Archives: FinancialInsiderSeries

Thursday, July 30, 2015

Tips from a Financial Services Insider: Need Help with Invoicing? (#2 of 2)

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

Tips from a Financial Services Insider: Need Help with Invoicing? (#1 of 2)

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, 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

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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