Archives: News

Wednesday, November 16, 2016

Tips from a Financial Services Insider: Why did a do-not-mix error message just pop up? (3 of 5)

Now that eShop has been live for a year, the Accounts Payable team would like to share some common questions that have been asked and errors that have been made.  It is our hope that sharing them will save some of you the time and trouble of repeating the same errors. Tip #3: Why... More

Monday, November 7, 2016

Tips from a Financial Services Insider: Checking the Status of a Document in eShop (2 of 5)

Now that eShop has been live for a year, the Accounts Payable team would like to share some common questions that have been asked and errors that have been made.  It is our hope that sharing them will save some of you the time and trouble of repeating the same errors. Tip #2: How... More

Tuesday, June 28, 2016

Tips: I used to take a paper ICB to Dining Services Locations (e.g. Bakers) on campus. What now? (#6 of 6)

Tips from a Financial Services Insider (eShop) As the ‘eshop: June 30th is coming!” notices make their way through the Carleton community, people naturally have many questions.  In this series of tips, I am sharing answers to the most commonly asked eShop questions. Question #6: I used to take a paper ICB to Dining... More

Thursday, June 9, 2016

Tips from a Financial Service’s Insider: If paper ICBs are going away, what is replacing them (#4 of 6)?

As the ‘eshop: June 30th is coming!” notices make their way through the Carleton community, people naturally have many questions.  In this series of tips, I am sharing answers to the most commonly asked eShop questions. Question #4: If paper ICBs are going away, what is replacing them? Paper Interdepartmental Charge Back forms (ICBs)... More

Friday, June 3, 2016

Tips from a Financial Services Insider: Have you been using an ICB when you should be using a JV (#5 of 6)?

eShop Tools, Support and Training: eShop Handout As the ‘eshop: June 30th is coming!” notices make their way through the Carleton community, people naturally have many questions.  In this series of tips, I am sharing answers to the most commonly asked eShop questions. Question #5: Have you been using an ICB when you should... More

Friday, June 3, 2016

Tips from a Financial Services Insider: eShop Handout (#3 of 6)

eShop Tools, Support and Training: eShop Handout As the ‘eshop: June 30th is coming!” notices make their way through the Carleton community, people naturally have many questions.  In this series of tips, I am sharing answers to the most commonly asked questions. Question #3: I am a departmental administrator.  Staff and faculty have been... More

Friday, May 20, 2016

Paper Forms will no longer be accepted as of June 30th

eShop is live and allows you to conveniently do your purchasing and submit retiring paper forms online. As of June 30, 2016, retiring paper forms – including internal chargebacks (ICBs), cheque requisitions and purchase requisitions – will no longer be accepted. If you are an internal service provider who uses the ICB for cost... More

Thursday, May 19, 2016

Tips from a Financial Services Insider: eShop Tools, Support, Training (#2 of 6)

eShop Tools, Support and Training: Online tools As the ‘eshop: June 30th is coming!” notices make their way through the Carleton community, people naturally have many questions.  In this series of tips, I am sharing answers to the most commonly asked questions. Question #2: I prefer online tools.  What is available for eShop? The... More

Friday, April 22, 2016

Tips from a Financial Services Insider: Travel and Expense Reimbursement Approvals (#2 of 2)

Tips from a Financial Services Insider: Setting up Proxys in Travel and Expense Reimbursement (2 of 2) My name is Douglas Saunders (Financial Systems Support Specialist).  As part of my job, I answer questions about approvals in the Travel and Expense system.  I often receive questions about approving claims in the Travel and Expense... More

Monday, April 11, 2016

Tips from a Financial Services Insider: Travel and Expense Reimbursement Approvals (#1 of 2)

My name is Douglas Saunders (Financial Systems Support Specialist).  As part of my job, I answer questions about approvals in the Travel and Expense system.  I often receive questions about approving claims in the Travel and Expense system. Have you ever actioned (e.g. approved or refused) a claim, only to receive an email reminder... More

Thursday, March 17, 2016

Tips from a Financial Services Insider: Taxes (4 of 4)

Hello. Seamas Matchett (Supervisor, Accounts Payable) and Izzie Kingsley (P Card Accounting Assistant) here with some tips for reconciling your Procurement card. Procurement cards are also known as Pcards and Purchasing Cards. This week’s tip about Pcards and taxes is a quick one. When reconciling your Pcard, make sure that the taxes shown in... More

Thursday, March 17, 2016

Tips from a Financial Services Insider: Pcards and Original Documentation (3 of 4)

Hello. Seamas Matchett (Supervisor, Accounts Payable) and Izzie Kingsley (P Card Accounting Assistant) here with some tips for reconciling your Procurement card. Procurement cards are also known as Pcards and Purchasing Cards. We hope that this week’s tip will help clarify What original documentation has to be submitted each month, and why we... More

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