Archives: News

Thursday, October 24, 2024

Avoiding the common reasons for returned report and request claims

If your claim lacks required documentation or does not adhere to policies and guidelines, Financial Services cannot verify it and must return it to you for correction. When you resubmit, your claim will go back to the end of the queue resulting in delayed reimbursement. Follow university policies and guidelines and remember the following... More

Thursday, October 24, 2024

When starting a claim in SAP Concur, should I choose ‘Start a Request’ or ‘Start a Report’?

Choosing between ‘Start a Request’ and ‘Start a Report’ is the first – very important – step when beginning a claim in SAP Concur.  If you choose the wrong option, Financial Services staff who complete the initial review, will have to return your claim to you because it affects how expenses are reflected in... More

Monday, October 21, 2024

Tips from a Financial Services Insider: Need Help with Invoicing? (#2 of 2)

The first tip in this series outlined what General Account Receivable (GAR) does (invoicing!) and how it works. I hope that you find this follow up tip helpful. Completed forms should be emailed to General.AR@carleton.ca. A few highlights from the form Enter the name of the department that has provided the good or service.... More

Monday, October 21, 2024

Tips from a Financial Services Insider: Need Help with Invoicing? (#1 of 2)

Did you know? General Accounts Receivable, part of Financial Services, prepares invoices for goods provided or services performed by the university community for external parties. General Accounts Receivable is usually referred to by its acronym, GAR. Let’s use an example to illustrate what this means ABC Company (i.e. an external party)... More

Monday, July 22, 2024

July 1st updates to the Travel and Related Expenses Policy

Background The Travel and Related Expense policy has been in place since January 1997. It provides guidance on expenditures incurred for authorized travel and sets out conditions under which these expenditures will be reimbursed.  As a public institution, the University’s policies must ensure that all expenditures are in accordance with... More

Friday, February 9, 2024

Maintenance Notice for FAST Application

Please note, the FAST application will be down for scheduled maintenance starting 4 PM on February 12th, with full service resuming the next morning. We apologize for any inconvenience and thank you for your understanding. For assistance, contact... More

Tuesday, November 28, 2023

New Look/Feel for the SAP Concur Travel and Expense Reimbursement system

The SAP Concur Travel and Expense Reimbursement system is getting an updated look on December 11th.  The updated look will, in part, help improve the system’s accessibility. What does this mean for you? The functionality (i.e. the tasks you complete in the system) will not change. If you are already familiar with the system,... More

Thursday, September 7, 2023

Making Payments, Tip #4: It’s easy to receipt a purchase order in eShop.

Receipting a purchase order is required for goods and services valued at twenty-five thousand dollars ($25,000) or more. Here’s why: The university needs to know if large purchases have been received before invoices are paid. By creating the receipt, you are authorizing Accounts Payable to issue payment. It’s easy!  The “Receipting Your... More

Thursday, September 7, 2023

Making Payments, Tip #3: Paying honorariums.

eShop’s new honorarium form can be used to pay honorariums when a third-party individual has volunteered in some capacity (e.g. made a presentation) as a favour with no expectation of compensation. When assessing whether a payment is considered an honorarium, remember that honorarium payments: Are nominal and not reflective of the market value... More

Thursday, September 7, 2023

Making Payments, Tip #2: Reducing rejected or delayed cheque requisitions.

eShop’s cheque requisition form is used to request payment to an individual, vendor or contractor for transactions under $25,000 and/or when no purchase order has been issued.  Understanding when and how to use a cheque requisition form to request payment may help reduce the possibility that your cheque requisition could get rejected or... More

Thursday, September 7, 2023

Making Payments, Tip #1: It’s easy to determine the status of your eShop requisition!

Folks often ask us whether payment has been issued to a vendor or contractor.  While we are always happy to answer questions, you can also determine the status of your order in eShop anytime.  It’s easy!  The  “Searching Documents & Determining Whether an Invoice has been Paid” how-to sheet has step-by-step instructions. More... More

Friday, August 25, 2023

FAST Applications Upgrade on September 1st

We're upgrading the FAST application to ensure it continues to perform at its best. Here's what you need to know: Outage time: FAST will be offline on September 1st beginning at 11 am for approximately 4 hours. User Experience: There will be no major changes to the user experience. Questions?: As always, should you... More

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