Approvers (FFM/PI)


Fund Financial Manager (FFMs) and Principal Investigator (PIs) are, by default, considered Approvers on financial transactions charged to their fund(s)/grant(s).

Roles & Responsibilities:

Approvers are responsible for ensuring that all financial transactions:

  • Meet the objectives of the fund(s) charged.
  • Are legitimate, reasonable and an appropriate use of funds/grants.
  • Adhere to regulations, policies and guidelines.
  • Comply with any restrictions imposed by external funding sources.

For further information on the role of a Fund Financial Manager, please refer to the Fund Financial Manager Policy.

Financial transactions can be approved by the FFM/PI electronically, by wet signature or email:

Financial Transaction Electronic Approval Wet Signature Email
Purchase Requisitions Yes N/A N/A
Change Orders to Purchase Orders Yes N/A N/A
PCard Transactions Yes N/A N/A
Advances N/A Yes N/A
Expense Reports N/A Yes N/A
Payment Requests N/A Yes N/A
Positive approval on Invoices greater than $10,000 CDN N/A Yes Yes
Airfare FOAPAL Form - Vision Travel N/A Yes N/A
POPS Time Sheets N/A Yes N/A

For Research Grants & Contracts, Principal Investigators are also required to approve the following documents/transactions:

Document/Transaction Electronic Approval Wet Signature Email
JE16s and Inter-Departmental Charges (IDCs) N/A Yes Yes
uPrint (assigning FOAPALs to users) N/A Yes Yes
Hire/Offer Letters N/A Yes N/A
Retro-FOAPAL Adjustments and Labour Distributions N/A Yes Yes
Student Stipend Authorizations N/A Yes N/A

For all details, please refer to Record Retention of Supporting Documentation Table