{"id":2554,"date":"2014-12-12T10:01:04","date_gmt":"2014-12-12T15:01:04","guid":{"rendered":"http:\/\/carleton.ca\/facts\/?page_id=2554"},"modified":"2014-12-12T10:01:04","modified_gmt":"2014-12-12T15:01:04","slug":"news","status":"publish","type":"page","link":"https:\/\/carleton.ca\/facts\/news\/","title":{"rendered":"News"},"content":{"rendered":"

Monday, February 3, 2025<\/p>

Save Time and Money – Reducing number of SAP Concur Expense Reports<\/h3>

Do you frequently submit expense reports through SAP Concur? Did you know that the university pays a fee for each report or request - an average of $12 per submission in 2024. Approximately 20% of all reports had a total claimed amount under $100. By consolidating expenses, you can help the university save money... More<\/span><\/p><\/a><\/div>

Thursday, October 24, 2024<\/p>

Avoiding the common reasons for returned report and request claims<\/h3>

If your claim lacks required documentation or does not adhere to policies and guidelines, Financial Services cannot verify it and must return it to you for correction. When you resubmit, your claim will go back to the end of the queue resulting in delayed reimbursement. Follow university policies and guidelines and remember the following... More<\/span><\/p><\/a><\/div>

Thursday, October 24, 2024<\/p>

When starting a claim in SAP Concur, should I choose \u2018Start a Request\u2019 or \u2018Start a Report\u2019?<\/h3>

Choosing between \u2018Start a Request\u2019 and \u2018Start a Report\u2019 is the first \u2013 very important \u2013 step when beginning a claim in SAP Concur.\u00a0 If you choose the wrong option, Financial Services staff who complete the initial review, will have to return your claim to you because it affects how expenses are reflected in... More<\/span><\/p><\/a><\/div>

Monday, October 21, 2024<\/p>

Tips from a Financial Services Insider: Need Help with Invoicing? (#2 of 2)<\/h3>

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<\/span><\/p><\/a><\/div>

Monday, October 21, 2024<\/p>

Tips from a Financial Services Insider: Need Help with Invoicing? (#1 of 2)<\/h3>

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\u2019s use an example to illustrate what this means ABC Company (i.e. an external party)... More<\/span><\/p><\/a><\/div>

Monday, July 22, 2024<\/p>

July 1st updates to the Travel and Related Expenses Policy<\/h3>

Background The Travel and Related Expense policy has been in place since January 1997. It provides guidance on expenditures incurred for authorized travel and sets out conditions under which these expenditures will be reimbursed.\u00a0 As a public institution, the University\u2019s policies must ensure that all expenditures are in accordance with... More<\/span><\/p><\/a><\/div>

Friday, February 9, 2024<\/p>

Maintenance Notice for FAST Application<\/h3>

Please note, the FAST application will be down for scheduled maintenance starting 4 PM on February 12th, with full service resuming the next morning. We apologize for any inconvenience and thank you for your understanding. For assistance, contact... More<\/span><\/p><\/a><\/div>

Tuesday, November 28, 2023<\/p>

New Look\/Feel for the SAP Concur Travel and Expense Reimbursement system<\/h3>

The SAP Concur Travel and Expense Reimbursement system is getting an updated look on December 11th.\u00a0 The updated look will, in part, help improve the system\u2019s accessibility. What does this mean for you? The functionality (i.e. the tasks you complete in the system) will not change. If you are already familiar with the system,... More<\/span><\/p><\/a><\/div>

Thursday, September 7, 2023<\/p>

Making Payments, Tip #4: It\u2019s easy to receipt a purchase order in eShop.<\/h3>

Receipting a purchase order is required for goods and services valued at twenty-five thousand dollars ($25,000) or more. Here\u2019s why: The university needs to know if large purchases have been received before invoices are paid. By creating the receipt, you are authorizing Accounts Payable to issue payment. It\u2019s easy!\u00a0 The \u201cReceipting Your... More<\/span><\/p><\/a><\/div>

Thursday, September 7, 2023<\/p>

Making Payments, Tip #3: Paying honorariums.<\/h3>

eShop\u2019s new honorarium form can be used to pay honorariums when a third-party individual has volunteered in some capacity (e.g. made a presentation) as a favour with no expectation of compensation. When assessing whether a payment is considered an honorarium, remember that honorarium payments: Are nominal and not reflective of the market value... More<\/span><\/p><\/a><\/div>

Thursday, September 7, 2023<\/p>

Making Payments, Tip #2: Reducing rejected or delayed cheque requisitions.<\/h3>

eShop\u2019s cheque requisition form is used to request payment to an individual, vendor or contractor for transactions under $25,000 and\/or when no purchase order has been issued.\u00a0 Understanding when and how to use a cheque requisition form to request payment may help reduce the possibility that your cheque requisition could get rejected or... More<\/span><\/p><\/a><\/div>

Thursday, September 7, 2023<\/p>

Making Payments, Tip #1: It\u2019s easy to determine the status of your eShop requisition!<\/h3>

Folks often ask us whether payment has been issued to a vendor or contractor.\u00a0 While we are always happy to answer questions, you can also determine the status of your order in eShop anytime.\u00a0 It\u2019s easy!\u00a0 The \u00a0\u201cSearching Documents & Determining Whether an Invoice has been Paid\u201d how-to sheet has step-by-step instructions. More... More<\/span><\/p><\/a><\/div>

Friday, August 25, 2023<\/p>

FAST Applications Upgrade on September 1st<\/h3>

We're upgrading the FAST application to ensure it continues to perform at its best. Here's what you need to know: Outage time: FAST will be offline on September 1st beginning at 11 am for approximately 4 hours. User Experience: There will be no major changes to the user experience. Questions?: As always, should you... More<\/span><\/p><\/a><\/div>

Wednesday, July 26, 2023<\/p>

Updates to the mobile SAP Concur App<\/h3>

You may have noticed an updated look\/feel in the mobile SAP Concur Travel and Expense Reimbursement App. A couple improvements have also been made. Delegates can now act as another user within the app to create expenses. This means that delegates can now take photos and attach receipts to expense lines using the app.... More<\/span><\/p><\/a><\/div>

Wednesday, December 14, 2022<\/p>

Independent Contractor Tip #3: Indemnification Form<\/h3>

Once a worker has been determined to be self-employed (i.e. an independent contractor), eShop will prompt you by email to complete a \u2018Confirmation of Information and Indemnification Agreement\u2019 form. This form must be completed and signed by both the hiring manager and the independent contractor and emailed to Accounts.Payable@carleton.ca PRIOR... More<\/span><\/p><\/a><\/div>

Monday, December 5, 2022<\/p>

Independent Contractor Tip #2: New & Improved Questionnaire!<\/h3>

An Independent Contractor Questionnaire must be submitted through eShop before a contract is signed or work begins.\u00a0 Accounts Payable uses this questionnaire to determine whether a worker is a Carleton employee or a self-employed individual (i.e. independent contractor).\u00a0 Time Saving Tip: Always check whether an independent contractor is already... More<\/span><\/p><\/a><\/div>

Monday, November 28, 2022<\/p>

Independent Contractor Tip #1: Employee or Independent Contractor?<\/h3>

Carleton University\u2019s Accounts Payable unit must follow Canada Revenue Agency (CRA) guidelines when determining whether a worker is either a Carleton employee or a self-employed individual (i.e. independent contractor).\u00a0 The facts of the working relationship as a whole decide the employment status.\u00a0 An Independent Contractor Questionnaire is... More<\/span><\/p><\/a><\/div>

Tuesday, October 25, 2022<\/p>

Save time! Describe the Purpose of Each Expense.<\/h3>

When requesting reimbursement in SAP Concur, save time by describing how each expense relates to either Carleton business or research funding.\u00a0 This may simplify and expedite the approval process. See step 12 of the \u2018Submitting an Expense Report\u2019 how-to sheet for instructions on how to add a comment to each expense line. Questions? Visit... More<\/span><\/p><\/a><\/div>

Tuesday, October 25, 2022<\/p>

Save time! Submit Multiple Expenses in One Claim.<\/h3>

When requesting reimbursement in SAP Concur, save time by adding multiple expenses to a single claim.\u00a0 This will result in only having to enter the overarching information about the expenses once. \u00a0It may also simplify and expedite the approval process. See step 11 of the \u2018Submitting an Expense Report\u2019 how-to sheet for instructions on... More<\/span><\/p><\/a><\/div>

Wednesday, March 9, 2022<\/p>

Infrequent Travelers<\/h3>

As University restrictions around travel ease, please be reminded that the Travel and Related Expenses policy requires \u201cinfrequent travelers\u201d (defined as two or less trips per year) to obtain pre-approval from their one-up\/supervisor prior to making travel arrangements.\u00a0 Submit proof of pre-approval with your claim in the SAP Concur Travel... More<\/span><\/p><\/a><\/div>

Wednesday, July 14, 2021<\/p>

SAP Concur Travel and Expense Tip #4: Documentation<\/h3>

The SAP Concur Travel and Expense Reimbursement system has been live for a year. The Financial Information Systems team would like to share some of the common errors we\u2019ve seen and the questions we\u2019ve been asked. Documentation is required to support your report or request.\u00a0 If documentation is missing or not legible, approvers will... More<\/span><\/p><\/a><\/div>

Monday, July 5, 2021<\/p>

SAP Concur Travel and Expense Tip #3: Posting Access is Not Required<\/h3>

The SAP Concur Travel and Expense system has been live for a year. The Financial Information Systems team would like to share some of the common errors we\u2019ve seen and the questions we\u2019ve been asked. Wait!\u00a0 What does \u2018posting access is not required\u2019 mean? This means that users can search for and choose from... More<\/span><\/p><\/a><\/div>

Monday, June 28, 2021<\/p>

SAP Concur Travel and Expense Tip #2: Default Index<\/h3>

The SAP Concur Travel and Expense system has been live for a year. The Financial Information Systems team would like to share some of the common errors we\u2019ve seen and the questions we\u2019ve been asked. An \u2018index\u2019 is a short code for the Fund, Org and Program portions of the FOAPAL accounting string.\u00a0 Most... More<\/span><\/p><\/a><\/div>

Monday, June 21, 2021<\/p>

SAP Concur Travel and Expense Tip #1: Report or Request? A critical first step!<\/h3>

The SAP Concur Travel and Expense system has been live for a year. The Financial Information Systems team would like to share some of the common errors we\u2019ve seen and the questions we\u2019ve been asked. When folks are starting a new report, there has been some confusion around when to choose \u2018Start a Report\u2019... More<\/span><\/p><\/a><\/div>

Monday, November 23, 2020<\/p>

New SAP Concur Travel and Expense Reimbursement system is here!<\/h3>

Financial Services is pleased to announce that the roll out of the new SAP Concur Travel and Expense Reimbursement system has now been completed.\u00a0All 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\u2019s introduction to the new system?\u00a0... More<\/span><\/p><\/a><\/div>

Friday, October 2, 2020<\/p>

The new SAP Concur Travel and Expense Reimbursement system is here!<\/h3>

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<\/span><\/p><\/a><\/div>

Tuesday, September 29, 2020<\/p>

Principle-based Tri-Agency Guide on Financial Administration<\/h3>

The principle-based Tri-Agency Guide on Financial Administration took effect on April 1st.\u00a0 The implementation at Carleton was delayed due to Covid-19.\u00a0 In plain language, the new Guide outlines guiding principles supported by a university\u2019s policies to determine what qualifies as an eligible expense for a tri-agency grant. The principle-based... More<\/span><\/p><\/a><\/div>

Thursday, September 6, 2018<\/p>

What you need to know about accepting electronic fund transfers (e.g. direct deposit and wire transfer) (2 of 2)<\/h3>

I am Diana Pruss, the Cash Office Supervisor.\u00a0 Carleton University accepts electronic fund transfers (EFT) for incoming payments that need to be deposited to your FOAPAL.\u00a0 I\u2019d 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<\/span><\/p><\/a><\/div>

Thursday, September 6, 2018<\/p>

What is an electronic fund transfer (EFT) and why would I accept one? (1 of 2)<\/h3>

I am Diana Pruss, the Cash Office Supervisor.\u00a0 Carleton University accepts electronic fund transfers (EFT) for incoming payments that need to be deposited to your FOAPAL.\u00a0 I\u2019d 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<\/span><\/p><\/a><\/div>

Tuesday, July 10, 2018<\/p>

A New Travel and Expense Reimbursement System is Coming!<\/h3>

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.\u00a0 Information sessions will be offered in the... More<\/span><\/p><\/a><\/div>

Wednesday, April 11, 2018<\/p>

New eLearning: Finance 101<\/h3>

Financial Services is creating a series of self-directed eLearning modules which offer a high level introduction to financial administration at Carleton University.\u00a0 The first module in this series,\u00a0\u2018Financial Administration Who\u2019s Who\u2019, is now available on the FACTS website. The audience for this module is any member of the University... More<\/span><\/p><\/a><\/div>

Monday, December 18, 2017<\/p>

I have been given an \u2018infrequent traveler\u2019 designation, can I change my designation? (2 of 3)<\/h3>

In this series, Valerie Evans, the Director of Financial Service\u2019s 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 \u2018infrequent traveler\u2019 designation, can I change my designation? The short answer is \u2026 maybe. A \u2018Frequent... More<\/span><\/p><\/a><\/div>

Monday, December 18, 2017<\/p>

Evidence of Pre-Approval Element of the Travel and Related Expenses Policy (1 of 3)<\/h3>

In this series, Valerie Evans, the Director of Financial Service\u2019s 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<\/span><\/p><\/a><\/div>

Wednesday, May 3, 2017<\/p>

How do I cancel a catering order that I no longer need. (3 of 3)<\/h3>

Regardless of where the order is in eShop (e.g. cart, workflow, purchase order) you must contact Catertrax directly to cancel the order.\u00a0 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<\/span><\/p><\/a><\/div>

Wednesday, May 3, 2017<\/p>

Why has Catering advised me that my order is not confirmed? (2 of 3)<\/h3>

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\u2019ve created your order, click on the \u2018process your order\u2019 button. This... More<\/span><\/p><\/a><\/div><\/div>

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