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

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

Thursday, July 16, 2015

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, June 8, 2015

Putting the L in FOAPAL (#7 of 7)

‘Did Somebody Say FOAPAL?’ Special Tip Series: Putting the L in FOAPAL Today is the day! The final tip in the ‘Did Somebody Say FOAPAL?’ series is finally here. Are you ready for the surprise ending?   We don’t put the L in FOAPAL! The L stands for location and here at Carleton we don’t... More

Thursday, June 4, 2015

Financial Community Feedback Series 2015.1

The results are in! In the inaugural Financial Community Feedback Series questionnaire, we sought input from departmental administrators on the use of account codes for the upcoming release of eShop, Carleton’s new eProcurement system. In eShop, users (i.e. you) will checkout their shopping cart, similar to any online shopping experience, but... More

Monday, June 1, 2015

Putting the second A in FOAPAL (#6 of 7)

‘Did Somebody Say FOAPAL?’ Special Tip Series: Putting the second A in FOAPAL We are back with the second last tip in this series. You won’t want to miss the surprising final chapter next Tuesday! What is an Activity Code? It is the fifth element in a FOAPAL.  This code can made up of... More

Thursday, May 21, 2015

Putting the P in FOAPAL (#5 of 7)

‘Did Somebody Say FOAPAL?’ Special Tip Series: Putting the P in FOAPAL We are back with the fifth tip in this suspenseful series. Watch out for the cliff-hanger at the end! What is a Program Code? It is the fourth element in a FOAPAL.  It is four to six digits in length. The Program... More

Tuesday, May 19, 2015

Putting the first A in FOAPAL (#4 of 7)

 'Did Somebody Say FOAPAL?' Special Tip Series: Putting the first A in FOAPAL We are back with the fourth tip in the series, which has been described as a “rattling good read’. What is an Account Code? It is the third element in a FOAPAL.  It is six digits in length. Account codes represent... More

Monday, May 11, 2015

Putting the O in FOAPAL (#3 of 7)

'Did Somebody Say FOAPAL?' Special Tip Series: Putting the O in FOAPAL We are back with the third tip in this wildly popular ‘Did Somebody Say FOAPAL’ tip series. What is an Organization Code? It is the second element in a FOAPAL.  It is typically three or four digits in length. The organization code... More

Monday, May 4, 2015

Putting the F in FOAPAL (#2 of 7)

'Did Somebody Say FOAPAL?' Special Tip Series: Putting the F in FOAPAL While a little longer than we like our tips to be, we’ve done what we can to use plain language. As always, please let us know where we can do a better job (facts@carleton.ca)! What is a Fund? The term fund comes... More

Monday, April 27, 2015

A special ‘Tips from a Financial Services Insider’ series called ‘Did Somebody Say FOAPAL?” (#1 of 7)

A special ‘Tips from a Financial Services Insider’ series called ‘Did Somebody Say FOAPAL?”. Banner … what is it? Banner is the University’s enterprise resource planning system, and is comprised of 4 main areas: Finance, Student, Advancement and Human Resources. In plain language, the Banner Finance system does the heavy lifting for... More

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