Hello,

Please see below for updated processes regarding expense reports, advances and payment requests:

Expense Reports and Advances:

  • We are committed in ensuring that our Faculty, Staff and Students are not out of pocket.

  • As such, if an Expense Report can not be created in Minerva nor sent via email, an Advance can be created in Minerva payable to the Claimant for the value of the Expense Report.

Classified as: expense report, advances, Payment Requests, travel
Category:
Published on: 18 Mar 2020

This message is sent on behalf of Julie Ghayad, Director Finance Infrastructure and Transaction Services, Financial Services

Hello,

To ensure proper attestation by the Claimant and Approver, Advances and Expense reports must include the reference number and the amount on top of all printed pages. If this information is missing, Travel Desk will return these documents to the Financial Services Team (FST) or the Requestor when there is no FST.

Classified as: expense reports, advances
Category:
Published on: 19 Sep 2018

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

This message is sent on behalf of Cris Tinmouth, Interim Associate Vice-Principal Financial Services and Controller

 

Dear Colleagues,

The Reimbursement of Expenses Policy has been updated to clarify who is eligible to request and receive Travel Advances. Sections P2.1 and G3.1 have been revised to include the text in bold below:

**

P2.1. Travel Advances may be obtained for third party prepayments, out-of-pocket expenses that are required to be paid in advance of the trip, and for expenses to be incurred during the trip

Classified as: Financial Services, staff, students, travel, faculty, advances, reimbursement of expenses policy, Related Announcements - Reimbursement of Travel and Other Expenses Policy
Category:
Published on: 5 Feb 2016

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.
    • Contact: Tonia Ciricillo, Assistant Supervisor, Accounts Payable and Travel Desk – ext. 7703
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: advances, expense reports, offer letters, payroll, signing authority, timesheets
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,

The Reimbursement of Expenses Policy has been updated. The full policy is available on the Financial Services website at https://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
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