{"id":7052,"date":"2009-07-08T10:03:06","date_gmt":"2009-07-08T14:03:06","guid":{"rendered":"http:\/\/carleton.ca\/finance\/ccms\/?page_id=10"},"modified":"2013-12-20T10:08:38","modified_gmt":"2013-12-20T15:08:38","slug":"news","status":"publish","type":"page","link":"https:\/\/carleton.ca\/financialservices\/news\/","title":{"rendered":"News and Information"},"content":{"rendered":"

Tuesday, March 3, 2026<\/p>

2025-26 Fiscal Year End Instructions<\/h3>

Please be reminded that the university\u2019s 2025-26 financial year end will come to a close on April 30, 2026. \u00a0To accurately reflect 2025-26 financial activity in your accounts, please review the Year End Instructions\u00a0to ensure documents are received in the processing departments by the dates... More<\/span><\/p><\/a><\/div>

Friday, September 26, 2025<\/p>

Paying Canadian vendors during the Canada Post strike<\/h3>

Cheques 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... More<\/span><\/p><\/a><\/div>

Tuesday, May 20, 2025<\/p>

Hospitality and working meals are capped at per diem rates<\/h3>

The \u2018Hospitality and Working Meal Expenses\u2019 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\u2019s per diem rates. The... More<\/span><\/p><\/a><\/div>

Monday, May 12, 2025<\/p>

Paying our Canadian vendors during a Canada Post strike<\/h3>

What Financial Services\u2019 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... More<\/span><\/p><\/a><\/div>

Thursday, March 13, 2025<\/p>

2024-25 Fiscal Year End Instructions<\/h3>

Please be reminded that the university\u2019s 2024-25 financial year end will come to a close on April 30, 2025. \u00a0To 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... More<\/span><\/p><\/a><\/div>

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>

Friday, December 13, 2024<\/p>

Tax Break on Qualifying Goods<\/h3>

The 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.... More<\/span><\/p><\/a><\/div>

Friday, June 28, 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>

Monday, March 25, 2024<\/p>

2023-24 Fiscal Year End Instructions<\/h3>

Please be reminded that the university\u2019s 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<\/span><\/p><\/a><\/div>

Monday, March 20, 2023<\/p>

2022-23 Fiscal Year End Instructions<\/h3>

Please be reminded that the university\u2019s 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. \u00a0To 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<\/span><\/p><\/a><\/div>

Wednesday, August 10, 2022<\/p>

Reminder – Policies Relating to In-Person Events and Travel<\/h3>

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

Friday, March 11, 2022<\/p>

2021-22 Fiscal Year End Instructions<\/h3>

Please be reminded that the university\u2019s 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. \u00a0To 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<\/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, March 10, 2021<\/p>

2020-21 Fiscal Year End Instructions<\/h3>

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

Monday, January 25, 2021<\/p>

Exciting new update from International SOS<\/h3>

Exciting new update from International SOS \u2013 we have expanded coverage to now include the availability of mental health supports for international students studying overseas in their home countries. International SOS\u2019s Emotional Support Service offers 24\/7 access to counselling services, available in more than 60 languages. Students will have... 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, March 19, 2020<\/p>

Financial Year End Instructions<\/h3>

Please be reminded that the university\u2019s 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. \u00a0To accurately reflect 2019-20 financial activity in your accounts, please review the Year End Instructions to ensure documents are received in the processing... More<\/span><\/p><\/a><\/div>

Tuesday, March 17, 2020<\/p>

What do I need to know about submitting my Travel and Expense receipts for out of pocket reimbursement claims, as well as payroll profiles?<\/h3>

Please be advised that as of\u00a0March 16, 2020, paper receipts\u00a0will NO LONGER be accepted\u00a0as part of your travel and expense reimbursement claims. Payroll profiles must also be submitted digitally. \u00a0\u00a0Please submit digital receipts as outlined below. How do you submit digital\u00a0receipts? Step 1: Submit your Travel and expense claim as exactly as... More<\/span><\/p><\/a><\/div>

Thursday, October 31, 2019<\/p>

Introducing Peter Cech<\/h3>

To better serve Carleton\u2019s needs, the Department of Risk and Insurance has been expanded to include a Risk Analyst.\u00a0 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... More<\/span><\/p><\/a><\/div>

Wednesday, April 3, 2019<\/p>

Financial Year End Instructions<\/h3>

Please be reminded that the university\u2019s 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... More<\/span><\/p><\/a><\/div>

Tuesday, October 23, 2018<\/p>

Carleton Partners with International SOS<\/h3>

Carleton has partnered with \u2018International SOS\u2019 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.\u00a0International SOS provides registered travellers with: pre-trip information and advisories call-in assistance if they need routine advice... More<\/span><\/p><\/a><\/div>

Tuesday, July 10, 2018<\/p>

A New Travel and Expense 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>

Tuesday, April 10, 2018<\/p>

2018 Fiscal Year End Instructions<\/h3>

Please be reminded that the university\u2019s 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... More<\/span><\/p><\/a><\/div>

Friday, April 21, 2017<\/p>

NEW! Financial Access and Authority Management tool<\/h3>

Financial Services are pleased to introduce the new tool\u00a0that\u00a0allows you to request, grant and remove access to funding sources online through Carleton Central.\u00a0 To help you with this new tool, FAQs and how-to sheets can be found at... More<\/span><\/p><\/a><\/div>

Tuesday, April 4, 2017<\/p>

Fiscal Year End Instructions<\/h3>

Please be reminded that the university\u2019s 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... More<\/span><\/p><\/a><\/div>

Sunday, April 24, 2016<\/p>

FAST Upgrade News<\/h3>

The FAST portal has gone through an upgrade and now supports an updated look and feel. \u00a0Read\u00a02016 FAST Upgrade News\u00a0or watch the "How Do I ... Navigate in Version 4.3"\u00a0video from Millennium Computer Systems Ltd... More<\/span><\/p><\/a><\/div>

Thursday, April 7, 2016<\/p>

Fiscal Year End Instructions<\/h3>

Please be reminded that the university\u2019s 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... More<\/span><\/p><\/a><\/div>

Tuesday, February 2, 2016<\/p>

Zika Virus: Information for Staff and Students travelling to Affected Areas<\/h3>

The 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... More<\/span><\/p><\/a><\/div>

Tuesday, November 3, 2015<\/p>

Introducing Visa Payables Automation!<\/h3>

Financial Services has recently partnered with Scotiabank to offer Visa card payments to our vendors.\u00a0 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 \u2013 will be paid upon... More<\/span><\/p><\/a><\/div>

Sunday, October 25, 2015<\/p>

eShop is here!<\/h3>

In our last communication, we asked for volunteers to be early adopters for the October launch. We received requests from over 21 departments!\u00a0 In these first few weeks we will be delivering training sessions specifically for the volunteers.\u00a0 Stay tuned next month for notices about \u201copen\u201d training sessions. In the meantime, start thinking... More<\/span><\/p><\/a><\/div>

Thursday, July 2, 2015<\/p>

Avoid submitting \u2018Travel and Expense Reimbursement System\u2019 claims on July 2nd<\/h3>

On Thursday, July 2 the Financial Systems team will be completing its annual departmental Chair update.\u00a0 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... More<\/span><\/p><\/a><\/div>

Tuesday, April 28, 2015<\/p>

Rate decrease for Credit Card Merchant Fees!<\/h3>

  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\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0\u00a0Previous Rate \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0\u00a0New Rate VISA \u00a0 \u00a0... More<\/span><\/p><\/a><\/div>

Wednesday, March 25, 2015<\/p>

Fiscal Year End Instructions<\/h3>

Please be reminded that the university\u2019s 2014-2015 financial year end will come to a close on Thursday, April 30, 2014.\u00a0 To accurately reflect 14-15 financial activity in your accounts, please review the Year End Instructions to ensure documents are received in\u00a0the processing departments by the dates provided. Year End Instructions... More<\/span><\/p><\/a><\/div><\/div>

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