expense reports

If you are involved with the financial administration of Tri-Agency grants (CIHR, NSERC, SSHRC and CRC), please read the message below.

 

This message is sent out on behalf of Elvie Coletta, Director, Research Financial Management Services, Financial Services

Dear Colleagues,

Classified as: staff, faculty, advances, expense reports, Related Announcements - Reimbursement of Travel and Other Expenses Policy
Category:
Published on: 30 Nov 2016

The following are Transaction Services’ deadlines prior to the Holidays:

Travel (advances and expense reports)

  • Advances, non-FST expense reports and Professional Development Fund received by the Travel Desk by December 3rd at 5:00 p.m. will be processed by December 21st.
  • FST expense reports and Advances received by the Travel Desk by December 14th at 5:00 p.m. will be processed by December 21st.
Classified as: travel, Payment Requests, accounts receivable, AR, expense reports, deposits, invoices, accounts payable, ADV, EXR, deadlines, purchase orders, advance, Professional Development Fund, PDF, banking services
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Published on: 1 Dec 2015

Dear Colleagues,

The Reimbursement of Expenses Policy has been updated to clarify where responsibility lies with regards to liability and collision damage waiver insurance when claiming reimbursement for car rentals. A note to this effect has been added to Section G4.4.6 Summary by Expense Type - Expense Type (2) Car Rental:

Classified as: Financial Services, travel, expense reports, Reimbursement of Expenses, financial policies, car rental
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Published on: 27 Apr 2015

Dear Colleagues,

Additional documentation must be submitted with expense reports claiming Airfare which include costs which are not a necessary consequence of travel on behalf of the University. The Reimbursement of Expenses Policy has been updated to reflect this new receipt requirement.

**
Excerpt from Section 4.4.6 Summary of Expense Type: Transportation - Expense Type (4) Airfare

Classified as: travel, expense reports, Reimbursement of Expenses, EXR, Airfare
Category:
Published on: 19 Mar 2015

The following are Transaction Services’ deadlines prior to the Holidays:

Travel (advances and expense reports)

  • Advances and expense reports received by the Travel Desk by December 5th at 5:00 p.m. will be processed by December 22nd.
Classified as: accounts receivable, advances, expense reports, deposits, invoices, payment request, transaction services, deadlines, purchase orders
Category:
Published on: 18 Nov 2014

Memorandum

Rose Goldstein

Michael Di Grappa

Date: May 5, 2014

To: McGill researchers and staff

Cc: Suzanne Fortier, Principal and Vice-Chancellor, Anthony C. Masi, Provost, Senior Administration, Academic Leadership

Subject: New requirements for research funds: authorization of expenses by PIs and record retention

Dear Colleagues,

Classified as: signing authority, advances, expense reports, timesheets, offer letters, payroll
Published on: 14 May 2014

Memorandum

Rose Goldstein
Michael Di Grappa

Date: May 5, 2014

To: McGill researchers and staff

Cc: Suzanne Fortier, Principal and Vice-Chancellor, Anthony C. Masi, Provost, Senior Administration, Academic Leadership

Subject: New requirements for research funds: authorization of expenses by PIs and record retention

Dear Colleagues,

Classified as: uprint, Financial Services, PCard, Payment Requests, signing authority, advances, delegation, expense reports, tri-agency, timesheets, JE16, journals, offer letters, payroll
Category:
Published on: 12 May 2014

Dear Colleagues,

We would like to remind you that we now offer an online course OLC 450 – Advances and Expense Reports for Faculty, Staff and Students. You may register for this course through the Employee menu in Minerva (ICS Training Menu > Online Training > select OLC 450 Advances and Expense Reports).

This course includes policy highlights, FAQs, sample receipts with explanations for data entry, along with tutorials and simulations for the various Minerva menu options.

Classified as: Financial Services, advances, expense reports, ADV, EXR
Category:
Published on: 22 Jan 2014

Dear Colleagues,

As you may have noticed, since October 2013, all calls made to the Travel Desk (514-398-3180) and all calls made to Accounts Payable (AP) (514-398-3895 & 514-398-3880) have been routed to the Finance Help Desk (514-398-3463).

Effective January 8th, the Travel Desk and AP phone lines will no longer be in service. Dial 514-398-3463 to reach the Finance Help Desk. Our Finance Trainers will continue to answer Travel and Accounts Payable questions. When needed, they will forward your issues/questions to the appropriate area.

Classified as: travel, advances, expense reports, invoices, accounts payable, AP, payments, travel desk
Category:
Published on: 8 Jan 2014

Dear colleagues,

The Reimbursement of Expenses Policy has been updated. The full policy is available on the Financial Services website at http://www.mcgill.ca/financialservices/policies/reimburse.  

Cristiane Tinmouth
Controller

[Message sent out on the FIS Listserv]

Classified as: Financial Services, advances, expense reports, Reimbursement of Expenses
Category:
Published on: 20 Sep 2013

Memorandum

Rose Goldstein
Michael Di Grappa

Date: May 6, 2013

To: McGill Principal Investigators

Cc: Prof. Anthony Masi, Deans, Associate Deans of Research

Subject: Research Administration and Accountability – Tri-Agency Recommendations

Dear Colleagues,

Classified as: Financial Services, Payment Requests, signing authority, advances, delegation, expense reports, tri-agency
Category:
Published on: 9 May 2013