This ‘How can we help?’ sheet aims to help administrative staff answer the following questions:
- Which services does Business Operations provide … ?
- What is the difference between the ‘Business Office’ and ‘Business Operations’ …?
- Who should I call for help with … ?
Business Operations
We provide financial services and advice to the University community with respect to the processing of financial transactions, including
- guidance related to Financial Services’ policies,
- taxation requirements,
- PCI compliance requirements,
- cash-handing processes, and
- we can do your invoicing.
Location: The ‘Business Office’ is the physical location where you can find us, 301 Robertson Hall
Website: carleton.ca/financialservices/business-operations
Phone: 613-520-2600, ext. 2494
Business Operations’ Organization Chart
Accounts Payable
Accounts Payable is responsible for the timely and accurate processing of all non-payroll disbursements made by the University.
Email: accounts.payable@carleton.ca
Phone: 613-520-3627
Services Offered:
- Get reimbursed for travel: carleton.ca/financialservices/business-operations/accounts-payable/travel/
- Pay an invoice: carleton.ca/financialservices/business-operations/accounts-payable/cheque-requisitions/
- Determine status of a payment to a company, individual or self: email accounts.payable@carleton.ca
- Receive an advance for out of pocket expenses before travelling: carleton.ca/financialservices/business-operations/accounts-payable/travel/
- Pay an independent contractor/outside individual to perform a service: carleton.ca/financialservices/business-operations/accounts-payable/payment-to-a-small-business-or-individual/
- Pay an honorarium: carleton.ca/financialservices/business-operations/accounts-payable/payment-to-a-small-business-or-individual/
Cash and Banking
The Cash Office processes all of the incoming financial transactions for the University (e.g. student payments, grant funding, ancillary sales).
Email: receipt.accounting@carleton.ca
Services Offered:
- Provide banking info for incoming electronic payments
- Review and provide feedback on unit cash handling processes
- Support units generating business revenue
- Provide payment-related support for conference or event planning
- Assist in locating missing incoming payments
Credit Cards and PCI Compliance
The university’s PCI Compliance Officer oversees e-commerce and credit/debit card activities and, together with ITS Security, co-leads the University’s PCI Compliance efforts.
Email: pcicompliance@carleton.ca
Services Offered:
- Guidance on accepting credit/debit card payments at the university
- Provision of new merchant accounts and onboarding support to departments
- Operational and compliance support for units already accepting payment cards
Student Accounts
Student Accounts Receivable is responsible for responding to student inquiries related to the payment of fees.
Email: student.accounts@carleton.ca
Phone: 613-520-3626
Services Offered:
- Provide advice about payment options: carleton.ca/studentaccounts/fee-payment/payment-methods
- Provide information about financial dates and deadlines for students: carleton.ca/studentaccounts/dates-deadlines/
- Issue student-related tax forms: carleton.ca/studentaccounts/income-tax-forms-students/
- Provide guidance on Employee Tuition Benefit application: email student.accounts@carleton.ca
General Accounts Receivable
General Accounts Receivable ensures the timely processing of invoices for services performed by the University community. This service includes the mailing of invoices, collection and deposit of receivables and finally journalizing all pertinent accounting entries for the end user to review on FAST reporting.
Email:
Services Offered:
- Prepare invoices for services performed for external clients
- Ensure your revenue is recovered properly
- Provide guidance on whether taxes are applicable
- Advise on status of collection of invoices