Comptroller | Training &Administration | Accounts Payable | Budget Office | Financial Reporting | Management Reporting | Payroll | Research & Trust | RevenueSystems | UBCO

Comptroller

• Index of all Board of Governors policies, procedures and guidelines

Training &Administration

• Finance Training Cancellation Policy
• FMS Online Certification Process
• Online Update Access to FMS Policy

Accounts Payable

• Research subject payments policy
• PO minimums and associated payment processes
• Document Imaging - Retreival Guidelines
• JV Policy and Procedure
• Spreadsheet JV Policy and Procedure
• Travel Requisition Policy and Procedure
• Travel Requisition Checklist
• Vendor Set-up
• Signing Authority
• Direct Debit Payment Policy
• AMEX Direct Deposit Policy
• Requsition Processing Policy
• Stale-dated Cheque Policy
• Signatures and Authorization Policy
• Tax Self Assessment Policy

HST Procedures

• FMS Certified Users
• Smart Form Users
• Manual Form Users
• UBC Self-Assessment Flow Chart

Budget Office

• Basic Budget Thought Process De-mystified
• Budget Guidelines - Administrative Units (UBCV)
• Budget Guidelines - Ancillary Units (UBCV)
• Budgeting & Forecasting Guidelines - Okanagan
• User Guide: Expenses - all departments
• User Guide: Funding and Expenses - all departments
• User Guide: Funding and Expenses by department
• User Guide: Funding and Expenses by PG
• User Guide: Snapshot - Plan, Actual, Forecast, Variance

Financial Reporting

• Interdepartmental Sales Reporting
• Treatment of Revenues in GPO Fund
• Internal Transfers

Management Reporting

• Requesting Reports

Payroll

• Contractor vs. Employee/Employer Relationships
• Off-Cycle Cheque Policy
• Leave of Absence
• Opting out of the AMS Health Plan
• Staff and Faculty Tuition Waivers

Research & Trust Accounting

• Sponsored Research PG
• New PG request procedures
• Inactivation of Research and Specific Purpose PG
• Rejected Payroll Appointment
• Tricouncil Travel Expense (Airfare) Guidelines
• Unidentified Cash Receipt Policy
• Specific Purpose Trust Acounts Guidelines
• Specific Purpose Fund Policy

Revenue Accounting

• UBC Okanagan Banking Procedures
• UBC Vancouve Banking Procedures
• Cheque Cancellation
• Stop Payment/Re-issuance
• Processing Credit Card Procedures
• Petty Cash/Float Procedures
• Process for New Merchant Account Request
• Guidelines for Closing a Merchant Account

Systems

• Technical Documentation
• Non-Disclosure Agreement and Appropriate Use Policy

Other

• Equipment Register Policy and Procedure

Can't find a policy or procedure? Wish to add one to this list? Contact the website administrator