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June Month End Reminder

June Month End Reminder

The fiscal period of June 2016 was closed on Friday, July 8, 2016 as per the month-end schedule posted on the Financial Services website.

Research Project Reporting - please note that overhead will be charged to applicable projects generally 1 business day following the month-end close.  If this process is delayed beyond 1 business day, a communication will be sent.  Therefore please do not generate final month-end research reports until Tuesday, July 12, 2016.


ERS Tip of the Month - Set up Default Chartfield information in your profile

Set up Default ChartField information in your profile


Setting up default ChartField information in your Profile Settings will save you time if you will frequently use the same ChartField information (Fund, Department, Project) for your expense reports. 

Once this is set up, this information will be automatically filled-in for you in the Report Header for every new expense report that you create.

What is required:          


Training Tip of the Month - New Online Journal Entry Training Resources

New Online Journal Entry Training Resources

New Series of Journal Entry Training Videos and Instructional Manual Now Available Online

Financial Services is pleased to announce a new series of online instructional video tutorials along with a full instructional manual for the PeopleSoft Journal Entry system is now available through the online Learning Catalogue


Project Spending Deadline

Project Spending Deadlines

To better assist Principal Investigators (PIs) in ensuring their project spending is completed prior to funding agency deadlines, commencing later this month, PIs and their delegate will begin to receive email notifications advising of upcoming spending deadlines.  To view a template of the communication, see Appendix 1 below.

Reminder emails will be sent prior to the Project Spending Deadline (PSD) at 90 day, 60 day, and 30 day intervals.  Project Spending Deadline's can be found in the FAST research reports.


Congratulations Graduates!

Working Together – Achieving Professional Excellence!

Congratulations to the inaugural class of 42 graduates of the Financial Services Certificate Program “Understanding the Basics of Financial Activities at Queen’s”.  What a great celebration it was!  Thank you to the many managers, Business Officers, and other important people who supported the graduates in completing the program and who attended this week’s graduation celebration!