�㽶��Ƶ News - advances

Update regarding Expense Reports, Advances and Payment Requests

webfull — Wed, 18 Mar 2020 14:18:08 +0000

Hello,

Please see below for updated processes regarding expense reports, advances and payment requests:

Expense Reports and Advances:

We are committed in ensuring that our Faculty, Staff and Students are not out of pocket.
As such, if an Expense Report can not be created in Minerva nor sent via email, an Advance can be created in Minerva payable to the Claimant for the value of the Expense Report.

Published: 18 March 2020

REMINDER: Advances/Expense Reports must include reference number and amounts

webfull — Wed, 19 Sep 2018 19:39:12 +0000

This message is sent on behalf of Julie Ghayad, Director Finance Infrastructure and Transaction Services, Financial Services

Hello,

To ensure proper attestation by the Claimant and Approver, Advances and Expense reports must include the reference number and the amount on top of all printed pages. If this information is missing, Travel Desk will return these documents to the Financial Services Team (FST) or the Requestor when there is no FST.

Published: 19 September 2018

NEW "Claimant Affiliation" field added to Minerva Advances & Expense Reports forms (effective December 1, 2016)

webfull — Wed, 30 Nov 2016 16:26:01 +0000

If you are involved with the financial administration of Tri-Agency grants (CIHR, NSERC, SSHRC and CRC), please read the message below.

This message is sent out on behalf of Elvie Coletta, Director, Research Financial Management Services, Financial Services

Dear Colleagues,

Published: 30 November 2016

Reimbursement of Expenses Policy Update - Advances: P2.1 & G3.1

webfull — Fri, 05 Feb 2016 14:33:55 +0000

This message is sent on behalf of Cris Tinmouth, Interim Associate Vice-Principal Financial Services and Controller

Dear Colleagues,

The Reimbursement of Expenses Policy has been updated to clarify who is eligible to request and receive Travel Advances. Sections P2.1 and G3.1 have been revised to include the text in bold below:

P2.1. Travel Advances may be obtained for third party prepayments, out-of-pocket expenses that are required to be paid in advance of the trip, and for expenses to be incurred during the trip

Published: 5 February 2016

Transaction Services - Holiday Deadlines 2014

webfull — Tue, 18 Nov 2014 16:21:38 +0000

The following are Transaction Services’ deadlines prior to the Holidays:

Travel (advances and expense reports)

Advances and expense reports received by the Travel Desk by December 5th at 5:00 p.m. will be processed by December 22nd.

Contact: Tonia Ciricillo, Assistant Supervisor, Accounts Payable and Travel Desk – ext. 7703

Published: 18 November 2014

New requirements for research funds: authorization of expenses by PIs and record retention

webfull — Wed, 14 May 2014 19:36:08 +0000

Memorandum

Rose Goldstein

Michael Di Grappa

Date: May 5, 2014

To: McGill researchers and staff

Cc: Suzanne Fortier, Principal and Vice-Chancellor, Anthony C. Masi, Provost, Senior Administration, Academic Leadership

Subject: New requirements for research funds: authorization of expenses by PIs and record retention

Dear Colleagues,

Published: 14 May 2014

New requirements for research funds: authorization of expenses by PIs and record retention

webfull — Mon, 12 May 2014 17:40:19 +0000

Memorandum

Rose Goldstein
Michael Di Grappa

Date: May 5, 2014

To: McGill researchers and staff

Cc: Suzanne Fortier, Principal and Vice-Chancellor, Anthony C. Masi, Provost, Senior Administration, Academic Leadership

Subject: New requirements for research funds: authorization of expenses by PIs and record retention

Dear Colleagues,

Published: 12 May 2014

Advances and Expense Reports training & resources

webfull — Wed, 22 Jan 2014 21:22:26 +0000

Dear Colleagues,

We would like to remind you that we now offer an online course OLC 450 – Advances and Expense Reports for Faculty, Staff and Students. You may register for this course through the Employee menu in Minerva (ICS Training Menu > Online Training > select OLC 450 Advances and Expense Reports).

This course includes policy highlights, FAQs, sample receipts with explanations for data entry, along with tutorials and simulations for the various Minerva menu options.

Published: 22 January 2014

Update to Reimbursement of Expenses Policy

webfull — Fri, 20 Sep 2013 15:33:12 +0000

Dear colleagues,

The Reimbursement of Expenses Policy has been updated. The full policy is available on the Financial Services website at /financialservices/policies/reimburse.

Cristiane Tinmouth
Controller

[Message sent out on the FIS Listserv]

Published: 20 September 2013

Delegation of Temporary Signing Authority Procedures For All Fund Financial Managers

webfull — Thu, 09 May 2013 15:44:15 +0000

Dear colleagues,

Published: 9 May 2013