Archives: News

Friday, October 2, 2020

The new SAP Concur Travel and Expense Reimbursement system is here!

Carleton University is transitioning to the new SAP Concur Travel and Expense Reimbursement system between October and December 2020. Departments and faculties will be onboarded one at a time. You will be contacted by your departmental or faculty administrator with available training dates and other support options. The old Travel and Expense... More

Tuesday, September 29, 2020

Principle-based Tri-Agency Guide on Financial Administration

The principle-based Tri-Agency Guide on Financial Administration took effect on April 1st.  The implementation at Carleton was delayed due to Covid-19.  In plain language, the new Guide outlines guiding principles supported by a university’s policies to determine what qualifies as an eligible expense for a tri-agency grant. The principle-based... More

Thursday, September 6, 2018

What you need to know about accepting electronic fund transfers (e.g. direct deposit and wire transfer) (2 of 2)

I am Diana Pruss, the Cash Office Supervisor.  Carleton University accepts electronic fund transfers (EFT) for incoming payments that need to be deposited to your FOAPAL.  I’d like to share some information that will help ensure that you receive your EFTs in a timely manner. What should you do if someone wants to pay... More

Thursday, September 6, 2018

What is an electronic fund transfer (EFT) and why would I accept one? (1 of 2)

I am Diana Pruss, the Cash Office Supervisor.  Carleton University accepts electronic fund transfers (EFT) for incoming payments that need to be deposited to your FOAPAL.  I’d like to share some information that will help ensure that you better understand and receive your EFTs in a timely manner. What is an electronic fund transfer... More

Tuesday, July 10, 2018

A New Travel and Expense Reimbursement System is Coming!

The Travel and Expense Reimbursement system will be replaced in the new year. A replacement system by Concur, a worldwide leader in travel and expense solutions, was selected in 2017 based on input from the university community. An implementation team is currently building the system with Concur.  Information sessions will be offered in the... More

Wednesday, April 11, 2018

New eLearning: Finance 101

Financial Services is creating a series of self-directed eLearning modules which offer a high level introduction to financial administration at Carleton University.  The first module in this series, ‘Financial Administration Who’s Who’, is now available on the FACTS website. The audience for this module is any member of the University... More

Monday, December 18, 2017

I have been given an ‘infrequent traveler’ designation, can I change my designation? (2 of 3)

In this series, Valerie Evans, the Director of Financial Service’s Business Operations, shares frequently asked questions about the new evidence of pre-approval element of the Travel and Related Expenses policy. I have been given an ‘infrequent traveler’ designation, can I change my designation? The short answer is … maybe. A ‘Frequent... More

Monday, December 18, 2017

Evidence of Pre-Approval Element of the Travel and Related Expenses Policy (1 of 3)

In this series, Valerie Evans, the Director of Financial Service’s Business Operations, shares frequently asked questions about the evidence of pre-approval element of the Travel and Related Expenses policy. What and Why The Province recently tightened control and accountability related to travel and entertainment as defined under the Broader... More

Wednesday, May 3, 2017

How do I cancel a catering order that I no longer need. (3 of 3)

Regardless of where the order is in eShop (e.g. cart, workflow, purchase order) you must contact Catertrax directly to cancel the order.  Call extension 8310 to do so. If you catering order is sitting in an eShop cart, after you call Catering to cancel the order you can delete the eShop cart if you... More

Wednesday, May 3, 2017

Why has Catering advised me that my order is not confirmed? (2 of 3)

In Tip #1 we listed the 5 overarching steps to submit a catering order in eShop. Sign into eshop Click on the Dining Services sticker on the eShop homepage. The sticker will direct you to Catertrax. Create your order in Catertrax. After you’ve created your order, click on the ‘process your order’ button. This... More

Wednesday, May 3, 2017

How do I place a catering order in eShop? (1 of 3)

This 2-minute video walks you through how to submit a standard catering order through eShop. 'How do I place a Catering Order in eShop?' video Videos are not your thing?  Here are the 5 overarching steps that must be completed to finalize an order: Sign into eshop Click on the Dining Services sticker on... More

Friday, April 21, 2017

eShop Update: Commodity Code

Good news for those of you who fill out forms in eShop.  Now when you hover over a commodity code (e.g. the commodity code drop down menu on a cheque requisition) the full name will... More

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