Monday, November 23, 2020

New SAP Concur Travel and Expense Reimbursement system is here!

Financial Services is pleased to announce that the roll out of the new SAP Concur Travel and Expense Reimbursement system has now been completed. All new reports for expense reimbursement of out of pocket expenses must be submitted in the new system (https://carleton.ca/concur). Missed your department/faculty’s introduction to the new system? ... More

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, October 31, 2019

Introducing Peter Cech

To better serve Carleton’s needs, the Department of Risk and Insurance has been expanded to include a Risk Analyst.  Peter Cech comes from 12 years working in the property and casualty insurance field and has professional insurance and risk management designations (CIP, CRM).   He can help you with: all insurance needs required by... 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

What if my dean or another department/faculty is paying for my travel?  Who do I have to receive the evidence of pre-approval from? (3 of 3)

In this series, Valerie Evans, the Director of Financial Service’s Business Operations, shares frequently asked questions about the new pre-approval element of the Travel and Related Expenses policy. What if my dean or another department/faculty is paying for my travel?  Who do I have to receive the evidence of pre-approval from? There is not... 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

Wednesday, February 15, 2017

Tips from a Financial Services Insider: NEW! Per Diems for Non-Research Funds

NEW! Per diems can now be used for both research and non-research (i.e. operating) related funds … you now have the option to claim a daily meal allowance in the Travel and Expense Reimbursement system.  If you choose this option, you no longer have to keep and submit individual meal receipts.  In place of... More

Friday, January 6, 2017

Tips from a Financial Services Insider: How to Pay a Balance Forward (5 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 #5: How... More

Thursday, January 5, 2017

Tips from a Financial Services Insider: We Process Payments from Invoices (4 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 #4: We... More

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

Wednesday, October 26, 2016

Tips from a Financial Services Insider: NEVER put a SIN on any eShop document (1 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 #1: NEVER... 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

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

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