Friday, September 26, 2025Paying Canadian vendors during the Canada Post strikeCheques printed for Canadian Vendors on September 24th were collected by Canada Post and will not be delivered until the strike is over. Accounts Payable is contacting these vendors to see if the payment can be reissued via EFT. Accounts Payable will be emailing electronic funds transfer (EFT) payment registration information to vendors who... MoreTuesday, May 20, 2025Hospitality and working meals are capped at per diem ratesThe ‘Hospitality and Working Meal Expenses’ policy governs what Carleton University will pay or reimburse for hospitality and working meal expenses incurred directly for University business and research purposes. The maximum allowable expenditure for both hospitality and working meals is determined by the University’s per diem rates. The... MoreMonday, May 12, 2025Paying our Canadian vendors during a Canada Post strikeWhat Financial Services’ is doing: Starting the week of May 12, Accounts Payable will be emailing electronic funds transfer (EFT) payment registration information to vendors who receive payments by cheque. Switching from cheques (i.e. paper sent through the post) to EFT will help ensure that our vendors continue to receive timely payments during... MoreThursday, March 13, 20252024-25 Fiscal Year End InstructionsPlease be reminded that the university’s 2024-25 financial year end will come to a close on April 30, 2025. To accurately reflect 2024-25 financial activity in your accounts, please review the Year End Instructions to ensure documents are received in the processing departments by the dates... MoreMonday, February 3, 2025Save Time and Money – Reducing number of SAP Concur Expense ReportsDo 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... MoreFriday, December 13, 2024Tax Break on Qualifying GoodsThe government has announced a tax break on qualifying goods, including some food and beverages and physical books. The complete list of qualifying goods can be found on the Canada Revenue Agency website. If you are purchasing a qualifying good on behalf of Carleton, please ensure the vendor is not charging HST or GST.... MoreFriday, June 28, 2024July 1st updates to the Travel and Related Expenses PolicyBackground 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... MoreMonday, March 25, 20242023-24 Fiscal Year End InstructionsPlease 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... MoreMonday, March 20, 20232022-23 Fiscal Year End InstructionsPlease 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... MoreWednesday, August 10, 2022Reminder – Policies Relating to In-Person Events and TravelAs 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 &... MoreFriday, March 11, 20222021-22 Fiscal Year End InstructionsPlease 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... MoreWednesday, March 9, 2022Infrequent TravelersAs 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... MoreWednesday, March 10, 20212020-21 Fiscal Year End InstructionsCarleton 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... MoreMonday, January 25, 2021Exciting new update from International SOSExciting 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... MoreMonday, November 23, 2020New 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? ... MoreFriday, October 2, 2020The 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... MoreTuesday, September 29, 2020Principle-based Tri-Agency Guide on Financial AdministrationThe 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... MoreThursday, March 19, 2020Financial Year End InstructionsPlease 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... MoreTuesday, March 17, 2020What do I need to know about submitting my Travel and Expense receipts for out of pocket reimbursement claims, as well as payroll profiles?Please be advised that as of March 16, 2020, paper receipts will NO LONGER be accepted as part of your travel and expense reimbursement claims. Payroll profiles must also be submitted digitally. Please submit digital receipts as outlined below. How do you submit digital receipts? Step 1: Submit your Travel and expense claim as exactly as... MoreThursday, October 31, 2019Introducing Peter CechTo better serve Carleton’s needs, the Department of Risk and Insurance has been expanded to include a Risk Analyst. Peter Cech comes from 12 years working in the property and casualty insurance field and has professional insurance and risk management designations (CIP, CRM). He can help you with: all insurance needs required by... MoreWednesday, April 3, 2019Financial Year End InstructionsPlease be reminded that the university’s 2018-2019 financial year end will come to a close on April 30, 2019, with the last regular business day being Tuesday, April 30, 2019. To accurately reflect 2018-19 financial activity in your accounts, please review the Year End Instructions to ensure documents are received in the processing departments... MoreTuesday, October 23, 2018Carleton Partners with International SOSCarleton has partnered with ‘International SOS’ to track and provide assistance to travellers (i.e. students, faculty and staff travelling on Carleton business) wherever they happen to be in the world. International SOS provides registered travellers with: pre-trip information and advisories call-in assistance if they need routine advice... MoreTuesday, July 10, 2018A New Travel and Expense System is Coming!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. Information sessions will be offered in the... MoreTuesday, April 10, 20182018 Fiscal Year End InstructionsPlease be reminded that the university’s 2017-2018 financial year end will come to a close on April 30, 2018. To accurately reflect 17-18 financial activity in your accounts, review the Year End Instructions found below to ensure documents are received in the processing departments by the dates provided. Community - Year End Instructions... MoreFriday, April 21, 2017NEW! Financial Access and Authority Management toolFinancial Services are pleased to introduce the new tool that allows you to request, grant and remove access to funding sources online through Carleton Central. To help you with this new tool, FAQs and how-to sheets can be found at... MoreTuesday, April 4, 2017Fiscal Year End InstructionsPlease be reminded that the university’s 2016-2017 financial year end will come to a close on April 30, 2017, with the last regular business day being Friday, April 28, 2017. To accurately reflect 16-17 financial activity in your accounts, please review the Year End Instructions to ensure documents are received in the processing departments... MoreSunday, April 24, 2016FAST Upgrade NewsThe FAST portal has gone through an upgrade and now supports an updated look and feel. Read 2016 FAST Upgrade News or watch the "How Do I ... Navigate in Version 4.3" video from Millennium Computer Systems Ltd... MoreThursday, April 7, 2016Fiscal Year End InstructionsPlease be reminded that the university’s 2015-2016 financial year end will come to a close on April 30, 2016, with the last regular business day being Friday, April 29, 2016. To accurately reflect 15-16 financial activity in your accounts, please review the Year End Instructions to ensure documents are received in the processing departments... MoreTuesday, February 2, 2016Zika Virus: Information for Staff and Students travelling to Affected AreasThe Zika virus infection is caused by the bite of an infected Aedes mosquito, with approximately 1 out of 4 infected people developing symptoms of the disease, which are usually mild and can last 2-7 days. Symptoms include acute onset of fever with maculopapular rash, arthralgia, or conjunctivitis. Neurological and autoimmune complications are... MoreTuesday, November 3, 2015Introducing Visa Payables Automation!Financial Services has recently partnered with Scotiabank to offer Visa card payments to our vendors. Our goal is to leverage the commercial card program in order to improve process efficiencies as well as to reduce the cost of processing paper cheques. How does it benefit our vendors? Payment efficiency – will be paid upon... MoreSunday, October 25, 2015eShop is here!In our last communication, we asked for volunteers to be early adopters for the October launch. We received requests from over 21 departments! In these first few weeks we will be delivering training sessions specifically for the volunteers. Stay tuned next month for notices about “open” training sessions. In the meantime, start thinking... MoreThursday, July 2, 2015Avoid submitting ‘Travel and Expense Reimbursement System’ claims on July 2ndOn Thursday, July 2 the Financial Systems team will be completing its annual departmental Chair update. This work, which has to be completed manually, updates approvers for roughly 250 profiles in the Travel and Expense Reimbursement System for whom the Department Chair or Department Head has changed. We ask that you Avoid submitting travel... MoreTuesday, April 28, 2015Rate decrease for Credit Card Merchant Fees! Financial Services is pleased to announce as of April 1, 2015, the Merchant Discount fees, charged when processing credit card payments, have been reduced as follows: Card Brand Previous Rate New Rate VISA ... MoreWednesday, March 25, 2015Fiscal Year End InstructionsPlease be reminded that the university’s 2014-2015 financial year end will come to a close on Thursday, April 30, 2014. To accurately reflect 14-15 financial activity in your accounts, please review the Year End Instructions to ensure documents are received in the processing departments by the dates provided. Year End Instructions... MoreThursday, March 12, 2015Summer 2015 TuitionSummer registration opens March 25, 2015. Tuition fees for Summer 2013 will be added to your account by May 1, 2015. Please watch your Carleton email account, Carleton Central or this website for notification that your fees are available. Normal dates and deadlines will apply for the summer term. For further fee information, please... MoreLoad More → Share: Twitter, Facebook Short URL: https://carleton.ca/financialservices/?p=7052