Policies & Procedures
Our policies and procedures provide guidelines and maintain controls for accountability.
Policies
- Acceptance of Credit and Debit Cards (PCI DSS)
- Approval and Execution of Contracts and Invoices (Signing Authority)
- Capitalization Policy
- Debt Management
- Exceptional Rush Payments
- Hospitality
- Insurance Related
- Internal Loans
- Investment Related Signing Authority Policy
- NSF Cheque
- Perquisites Policy
- Procurement Policy
- Research Administration Policy
- Research Index of Policies
- Research Over-Spending
- Safe Disclosure Reporting and Investigating Policy
- Statement of Investment Policy and Procedures
- Tracking Moveable Assets
- Travel and Expense Reimbursement
Procedures
Accepting Debit and Credit Card Payments
Accounts Receivable
Cash
Deposits
- Cheque Deposits
- Deposit & Invoice Payment Exchange Rates
- Research Deposits (Forwarded to Financial Services for Processing)
Gifts from Suppliers
HST
- HST on External Sales - HST Collected
- HST on Expenses - HST Paid
- Resources, Reference Documents and FAQ's
Journal Entries
Loans
Making Payments
- Employee Reimbursement
- Paying Consultants
- Paying Honorariums
- Paying Independent Contractors
- Paying Moving Expenses
- Paying Research Study Participants
- Paying Travel Advances
- Paying Travel Agents
- Wire Transfer Payments
Managing Funds
- Authorization of Expenditures
- Requesting New ChartFields
- Responsibilities of Account Holders
- University Restrictions on Expenditures
- Year-End Carry Forwards
Payment Card Industry(PCI)
Payroll
Records Retention
Timelines and Cut-offs
- Accounts Payable Timelines
- General
- Month End Reporting Schedule
- Procurement Card Reconciliation
- Research Year End Deadlines
- Travel Related Timelines
- Year End Communications
- Year End Reporting Schedule