports Special Purpose Reports Year-End Reports Line Item Reports