Archives: Finance News

Friday, June 28, 2024

July 1st updates to the Travel and Related Expenses Policy

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.  As a public institution, the University’s policies must ensure that all expenditures are in accordance with... More

Monday, March 25, 2024

2023-24 Fiscal Year End Instructions

Please be reminded that the university’s 2023-24 financial year end will come to a close on April 30, 2024. To accurately reflect 2023-24 financial activity in your accounts, please review the Year End Instructions to ensure documents are received in the processing departments by the dates... More

Monday, March 20, 2023

2022-23 Fiscal Year End Instructions

Please be reminded that the university’s 2022-23 financial year end will come to a close on April 30, 2023, with the last regular business day being Friday, April 28, 2023.  To accurately reflect 2022-23 financial activity in your accounts, please review the Year End Instructions to ensure documents are received in the processing departments... More

Wednesday, August 10, 2022

Reminder – Policies Relating to In-Person Events and Travel

As on-campus activity increases and travel and in-person events resume, please be reminded of the following policies when planning and/or making purchasing decisions: Hospitality and Working Meal Expenses policy: Invoices or reimbursements for alcohol expenses cannot be charged to the university, unless pre-approved by the VP Finance &... More

Friday, March 11, 2022

2021-22 Fiscal Year End Instructions

Please be reminded that the university’s 2021-2022 financial year end will come to a close on April 30, 2022, with the last regular business day being Friday, April 29, 2022.  To accurately reflect 2021-22 financial activity in your accounts, please review the Year End Instructions to ensure documents are received in the processing departments... More

Wednesday, March 9, 2022

Infrequent Travelers

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

Wednesday, March 10, 2021

2020-21 Fiscal Year End Instructions

Carleton University must undergo an annual audit of its financial records for the period of May 1st to April 30th. Our goal is to close the books as quickly and accurately as possible. In order to do this, we need the University community to assist us by forwarding all financial documents relating to transactions... More

Monday, January 25, 2021

Exciting new update from International SOS

Exciting new update from International SOS – we have expanded coverage to now include the availability of mental health supports for international students studying overseas in their home countries. International SOS’s Emotional Support Service offers 24/7 access to counselling services, available in more than 60 languages. Students will have... More

Monday, November 23, 2020

New SAP Concur Travel and Expense Reimbursement system is here!

Financial Services is pleased to announce that the roll out of the new SAP Concur Travel and Expense Reimbursement system has now been completed. All 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’s introduction to the new system? ... More

Friday, October 2, 2020

The new SAP Concur Travel and Expense Reimbursement system is here!

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

Tuesday, September 29, 2020

Principle-based Tri-Agency Guide on Financial Administration

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

Thursday, March 19, 2020

Financial Year End Instructions

Please be reminded that the university’s 2019-2020 financial year end will come to a close on April 30, 2020, with the last regular business day being Thursday, April 30, 2020.  To accurately reflect 2019-20 financial activity in your accounts, please review the Year End Instructions to ensure documents are received in the processing... More

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