Financial Services

This email is sent on behalf of Julie Ghayad, Director Systems and Transaction Services

To FIS Users, FFOs, FFMs and PCard Users

Pursuant to the memo below, Information Technology Services has implemented fixes to ensure that PCard proof of purchases/receipts uploaded in MOPS are retained in the database.

If you encounter any issues, please contact fishelp.acct [at] mcgill.ca

In the meantime, please continue to retain all uploaded proof of purchases/receipts until further notice.

Sincerely,

Classified as: MOPS, PCard, PCard proof of purchases, receipts
Category:
Published on: 15 Jul 2021

This email is sent on behalf of Julie Ghayad, Director Systems and Transactions Services

 

 

Date:

July 14, 2021

 

To:

FIS Users, Fund Financial Managers, Faculty Financial Officers,

PCard Users

 

Cc:

Prof. Yves Beauchamp, Vice-Principal, Administration and Finance

Classified as: New Pcard Regulation, Procedures and Application form
Category:
Published on: 14 Jul 2021

To all Finance users,

 

The month of June 2021 is closed. You may pick up your Minerva Financial Statements by logging into Minerva via https://horizon.mcgill.ca/minerva.

This link will bring you directly to the Finance (Fund) Administration Menu >> Financial Statements menu option.

For questions or assistance, you may contact the Finance Helpdesk at 514-398-3463 or via email at fishelp.acct [at] mcgill.ca.

 

Classified as: June, Financial Statements
Category:
Published on: 13 Jul 2021

This message is sent on behalf of Procurement Services

Good day

 

As previously communicated in February of this year (see email attached), McGill University has implemented increased security measures prior to releasing payment to McGill Market Place (MMP) suppliers, under the form of a 3-way match requirement. The process to fulfill this requirement consists in assuring there is a link (or “match”) between:

 

  1. the purchase order (PO)

  2. your acknowledgement of receipt (AOR) of the goods or services

Classified as: MMP, Receiving Goods and Services
Category:
Published on: 23 Jun 2021

To all Finance users,

 

The Procedures for Travel and Other Reimbursable Expenses have been updated and are now aligned with the McGill IT Cloud Directive

 

Please take note of the following changes in the Procedures:

 

 

Classified as: travel, IT Cloud Directive
Category:
Published on: 23 Jun 2021

To all Finance users,

 

The month of May 2021 is closed. You may pick up your Minerva Financial Statements by logging into Minerva via https://horizon.mcgill.ca/minerva.

This link will bring you directly to the Finance (Fund) Administration Menu >> Financial Statements menu option.

For questions or assistance, you may contact the Finance Helpdesk at 514-398-3463 or via email at fishelp.acct [at] mcgill.ca.

 

Classified as: McGill Financial Statements May 2021
Category:
Published on: 9 Jun 2021

To all Finance users,

 

The University fiscal year 21 (2020/21) is officially closed. You may pick up your April Minerva Financial Statements by logging into Minerva via https://horizon.mcgill.ca/minerva.

 

This link will bring you directly to the Finance (Fund) Administration Menu >> Financial Statements menu option.

 

Classified as: Financial Statements, April 2021
Category:
Published on: 7 Jun 2021

This message is sent on behalf of Cristiane Tinmouth, Associate Vice-Principal, Financial Services & Richard Martin, Executive Director, Analysis, Planning and Budget

 

 

To all Finance users,

 

Budget carry forward balances for all applicable funds have been posted to May of fiscal year 22 (2021/22). This budget appears in account code 700421, 700422 or 700428 (depending on the Fund Type), and carries a document number starting with ‘CF’.

 

Classified as: Budget Carry Fowards, fiscal year 22
Category:
Published on: 7 Jun 2021

This message is sent on behalf of Serge Bergeron, Senior Director Budget and Finance , Analysis, Planning and Budget and Lara Pereira, Controller, Financial Services

 

Dear Colleagues,

 

The overhead recovery fee currently being charged on actual revenues earned in non-1A unrestricted funds will remain at 7.5% in FY2022. This is unchanged from FY2021. The process for collecting and recording of this fee will continue to occur on a quarterly basis.

 

Classified as: Overhead Recovery Fee FY2022
Category:
Published on: 17 May 2021

Please note that due to the extended University year end period, the month of April will not be closing according to the usual month end schedule. April 2021 is scheduled to be closed on June 7th. This means that financial statements for April are still not available. An email notification will be sent when the financial statements are ready to be picked up in Minerva.

Until April is closed, please be mindful that May fund balances do not include the budget carry forwards.

 

[Message sent out over the FIS listserv]

Classified as: Month of April closing delayed
Category:
Published on: 10 May 2021

To all Banner Finance Users,

In support of the Year-End effort, the processing of journals, IDC’s and manual encumbrances (Banner forms FGAJVCQ, FGAJVCD and FGAENCB) will not be accessible from Friday, May 7th, 9:00 AM until Monday, May 10th, 9:00 AM. We apologize for the inconvenience.

If you have any questions or concerns, please contact the Finance Helpdesk at 514-398-3463.

Thank you.

[Message sent out over the FIS listserv]

Classified as: FGAJVCQ, FGAJVCD, FGAENCB, year-end, journals, IDC’s, manual encumbrances
Category:
Published on: 4 May 2021

Good morning,

Following the notification sent on Friday regarding the DWH not refreshing, please note that the issue is resolved and all data was successfully refreshed. All data in your reports should now be in sync.

Thank you for your patience.

Best,

Classified as: dwh
Category:
Published on: 4 May 2021

This message is sent on behalf of Lara Pereira, Controller, Financial Services

Good morning,

Please note that the DWH did not refresh last night at 10 pm as normal. As a consequence, any reports being run will not capture yesterday’s activity.

We are working to secure confirmation that the update will occur tonight and the issue will be resolved.

In the meantime, as you are processing any transactions today, please consider that the balances you are viewing in reports reflect data as of April 28, 2021.

Classified as: dwh
Category:
Published on: 30 Apr 2021

To all Finance Users,

Tomorrow is the first day of Fiscal Year 22 (May 1, 2021 to April 30, 2022). For your reference, attached are the FY22 Month End Deadlines for submitting financial transactions in Banner (including Finance Accounts Receivable and Feed File submissions).

These deadlines are posted on the Financial Services website.

Need HELP?

Classified as: fiscal year 22, month end deadlines
Category:
Published on: 30 Apr 2021

This is email is sent on behalf of Julie Ghayad, Director Systems and Transaction Services

 

Hello,

Effective Thursday, April 15th, the Payroll Adjustments Approval History Minerva Menu will be available to view/track the approval status of Payroll Adjustments. In addition, the central fund 199999 will no longer display nor can be charged when processing Payroll Adjustments.

 

Need Help?

Classified as: New Payroll Adj History Menu, Fund 199999
Category:
Published on: 14 Apr 2021

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