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Thursday, July 30, 2015
Hi, I am Tansley Mackan, the Acting Collections Administrator in General Accounts Receivable. 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. An Improved Form! We’ve heard your feedback and have improved the General Accounts... More
Thursday, July 16, 2015
Need Help with Invoicing? Hi, I am Tansley Mackan, the Acting Collections Administrator in General Accounts Receivable. I hope that you find these invoicing-related tips helpful. Did you know? General Account Receivable, part of Financial Service’ Business Operations unit, prepares invoices for services performed by the university community for... More
Monday, July 6, 2015
Preferred Contract vs Vendor of Record So far in this tip series, we have taken a look at What are competitive bidding practices? Single source vs. sole source Consulting services vs. professional services This week we’ll be exploring the difference between Preferred Contracts and Vendors of Record. For commonly procured goods (e.g. Staples,... More
Monday, June 29, 2015
Consulting vs Professional Services Do you understand the distinction between Consulting Services and Professional Services as it relates to Carleton University’s Procurement Policy? No? You are in good company! Many services can be either consulting services or professional services. The differentiating factor is whether or not the service is... More
Monday, June 15, 2015
Hello. My name is J.P. Gaceta. I am the Manager of Purchasing Services here at Carleton University. My team and I receive a lot of questions about what should be considered and/ or done when buying goods or services on behalf of the university. For the next 6 weeks, we’ll be posting the answers... More
Monday, June 8, 2015
‘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
Monday, June 1, 2015
‘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
‘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
'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
'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
'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?”. 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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