Archives: News

Monday, May 16, 2016

Tips from a Financial Services Insider: eShop Tools, Support, Training (#1 of 6)

eShop Tools, Support and Training: hands-on classroom style training 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 will share the answers to the most commonly asked eShop questions. Question #1: June 30 is just around 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

Tuesday, March 1, 2016

Tips from a Financial Insider: Reconciling your Procurement Card (Pcard) (2 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 you to reconcile your Pcard on time each month. Cardholders are required to... More

Tuesday, February 23, 2016

Tips from a Financial Insider: Reconciling your Procurement Card (Pcard) (1 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 we’ll tell you a bit about Pcards. Next week, we’ll share a helpful tip for reconciling on time each month.... More

Friday, February 19, 2016

Tips from a Financial Services Insider: The FACTS program

In February 2015, Financial Services launched the FACTS program. As the FACTS program turns one, here’s a look at what we’ve been up to and where we’re headed. What is the FACTS program? FACTS stands for Financial Administration Community Training and Solutions. As the name of the program suggests, FACTS is a Financial Services’... More

Tuesday, February 9, 2016

Tips from a Financial Services Insider: Read if you are still using the ‘Certificate of Missing Documentation’

I have good news for those who are still using the ‘Certificate of Missing Documentation’ for lost receipts in the Travel and Expense Reimbursement system. You no longer have to use it for Travel and Expense! If for any reason you are unable to provide supporting documentation when claiming an eligible expense (i.e. you... More

Monday, January 25, 2016

Tips from a Financial Services Insider: Digital Receipts

Following up on last week’s tip about ‘claiming mileage within Ottawa’, in this week's tip I am sharing information about attaching digital receipts to your travel and expense claim. If your original receipt for an approved expense is digital, you have the option to attach the digital file to your claim. An example of... More

Tuesday, January 19, 2016

Tips from a Financial Services Insider: Claiming Mileage within Ottawa

At a recent Travel and Expense Reimbursement System training session, the participants asked a number of great questions. In this week’s tip, I am sharing the answer to one of these questions ... "Can I claim mileage within Ottawa in the Travel and Expense Reimbursement system?" You can claim mileage when using a personal... More

Thursday, July 30, 2015

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

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