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WELCOME TO UBC FINANCE

CUSTOMER DRIVEN, INFORMATION FOCUSED




farewell Kathrin

Kathrin Wohrle began a three month internship with Financial Services on November 15th, 2009 as a requirement for her university degree. She has mainly been assisting the RTA group and her help has been greatly appreciated. Kathrin's last with Finance will be on February 9th, 2010.

We wish her the best of luck!


Finance Department

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Since 2006, UBC has been recognized as one of the provinces top 50 employers

What's New?

2009 Tax Slips Online - UBC Payroll has now issued 2009 T4 and T4A slips online through Faculty and Staff Self Service. These PDF slips can be used to calculate RSP contribution room, are identical to the printed form and are accepted by CRA when filing your taxes. If you choose PDF tax slips, you will not receive a printed slip.

Printed 2009 slips will be mailed at the end of February.

Having problems or questions? Please look at our Tax Slip FAQ

Document Imaging Guidelines – Guidelines for the retrieval of document images stored in FMS are now available through the Finance website. To view these guidelines, please click here.

Endowment Updates - Individual endowment fund reports are now available online through the Management Systems Portal. Business officers and administrators with Campus Wide Login and FMS nQuery ID will be able to view these reports. The endowment fund reports will be generated on a quarterly basis.

An endowment training session is offered quarterly to help business officers and administrators understand the new account structure, have a working knowledge of various processes, policies and procedures, and interpret and comprehend endowment reports. Please click here for more information.

Requisition for Payment Form - Finance is pleased to announce that the Requisition for Payment (Q-Req) forms now incorporate the PO Exemption details, thereby eliminating the need for a separate PO Exemption form. The new Q-Req forms include the fields of PO Exemption Number, Contract Agreement Reference Number and the Justification required for non-Purchase Order (PO) purchases over $3,500. The change allows us to reduce our paper usage as well as eliminate the separate authorization step required on the old PO Exemption form. For more information, please click here. For more information on PO Policy changes please refer to the related Memorandum.

Staff tuition Waivers Online - Tuition Waivers for staff are now available through Employee Self Service. This new, online waiver evaluates and approves waivers instantly, and sends the approved waivers to Enrolment Services/Continuing Studies the following day. See here for more details>>

Employee or Contractor? UBC hires people for a variety of positions to do a wide range of jobs.  Sometimes there is confusion around whether the individual hired for a task can be paid as an independent contractor rather than as an employee.  Click here for more information on these roles and making the right decision.

Consolidated Financial Statements - The University's March 31, 2009 Consolidated Financial Statements are now available online. To view, please click here.

Payment Card Industry (PCI) Data Security Standards (DSS) Compliance - The Province of BC and UBC are obliged to comply with the Payment Card Industry Data Security Standard (PCI DSS).  This standard was developed by major credit card companies to increase consumer confidence and reduce identity theft and credit card fraud by safeguarding sensitive confidential credit card data. For more information regarding PCI DSS Compliance at UBC please click here.

Changes to Endowment Management Policy - On February 5, 2009, the Board of Governors approved changes to endowment policies and procedures.  The approved changes include:

Requisition for payment to third parties - Effective May 23, 2007, for Financial Information Act (FIA) reporting purposes, the EMPLOYEE NUMBER must be entered in the "Alternate Vendor Number" field when payment is made to a third party on behalf of an employee. If the payment is not for an UBC employee, please enter NON-UBC in the "Alternate Vendor Number" field. This field can not be left blank.

Web based Excel templates for Purchase Requisitions (Q-Reqs) and Travel Claims (TR Reqs) are now available on the Finance website. Please click here for the forms and instructions.

We have been advised by HSBC to NOT issue US cheques to non US domiciled beneficiaries since this is against the US clearing rules administered by HSBC’s affiliate bank in the USA. As a result please ensure either to write down “bank draft” on or attach the completed “EFT form” to the Requisition Form when you process payment to any non US domiciled companies or individuals.

PeopleSoft FMS Certification - For departments interested in entering certain Accounts Payable and General Ledger transactions directly into the PeopleSoft FMS system, please visit the following link, which provides detailed information on the certification process, including the training life-cycle, course schedule, and course descriptions:

http://www.finance.ubc.ca/financecertification/index.cfm

Subscribe to the Finance Listserv - The new listserv allows individuals, at their option, to subscribe to the list and receive periodic emails from Finance via e-mail. This service alleviates the need to constantly check our web site for new information, and hopefully will reduce some of the multiple e-mails that many received in the past.

The information distributed on this list will contain information relating to the financial systems of the University and other information that will be useful for campus administrators.

For more information on subscriptions click here.

View past news archives

 

 

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QUICKFIND

Accountability Planning and Reporting
Annual Reports
EnableIT
Extended Health Claim Form
Finance Forms
Finance Policies
Financial Reports
Financial Statement Certification 2008-2009
Reference Materials
Tuition Fees
University Neighbourhood Services Levy
Schedule of Remuneration and Expenses for Employees - Mar 31, 2009
Year End Timelines for Departments
Your Benefits
Your T4
2010 Month End Deadlines
Employee or Independent Contractor
Document Imaging Guidelines
PCI Compliance

FINANCE TRAINING

Finance Training
FMS Certification Training
Faculty Visits
Training Evaluation Survey

FMS ACCESS APPLICATION FORMS

Apply for FMS nQuery
Apply for FMS Live

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Resources and Self Assessments

Administration (For Finance Staff Only)

Admin Support

 

US Dollar Exchange Rate
as of 2010-2-9:


Rate Type Effective Rate
AVG 2010-02-09 1.0532
COMM 2010-02-09 1.0532
CRRNT 2010-02-09 1.0852

AVG = Cash Receipts < $10,000
COMM = Cash Receipts > $10,000
CRRNT = Requisition for Payment


As of June 1st, 2008 the AVG rate
is the same as COMM rate for all
Cash Receipt entries


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Customer Driven, Information Focused

Hours of Operation
Monday-Friday 8:30-4:30 PM


Last Reviewed February 8, 2010 11:28AM

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UBC Financial Services
305 - 2075 Wesbrook Mall, Vancouver, BC Canada V6T 1Z1
tel 604.822.2454 | fax 604.822.2417 | e-mail customerservice@finance.ubc.ca

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