Financial Services - Announcements

Expense Reimbursements & GST/HST Break / Remboursement de dépenses et exonération TPS/TVH

�� — Fri, 13 Dec 2024 13:28:58 +0000

(La version française suit)

Dear �� Finance Community Member,

Following the announcement made by the Government of Canada regarding a GST/HST relief for all Canadians on certain items from December 14, 2024 to February 15, 2025, please take note of the following when processing expense reimbursements:

"�� Financial Statements" - Month of November 2024 / États financiers de �� » – Mois de novembre 2024

�� — Mon, 09 Dec 2024 15:55:13 +0000

To all Finance users,

The month of November 2024 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.

Launch of the Financial Services General Knowledge Base / Lancement de la Base de connaissances des Services financiers

�� — Mon, 02 Dec 2024 14:10:26 +0000

Dear �� Finance Community Member,

It is with great pleasure that we announce the launch of the Financial Services Knowledge Base, a centralized repository of Financial Services’ procedures, documentation and how-to’s, where sign-in is required.

The Financial Services Website will still display the Policies & Procedures, Contact Information, Reports, and Forms and will continue to be available to the general public.

Important Changes to Amazon Purchasing: Enhanced Program Benefits & Action Required / Sujet : Changements Importants pour les Achats sur Amazon : Améliorations des Avantages du Programme & Action Requise

�� — Mon, 25 Nov 2024 18:44:09 +0000

*Français ci-dessous*

Dear Community Members,

We are pleased to announce an important improvement in how purchases from Amazon for university purposes will be made. To enhance efficiency and ensure compliance, all Amazon orders will now be processed through the �� Marketplace (MMP). By transitioning University purchases from Amazon to an MMP catalogue, we are enhancing how the university manages purchases, ensuring a more efficient, transparent, and responsible procurement process.

"�� Financial Statements" - Month of October 2024 / États financiers de �� » – Mois d'octobre 2024

�� — Fri, 08 Nov 2024 14:55:46 +0000

To all Finance users,

The month of October 2024 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.

Transaction Services' Holiday Deadlines / Échéances pour les Services des transactions

�� — Fri, 08 Nov 2024 14:50:43 +0000

(La version française suit)

This message is sent on behalf of Tonia Sciannamblo, Associate Director, Transaction Services

Please take note of the following Transaction Services’ deadlines prior to December 24^th:

Expense Payment Services:

Travel (advances and expense reports)

Finance AR is now set-up on the Finance Service Desk Portal / Comptes débiteurs est maintenant configurée sur le portail du Service Desk de la SIF

�� — Wed, 06 Nov 2024 16:19:29 +0000

(La version française suit.)

Dear �� Community Member,

We are pleased to announce that Finance AR is now set-up in the Finance Service Desk Portal.

Effective immediately, please submit tickets for the following:

Financial Services Drop Box /Services financiers boîte de dépôt

�� — Mon, 04 Nov 2024 20:40:12 +0000

(La version française suit.)

Dear �� Community Member,

Due to sustainability efforts to go paperless, the use of the Drop Box (at 680 Sherbrooke outside of room 724) has significantly decreased in the past few years, and effective November 5, 2024 will be removed.

We encourage you to use internal Mailing Services when directing cheques to Financial Services as they provide a safe and secure option, but you may give advance notice to the Fund Administrator if you wish.

Implementation of Enhanced 3WM / Lancement du triple rapprochement

�� — Thu, 17 Oct 2024 16:02:23 +0000

This message is sent on behalf of Lara Pereira, Controller Financial Services and Francois Pouliot, Senior Director Procurement Services

Pursuant to our message below, we are pleased to announce that 3WM will go-live on Monday, October 21^st. 3WM means Receipt will be mandatory on all newly created POs equal to or greater than $2,500 CDN (taxes included).

Financial and Procurement Services have prepared training and resource materials as per below:

"�� Financial Statements" - Month of September 2024 / États financiers de �� » – Mois de septembre 2024

�� — Tue, 08 Oct 2024 13:28:25 +0000

To all Finance users,

The month of September 2024 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.

Forthcoming Implementation of Enhanced 3WM / Lancement du triple rapprochement plus performant à venir

�� — Mon, 07 Oct 2024 15:41:14 +0000

This message is sent on behalf of Lara Pereira, Controller Financial Services and Francois Pouliot, Senior Director Procurement Services

Dear Fund Financial Managers, Faculty Financial Officers, Financial Service Teams, and PO Requestors/Owners:

We are pleased to announce the implementation of an enhanced 3-Way Match (3WM) which will go-live in the upcoming weeks.

What is 3WM?

3WM is a control that ensures payments to suppliers are released only if the following 3 requirements are matched:

Update: Procedures for Travel and Other Expenses / Modification: Procédures relatives aux frais de déplacement et autres dépenses

�� — Mon, 30 Sep 2024 14:07:43 +0000

This message is sent on behalf of Julie Ghayad, Senior Director Systems and Transaction Services, Financial Services

Dear Colleagues,

The Procedures for Travel and Other Expenses has been updated:

PR8.4 has been updated to indicate the type of supporting documentation required when paying living expenses from a restricted fund to non-�� students.

Need HELP?

"�� Financial Statements" - Month of August 2024 / États financiers de �� » – Mois d'août 2024

�� — Tue, 10 Sep 2024 13:38:42 +0000

To all Finance users,

The month of August 2024 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.

Updates: PCard Regulation & Procedures for Travel and Other Expenses / Modifications: Règlement sur la carte d’achat (PCard) et les Procédures relatives aux frais de déplacement et autres dépenses

�� — Fri, 06 Sep 2024 15:51:42 +0000

This message is sent on behalf of Julie Ghayad, Senior Director Systems and Transaction Services, Financial Services

Dear Colleagues,

The PCard Regulation has been updated:

Procurement methods for computer and related-equipment / Règles en matière d'acquisition d'actifs informatiques

�� — Fri, 06 Sep 2024 14:56:39 +0000

De : Academic Communications <acadlists.ap [at] mcgill.ca>
Envoyé : 3 septembre 2024 15:46

"�� Financial Statements" - Month of July 2024 / États financiers de �� » – Mois de juillet 2024

�� — Mon, 12 Aug 2024 12:58:57 +0000

To all Finance users,

The month of July 2024 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.

"�� Financial Statements" - Month of June 2024 / États financiers de �� » – Mois de juin 2024

�� — Thu, 11 Jul 2024 15:04:14 +0000

To all Finance users,

The month of June 2024 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.

Update: PCard Regulation / Modification: Règlement sur la carte d’achat (PCard)

�� — Thu, 04 Jul 2024 15:13:06 +0000

This message is sent on behalf of Julie Ghayad, Senior Director Systems and Transaction Services, Financial Services

Dear Colleagues,

The PCard Regulation has been updated:

PR1.1 now states that “PCard Holders must be �� Employees and must have successfully completed their probation period”.

Need HELP?

Effective June 17th - To Improve Email management, Email Approval Notifications will be sent once per day/À partir du 17 juin - Afin d'améliorer la gestion des courriels, les notifications d'approbation par courriel seront envoyées qu'une fois par jour

�� — Thu, 13 Jun 2024 17:58:15 +0000

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

Dear Colleagues,

In order to reduce time spent on Email Management, we are pleased to announce that effective Monday, June 17^th, Email Approval Notifications that are currently sent twice daily to FFMs/Delegates will be reduced to a daily process.

Current Process

Updates - US Federal Grants Requirements / Mise à jour - Directives sur les Subvention fédérales - États-Unis

�� — Thu, 13 Jun 2024 14:27:11 +0000

This message is sent on behalf of Elvie Coletta, Senior Director, Research Financial Management Services (RFMS), Financial Services

The US Federal Grants Requirements have recently been updated. If you are a recipient of a US Federal Grant please review the requirements.

Need Assistance?

"�� Financial Statements" - Month of May 2024 / États financiers de �� » – Mois de mai 2024

�� — Mon, 10 Jun 2024 14:09:14 +0000

To all Finance users,

The month of May 2024 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.

Budget Carry Forwards posted to May of Fiscal Year 25 (2024/25)/Soldes reportés en mai de l’exercice 2025 (2024-2025)

�� — Mon, 10 Jun 2024 12:47:43 +0000

This message is sent on behalf of Cristiane Tinmouth, Associate Vice-President, 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 25 (2024/25). This budget appears in account code 700421, 700422 or 700428 (depending on the Fund Type), and carries a document number starting with ‘CF’.

"�� Financial Statements" - Month of April 2024 / États financiers de �� » – Mois d'avril 2024

�� — Mon, 03 Jun 2024 13:58:48 +0000

To all Finance users,

The University Fiscal Year 24 (2023/24) 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.

Month of April Closing Delayed | Month of May Fund Balances / Clôture du mois d’avril reportée | Soldes du mois de mai

�� — Wed, 08 May 2024 15:14:06 +0000

La version française suit.

Good Day,

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 2024 is scheduled to be closed on June 3^rd. 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.

REVISED Banner Users: Forms FGAJVCQ, FGAJVCD and FGAENCB Blackout Period May 7 to May 8 / RÉVISÉ Formulaires Banner FGAJVCQ, FGAJVCD et FGAENCB inaccessibles du 7 au 8 mai

�� — Wed, 08 May 2024 12:02:11 +0000

La version française suit.

To all Banner Finance Users,

In support of the Year-End effort, the processing of journals, IDC’s and manual encumbrances (Banner forms FGAJVCQ, FGADCSR, FGAJVCD and FGAENCB) will not be accessible from Tuesday, May 7th, 9:00 AM until Wednesday, May 8th, 9:00 AM. We apologize for the inconvenience.

Need HELP?

Banner Users: Forms FGAJVCQ, FGAJVCD and FGAENCB Blackout Period May 7 to May 8 / Formulaires Banner FGAJVCQ, FGAJVCD et FGAENCB inaccessibles du 7 au 8 mai

�� — Fri, 03 May 2024 13:33:07 +0000

La version française suit.

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 Tuesday, May 7th, 9:00 AM until Wednesday, May 8th, 9:00 AM. We apologize for the inconvenience.

Need HELP?

Overhead Recovery Fee FY2025 / frais de récupération 7,5 % pour l'exercice 2025

�� — Thu, 02 May 2024 15:39:24 +0000

** French to follow **

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 FY2025. This is unchanged from FY2024. The process for collecting and recording of this fee will continue to occur on a quarterly basis.

Updates: Payment Request Policy & Procedures for Travel / Modifications: Politique de demandes de paiement & Procédures relatives aux frais de déplacement

�� — Tue, 30 Apr 2024 16:41:05 +0000

This message is sent on behalf of Julie Ghayad, Senior Director Systems and Transaction Services, Financial Services

Dear Colleagues,

The Payment Request Policy and Procedures has been updated:

Fiscal Year 25 - Month End Deadlines for Submitting Financial Transactions / Exercice 2025 – Échéances de fin de mois pour l’inscription des transactions financières

�� — Tue, 30 Apr 2024 14:01:33 +0000

La version française suit.

To all Finance Users,

May 1, 2024 is the first day of Fiscal Year 25 (May 1, 2024 to April 30, 2025). For your reference, attached are the FY25 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?

Procurement Strategy for New Fiscal Year: Prioritizing Local Suppliers and Competitive Quotes

�� — Mon, 29 Apr 2024 19:54:46 +0000

This message is sent out on behalf of Francois Pouliot, Senior Director, Procurement Services

Good day,

In line with our governing principles of integrity and responsibility, and to ensure cost effectiveness, it is vital to obtain competitive quotes. Per best practices, a minimum of 3 potential suppliers should be solicited.

"�� Financial Statements" - Month of March 2024 / États financiers de �� » – Mois de mars 2024

�� — Tue, 09 Apr 2024 13:00:18 +0000

To all Finance users,

The month of March 2024 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.

Fiscal 2024 Year End Memo/ Note de service - Fin de l’exercice financier : 30 avril 2024

�� — Tue, 26 Mar 2024 19:46:33 +0000

La version française suit.

This message is sent on behalf of Cristiane Tinmouth, Associate Vice-President, Financial Services and Lara Pereira, Controller, Financial Services

Dear Colleagues,

Please see attached for the year-end memo to help orient your preparations for the close of Fiscal 2024. The memo is also available on the Financial Services website at the following link:

https://mcgill.ca/financialservices/gfm/schedules/yearend

[HR_LIST] Issues with FOAPAL Synch Integration to Workday / Problèmes liés à l'intégration de FOAPAL Synch dans Workday

�� — Tue, 26 Mar 2024 15:08:49 +0000

This message is sent on behalf of Chitra Sewsagur, Director, Application Services.

Ce message est envoyé au nom de Chitra Sewsagur, Directrice, Services Applicatifs.

La version française suit.

Good morning,

[HR_LIST] Issues with FOAPAL Synch Integration to Workday / Problèmes liés à l'intégration de FOAPAL Synch dans Workday

�� — Thu, 21 Mar 2024 13:09:30 +0000

This message is sent on behalf of Chitra Sewsagur, Director, Application Services.

Ce message est envoyé au nom de Chitra Sewsagur, Directrice, Services Applicatifs.

La version française suit.

Good afternoon,

An issue is affecting the FOAPAL synch integration, the function that sends new and changed Funds and Activity codes from Banner to Workday. Presently, none of the changes or newly created Funds and Activity codes are being sent to Workday.

Closure account code 700029 Computer Software Purchases/Fermeture de compte 700029 Computer Software Purchases

�� — Mon, 18 Mar 2024 18:16:08 +0000

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

You are receiving this message as you are a FIS user.

Good afternoon,

Please note that as of May 1, 2024, account code 700029, Computer Software Purchases, will be discontinued as it is no longer applicable to software applications. The account codes listed below should be used instead:

Expenditure - Non-Salary

70083

"�� Financial Statements" - Month of February 2024 / États financiers de �� » – Mois de février 2024

�� — Fri, 08 Mar 2024 15:36:07 +0000

To all Finance users,

The month of February 2024 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.

Home office expenses / Dépenses de bureau à domicile

�� — Fri, 01 Mar 2024 20:20:10 +0000

This message is sent on behalf of Diana Dutton, Interim Vice-President (Administration and Finance).

Ce message est envoyé au nom de Diana Dutton, vice-rectrice, par interim (administration et finances)

La version française suit.

Dear colleagues,

"�� Financial Statements" - Month of January 2024 / États financiers de �� » – Mois de janvier 2024

�� — Thu, 08 Feb 2024 13:58:22 +0000

To all Finance users,

The month of January 2024 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.

REMINDER:YEAR END RESTRICTED ACTIVITIES / RAPPEL :ACTIVITÉS RESTREINTES DE FIN D'ANNÉE

�� — Mon, 05 Feb 2024 18:56:47 +0000

La version française suit.

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

***YEAR END FUND TYPE CHANGES, ORG CODE CHANGES AND FUND CLOSURE***

Dear Colleagues,

In anticipation of budget related activities as well as our year-end procedures, and to ensure an efficient closing process, please refrain from processing fund type changes, org code changes and fund closures during the following periods which are contingent on the fund type:

Effective Feb 1, 2024: Maximum PCard Threshold will increase to $5,000 / À compter du 1 fév 2024 montant maximum sera porté à $5,000

�� — Wed, 24 Jan 2024 15:14:20 +0000

This memo is sent on behalf of Julie Ghayad, Senior Director Systems and Transaction Services, and François Pouliot, Senior Director Procurement Services

�� Financial and Procurement Services are pleased to inform you that effective February 1, 2024, the maximum Pcard transaction amount will be increased to CAD $5,000 (from the current $2,500). No action is required on the part of PCard Holders, as the Bank will automatically apply this new threshold to all PCards.

[MMP-USERS] Follow-up to Central ("Super") Pcard message of November

�� — Tue, 23 Jan 2024 15:51:51 +0000

La version française suit.

This memo is sent on behalf of Procurement Services

Dear colleagues and clients,

Further to the attached message concerning the reduction of the Super Pcard service offered centrally by Procurement Services, you will find below the combination of criteria that Procurement Services will use to determine which transactions we will be in a position to reserve capacity for:

"�� Financial Statements" - Month of December 2023 / États financiers de �� » – Mois de décembre 2023

�� — Wed, 10 Jan 2024 14:00:07 +0000

To all Finance users,

The month of December 2023 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.

Duplicate Expense Reports - Duplication des rapports de frais

�� — Fri, 15 Dec 2023 16:56:43 +0000

Hello,

On December 14^th, the file to produce reimbursements for expense reports and to post the transactions to Banner FIS included December 13^th data for approximately 250 reimbursements.

We are working on three fronts to address the following issues which should be resolved early next week:

With RBC to recall the December 13th direct deposits.
With IT to reverse the duplicate entries of December 13^th to Banner FIS.
Prepare stop payments for the duplicate cheques.

Bonjour,

Central ("Super") PCard service/service central de (« Super ») PCard

�� — Mon, 11 Dec 2023 13:56:53 +0000

This message is sent on behalf of Procurement Services

(French version follows)

Please be advised that, as of January 31st, 2024, Procurement Services will effectively close its current Central (“Super”) PCard service.

We are currently finalizing a list of criteria for exceptions that would still receive the emergency service and will communicate these as we get closer to the end of January. Merci.

Need HELP?

"�� Financial Statements" - Month of November 2023 / États financiers de �� » – Mois de novembre 2023

�� — Fri, 08 Dec 2023 13:56:07 +0000

To all Finance users,

The month of November 2023 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.

Transaction Services' Deadlines prior to December 22nd/Échéances pour les Services des transactions avant le 22 décembre

�� — Wed, 15 Nov 2023 20:16:08 +0000

This message is sent on behalf of Peter Guertin, Interim Associate Director, Transaction Services

Please take note of the following Transaction Services’ deadlines prior to December 22^nd:

Expense Payment Services

"�� Financial Statements" - Month of October 2023 / États financiers de �� » – Mois d'octobre 2023

�� — Wed, 08 Nov 2023 13:50:47 +0000

To all Finance users,

The month of October 2023 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.

"�� Financial Statements" - Month of September 2023 / États financiers de �� » – Mois de septembre 2023

�� — Tue, 10 Oct 2023 12:44:16 +0000

To all Finance users,

The month of September 2023 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.

Updates: Payment Request Policy & Procedures for Travel / Modifications: Politique de demandes de paiement & Procédures relatives aux frais de déplacement

�� — Mon, 25 Sep 2023 15:19:37 +0000

This message is sent on behalf of Julie Ghayad, Senior Director Systems and Transaction Services, Financial Services

Dear Colleagues,

The Payment Request Policy and Procedures has been updated:

PR2.1: the Payment Request or Procurement Channel (PO/PCard) Table has been added to help identify the best method of payment/purchase.
PR2.3: now includes in-trust payments to law firms and notaries.

"�� Financial Statements" - Month of August 2023 / États financiers de �� » – Mois d'août 2023

�� — Mon, 11 Sep 2023 12:55:39 +0000

To all Finance users,

The month of August 2023 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.

"�� Financial Statements" - Month of July 2023 / États financiers de �� » – Mois de juillet 2023

�� — Wed, 09 Aug 2023 12:40:49 +0000

To all Finance users,

The month of July 2023 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.

Updates to Reimbursement Rates for Local Hospitality and Entertainment / Modifications aux taux de remboursement pour les frais d'accueil et de réception

�� — Thu, 03 Aug 2023 13:48:16 +0000

La version française suit.

This message is sent on behalf of Julie Ghayad, Senior Director Systems and Transaction Services, Financial Services

The Reimbursement Rates for Local Hospitality and Entertainment has been updated.

Updates to Payment Request Policy and Procedures / Modification de la politique et procédures relatives aux demandes de paiement

�� — Mon, 31 Jul 2023 16:21:27 +0000

La version française suit.

This message is sent on behalf of Julie Ghayad, Senior Director Systems and Transaction Services, Financial Services

The Payment Request Policy and Procedures has been updated.

Section PR2.1 has been clarified, and a distinct clause for payments to corporations/companies has been added.

Need HELP?

Effective Aug 1, 2023 Updates to Per Diems / À Compter du 1er août 2023 Augmentation des indemnités

�� — Mon, 24 Jul 2023 12:38:47 +0000

This memo is sent on behalf of Cristiane Tinmouth, Associate Vice-Principal Financial Services and Julie Ghayad, Senior Director Systems and Transaction Services (version française ci-dessous)

Dear Colleagues,

Considering the current inflationary environment, we are pleased to announce increases to the meal, lodging and local hospitality and entertainment per diems that will take effect on August 1, 2023.

PCard Regulation - R.10 Prohibited Transactions has been updated /Règlement sur la carte d'achat PCard - R10 Transactions interdites a été mise à jour

�� — Tue, 11 Jul 2023 18:59:17 +0000

If you are not involved in PCard transactions, please disregard this email.

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

Dear Colleagues,

The PCard Regulation – R.10 Prohibited Transactions has been updated:

"�� Financial Statements" - Month of June 2023 / États financiers de �� » – Mois de juin 2023

�� — Tue, 11 Jul 2023 12:36:49 +0000

To all Finance users,

The month of June 2023 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.

Move update for RFMS, Finance System Support, Transaction Services and Procurement Services

�� — Mon, 26 Jun 2023 17:29:56 +0000

This memo is sent on behalf of Elvie Coletta, Senior Director Research Financial Management Services, Julie Ghayad, Senior Director Systems and Transaction Services, and François Pouliot, Senior Director Contract Compliance Officer

Dear Colleagues,

Research Financial Management Services, Finance System Support and Transaction Services will be moving from 3465 Durocher to 680 Sherbrooke the week of July 10^th:

[MMP-USERS] New Supplier Punchout: MilliporeSigma Canada Ltd. / [MMP-USERS] Nouveau Fournisseur Punchout: MilliporeSigma Canada Ltd.

�� — Wed, 21 Jun 2023 13:41:49 +0000

La version française suit.

This memo is sent on behalf of Procurement Services

Dear MMP Users,

Procurement Services were recently notified that on July 1^st, 2023, Millipore Canada Inc and Sigma-Aldrich Inc, will merge to form one legal entity renamed MilliporeSigma Canada Ltd.

"�� Financial Statements" - Month of May 2023 / États financiers de �� » – Mois de mai 2023

�� — Thu, 08 Jun 2023 12:40:27 +0000

To all Finance users,

The month of May 2023 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.

Budget Carry Forwards posted to May of Fiscal Year 24 (2023/24)/Soldes reportés en mai de l’exercice 2024 (2023-2024)

�� — Mon, 05 Jun 2023 14:54:10 +0000

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 24 (2023/24). This budget appears in account code 700421, 700422 or 700428 (depending on the Fund Type), and carries a document number starting with ‘CF’.

"�� Financial Statements" - Month of April 2023 / États financiers de �� » – Mois d'avril 2023

�� — Mon, 05 Jun 2023 14:50:53 +0000

To all Finance users,

The University Fiscal Year 23 (2022/23) 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.

Month of April Closing Delayed | Month of May Fund Balances / Clôture du mois d’avril reportée | Soldes du mois de mai

�� — Mon, 08 May 2023 12:32:53 +0000

La version française suit.

Good Day,

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 2023 is scheduled to be closed on June 5th. 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.

Banner Users: Forms FGAJVCQ, FGAJVCD and FGAENCB Blackout Period May 5 to May 8 / Formulaires Banner FGAJVCQ, FGAJVCD et FGAENCB inaccessibles du 5 au 8 mai

�� — Tue, 02 May 2023 13:13:13 +0000

La version française suit.

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 5th, 9:00 AM until Monday, May 8th, 9:00 AM. We apologize for the inconvenience.

Need HELP?

Fiscal Year 24 - Month End Deadlines for Submitting Financial Transactions / Exercice 2024 – Échéances de fin de mois pour l’inscription des transactions financières

�� — Fri, 28 Apr 2023 13:40:47 +0000

La version française suit.

To all Finance Users,

May 1, 2023 is the first day of Fiscal Year 24 (May 1, 2023 to April 30, 2024). For your reference, attached are the FY24 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.

À tous et toutes les utilisateurs(-trices) du système financier,

Overhead Recovery Fee FY2024 / frais de récupération 7,5 % pour l'exercice 2024

�� — Fri, 21 Apr 2023 13:35:44 +0000

** French to follow **

This message is sent on behalf of Serge Bergeron, Senior Director Budget and Finance , Analysis, Planning and Budget and Tonia Sciannamblo, Interim 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 FY2024. This is unchanged from FY2023. The process for collecting and recording of this fee will continue to occur on a quarterly basis.

"�� Financial Statements" - Month of March 2023 / États financiers de �� » – Mois de mars 2023

�� — Wed, 12 Apr 2023 12:40:31 +0000

To all Finance users,

The month of March 2023 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.

Updates to PCard Regulation / Modifications du Règlement sur la carte d'achat (PCard)

�� — Fri, 31 Mar 2023 18:15:34 +0000

La version française suit.

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

The PCard Regulation has been updated with an effective date of April 3, 2023, and includes the following changes:

Fiscal 2023 Year End Memo/ Note de service - Fin de l’exercice financier : 30 avril 2023

�� — Mon, 27 Mar 2023 11:29:08 +0000

La version française suit.

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

Dear Colleagues,

Please see attached for the year-end memo to help orient your preparations for the close of Fiscal 2023. The memo is also available on the Financial Services website at the following link:

MMP is back up

�� — Tue, 14 Mar 2023 19:22:08 +0000

Dear MMP Users,

We are happy to advise you that MMP is back online and available for ordering.

[Message sent out over FIS listserv]

MMP technical issues

�� — Thu, 09 Mar 2023 14:04:40 +0000

Dear MMP user,

The �� MarketPlace is currently experiencing technical issues and is causing all requisitions to reject. We are working diligently with IT services to identify the root cause and implement the necessary fixes.

We ask for your patience during this time but if there are urgent orders needed, we ask that you order using a departmental PCard or if the value is over $2500.00, request the use of a central PCard: /procurement/forms/pcard-purchase-request

"�� Financial Statements" - Month of February 2023 / États financiers de �� » – Mois de février 2023

�� — Wed, 08 Mar 2023 14:23:23 +0000

To all Finance users,

The month of February 2023 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.

How To's / Mode d'emploi - Payment Requests (demandes de paiement)

�� — Thu, 02 Mar 2023 13:09:33 +0000

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

Dear Colleagues,

In the recent weeks we have received numerous Payment Requests that cannot be processed because they are non-compliant.

Prior to submitting a Payment Request, please refer to the How To’s: /financialservices/gfm/payments/pmt-req

Thank you,

Julie

Need HELP?

Home office expenses / Dépenses de bureau à domicile

�� — Wed, 22 Feb 2023 18:38:42 +0000

This message is sent on behalf of Yves Beauchamp, Vice-Principal (Administration and Finance).

Ce message est envoyé au nom d’Yves Beauchamp, vice-principal (administration et finances).

La version française suit.

Dear colleagues,

Direct Travel: FOAPAL form now available - formulaire FOAPAL maintenant disponible

�� — Fri, 10 Feb 2023 16:01:49 +0000

This memo is sent on behalf of Julie Ghayad, Director Systems and Transaction Services (la version française ci-dessous)

Dear Colleagues,

Subsequent to the memo below, this is to confirm that payment via the FOAPAL form for airfare/rail bookings made via Direct Travel is now available.

Sincerely,

Julie

Cette note est envoyée de la part de Julie Ghayad, Directrice des systèmes et services transactionnels

Chers collègues,

"�� Financial Statements" - Month of January 2023 / États financiers de �� » – Mois de janvier 2023

�� — Wed, 08 Feb 2023 15:48:26 +0000

To all Finance users,

The month of January 2023 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.

Feb 3rd: Payment via FOAPAL form for airfare/rail bookings was suspended

�� — Mon, 06 Feb 2023 12:21:21 +0000

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

Dear Colleagues,

Direct Travel is currently unable to provide Travel Desk with invoices & FOAPAL forms for airfare/rail bookings attributed to a Direct Travel system issue.

On February 3^rd, late afternoon, payment via the FOAPAL form for airfare/rail bookings was suspended and will resume once the situation with Direct Travel is rectified.

Effective immediately, airfare/rail booked by Direct Travel must be paid using a personal credit card.

REMINDER: YEAR END FUND TYPE AND ORG CHANGES

�� — Wed, 01 Feb 2023 18:24:19 +0000

This message is sent out on behalf of Tonia Sciannamblo, Controller (Interim), Financial Services

***YEAR END FUND TYPE AND ORG CHANGES***

Dear Colleagues,

In anticipation of our year-end procedures and to ensure an efficient closing process, please refrain from processing the following changes effective February 7^th, 2023until June 4^th, 2023:

"�� Financial Statements" - Month of December 2022

�� — Wed, 11 Jan 2023 14:19:25 +0000

To all Finance users,

The month of December 2022 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.

"�� Financial Statements" - Month of November 2022

�� — Thu, 08 Dec 2022 14:02:37 +0000

To all Finance users,

The month of November 2022 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.

Drop Box in lobby at 3465 Durocher

�� — Tue, 06 Dec 2022 19:04:48 +0000

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

Dear Colleagues,

Since 3465 Durocher has sustained water damage, our employees have very limited access to the building.

All Financial Services’ mail is being redirected to Student Accounts. Please refrain from using the drop box in the lobby of 3465 Durocher and send all documents/cheques via internal mail instead.

Effective December 7th, 2022- Automated Control will be implemented in MOPS

�� — Tue, 06 Dec 2022 16:07:17 +0000

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

Dear Colleagues,

Effective December 7th, 2022, the following automated control will be implemented in MOPS: a PCard Transaction can no longer be reconciled without an uploaded document.

Effective Monday December 5th - Threshold removed for FFM/PI approvals on MMP Invoices

�� — Mon, 28 Nov 2022 20:19:06 +0000

This memo is sent on behalf of François Pouliot, Director Procurement Services and Julie Ghayad, Director Systems and Transaction Services

Dear Colleagues

Subsequent to the memo issued on October 3, 2022 (please see below), we are informing you that effective Monday, December 5^th, FFMs/PIs will no longer be required to approve any MMP invoices.

Payment to suppliers will automatically be released on invoices processed in MMP where receiving has been completed in MMP.

Transaction Services Deadlines prior to the 2022 Holidays

�� — Tue, 15 Nov 2022 14:18:15 +0000

This message is sent on behalf of Peter Guertin, Interim Associate Director, Transaction Services:

Please take note of the following Transaction Services’ deadlines prior to the Holidays:

Travel (advances and expense reports)

"�� Financial Statements" - Month of October 2022

�� — Tue, 08 Nov 2022 14:43:31 +0000

To all Finance users,

The month of October 2022 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.

"�� Financial Statements" - Month of September 2022

�� — Tue, 11 Oct 2022 17:31:42 +0000

To all Finance users,

The month of September 2022 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.

Effective Monday Oct 3rd - Change in threshold for FFM/PI approval on MMP Invoices to $50K

�� — Fri, 30 Sep 2022 15:52:35 +0000

This memo is sent on behalf of François Pouliot, Director Procurement Services and Julie Ghayad, Director Systems and Transaction Services

Dear Colleagues

In November 2020 Procurement and Financial Services jointly implemented the receiving function and invoice processing in MMP. Accordingly, the threshold for FFM/PIs to approve MMP Invoices will be increased from $10,000 CDN to $50,000 CDN (including sales taxes/self-assessed taxes).

Updates made to the Payment Request Policy and Procedures

�� — Mon, 19 Sep 2022 12:24:48 +0000

Dear Colleagues,

In order to clarify certain sections of the Payment Request Policy and Procedures , the following updates have been made:

P2.2 Options for Signatures/Approvals provides three options signing/approving and the respective requirements:

P2.2.

Options for Signatures/Approvals

"�� Financial Statements" - Month of August 2022

�� — Fri, 09 Sep 2022 12:57:25 +0000

To all Finance users,

The month of August 2022 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.

"�� Financial Statements" - Month of July 2022

�� — Tue, 09 Aug 2022 13:46:14 +0000

To all Finance users,

The month of July 2022 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.

Fund Financial Manager Policy Update

�� — Wed, 03 Aug 2022 19:39:16 +0000

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

Dear colleagues,

The Fund Financial Manager Policy has been updated in order to be aligned with the Annual Declaration of Financial Compliance. Please refer to P2.6 and P3.3.

[Message is sent out over the FIS listserv]

Effective August 1, 2022: (NEW Process) Payment Requests to Individuals must be submitted via an EXR

�� — Mon, 18 Jul 2022 15:55:18 +0000

If you do not currently submit Payment Requests to Individuals (i.e. guest lecturer fees, participant fees, living allowances, awards/prizes to non-�� students and prescribed prizes), please disregard this email.

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

Dear Colleagues,

"�� Financial Statements" - Month of June 2022

�� — Wed, 13 Jul 2022 13:07:20 +0000

To all Finance users,

The month of June 2022 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.

"�� Financial Statements" - Month of May 2022

�� — Mon, 20 Jun 2022 13:05:12 +0000

To all Finance users,

The month of May 2022 is closed. You may pick up your Minerva Financial Statements by logging into Minerva via https://horizon.mcgill.ca/minerva.

Please note that following an issue with posting benefits to the financial system, the benefits expenses as at May 31, 2022 are overstated. The corrections will be reflected in your June 30, 2022 financial statements.

PCard Regulation - R.10 Prohibited Transactions has been updated

�� — Tue, 14 Jun 2022 14:03:56 +0000

If you are not involved in PCard transactions, please disregard this email.

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

Dear Colleagues,

The PCard Regulation – R.10 Prohibited Transactions has been updated:

Travel expenses
New Computers, Computer Components and Computer Accessories

Need HELP?

Budget Carry Forwards posted to May of Fiscal Year 23 (2022/23)

�� — Mon, 13 Jun 2022 14:00:47 +0000

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 23 (2022/23). This budget appears in account code 700421, 700422 or 700428 (depending on the Fund Type), and carries a document number starting with ‘CF’.

"�� Financial Statements" - Month of April 2022

�� — Mon, 13 Jun 2022 13:56:35 +0000

To all Finance users,

The University Fiscal Year 22 (2021/22) 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.

Effective immediately, purchases made via GCI Biobar are permitted

�� — Tue, 31 May 2022 13:36:05 +0000

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

Dear Colleagues,

Effective immediately, purchases made via GCI (formerly GCRC) Biobar will be allowable on PCard and deemed compliant ONLY if the Order Confirmation and the Invoice specifying “GCRC or GCI Biobar” are both attached as Supporting Documentation.

Please refer to the PCard Regulation – Prohibited Transactions: /financialservices/policies/pcard

Month of April Closing Delayed | Month of May Fund Balances

�� — Mon, 16 May 2022 14:03:47 +0000

Good Day,

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 2022 is scheduled to be closed on June 13th. 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.

Banner Users: Forms FGAJVCQ, FGAJVCD and FGAENCB Blackout Period May 13 to May 16

�� — Tue, 10 May 2022 13:29:09 +0000

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 13th, 9:00 AM until Monday, May 16th, 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]

Important Update: Process of Receiving Goods and Services in MMP

�� — Thu, 05 May 2022 12:59:22 +0000

Good day

In March 2021, �� enabled a 3-way match process in MMP to mitigate the risk of paying for unfulfilled orders. The process requires a match between what was ordered, what was received and what is invoiced by the supplier.

MMP Users and Procurement Services have since been adjusting. Certain system deficiencies have been identified and Procurement Services is working diligently with the software provider to correct some of these issues.

REVISED: Fiscal Year 23 - Month End Deadlines for Submitting Financial Transactions

�� — Wed, 04 May 2022 14:41:25 +0000

To all Finance Users,

Please be advised that for Fiscal Period 1 (Calendar Month May) the Period (Month) close has been amended to June 14^th.

------------------------------------------------------------------------------------------------------------------

Fiscal Year 23 - Month End Deadlines for Submitting Financial Transactions

�� — Fri, 29 Apr 2022 13:29:11 +0000

To all Finance Users,

May 1, 2022 is the first day of Fiscal Year 23 (May 1, 2022 to April 30, 2023). For your reference, attached are the FY23 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?

Effective Tuesday, April 26th: Criteria for sending invoices to accountspayable@mcgill.ca

�� — Mon, 25 Apr 2022 12:47:30 +0000

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

Dear Colleagues,

Effective Tuesday, April 26^th, in order for timely processing and payment of supplier invoices, invoices sent by departments/units to accountspayable [at] mcgill.ca must meet the following criteria:

Overhead Recovery Fee FY2023

�� — Tue, 12 Apr 2022 14:03:04 +0000

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 FY2023. This is unchanged from FY2022. The process for collecting and recording of this fee will continue to occur on a quarterly basis.

"�� Financial Statements" - Month of March 2022

�� — Fri, 08 Apr 2022 12:17:10 +0000

To all Finance users,

The month of March 2022 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.

Effective April 11th - FIS Service Desk Portal to be used for Adv & EXR questions

�� — Wed, 06 Apr 2022 15:34:01 +0000

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

Dear Colleagues,

Effective Monday April 11^th, in order to expedite the processing of Travel Advances & Expense Reports, please take note of the following:

Fiscal 2022 Year-end Memo

�� — Thu, 24 Mar 2022 14:48:44 +0000

This message is sent on behalf of Cristiane Tinmouth, Associate Vice-Principal, Financial Services and Lara Pereira, Controller, Financial Services

Dear Colleagues,

Please see attached for the year-end memo to help orient your preparations for the close of Fiscal 2022. The memo is also available on the Financial Services website at the following link:

https://mcgill.ca/financialservices/gfm/schedules/yearend

YEAR END FUND AND ORG TYPE CHANGES

�� — Tue, 22 Mar 2022 19:39:27 +0000

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

***YEAR END FUND AND ORG TYPE CHANGES***

Dear Colleagues,

In anticipation of our year-end procedures and to ensure an efficient closing process, please refrain from processing the following changes until June 5^th, 2022:

Update to Procedures for Travel and Other Expenses re: Computer Purchases

�� — Mon, 14 Mar 2022 19:50:20 +0000

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

Dear Colleagues,

Subsequent to the Change to Computer Purchasing Requirements message sent last week by the Provost and Vice-Principal (Academic), updates were made to the Procedures for Travel and Other Expenses.

Change to Computer Purchasing Requirements

�� — Wed, 09 Mar 2022 16:41:32 +0000

From: Acadlists Ap <acadlists.ap [at] mcgill.ca>
Sent: 9 mars 2022 09:27

"�� Financial Statements" - Month of February 2022

�� — Tue, 08 Mar 2022 13:19:17 +0000

To all Finance users,

The month of February 2022 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 Service Desk at 514-398-3463 or submit a ticket via the FIS Service Desk Portal.

Changes to acquisition of cloud solutions: Adobe

�� — Fri, 18 Feb 2022 14:00:31 +0000

This message is sent out on behalf of Francois Pouliot, Director of Procurement Services

Good day all,

Further to our last message on February 8^th regarding changes to the approval process for the acquisitions of cloud services, Procurement Services are sharing with you the following developments, effective immediately:

Home office expenses / Dépenses de bureau à domicile

�� — Mon, 14 Feb 2022 15:00:57 +0000

This message is sent on behalf of Yves Beauchamp, Vice-Principal (Administration and Finance).

Ce message est envoyé au nom d’Yves Beauchamp, vice-principal (administration et finances).

La version française suit.

Dear colleagues,

Changes to approval process for acquisition of cloud services

�� — Tue, 08 Feb 2022 13:40:07 +0000

Good day all,

"�� Financial Statements" - Month of January 2022

�� — Tue, 08 Feb 2022 13:24:02 +0000

To all Finance users,

The month of January 2022 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 Service Desk at 514-398-3463 or submit a ticket via the FIS Service Desk Portal.

"�� Financial Statements" - Month of December 2021

�� — Mon, 10 Jan 2022 14:22:08 +0000

To all Finance users,

The month of December 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.

New Finance Service Desk Portal

�� — Thu, 09 Dec 2021 17:06:20 +0000

This email is sent on behalf of Katya Lazarova, Systems and Training Supervisor and Julie Ghayad, Director Systems and Transactions Services

Dear Colleagues,

Effective today, the Finance Help Desk is happy to introduce the New Finance Service Desk Portal.

Instead of sending requests to FIS Help and AP Info via email, the Portal will provide you with the ability to:

"�� Financial Statements" - Month of November 2021

�� — Wed, 08 Dec 2021 14:23:51 +0000

To all Finance users,

The month of November 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.

Thank you

Transaction Services' Holiday Deadlines

�� — Wed, 10 Nov 2021 18:31:53 +0000

This message is sent on behalf of Tonia Sciannamblo, Associate Director, Transaction Services:

Please take note of the following Transaction Services’ deadlines prior to the Holidays:

Travel (advances and expense reports)

Advances and Non-FST expense reports received by the Travel Desk by December 3^rdno later than 5:00 p.m. will be processed by December 22^nd.

"�� Financial Statements" - Month of October 2021

�� — Mon, 08 Nov 2021 15:36:23 +0000

To all Finance users,

The month of October 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.

New Salary Account Codes

�� — Tue, 19 Oct 2021 13:08:05 +0000

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

Good day,

Effective Fiscal 2022, the following new account codes have been added:

New MMP Shopping Experience made Easy

�� — Mon, 18 Oct 2021 14:03:41 +0000

Dear MMP Users,

Following the announcement sent on September 21, 2021, regarding the changes made to MMP’s shopping dashboard, Procurement Service is pleased to announce the implementation of phase two of the project whereby all users will be permanently moving to a New User Shopping Experience interface effective November 12^th, 2021.

To read the entire communication, refer to the .pdf document on the top right.

[Message sent out over the FIS listserv]

To all Fund Financial Managers

�� — Tue, 21 Sep 2021 14:24:44 +0000

Memorandum

Date: September 21, 2021

To: Fund Financial Managers

Cc: Suzanne Fortier, Principal and Vice-Chancellor

Faculty Financial Officers

Financial Services Teams

From: Yves Beauchamp, Vice-Principal, Administration and Finance

Cristiane Tinmouth, Associate Vice-Principal, Financial Services

Re: Fund Financial Management

Cloud Services: Update to PCard Regulation & Procedures for Travel and Other Reimbursable Expenses

�� — Thu, 16 Sep 2021 19:06:13 +0000

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

To all Finance users,

The PCard Regulation and the Procedures for Travel and Other Reimbursable Expenses have been updated in accordance with 3.8 of the IT Cloud Directive.

"�� Financial Statements" - Month of August 2021

�� — Thu, 09 Sep 2021 12:36:32 +0000

To all Finance users,

The month of August 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.

Thank you.

Financial Services Web reports are now available

�� — Fri, 03 Sep 2021 14:33:02 +0000

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

To all Finance users

The Web server issue has been resolved. Our Financial Services web reports are now available: /financialservices/reporting

Need HELP?

Financial Services Web reports are temporarily unavailable

�� — Wed, 01 Sep 2021 17:05:38 +0000

To all Finance users

Due to an issue with the Web server, Financial Services Web reports are temporarily unavailable. Users can continue to run the Crystal version of the report if available.

We will advise you once the issue with the Web server has been resolved.

Need HELP?

Contact the Finance Help Desk: Fishelp.acct [at] mcgill.ca () | 514-398-3463

Effective September 1st: New PCard Regulation, Proof of Purchase & PayPal

�� — Wed, 01 Sep 2021 12:54:54 +0000

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

To all Finance users

As communicated earlier this summer, the new PCard Regulation takes effect today, September 1^st. We’d like to remind you that a proof of purchase (including name of the supplier, full description of what was purchased and the amount) is now a mandatory requirement for all PCard transactions and must be uploaded at the time of reconciliation.

Decommissioning Research Assets and Supporting Internal Reuse at ��

�� — Tue, 17 Aug 2021 15:49:29 +0000

This message is sent on behalf of Procurement Services

Dear Researchers, Dear Colleagues,

As part of the University’s Asset Management Program, and in an effort to support our Circular Economy initiatives, Procurement Services and the Office of the VP-R&I are launching a new listserv called “ResearchAssetReuse”.

"�� Financial Statements" - Month of July 2021

�� — Tue, 10 Aug 2021 12:31:32 +0000

To all Finance users,

The month of July 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.

UPDATE: MOPS and uploading PCard Proof of Purchase

�� — Thu, 15 Jul 2021 15:05:54 +0000

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

NEW PCard Regulation, Procedures and Application form

�� — Wed, 14 Jul 2021 13:54:21 +0000

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

"�� Financial Statements" - Month of June 2021

�� — Tue, 13 Jul 2021 12:48:11 +0000

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.

Update: Process of Receiving Goods and Services in MMP

�� — Wed, 23 Jun 2021 14:25:09 +0000

This message is sent on behalf of Procurement Services

Good day

As previously communicated in February of this year (see email attached), �� has implemented increased security measures prior to releasing payment to �� 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:

the purchase order (PO)
your acknowledgement of receipt (AOR) of the goods or services

REVISED Procedures for Travel & Other Personal Reimbursements - �� IT Cloud Directive

�� — Wed, 23 Jun 2021 12:16:24 +0000

To all Finance users,

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

Please take note of the following changes in the Procedures:

"�� Financial Statements" - Month of May 2021

�� — Wed, 09 Jun 2021 13:37:36 +0000

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.

"�� Financial Statements" - Month of April 2021

�� — Mon, 07 Jun 2021 15:01:22 +0000

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.

Budget Carry Forwards posted to May of Fiscal Year 22 (2021/22)

�� — Mon, 07 Jun 2021 14:59:38 +0000

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’.

Overhead Recovery Fee FY2022

�� — Mon, 17 May 2021 13:53:36 +0000

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.

Month of April Closing Delayed | Month of May Fund Balances

�� — Mon, 10 May 2021 13:20:20 +0000

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]

Banner Users: Forms FGAJVCQ, FGAJVCD and FGAENCB Blackout Period May 7 to May 10

�� — Tue, 04 May 2021 15:06:29 +0000

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]

DWH did not refresh last night -ISSUE RESOLVED

�� — Tue, 04 May 2021 14:49:01 +0000

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,

DWH did not refresh last night

�� — Fri, 30 Apr 2021 14:23:07 +0000

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.

Fiscal Year 22 - Month End Deadlines for Submitting Financial Transactions

�� — Fri, 30 Apr 2021 13:27:58 +0000

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?

Effective April 15th: New Payroll Adj History Minerva Menu & Fund 199999

�� — Wed, 14 Apr 2021 13:52:03 +0000

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

Hello,

Effective Thursday, April 15^th, 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?

"�� Financial Statements" - Month of March 2021

�� — Mon, 12 Apr 2021 12:45:52 +0000

To all Finance users,

The month of March 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.

REMINDER: YEAR END FUND AND ORG TYPE CHANGES

�� — Tue, 30 Mar 2021 12:33:49 +0000

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

***YEAR END FUND AND ORG TYPE CHANGES***

Dear Colleagues,

In anticipation of our year-end procedures and to ensure an efficient closing process, please refrain from processing the following changes effective April 30^thuntil June 7^th, 2021:

New Fund Requests: process improvement

�� — Fri, 26 Mar 2021 16:16:46 +0000

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

In order to expedite the processing of New Fund Requests, effective Thursday April 1, 2021, all Non-Research (Unrestricted, Non-research restricted and Endowment) New Fund Requests must be sent via email to fundopening.finserv [at] mcgill.ca in the following format:

Year-end Memo

�� — Thu, 25 Mar 2021 13:54:05 +0000

This message is sent on behalf of Cristiane Tinmouth, Associate Vice-Principal, Financial Services and Lara Pereira, Controller, Financial Services

Dear Colleagues,

Please see attached for the year-end memo to help orient your preparations for the close of Fiscal 2021. The memo is also available on the Financial Services website at the following link:

https://mcgill.ca/financialservices/gfm/schedules/yearend

New Delegation Menu for Past Payroll Adjustments - Thursday, March 11th

�� — Thu, 11 Mar 2021 13:14:33 +0000

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

Hello,

Effective Thursday, March 11^th, Fund Financial Managers (FFMs) will be able to delegate their approval authority for Past Payroll Adjustments (PAs).

Which Funds can be Delegated?

ALL unrestricted, non-research restricted funds and endowment funds.
Research Grants and Contracts: ONLY Canada Research Chairs (CRC) main funds.

How to Delegate?

REMINDER: New Required Process of Receiving Goods and Services in MMP

�� — Wed, 10 Mar 2021 16:15:51 +0000

Please forward this within your unit to all affected staff

This new process will trigger for any invoice processed after 4PM this afternoon

This message is sent on behalf of François Pouliot, Director of Procurement Services & Julie Ghayad, Director Systems & Transaction Services:

"�� Financial Statements" - Month of February 2021

�� — Mon, 08 Mar 2021 15:21:32 +0000

To all Finance users,

The month of February 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.

Personal Protection Equipment (PPE)

�� — Mon, 01 Mar 2021 19:02:05 +0000

This message is sent on behalf of Procurement Services

Please be advised of the following additions/changes to the procedure regarding the acquisition of Procedural Masks relating to both Research and other on-campus activities

Personal Protection Equipment for Research

Effective Monday, March 1st : Finance Accounts Receivable - New Policy, Processes and Forms

�� — Thu, 25 Feb 2021 18:41:37 +0000

This message is sent on behalf of Maria Anania, Supervisor Finance Accounts Receivable, Tonia Sciannamblo, Associate Director Transaction Services and Julie Ghayad, Director Systems and Transaction Services.

Dear Colleagues,

Following recommendations made by the Finance AR Process Improvement Committee and upon consultation with various Finance AR Stakeholders, we are pleased to inform you of our new streamlined processes and forms that take effect Monday, March 1^st, 2021.

What is New?

PROCESS CHANGE: Q3 Payroll accrual

�� — Wed, 17 Feb 2021 16:47:13 +0000

Good afternoon colleagues,

Beginning this quarter-end (January 31, 2021) and every quarter-end going forward, we will be posting the payroll accrual to the actual funds which the expense pertains to rather than a central fund. The accrual will then reverse effective the first day following the quarter (Q1 -August 1, Q2 -November 1, Q3 -February 1, Q4- May 1)

The posting will occur prior to the month-end close process (For the current quarter prior to Friday February 5, 2020.)

New Required Process of Receiving Goods and Services in MMP

�� — Fri, 12 Feb 2021 12:36:36 +0000

Please forward this within your unit to all affected staff

This message is sent on behalf of François Pouliot, Director of Procurement Services & Julie Ghayad, Director Systems & Transaction Services:

"�� Financial Statements" - Month of January 2021

�� — Mon, 08 Feb 2021 14:52:16 +0000

To all Finance users,

The month of January 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.

MEMO - FFM annual communication Jan 2021

�� — Mon, 01 Feb 2021 16:31:20 +0000

Memorandum

Date: January 26, 2021

To: Fund Financial Managers

Cc: Suzanne Fortier, Principal and Vice-Chancellor

Faculty Financial Officers

Financial Services Teams

From: Yves Beauchamp, Vice-Principal, Administration and Finance

Cristiane Tinmouth, Associate Vice-Principal, Financial Services

Re: Fund Financial Management

Internal purchases on MMP -Updated account codes

�� — Tue, 26 Jan 2021 15:20:30 +0000

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

Good afternoon,

As was communicated in October 2020, effective Fiscal 2021 certain of our reporting requirements now oblige the University to disclose internal purchases separately. Consequently, new accounts were created that follow the same logic and naming convention (e.g. 78xxxxx) as the Internal Sales accounts (.g. 77). Beginning November 1, 2020, we asked you to use the newly created account codes for all internal purchases.

Removal of Casual Encumbrances from All Funds - Wednesday, Jan 27th

�� — Mon, 25 Jan 2021 20:58:16 +0000

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

Dear Colleagues,

Please be informed that on Wednesday, January 27, a script will be run to remove the Casual Encumbrances from all funds.

The only position that will continue to be encumbered is the “Research Assistant” (AAAR-20000) position.

Home office expenses / Dépenses de bureau à domicile

�� — Mon, 25 Jan 2021 20:23:34 +0000

This message is sent on behalf of Yves Beauchamp, Vice-Principal (Administration and Finance).

Ce message est envoyé au nom d’Yves Beauchamp, vice-principal (administration et finances).

Dear colleagues,

"�� Financial Statements" - Month of December 2020

�� — Mon, 11 Jan 2021 14:09:43 +0000

To all Finance users,

The month of December 2020 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.

New Finance Minerva Menu - Adj Past Payroll Transactions & New Approval Process for FFMs

�� — Tue, 08 Dec 2020 21:07:37 +0000

This message is sent on behalf of Julie Ghayad, Director Finance System Support and Transaction Services

Hello,

Effective Wednesday, December 9^th at 6:00 P.M., a new Finance Fund Administration Menu will be made available: Adjust Past Payroll Transactions (previously known as the Retro FOAPAL HR Minerva Menu).

When to Use the Adjust Past Payroll Transactions Menu (PA Minerva Menu)?

"�� Financial Statements" - Month of November 2020

�� — Tue, 08 Dec 2020 13:27:36 +0000

To all Finance users,

The month of November 2020 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.

Transaction Services' Holiday Deadlines

�� — Tue, 17 Nov 2020 14:55:27 +0000

This message is sent on behalf of Tonia Sciannamblo, Associate Director, Transaction Services.

Please take note of the following Transaction Services’ deadlines prior to the Holidays:

Travel (advances and expense reports)

"�� Financial Statements" - Month of October 2020

�� — Mon, 09 Nov 2020 13:27:07 +0000

To all Finance users,

The month of October 2020 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.

Update: New Payroll Adjustment Menu (previously Retro FOAPAL)

�� — Fri, 06 Nov 2020 16:15:54 +0000

This message is sent on behalf of Julie Ghayad, Director Systems and Transaction Services and Daniel Letendre, IT Project Manager, IT Services

Hello,

Subsequent to the communication sent in August, we would like to inform you of the following:

Internal purchases on MMP -New account codes to be used

�� — Fri, 30 Oct 2020 13:04:31 +0000

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

Good afternoon,

Effective Fiscal 2021 certain of our reporting requirements now oblige the University to disclose internal purchases separately. Consequently, new accounts were created that follow the same logic and naming convention (e.g. 78xxxxx) as the Internal Sales accounts (.g. 77). Beginning November 1, 2020, we ask that all internal purchases use these accounts.

"�� Financial Statements" - Month of September 2020

�� — Thu, 08 Oct 2020 12:27:43 +0000

To all Finance users,

The month of September 2020 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.

To all Fund Financial Managers

�� — Tue, 22 Sep 2020 12:45:50 +0000

Memorandum

Date: September 21, 2020

To: Fund Financial Managers

Cc: Suzanne Fortier, Principal and Vice-Chancellor

Faculty Financial Officers

Financial Services Teams

From: Yves Beauchamp, Vice-Principal, Administration and Finance

Cristiane Tinmouth, Associate Vice-Principal, Financial Services

Re: Fund Financial Management

Changes to Travel and PCard Processes/Policies/Regulations/Procedures

�� — Fri, 18 Sep 2020 15:45:57 +0000

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

Hello,

Following internal consultation with University Archives, Faculty Financial Officers and teams within Financial Services, we are pleased to announce that the paperless processes put in place for Advances, Expense Reports and PCard Transactions will remain in effect permanently.

In order to remain paperless and to maintain sufficient controls, please take note of the following process changes:

Original Paper Receipts/Supporting Documentation

"�� Financial Statements" - Month of August 2020

�� — Wed, 09 Sep 2020 13:16:07 +0000

To all Finance users,

The month of August 2020 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.

Expense Reports/Advances and Payment Requests

�� — Fri, 28 Aug 2020 12:14:23 +0000

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

Hello,

Effective Monday, September 14^th, in order to remain status quo with the email processes implemented for Expense Reports, Advances and Payment Requests, please take note of the following:

Expense Reports & Advances

COVID Expenses

�� — Mon, 24 Aug 2020 12:24:28 +0000

This e-mail is sent to you on behalf of Cristiane Tinmouth, Associate Vice-Principal, Financial Services

Memorandum

Date:

August 20, 2020

To:

All FIS users

Cc:

Prof. Christopher P. Manfredi, Provost and Vice-Principal (Academic)

Financial Services: Approvals/Signatures in Lieu of Wet Signatures

�� — Thu, 13 Aug 2020 15:23:18 +0000

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

Hello,

This is a reminder that there are two options in lieu of wet signatures when approving/signing Financial Services’ documents & forms:

Option 1 – Email Approvals & Acknowledgements
- Email approvals & acknowledgements can be used by Fund Financial Managers/Approvers/Claimants/Requestors.

Update on HR Retro FOAPAL Minerva Menu

�� — Wed, 12 Aug 2020 19:48:25 +0000

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

Hello,

With the implementation of Workday, the HR Retro FOAPAL Minerva Menu is no longer available. A new menu is currently being developed and will reside in the Finance Fund Administration Menu. It will replace Retro FOAPAL Menu, as well as the HR Payroll FOAPAL Journal Request paper form. The new menu will be called “Adjustments to Past Payroll Transactions”.

Update on HR Retro FOAPAL Minerva Menu

�� — Wed, 12 Aug 2020 19:48:26 +0000

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

Hello,

"�� Financial Statements" - Month of July 2020

�� — Tue, 11 Aug 2020 13:01:32 +0000

To all Finance users,

The month of July 2020 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.

R2R update: Delay in integration of HR-Budget Automated Feed with Workday

�� — Wed, 29 Jul 2020 13:41:27 +0000

This message is sent on behalf of Cristiane Tinmouth, Associate Vice-Principal, Financial Services, Co-Sponsor, R2R Program

As you know, on August 4^th , �� will retire Banner as the University’s HR information system, replacing it with Workday. As part of this transition, a number of integrations with other existing systems across campus must be developed and implemented.

[COVID-19] Update -- Work from Home Reimbursements

�� — Wed, 29 Jul 2020 12:18:18 +0000

This message is sent on behalf of Cristiane Tinmouth, Associate Vice-Principal, Financial Services & Leigh Yetter, Interim Executive Director, Analysis, Planning & Budget, Office of the Provost and Vice-Principal (Academic)

Dear Colleagues,

Financial Services update regarding Cheque Deposits

�� — Tue, 21 Jul 2020 18:53:45 +0000

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

Hello,

This is to inform you that Financial Services has resumed normal activities with respect to cheque deposits. These are being processed on a weekly basis at 3465 Durocher.

Cheques can now be forwarded via internal mail to the attention of the following Financial Services units for review and processing:

"�� Financial Statements" - Month of June 2020

�� — Mon, 13 Jul 2020 12:30:02 +0000

To all Finance users,

The month of June 2020 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.

New Online Courses offered by Financial Services

�� — Thu, 02 Jul 2020 11:55:55 +0000

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

Dear Colleagues,

Financial Services is pleased to announce that we now offer three new online courses :

Changes to the Procedures for Travel and Other Reimbursable Expenses

�� — Mon, 29 Jun 2020 14:08:57 +0000

This message is sent on behalf of Elvie Coletta, Director Research Financial Management Services and Julie Ghayad, Director Systems and Transaction Services

Dear Colleagues,

Overhead Recovery Fee FY2021

�� — Wed, 17 Jun 2020 16:08:31 +0000

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 FY2021. This is unchanged from FY2020. The process for collecting and recording of this fee will continue to occur on a quarterly basis.

Payments for guest lecturers/speakers living outside of Canada and working remotely

�� — Mon, 15 Jun 2020 15:35:19 +0000

On behalf of Diana Dutton, Associate Vice-Principal, Human Resources & Cristiane Tinmouth, Associate Vice-Principal, Financial Services

To: Deans, Chairs, Directors of Administration, FIS users, POPS users, Human Resources Advisors and Direct Service Representatives

Dear colleagues,

"�� Financial Statements" - Month of May 2020

�� — Mon, 08 Jun 2020 15:09:35 +0000

To all Finance users,

The month of May 2020 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.

"�� Financial Statements" - Month of April 2020

�� — Mon, 01 Jun 2020 14:47:50 +0000

To all Finance users,

The University fiscal year 20 (2019/20) 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.

Budget Carry Forwards posted to May of Fiscal Year 21 (2020/21)

�� — Mon, 01 Jun 2020 14:43:54 +0000

This message is sent on behalf of Cristiane Tinmouth, Associate Vice-Principal, Financial Services & Leigh Yetter, Interim Executive Director, Provost and Vice-Principal (Academic)

To all Finance users,

Budget carry forward balances for all applicable funds have been posted to May of fiscal year 21 (2020/21). This budget appears in account code 700421, 700422 or 700428 (depending on the Fund Type), and carries a document number starting with ‘CF’.

Interac e-Transfers for travel refunds payable to McGIll University

�� — Thu, 21 May 2020 16:49:36 +0000

Dear Colleagues,

We are pleased to announce that the Travel Desk is now accepting refunds/payments payable to �� using Interac e-Transfers in lieu of cheques.

To process your refunds/payments to ��:

Month of April Closing Delayed | Month of May Fund Balances

�� — Fri, 08 May 2020 17:30:08 +0000

Good Day,

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 2020 is scheduled to be closed on May 30th. 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.

Banner Users: Forms FGAJVCQ, FGAJVCD and FGAENCB Blackout Period May 7 to May 8

�� — Mon, 04 May 2020 13:09:14 +0000

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 Thursday, May 7th, 9:00 AM until Friday, May 8th, 9:00 AM. We apologize for the inconvenience.

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

[Message sent out over the FIS listerserv]

Fiscal Year 21 - Month End Deadlines for Submitting Financial Transactions

�� — Fri, 01 May 2020 12:44:19 +0000

To all Finance Users

Today is the first day of Fiscal Year 21 (May 1, 2020 to April 30, 2021). For your reference, attached are the FY21 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.

[Message sent out over the FIS Listserv]

FY20 Variance Analysis

�� — Thu, 16 Apr 2020 12:22:06 +0000

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

Dear Colleagues,

As outlined in the Year-End Memo and the Year-End Reporting and Communication presentation, your faculty/unit variance analysis is due on Thursday May 28, 2020 via email to ani.kotchounian [at] mcgill.ca.

Tri-Agency Grant Extensions and Financial Reporting Updates

�� — Tue, 14 Apr 2020 12:16:31 +0000

This message is sent on behalf of Elvie Coletta, Director, Research Financial Management Services (RFMS) and Olga Naiberguer, Director, Office of Sponsored Research (OSR)

Dear Research Community,

Over the last few weeks many directives were communicated by the Tri-Agency regarding grant extensions and financial reporting deadlines due to COVID19. Below is a summary of the directives received:

CIHR Grants - Grant Time Extensions:

FY20 Year-End Presentation

�� — Thu, 09 Apr 2020 12:10:34 +0000

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

Dear Colleagues,

The FY20 Year-End Presentation is available on the Financial Services website using the undernoted link:

https://mcgill.ca/financialservices/gfm/schedules/yearend

Many thanks and stay safe.

[Message sent out over the FIS listserv]

Requirements for Expense Reports/Advances submitted via email to Travel Desk

�� — Wed, 08 Apr 2020 18:23:16 +0000

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

Hello,

Thank you for embarking so quickly and positively with the new process of submitting Expense Reports and Advances via email. Please note, that in order to process these requests in an efficient and timely manner, we ask that you adhere to the following requirements:

"�� Financial Statements" - Month of March 2020

�� — Wed, 08 Apr 2020 13:03:02 +0000

To all Finance users,

The month of March 2020 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.

REVISED: YEAR END MEMO

�� — Tue, 31 Mar 2020 17:00:41 +0000

This message is sent on behalf of Cristiane Tinmouth, Associate Vice-Principal, Financial Services and Lara Pereira, Controller, Financial Services

Dear Colleagues,

The Year-End Memo distributed yesterday contained a few errors. Please disregard that version and refer to the attached final document (FY2020_Year-End_Memo_FINAL_Rev) or view it on our Financial Services website using the undernoted link:

YEAR END FUND AND ORG TYPE CHANGES

�� — Tue, 31 Mar 2020 16:53:45 +0000

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

***YEAR END FUND AND ORG TYPE CHANGES***

Dear Colleagues,

In anticipation of our year-end procedures and to ensure an efficient closing process, please refrain from processing the following changes effective April 30^thuntil May 31^st 2020:

YEAR END MEMO

�� — Mon, 30 Mar 2020 16:12:53 +0000

Dear Colleagues,

Please note that the FY20 Year-End Reporting and Communication Meeting scheduled to be held on Tuesday, April 7, 2020 has been cancelled.

The Year End MEMO is attached and available on the Financial Services website using the undernoted link:

https://mcgill.ca/financialservices/gfm/schedules/yearend

Renewal of the Tri-Agency Guide on Financial Administration (TAGFA)

�� — Fri, 27 Mar 2020 13:57:13 +0000

This message is sent on behalf of Elvie Coletta, Director, Research Financial Management Services (RFMS).

TO: �� Researchers, Academic Leadership, and Administrative Staff

RE: Renewal of the Tri-Agency Guide on Financial Administration (TAGFA)

Dear Colleagues,

REVISED: Update regarding Expense Reports, Advances and Payment Requests

�� — Wed, 18 Mar 2020 17:58:11 +0000

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

Hello,

Please see below in grey shading for three updated revisions regarding expense reports, advances and payment requests:

Expense Reports and Advances:

activity code COVID

�� — Wed, 18 Mar 2020 17:55:02 +0000

This e-mail is sent to you on behalf of Cristiane Tinmouth, Associate Vice-Principal, Financial Services

Dear Colleagues,

As the COVID situation evolves, we ask that you track any associated expenses such as mitigating risks, reimbursements of cancelled travel, incremental costs incurred, etc. using the activity code: COVID.

Please do not hesitate to contact us for any related financial concerns.

Need HELP?

Update regarding Expense Reports, Advances and Payment Requests

�� — Wed, 18 Mar 2020 14:18:07 +0000

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.

Financial Services Transactions/Documents: Digital Signatures & Email Approvals now permitted

�� — Tue, 17 Mar 2020 15:36:54 +0000

This message is sent on behalf of Cristiane Tinmouth, Associate Vice-Principal, Financial Services

In light of the extenuating circumstances and the fact that we are doing our best at remaining operational, we are exceptionally accepting digital signatures/email approvals on the following transaction streams:

Activity Code COVID

�� — Thu, 12 Mar 2020 19:44:26 +0000

Dear Colleagues,

As the COVID situation evolves, we ask that you track any associated expenses such as mitigating risks, reimbursements of cancelled travel, etc. using the activity code: COVID.

Please do not hesitate to contact us for any related financial concerns.

Need HELP?

Contact the Finance Help Desk: Fishelp.acct [at] mcgill.ca | 514-398-3463

[Message sent out over the FIS listserv}

"�� Financial Statements" - Month of February 2020

�� — Mon, 09 Mar 2020 13:53:57 +0000

To all Finance users,

The month of February 2020 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.

UPDATE: Financial Services website - FIS Reporting page

�� — Mon, 24 Feb 2020 17:56:04 +0000

This message is sent on behalf of Lara Pereira, Controller, Financial Services, and Guillaume Trottier, Director, Shared Platform and Development Services, IT Services

Dear Colleagues,

"�� Financial Statements" - Month of January 2020

�� — Mon, 10 Feb 2020 14:26:46 +0000

To all Finance users,

The month of January 2020 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.

Thank you.

FY20 Save the Date - Year-End Reporting and Communication Meeting

�� — Wed, 05 Feb 2020 18:34:00 +0000

This message is sent on behalf of Cristiane Tinmouth, Associate Vice-Principal, Financial Services

Dear Colleagues,

The FY20 Year-End Reporting and Communication Meeting will be held on:

Date: Tuesday, April 7^th, 2020

Time: 9:00 a.m. – 10:30 a.m.

Location: Leacock Building, Room 232

Please reserve the date in your Outlook calendar. Further information will follow.

"�� Financial Statements" - Month of December 2019

�� — Mon, 13 Jan 2020 16:22:00 +0000

To all Finance users,

The month of December 2019 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.

"�� Financial Statements" - Month of November 2019

�� — Mon, 09 Dec 2019 13:39:29 +0000

To all Finance users,

The month of November 2019 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.

"�� Financial Statements" - Month of October 2019

�� — Fri, 08 Nov 2019 14:57:37 +0000

To all Finance users,

The month of October 2019 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.

Thank you.

Transaction Services' Holiday Deadlines 2019

�� — Wed, 06 Nov 2019 20:07:14 +0000

This message is sent on behalf of Tonia Sciannamblo, Associate Director, Transaction Services

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

Travel (advances and expense reports)

"�� Financial Statements" - Month of September 2019

�� — Tue, 08 Oct 2019 19:25:20 +0000

To all Finance users,

The month of September 2019 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.

Thank you.

FRQ-S Grants - Clarification on admissibility of student awards

�� — Wed, 25 Sep 2019 18:56:51 +0000

This message is sent out on behalf of Linda Augello, Associate Director, Research Grants & Contracts, CFI, Research Financial Management Services, Financial Services

Please take note of the following updates in regards to the eligibility of student awards on the FRQ-S “subvention d’etablissement” grants (also referred to as the “Starting Grant for New Investigators” on the FRQ-S page):

To all Fund Financial Managers

�� — Tue, 10 Sep 2019 17:41:00 +0000

Date: September 11, 2019

To: Fund Financial Managers

Cc: Suzanne Fortier, Principal and Vice-Chancellor

Faculty Financial Officers

Financial Services Teams

From: Yves Beauchamp, Vice-Principal, Administration and Finance

Cristiane Tinmouth, Associate Vice-Principal, Financial Services

Re: Fund Financial Management

"�� Financial Statements" - Month of August 2019

�� — Tue, 10 Sep 2019 13:02:31 +0000

To all Finance users,

The month of August 2019 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.

Thank you.

Appointment Postdoctoral Fellows - MITACS Awards

�� — Tue, 10 Sep 2019 12:56:47 +0000

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

Please take careful note when appointing Postdoctoral Fellows on MITACS awards:

MITACS Accelerate

Canada’s premiere research internship program providing interns with the opportunity to transfer their skills from theory to real-world application, while companies gain a competitive advantage by accessing high-quality research expertise

"�� Financial Statements" - Month of July 2019

�� — Mon, 12 Aug 2019 18:15:01 +0000

To all Finance users,

The month of July 2019 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.

Thank you.

Issues with MOPS PCard Transaction Approval Menu

�� — Tue, 30 Jul 2019 14:35:14 +0000

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

Hello,

We are aware that Approvers of PCard transactions (FFMs/PIs/Delegates) are experiencing issues when approving PCard transactions in the Minerva MOPS Menu - PCard Transaction Approval.

Although the Approver has approved the PCard transaction(s) and has selected “Submit”, the PCard transaction continues to display on the page and does not disappear. A ticket has been submitted to IT.

Overhead Recovery Fee FY2020

�� — Wed, 17 Jul 2019 16:12:26 +0000

This message is sent on behalf of Serge Bergeron, Budget Director, and Cristiane Tinmouth, Associate Vice-Principal, Financial Services

Dear Colleagues,

"�� Financial Statements" - Month of June 2019

�� — Wed, 10 Jul 2019 13:08:46 +0000

To all Finance users,

The month of June 2019 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.

"�� Financial Statements" - Month of May 2019

�� — Mon, 10 Jun 2019 12:35:04 +0000

To all Finance users,

The month of May 2019 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.

"�� Financial Statements" - Month of April 2019

�� — Mon, 03 Jun 2019 13:33:53 +0000

To all Finance users,

The University fiscal year 19 (2018/19) 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.

Budget Carry Forwards posted to May of Fiscal Year 20 (2019/20)

�� — Mon, 03 Jun 2019 13:31:40 +0000

This message is sent on behalf of Cristiane Tinmouth, Associate Vice-Principal, Financial Services & Bradley Tucker, 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 20 (2019/20). This budget appears in account code 700421, 700422 or 700428 (depending on the Fund Type), and carries a document number starting with ‘CF’.

Month of April Closing Delayed | Month of May Fund Balances

�� — Wed, 08 May 2019 14:18:28 +0000

Good Day,

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 2019 is scheduled to be closed on June 3rd. 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.

Banner Users: Forms FGAJVCQ, FGAJVCD and FGAENCB Blackout Period May 7 to May 8

�� — Fri, 03 May 2019 13:26:55 +0000

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 Tuesday, May 7th, 9:00 AM until Wednesday, May 8th, 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]

Fiscal Year 20 - Month End Deadlines for Submitting Financial Transactions

�� — Wed, 01 May 2019 13:47:32 +0000

To all Finance Users

Today is the first day of Fiscal Year 20 (May 1, 2019 to April 30, 2020). For your reference, attached are the FY20 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?

REMINDER: YEAR END FUND AND ORG TYPE CHANGES

�� — Wed, 01 May 2019 13:45:09 +0000

This message is sent out on behalf of Ani Kotchounian, Senior Finance Officer, Financial Reporting, Financial Services

***YEAR END FUND AND ORG TYPE CHANGES***

Dear Colleagues,

In anticipation of our year-end procedures and to ensure an efficient closing process, please refrain from processing the following changes effective April 30^thuntil May 31^st 2019:

FY19 - Variance Analysis Reports

�� — Tue, 16 Apr 2019 13:49:44 +0000

This e-mail is sent to you on behalf of Ani Kotchounian, Senior Finance Officer, Financial Services

Hello Colleagues,

As presented at the Year-End Reporting and Communication session, your faculty/unit variance analysis is due on Thursday May 30^th via email to ani.kotchounian [at] mcgill.ca.

"�� Financial Statements" - Month of March 2019

�� — Mon, 08 Apr 2019 13:44:26 +0000

To all Finance users,

The month of March 2019 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.

Thank you.

FY19 Year-End Presentation: Q+A's

�� — Fri, 05 Apr 2019 20:16:49 +0000

This message is sent out on behalf of Cristiane Tinmouth, Associate Vice-Principal, Financial Services

Dear Colleagues,

Thank you for your participation at the FY19 Year-End Reporting and Communication Meeting. Please note that the “Questions and Answers” (Q+A’s) from the year end presentation are now available on the Financial Services website using the undernoted link:

/financialservices/gfm/schedules/yearend

YEAR-END REPORTING AND COMMUNICATION MEETING - APRIL 5, 2019

�� — Wed, 03 Apr 2019 15:17:56 +0000

Dear Colleagues,

Please be reminded that the FY19 Year-End Reporting and Communication Meeting will be held on Friday, April 5, 2019, 9:30 to 11:00 a.m. in the Arts Building, Room 150.

The PRESENTATION, AGENDA and MEMO are available on the Financial Services website using the undernoted link:

/financialservices/gfm/schedules/yearend

YEAR-END REPORTING AND COMMUNICATION MEETING - APRIL 5, 2019

�� — Mon, 25 Mar 2019 14:20:15 +0000

This message is sent out on behalf of Cristiane Tinmouth, Associate Vice-Principal, Financial Services

Dear Colleagues,

Please note that the FY19 Year-End Reporting and Communication Meeting will be held on Friday, April 5, 2019, 9:30 to 11:00 a.m. in the Arts Building, Room 150.

The AGENDA and Year End MEMO are now available on the Financial Services website using the undernoted link:

REMINDER: YEAR END FUND AND ORG TYPE CHANGES

�� — Fri, 15 Mar 2019 13:23:32 +0000

This message is sent out on behalf of Ani Kotchounian, Senior Finance Officer, Financial Reporting, Financial Services

***YEAR END FUND AND ORG TYPE CHANGES***

Dear Colleagues,

In anticipation of our year-end procedures and to ensure an efficient closing process, please refrain from processing the following changes effective April 30^thuntil May 31^st 2019:

"�� Financial Statements" - Month of February 2019

�� — Fri, 08 Mar 2019 15:22:51 +0000

To all Finance users,

The month of February 2019 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.

Change to Financial Services website

�� — Wed, 06 Mar 2019 18:03:18 +0000

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

Hello,

FY19 Save the Date - Year-End Reporting and Communication Meeting

�� — Wed, 20 Feb 2019 18:44:25 +0000

This message is sent on behalf of Cristiane Tinmouth, Associate Vice-Principal, Financial Services

Dear Colleagues,

The FY19 Year-End Reporting and Communication Meeting will be held on:

Date: Friday, April 5^th, 2019

Time: 9:30 a.m. – 11:00 a.m.

Location: Arts Building, Room 150

Please reserve the date in your Outlook calendar. Further information will follow.

"�� Financial Statements" - Month of January 2019

�� — Fri, 08 Feb 2019 15:20:11 +0000

To all Finance users,

The month of January 2019 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.

Thank you.

Modification: Travel Expense Type - Airfare

�� — Wed, 30 Jan 2019 19:22:37 +0000

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

Hello,

Due to recent changes by the airlines to their fare class offerings as well as terminology used to distinguish economy versus business class fares, PR7. Expense Type – Airfare has been modified as follows:

Travel Management Program – Changes to Airfare Payment Processes

�� — Thu, 17 Jan 2019 20:45:37 +0000

**Sent on behalf of François Pouliot, Director of Procurement**

"�� Financial Statements" - Month of December 2018

�� — Wed, 09 Jan 2019 15:59:33 +0000

To all Finance users,

The month of December 2018 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.

"�� Financial Statements" - Month of November 2018

�� — Mon, 10 Dec 2018 14:31:04 +0000

To all Finance users,

The month of November 2018 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.

Updates to Travel Procedures and How To's

�� — Thu, 29 Nov 2018 16:09:10 +0000

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

Hello,

We have updated the Travel Procedures and How To’s to facilitate the review and approval of advances and expense reports:

Procedures:

PR5.1. General

Important Information: Procurement Directive 1.5.01/ Information importante: Directive d'approvisionnement 15.01

�� — Thu, 15 Nov 2018 15:53:26 +0000

La version française suit

François Pouliot

Director, Procurement Services Directeur, Services de l’approvisionnement

Financial Services Services financiers TEL: (514) 398-2658

3465 Durocher Street, Room 107 3465, rue Durocher, bureau 107 FAX: (514) 398-1885

Montréal (Québec) Canada H2X 0A8 Montréal (Québec) Canada H2X 0A8 Email: francois.pouliot [at] mcgill.ca

Transaction Services Holiday Deadlines 2018

�� — Mon, 12 Nov 2018 20:46:26 +0000

This message is sent on behalf of Tonia Sciannamblo, Manager, Transaction Services

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

Travel (advances and expense reports)

"�� Financial Statements" - Month of October 2018

�� — Thu, 08 Nov 2018 14:23:52 +0000

To all Finance users,

The month of October 2018 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.

UPDATE: Open Purchase Orders CLOSED in error on Oct 10, 2018

�� — Wed, 17 Oct 2018 19:12:09 +0000

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

Dear Colleagues,

Further to the memo sent last week, we would like to inform you that all Purchase Orders that were CLOSED in error will be re-opened and encumbrances re-instated by end of day tomorrow, Thursday, October 18, 2018.

IMPORTANT: Open Purchase Orders CLOSED in error on Oct 10, 2018

�� — Fri, 12 Oct 2018 12:00:23 +0000

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

Dear Colleagues,

An issue occurred on October 10, 2018 after 5:00 PM whereby open Purchase Orders were CLOSED in error. As such, fund/grant balances will be overstated since encumbrances on these Purchase Orders have been liquidated. Please take this into account when processing financial transactions.

"�� Financial Statements" - Month of September 2018

�� — Tue, 09 Oct 2018 12:58:09 +0000

To all Finance users,

The month of September 2018 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.

REMINDER: Advances/Expense Reports must include reference number and amounts

�� — Wed, 19 Sep 2018 19:39:11 +0000

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.

To all Fund Financial Managers

�� — Mon, 17 Sep 2018 13:52:11 +0000

Memorandum

Date: September 17, 2018

To: Fund Financial Managers

Cc: Suzanne Fortier, Principal and Vice-Chancellor

Faculty Financial Officers

Financial Services Teams

From: Yves Beauchamp, Vice-Principal, Administration and Finance

Cristiane Tinmouth, Associate Vice-Principal, Financial Services

Re: Fund Financial Management

"�� Financial Statements" - Month of August 2018

�� — Wed, 12 Sep 2018 14:35:07 +0000

To all Finance users,

The month of August 2018 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.

Effective September 10th - Drop Box at 3465 Durocher for Accounts Payable, PCard, Travel and Banking

�� — Tue, 04 Sep 2018 13:37:03 +0000

Dear Colleagues,

Please note that effective Monday, September 10^th, internal mail for Accounts Payable, PCard, Travel and Banking can no longer be hand-delivered to room 216 at 3465 Durocher.

For your convenience, we have installed a Drop Box located in the lobby area of the elevator on the ground floor of 3465 Durocher. Posters have been placed on the ground floor to direct you to the Drop Box.

Please use this Drop Box for all documents pertaining to Accounts Payable, PCard, Travel, and Banking.

"�� Financial Statements" - Month of April 2018

�� — Thu, 14 Jun 2018 12:11:39 +0000

To all Finance users,

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.

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

�� Official Hotel Program & the Province of Quebec Lodging Tax of 3.5%

�� — Tue, 12 Jun 2018 12:36:56 +0000

�� Official Hotel Program & the Province of Quebec Lodging Tax of 3.5%

Please note that all hotel accommodations in the Province of Quebec are subject to a Lodging Tax of 3.5%, calculated on the total cost of the accommodations before GST and PST.

Delay in April Financial Statements - May Financial Statements are available

�� — Mon, 11 Jun 2018 13:34:46 +0000

To all Finance users,

Due to a system error, April Financial Statements are not yet available. IT Services is working on resolving the issue. An email will be sent once the April Financial Statements are available for pick up.

However, you may pick up your May 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.

Budget Carry Forwards posted to May of fiscal year 19 (2018/19)

�� — Mon, 04 Jun 2018 13:13:10 +0000

This message is sent on behalf of Cristiane Tinmouth, Associate Vice-Principal, Financial Services & Bradley Tucker, 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 19 (2018/19). This budget appears in account code 700421, 700422 or 700428 (depending on the Fund Type), and carries a document number starting with ‘CF’.

[FACULTY-FINANCIAL-OFFICERS] Variance Analysis Reports - FY18

�� — Fri, 01 Jun 2018 15:16:33 +0000

This e-mail is sent to you on behalf of Cristiane Tinmouth, Associate Vice-Principal, Financial Services

Hello Colleagues,

Financial Services New Fund Request (NFR)

�� — Thu, 24 May 2018 17:46:28 +0000

This message is sent on behalf of Cristiane Tinmouth, Associate Vice-Principal, Financial Services

Dear Colleagues,

Based on your feedback from the New Fund Request process survey conducted in Fall 2017, six new and improved New Fund Request forms, including Guidelines to better assist you, have been developed. The new forms and guidelines can be accessed on our website using the undernoted link:

/financialservices/forms/request-new-fund

Overhead Recovery Fee FY2019

�� — Fri, 11 May 2018 16:08:50 +0000

This message is sent on behalf of Serge Bergeron, Budget Director, and Cristiane Tinmouth, Associate Vice-Principal, Financial Services

Month of April Closing Delayed | Month of May Fund Balances

�� — Tue, 08 May 2018 14:14:33 +0000

Good Day,

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 2018 is scheduled to be closed on June 4th. 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 may not include the new fiscal year’s budgets nor the budget carry forwards.

Thank you for your patience.

Banner Users: Forms FGAJVCQ, FGAJVCD and FGAENCB Blackout Period May 7 to May 8

�� — Thu, 03 May 2018 13:49:12 +0000

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 Monday, May 7th, 9:00 AM until Tuesday, May 8th, 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]

Fiscal Year 19 - Month End Deadlines for Submitting Financial Transactions

�� — Tue, 01 May 2018 16:14:23 +0000

To all Finance Users

Today is the first day of Fiscal Year 19 (May 1, 2018 to April 30, 2019). For your reference, attached are the FY19 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 and in various articles in the Financial Services Knowledge Base.

REMINDER: YEAR END FUND AND ORG TYPE CHANGES

�� — Tue, 01 May 2018 16:10:47 +0000

This message is sent out on behalf of Myriam Bensimon, Controller, Financial Services

***YEAR END FUND AND ORG TYPE CHANGES***

Dear Colleagues,

In anticipation of our year-end procedures and to ensure an efficient closing process, please refrain from processing the following changes effective April 30th until June 1st 2018:

"�� Financial Statements" - Month of March 2018

�� — Tue, 10 Apr 2018 12:35:44 +0000

To all Finance users,

The month of March 2018 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.

2018 Year End Memo and FY18 Year End Reporting and Communication Meeting Agenda

�� — Tue, 27 Mar 2018 18:21:18 +0000

This message is sent out on behalf of Myriam Bensimon, Controller, Financial Services

Dear colleagues,

Please note that the FY18 Year-End Reporting and Communication Meeting will be held on Friday, April 6, 2018, 9:30 to 11:00 a.m. in the Bronfman Building, Room 422.

The AGENDA and Year End MEMO are now available on the Financial Services website using the undernoted link:

"�� Financial Statements" - Month of February 2018

�� — Thu, 08 Mar 2018 20:02:02 +0000

To all Finance users,

The month of February 2018 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.

Change in Process - Airfare FOAPAL Form effective March 5th, 2018

�� — Wed, 28 Feb 2018 14:48:14 +0000

This message is sent on behalf of Cristiane Tinmouth, Associate Vice-Principal, Financial Services

Dear Colleagues,

The Airfare FOAPAL Form is used by �� Faculty, Staff, Students and Visitors to request payment for airfare when booked via Vision Travel, Uniglobe Lexus and House of Travel. The Airfare FOAPAL Form has been updated to simplify the process for Fund Financial Managers/Principal Investigators.

"�� Financial Statements" - Month of January 2018

�� — Thu, 08 Feb 2018 13:50:32 +0000

To all Finance users,

The month of January 2018 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.

MOPS: Two New Enhancements effective Jan 24th as at 6PM

�� — Mon, 22 Jan 2018 18:52:24 +0000

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

Dear Colleagues,

The �� Online PCard System (MOPS) has been updated to include two new enhancements that will take effect January 24th, 2018 as at 6PM:

Granting Agencies and Institutional Oversight for Research Grants and Contracts

The following is only applicable to Research Grants and Contracts (2F/2M Fund Types)

FY18 Save the Date - Year-End Reporting and Communication Meeting

�� — Fri, 19 Jan 2018 18:41:22 +0000

This message is sent on behalf of Myriam Bensimon, Controller, Financial Services

Dear Colleagues,

The FY18 Year-End Reporting and Communication Meeting will be held on:

Friday April 6th, 2018 at 9:30a.m. – 11:00a.m. in the Bronfman Building, room 422.

Please reserve the date in your Outlook calendar. Further information will follow.

"�� Financial Statements" - Month of December 2017

�� — Wed, 10 Jan 2018 19:54:06 +0000

To all Finance users,

The month of December 2017 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.

Update: Chart of Accounts Optimization project

�� — Thu, 21 Dec 2017 16:46:06 +0000

This message is sent on behalf of Myriam Bensimon, Controller, Financial Services

Dear Colleagues,

"�� Financial Statements" - Month of November 2017

�� — Fri, 08 Dec 2017 15:45:06 +0000

To all Finance users,

The month of November 2017 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.

Transaction Services Holiday Deadlines 2017

�� — Fri, 17 Nov 2017 20:11:28 +0000

This message is sent on behalf of Tonia Sciannamblo, Manager of Transaction Services

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

Tri-Agency Summary of Changes

�� — Wed, 08 Nov 2017 18:32:03 +0000

Memorandum

Date: November 7, 2017

TO: �� Researchers, Academic Leadership, and Administrative Staff

FROM: Yves Beauchamp, VP Administration and Finance

Martha Crago, VP Research and Innovation

RE: Tri-Agency - Summary of Changes

Dear Colleagues,

"�� Financial Statements" - Month of October 2017

�� — Wed, 08 Nov 2017 18:25:46 +0000

To all Finance users,

The month of October 2017 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.

Office Furniture Contract Award Announcement

�� — Mon, 06 Nov 2017 18:31:23 +0000

This message is sent on behalf of Kathy Zendehbad, Associate Director, Procurement Services and Julie Fortier, Communications Manager, Office of the Associate Vice-Principal, Facilities Management and Ancillary Services

Dear colleagues,

"�� Financial Statements" - Month of September 2017

�� — Tue, 10 Oct 2017 13:18:18 +0000

To all Finance users,

The month of September 2017 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.

Thank you.

To all Fund Financial Managers

�� — Wed, 20 Sep 2017 18:28:21 +0000

Memorandum

Date: September 20, 2017

To: Fund Financial Managers

Cc: Suzanne Fortier, Principal and Vice-Chancellor

Faculty Financial Officers

Financial Services Teams

From: Yves Beauchamp, Vice-Principal, Administration and Finance

Cristiane Tinmouth, Associate Vice-Principal, Financial Services

IMPORTANT: Phishing fraud targets �� users with access to financial data, via email and Skype instant messaging

�� — Fri, 15 Sep 2017 15:56:29 +0000

This message is sent on behalf of Ghilaine Roquet, Chief Information Officer and Associate Vice-Principal (Information Technology Services)

Please forward this memo to all employees who deal with financial information in your unit.

IMPORTANT: Phishing fraud targets �� users with access to financial data, via email and Skype instant messaging

"�� Financial Statements" - Month of August 2017

�� — Mon, 11 Sep 2017 12:55:06 +0000

To all Finance users,

The month of August 2017 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.

Thank you.

"�� Financial Statements" - Month of July 2017

�� — Wed, 09 Aug 2017 13:00:09 +0000

To all Finance users,

The month of July 2017 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.

Thank you.

Home "�� Financial Statements" - Month of June 2017

�� — Tue, 11 Jul 2017 13:02:38 +0000

To all Finance users,

The month of June 2017 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.

Change in Supplier Invoice Process - effective Jul 17, 2017 and Sep 1, 2017 - ANNOUNCEMENT

�� — Thu, 06 Jul 2017 13:24:00 +0000

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

Dear Colleagues,

Accounts Payable is committed to processing accurate invoices to ensure suppliers receive their payment on time. In order for Accounts Payable to meet this commitment, the following changes will take effect:

Effective Monday, July 17, 2017

Overhead Recovery Fee FY2018

�� — Wed, 05 Jul 2017 14:42:30 +0000

This message is sent on behalf of Serge Bergeron, Budget Director, and Myriam Bensimon, Controller

Dear Colleagues,

New Processes Applicable to Change Orders - effective July 3, 2017 and July 17, 2017 - ANNOUNCEMENT

�� — Mon, 03 Jul 2017 17:44:31 +0000

This message is sent on behalf of Cristiane Tinmouth, Associate Vice-Principal, Financial Services

Dear Colleagues,

In order to meet Tri-Agency requirements, eliminate manual approval processes and duplication of efforts, as well as provide Fund Financial Managers/Principal Investigators (FFM/PI) full visibility on Change Orders, the following processes respective to Change Orders will be implemented:

"�� Financial Statements" - Month of May 2017

�� — Thu, 08 Jun 2017 13:02:05 +0000

To all Finance users,

The month of May 2017 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.

"�� Financial Statements" - Month of April 2017

�� — Thu, 01 Jun 2017 15:15:34 +0000

To all Finance users,

The University fiscal year 17 (2016/17) 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.

Budget Carry Forwards posted to May of fiscal year 18 (2017/18)

�� — Wed, 31 May 2017 16:04:15 +0000

This message is sent on behalf of Cristiane Tinmouth, Associate Vice-Principal, Financial Services & Bradley Tucker, 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 18 (2017/18). This budget appears in account code 700421, 700422 or 700428 (depending on the Fund Type), and carries a document number starting with ‘CF’.

Tri-Agency Monitoring Site Visit 2016 Results - updates & scorecard

�� — Fri, 26 May 2017 15:57:04 +0000

This message was previously sent out without the attached Scorecard – we apologize for the omission.
___________

Memorandum

Date: May 16, 2017

To: �� Researchers, Academic Leadership, and Administrative Staff

Cc: Suzanne Fortier, Principal and Vice-Chancellor
Christopher Manfredi, Provost and Vice-Principal (Academic)

Tri-Agency Monitoring Site Visit 2016 Results - updates

�� — Fri, 26 May 2017 12:43:05 +0000

Memorandum

Date: May 16, 2017

To: �� Researchers, Academic Leadership, and Administrative Staff

Cc: Suzanne Fortier, Principal and Vice-Chancellor

Christopher Manfredi, Provost and Vice-Principal (Academic)

From: Yves Beauchamp, VP Administration and Finance

Rose Goldstein, VP Research and Innovation

Re: Tri-Agency Monitoring Site Visit 2016 Results - Updates

Month of April Closing Delayed | Month of May Fund Balances

�� — Mon, 08 May 2017 13:08:58 +0000

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 2017 is scheduled to be closed on May 30th. 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 may not include the new fiscal year’s budgets nor the budget carry forwards.

Fiscal Year 18 - Month End Deadlines for Submitting Financial Transactions & Schedule for Financial Statements

�� — Mon, 01 May 2017 18:06:02 +0000

To all Finance Users

Today is the first day of Fiscal Year 18 (May 1, 2017 to April 30, 2018). For your reference, attached are the FY18 Month End Deadlines for submitting financial transactions in Banner (including Finance Accounts Receivable and Feed File submissions) and the schedule for when financial statements will become available.

Banner Users: Forms FGAJVCQ, FGAJVCD and FGAENCB Blackout Period May 5 to May 8

�� — Mon, 01 May 2017 18:02:21 +0000

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 5th, 9:00 AM until Monday, May 8th, 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.

[Sent over the FIS Listserv]

Research Asset Management Phase 2: Management and Disposal of Used and End-of-Life (U/EoL) Research Equipment

�� — Thu, 27 Apr 2017 19:43:57 +0000

Please note that that this Memorandum was sent March 31, 2017 to all faculty members, academic and senior leadership as well as to department administrative assistants/officers.

MEMORANDUM

Date: March 31, 2017

TO: �� Researchers, Academic Leadership, and Administrative Staff

CC: Suzanne Fortier, Principal and Vice-Chancellor, Christopher Manfredi, Provost and Vice-Principal (Academic)

FROM: Rose Goldstein, VP Research and Innovation, Yves Beauchamp, VP Administration and Finance

"�� Financial Statements" - Month of March 2017

�� — Mon, 10 Apr 2017 13:31:58 +0000

To all Finance users,

The month of March 2017 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.

2017 Year End Memo and FY17 Year End Reporting and Communication Meeting Agenda

�� — Wed, 22 Mar 2017 19:31:30 +0000

This message is sent out on behalf of Myriam Bensimon, Controller, Financial Services

Dear colleagues,

Please note that the FY17 Year-End Reporting and Communication Meeting will be held on Friday, March 24, 2017, 9:30 to 11:00 a.m. in the Bronfman Building, Room 423.

The PRESENTATION, AGENDA and MEMO are available on the Financial Services website using the undernoted link:

2017 Year End Memo and FY17 Year End Reporting and Communication Meeting Agenda

�� — Thu, 16 Mar 2017 20:18:41 +0000

This message is sent out on behalf of Myriam Bensimon, Controller, Financial Services

Dear Colleagues,

The FY17 Year-End Reporting and Communication Meeting will be held Friday, March 24, 2017, 9:30 to 11:00 a.m. in the Bronfman Building, room 423.

The YEAR-END MEMO AND AGENDA are attached.

"�� Financial Statements" - Month of February 2017

�� — Wed, 08 Mar 2017 14:15:17 +0000

To all Finance users,

The month of February 2017 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.

Thank you.

FY17 Save the Date - Year-End Reporting and Communication Meeting

�� — Mon, 20 Feb 2017 20:41:12 +0000

This message is sent on behalf of Myriam Bensimon Controller, Financial Reporting, Financial Services

Dear Colleagues,

The FY17 Year-End Reporting and Communication Meeting will be held on:

Friday March 24th, 2017 at 9:30am – 11:00am in the Bronfman Building, room 423.

Please reserve the date in your Outlook calendar. Further information will follow.

"�� Financial Statements" - Month of January 2017

�� — Wed, 08 Feb 2017 13:49:37 +0000

To all Finance users,

The month of January 2017 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.

TIME SENSITIVE: NEW "Purchase Description" field added to MOPS (PCard) (effective February 9, 2017)

�� — Tue, 07 Feb 2017 20:11:59 +0000

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

Dear Colleagues,

In order to satisfy the Tri-Agency requirements relating to PCard transactions, a new Purchase Description field has been added in MOPS (effective February 9, 2017). As this is deemed a Best Practice, the Purchase Description field will be mandatory for all PCard transactions across all fund types.

Research Asset Management Phase 1: Tracking & Tagging of Research Equipment

�� — Thu, 19 Jan 2017 17:30:00 +0000

Please note that that this Memorandum was sent today to all faculty members, academic and senior leadership as well as to department administrative assistants/officers.

MEMORANDUM

Date: January 16, 2017

TO: �� Researchers, Academic Leadership, and Administrative Staff

CC: Suzanne Fortier, Principal and Vice-Chancellor, Christopher Manfredi, Provost and Vice-Principal (Academic)

FROM: Yves Beauchamp, VP Administration and Finance, Rose Goldstein, VP Research and Innovation

"�� Financial Statements" - Month of December 2016

�� — Tue, 10 Jan 2017 14:30:26 +0000

To all Finance users,

The month of December 2016 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.

Student Stipend Communication and Fact Sheet

�� — Wed, 21 Dec 2016 15:12:05 +0000

This message is being sent on behalf of Lynne B. Gervais, Associate Vice-Principal (Human Resources), Cristiane Tinmouth, Associate Vice-Principal (Financial Services), Dr. Rosie Goldstein, Vice-Principal (Research and Innovation), Dr. Josephine Nalbantoglu, Dean (Graduate & Postdoctoral Studies) and Cara Piperni, Director (Scholarships & Student Aid Office) to inform you of the process related to financially supporting students.

December 21, 2016

To all Researchers and Staff funding students via Research Funds:

"�� Financial Statements" - Month of November 2016

�� — Thu, 08 Dec 2016 14:51:16 +0000

To all Finance users,

The month of November 2016 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.

Thank you.

Vision Travel - FOAPAL Authorization form updated with "Claimant Affiliation" field

�� — Mon, 05 Dec 2016 19:55:22 +0000

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 Julie Ghayad, Director Finance Infrastructure and Transaction Services

Dear Colleagues,

NEW "Claimant Affiliation" field added to Minerva Advances & Expense Reports forms (effective December 1, 2016)

�� — Wed, 30 Nov 2016 16:25:59 +0000

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,

Transaction Services Holiday Deadlines - 2016

�� — Thu, 24 Nov 2016 21:18:14 +0000

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

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

Travel (advances and expense reports)

December 1, 2016 - Printing of �� Cheques Outsourced

�� — Thu, 24 Nov 2016 18:53:35 +0000

This message is sent on behalf of Cristiane Tinmouth, Associate Vice-Principal, Financial Services and Ghilaine Roquet, Chief Information Officer, Office of the CIO

Dear Colleagues,

Pursuant to the communication sent out on October 20, 2016, undernoted, this is to advise you that �� will be printing cheques for the last time on November 30, 2016. Effective December 1, 2016, the Royal Bank of Canada will be printing all �� cheques.

Any questions?

2016 Tri-Agency Financial Administration Guide - Summary of Changes

�� — Fri, 18 Nov 2016 20:21:27 +0000

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,

The 2016 Tri-Agency Financial Administration Guide came into effect on October 1, 2016. For ease of use, we have summarized the changes – please refer to the attached document.

"�� Financial Statements" - Month of October 2016

�� — Tue, 08 Nov 2016 14:49:13 +0000

To all Finance users,

The month of October 2016 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.

Thank you.

Travel Management Program Part II

�� — Tue, 01 Nov 2016 19:10:02 +0000

This message is sent on behalf of Morty Yalovsky, Interim Vice-Principal (Administration and Finance)

Dear colleagues,

Tri-Agency - NEW RULES for DELEGATION of Signing Authority

�� — Wed, 26 Oct 2016 18:06:51 +0000

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

Dear Colleagues,

Further to the Memorandum circulated last month regarding the Tri-Agency Monitoring Site Visit Results, I would like to highlight the following change for the delegation of signing authority as stipulated by the Tri-Agency:

First notification - Printing of �� Cheques to be Outsourced

�� — Thu, 20 Oct 2016 19:25:45 +0000

This message is sent on behalf of Cristiane Tinmouth, Associate Vice-Principal, Financial Services and Ghilaine Roquet, Chief Information Officer, Office of the CIO

Dear Colleagues,

"�� Financial Statements" - Month of September 2016

�� — Tue, 11 Oct 2016 13:09:03 +0000

To all Finance users,

The month of September 2016 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.

Thank you.

Tri-Agency Monitoring Site Visit 2016 Results

�� — Mon, 26 Sep 2016 20:44:53 +0000

Memorandum

Date: September 26, 2016

To: �� Researchers, Academic Leadership, and Administrative Staff

Cc: Suzanne Fortier, Principal and Vice-Chancellor, Christopher Manfredi, Provost and Vice-Principal (Academic)

From: Morty Yalovsky, Interim Vice-Principal, Administration and Finance, Rose Goldstein, Vice-Principal, Research and Innovation

Re: Tri-Agency Monitoring Site Visit 2016 Results

To all Fund Financial Managers

�� — Thu, 22 Sep 2016 19:57:03 +0000

Memorandum

Date: September 22, 2016

To: Fund Financial Managers

Cc: Suzanne Fortier, Principal and Vice-Chancello

Faculty Financial Officers

Financial Services Teams

From: Morty Yalovsky, Interim Vice-Principal, Administration and Finance

Cristiane Tinmouth, Associate Vice-Principal, Financial Services

Re: Fund Financial Management

"�� Financial Statements" - Month of August 2016

�� — Fri, 09 Sep 2016 14:27:15 +0000

To all Finance users,

The month of August 2016 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.

Thank you.

"�� Financial Statements" - Month of July 2016

�� — Tue, 09 Aug 2016 20:18:49 +0000

To all Finance users,

The month of July 2016 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.

Thank you.

"�� Financial Statements" - Month of June 2016

�� — Wed, 13 Jul 2016 13:17:32 +0000

To all Finance users,

The month of June 2016 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, contact the Finance Helpdesk at 514-398-3463 or via email at fishelp.acct [at] mcgill.ca.

New P0 liquidation request form mandatory July 5, 2016

�� — Mon, 13 Jun 2016 15:29:08 +0000

This message is sent on behalf of Tonia Sciannamblo, Manager Transaction Services

Good day,

In our continuous efforts to streamline processes, Accounts Payable has launched an online Purchase Order (PO) Liquidation Request Form. This new form will help standardize liquidation requests received from across the University and will ensure that adequate reasons for liquidation are provided.

"�� Financial Statements" - Month of May 2016

�� — Mon, 13 Jun 2016 15:23:48 +0000

To all Finance users,

The month of May 2016 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, contact the Finance Helpdesk at 514-398-3463 or via email at fishelp.acct [at] mcgill.ca.

Thank you.

Budget Carry Forwards posted to May of fiscal year 17 (2016/17)

�� — Tue, 31 May 2016 18:27:02 +0000

To all Finance users,

Budget carry forward balances for all applicable funds have been posted to May of fiscal year 17 (2016/17). This budget appears in account code 700421, 700422 or 700428 (depending on the Fund Type), and carries a document number starting with ‘CF’.

Information relating to the carry forwards is available in the Information Bulletin from the Office of the Budget and Financial Services – April 30, 2016 found in our Knowledge Base.

[Message sent out over the FIS listserv May 31, 2016]

"�� Financial Statements" - Month of April 2016

�� — Tue, 31 May 2016 13:53:09 +0000

To all Finance users,

The University fiscal year 16 (2015/16) 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.

Month of April Closing Delayed | Month of May Fund Balances

�� — Wed, 04 May 2016 19:07:45 +0000

Good Day,

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 2016 is scheduled to be closed on May 30th. 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 fund balances may not include the new fiscal year’s budgets nor the budget carry forwards.

Thank you for your patience.

FGAJVCQ, FGAJVCD and FGAENCB Blackout Period

�� — Tue, 03 May 2016 14:53:11 +0000

To all 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 6th, 9:00 AM until Monday, May 9th, 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]

"�� Financial Statements" - Month of March 2016

�� — Tue, 12 Apr 2016 14:05:51 +0000

To all Finance users,

The month of March 2016 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.

Thank you.

FY16 Year-End Reporting and Communication Meeting - PRESENTATION NOW AVAILABLE!

�� — Tue, 05 Apr 2016 12:41:44 +0000

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

Dear colleagues,

The PRESENTATION, AGENDA and MEMO are available on the Financial Services website using the undernoted link:

/financialservices/finance-users/yearend

Thank you

[Message sent out over the FIS Listserv]

Submitting an Expense Report - "new" Expense Items added

�� — Mon, 04 Apr 2016 18:10:22 +0000

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

Dear Colleagues,

In order to better classify receipts when submitting expense reimbursements through Minerva, additional expense items have been added. The following now appear in the Expense item drop down menu:

Expense item

Explanation

Month of March Closing Delayed (Banner Upgrade)

�� — Tue, 29 Mar 2016 15:52:15 +0000

Good Day,

Please note that due to the Banner Upgrade, the month of March will not be closing according to the usual month end schedule. March 2016 is scheduled to be closed on April 11th. An email notification will be sent when financial statements are ready to be picked up in Minerva.

During the Banner Upgrade, starting at noon on April 1st and ending at noon on April 5th, Banner and Minerva will be unavailable. More information is available in the IT Knowledge Base.

Thank you.

[Message sent out over the FIS Listserv]

"�� Financial Statements" - Month of February 2016

�� — Tue, 08 Mar 2016 19:36:44 +0000

To all Finance users,

The month of February 2016 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.

"�� Financial Statements" - Month of January 2016

�� — Tue, 09 Feb 2016 14:06:04 +0000

To all Finance users,

The month of January 2016 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.

Reimbursement of Expenses Policy Update - Advances: P2.1 & G3.1

�� — Fri, 05 Feb 2016 14:33:52 +0000

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

�� Computer Store (MCS) Available on ��'s Marketplace (MMP) - effective February 1

�� — Mon, 01 Feb 2016 19:31:37 +0000

This message is sent on behalf of François Pouliot, Director Procurement Services and Robert Couvrette, Associate Vice-Principal Facilities Management and Ancillary Services

�� Computer Store (MCS) and Procurement Services are pleased to announce that effective February 1, 2016, there will be a new requisition process for all orders from the MCS. The purpose of this email is to provide you with the details of the new process and to highlight the benefits for you - the purchaser.

The New Process

FIS 351 Crystal Reports for Finance Users – Level 1 - Registration is now open in Minerva - REMINDER

�� — Mon, 18 Jan 2016 15:17:41 +0000

Dear Colleagues,

Spaces are still available for course FIS 351 Crystal Reports for Finance Users Level I. If interested, register for this course through the Employee menu in Minerva (IT Customer Service (ICS) Training Menu > Banner/Minerva > select FIS 351). Based on registration numbers, we may reduce the number of sessions offered between February and April.

"�� Financial Statements" - Month of December 2015

�� — Mon, 11 Jan 2016 18:16:35 +0000

To all Finance users,

The month of December 2015 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.

Tri-Agency monitoring - 2016 site visit confirmed and implementation of 3 new compliance measures

�� — Mon, 21 Dec 2015 20:53:09 +0000

We are sharing the below communiqué that was sent Friday, December 18th, to all �� faculty members, academic and senior leadership.

___________________________________________

This message is sent on behalf of Michael Di Grappa, VP Administration and Finance and Rose Goldstein, VP Research and International Relations.

Dear Colleagues,

FIS 351 Crystal Reports for Finance Users – Level 1 - Registration is now open in Minerva

�� — Fri, 18 Dec 2015 13:56:43 +0000

Dear Colleagues,

January to April sessions for course FIS 351 Crystal Reports for Finance Users Level I are now open for registration in Minerva. This course covers basic functions to modify text and field objects in existing crystal report templates pulling data from the FIS data warehouse. The complete course description along with prerequisites is available in the IT Knowledge Base.

"�� Financial Statements" - Month of November 2015

�� — Tue, 08 Dec 2015 16:59:33 +0000

To all Finance users,

The month of November 2015 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.

Announcing the release of 3 new reports - Approval Delegates

�� — Mon, 07 Dec 2015 17:33:06 +0000

Dear Colleagues,

Approval of PCard transactions in MOPS - effective December 3

�� — Wed, 02 Dec 2015 16:50:37 +0000

Dear Colleagues,

Transaction Services - Holiday Deadlines 2015

�� — Tue, 01 Dec 2015 13:33:02 +0000

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.

Approval of PCard transactions in MOPS - upcoming change in process

�� — Thu, 19 Nov 2015 22:15:41 +0000

Dear Colleagues,

"�� Financial Statements" - Month of October 2015

�� — Mon, 09 Nov 2015 13:48:30 +0000

To all Finance users,

The month of October 2015 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.

"�� Financial Statements" - Month of September 2015

�� — Thu, 08 Oct 2015 13:02:20 +0000

To all Finance users,

The month of September 2015 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.

Research Administration Roles and Responsibilities

�� — Mon, 05 Oct 2015 15:39:16 +0000

Please note that that this Memorandum has been sent to all faculty members, academic and senior leadership as well as to department administrative assistants/officers.

MEMORANDUM

DATE: September 25, 2015

TO: �� researchers, academic leadership and administration staff

FROM: Rose Goldstein, Vice-Principal, Research and International Relations, Michael Di Grappa, Vice-Principal, Administration and Finance

New Requirement for Research Expenses: Digital Record Retention

�� — Thu, 01 Oct 2015 12:46:23 +0000

MEMORANDUM

DATE: September 28, 2015

TO: �� Researchers, Academic Leadership and Administration Staff

CC: Suzanne Fortier, Principal and Vice-Chancellor, Christopher Manfredi, Provost

FROM: Michael Di Grappa, Vice-Principal Administration and Finance, Rose Goldstein, Vice-Principal, Research and International Relations

RE: Digital Record Retention

Dear Colleagues,

NEW course: FIS 351 Crystal Reports for Finance Users – Level 1

�� — Thu, 17 Sep 2015 18:00:51 +0000

Dear Colleagues,

"�� Financial Statements" - Month of August 2015

�� — Wed, 09 Sep 2015 12:37:25 +0000

To all Finance users,

The month of August 2015 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.

"�� Financial Statements" - Month of July 2015

�� — Tue, 11 Aug 2015 13:22:14 +0000

To all Finance users,

The month of July 2015 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.

Thank you.

"�� Financial Statements" - Month of June 2015

�� — Mon, 13 Jul 2015 14:31:16 +0000

To all Finance users,

The month of June 2015 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.

"�� Financial Statements" - Month of May 2015

�� — Tue, 09 Jun 2015 19:14:22 +0000

To all Finance users,

The month of May 2015 is closed. You may pick up your Minerva Financial Statements by logging into Minerva via https://horizon.mcgill.ca/minerva.

Budget Carry Forwards posted to May of fiscal year 16 (2015/16)

�� — Thu, 04 Jun 2015 13:30:11 +0000

To all Finance users,

Budget carry forward balances for all applicable funds have been posted to May of fiscal year 16 (2015/16). This budget appears in account code 700421, 700422 or 700428 (depending on the Fund Type), and carries a document number starting with ‘CF’.

Information relating to the carry forwards is available in the Budget Carry Forward Information Bulletin found in our Knowledge Base.

[Message sent out over the FIS listserv June 2, 2015]

"�� Financial Statements" - Month of April 2015

�� — Tue, 02 Jun 2015 13:29:49 +0000

To all Finance users,

The University fiscal year 15 (2014/15) 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.

Month of April Closing Delayed

�� — Fri, 08 May 2015 14:02:53 +0000

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 is scheduled to be closed on May 30th. 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 fund balances may not include the new fiscal year’s budgets nor the budget carry forwards.

Thank you for your patience.

FGAJVCQ, FGAJVCD and FGAENCB Blackout Period

�� — Mon, 04 May 2015 12:32:14 +0000

To all 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 Thursday, May 7th, 9:00 AM until Friday, May 8th, 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.

Overhead Recovery Fee

�� — Tue, 28 Apr 2015 15:42:12 +0000

This message is sent on behalf of Real Del Degan, Interim Director, Office of the Budget and Cristiane Tinmouth, Controller, Financial Services

Reimbursement of Expenses Policy Update - G4.4.6 Expense Type (2) Car Rental

�� — Mon, 27 Apr 2015 14:38:58 +0000

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:

Eligibility of new compliance fee for the International Mobility Programs (Tri-Agency Grants)

�� — Wed, 22 Apr 2015 19:22:12 +0000

If you are involved with the financial administration of Tri-Agency grants, please read the message below from Elvie Coletta, Director, RFMS.

This message outlines Tri-Agency eligibility requirements for reimbursement of the new compliance fee for the International Mobility Programs.

When seeking reimbursement for the new compliance fee, it is recommended to use the following:

"�� Financial Statements" - Month of March 2015

�� — Fri, 10 Apr 2015 17:41:00 +0000

To all Finance users,

The month of March 2015 is closed. You may pick up your Minerva Financial Statements by logging into Minerva via https://horizon.mcgill.ca/pban1/twbkwbis.P_WWWLogin?ret_code=r.

FY15 Year-End Reporting and Communication Meeting

�� — Tue, 24 Mar 2015 13:45:26 +0000

Dear Colleagues,

The FY15 Year-End Reporting and Communication Meeting will be held Friday, March 27, 2015, 9:30 to 11:00 a.m. in the Bronfman Building, room 001.

The YEAR-END MEMO AND AGENDA are attached (website).

In support of our sustainability efforts, there will be no hand-outs, as such, please print and bring the aforementioned documents with you to the meeting.

Please note that seating is limited and attendance will be on a first-come, first-served basis.

Reimbursement of Expenses - UPDATE - Airfare Receipt Requirements

�� — Thu, 19 Mar 2015 19:14:21 +0000

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

"�� Financial Statements" - Month of February 2015

�� — Mon, 09 Mar 2015 14:10:27 +0000

To all Finance users,

The month of February 2015 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.

"�� Financial Statements" - Month of January 2015

�� — Mon, 09 Feb 2015 14:07:25 +0000

To all Finance users,

The month of January 2015 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.

"�� Financial Statements" - Month of December 2014

�� — Mon, 12 Jan 2015 14:19:18 +0000

To all Finance users,

The month of December 2014 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.

"�� Financial Statements" - Month of November 2014

�� — Tue, 09 Dec 2014 14:26:04 +0000

To all Finance users,

The month of November 2014 is closed. You may pick up your Minerva Financial Statements by logging into Minerva via https://horizon.mcgill.ca/pban1/twbkwbis.P_WWWLogin?ret_code=r.

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

Transaction Services - Holiday Deadlines 2014

�� — Tue, 18 Nov 2014 16:21:36 +0000

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.

"�� Financial Statements" - Month of October 2014

�� — Mon, 10 Nov 2014 14:24:48 +0000

To all Finance users,

The month of October 2014 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.

Reimbursement of Expenses - UPDATE - Images of Receipts

�� — Thu, 30 Oct 2014 15:16:26 +0000

MEMORANDUM

The following memo is sent on behalf of Cris Tinmouth, Interim Assistant Vice-Principal Financial Services and Controller

DATE: October 30, 2014

TO: �� Community

CC: Anthony C. Masi, Provost; Michael Di Grappa, Vice-Principal, Administration and Finance; Rose Goldstein, Vice-Principal Research and International Relations

RE: Reimbursement of Expenses – PROCEDURE UPDATE regarding missing receipts

Update to Guest Lecturer & Speaker Remuneration Policy

�� — Thu, 25 Sep 2014 18:33:51 +0000

Dear Colleagues,

The Guest Lecturer & Speaker Remuneration Policy has been updated. Modifications were made to the following sections: P3, P4 and G3.1 for non-residents who either travel or don’t travel to Canada for compensation in performing their services. The full policy is available on the Financial Services website at /financialservices/policies/guestspeaker.

Cristiane Tinmouth
Interim Assistant Vice-Principal and Controller

Electronic Invoicing - eSettlement

�� — Wed, 21 May 2014 13:30:31 +0000

PDF version

Memorandum

Cristiane Tinmouth
Francois Pouliot

Date: May 21, 2014

To: FIS ListServ

Cc: Office of Sustainability

Subject: Electronic Invoicing - eSettlement

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

�� — Mon, 12 May 2014 17:40:18 +0000

Memorandum

Rose Goldstein
Michael Di Grappa

Date: May 5, 2014

To: �� 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,

Delegating Purchase Requisition Approvals - Change in Process

�� — Thu, 27 Feb 2014 21:29:48 +0000

Dear Colleagues,

Following the undernoted memo, the Tri-Agency Response Implementation Group (TRIG) continues to address Tri-Agency recommendations. With respect to Purchase Requisitions, Tri-Agency recommended the removal of automatic approval of Purchase Requisitions less than $1,000.

Advances and Expense Reports training & resources

�� — Wed, 22 Jan 2014 21:22:24 +0000

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.

Fund Balances and Profile Report for PIs/FFMs - New Tool to Manage all Your Funds

�� — Tue, 10 Dec 2013 19:31:30 +0000

Dear Colleagues,

In collaboration with the �� Tri-Agency Response Implementation Group (TRIG), Advisory Committee, the Research Administration Network (RAN) community and the Financial Services Teams (FST), Financial Services has made great progress towards addressing the need for a comprehensive financial summary of all funding sources (research/non research) tailored specifically for Principal Investigators (PIs) and Fund Financial Managers (FFM).

POPS Timesheets now available on Minerva Delegate Temporary Signing Authority Menu

�� — Wed, 04 Dec 2013 21:11:07 +0000

Dear colleagues,

Following the announcement regarding the New Delegation Menu accessible via MINERVA effective May 15, 2013, this Menu has been expanded to allow for the temporary delegation of signing authority for POPS Timesheets by Fund Financial Managers/Principal Investigators. The delegate must be a faculty or staff member who possesses the necessary skills and knowledge for the effective exercise of signi

Update to Reimbursement of Expenses Policy

�� — Fri, 20 Sep 2013 15:33:11 +0000

Dear colleagues,

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

Cristiane Tinmouth
Controller

[Message sent out on the FIS Listserv]

Reimbursement of Expenses - PROCEDURE UPDATE regarding missing receipts

�� — Tue, 03 Sep 2013 20:27:41 +0000

The following memo is sent on behalf of Rose Goldstein, Vice-Principal Research and International Relations, and Michael Di Grappa, Vice-Principal, Administration and Finance

DATE:                     September 1, 2013
TO:                          �� Community
CC:                          Anthony C. Masi, Provost and Acting Principal
RE:                          Reimbursement of Expenses – PROCEDURE UPDATE regarding missing receipts

Academic salary paid from research funds

�� — Mon, 26 Aug 2013 15:09:55 +0000

The message below was sent by Mary-Margaret Klempa, Senior Director, OSR regarding Academic salaries paid from Tri Agency grants.

Delegation of Temporary Signing Authority Procedures For All Fund Financial Managers

�� — Thu, 09 May 2013 15:43:51 +0000

Dear colleagues,

Research Administration and Accountability – Tri-Agency Recommendations - NEW DELEGATION MENU

�� — Thu, 09 May 2013 15:25:03 +0000

Memorandum

Rose Goldstein
Michael Di Grappa

Date: May 6, 2013

To: �� Principal Investigators

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

Subject: Research Administration and Accountability – Tri-Agency Recommendations

Dear Colleagues,

Fiscal 2013/2014 Overhead Recovery Fee

�� — Tue, 16 Apr 2013 18:02:13 +0000

This message is sent on behalf of Jeff Ives, Director, Office of the Budget and Cristiane Tinmouth, Controller, Financial Services

Research Administration Roles and Responsibilities

�� — Fri, 21 Dec 2012 16:37:39 +0000

[This mesage was sent through the FIS Listserv on November 27, 2012]

This message is sent on behalf of Mary-Margaret Klempa, Senior Director, Office of Sponsored Research and Cristiane Tinmouth, Controller, Financial Services.

2013-14 MIP UNIT INCOME DISTRIBUTION RATE

�� — Wed, 12 Dec 2012 16:22:56 +0000

This email is sent on behalf of Cristiane Tinmouth, Controller, Financial Services.

Dear Colleagues,

Please find attached a memo from Anthony C. Masi and Michael Di Grappa announcing the Fiscal Year 2014 MIP Unit Income Distribution Rate.

APPLICATION OF AMENDED QST ON JANUARY 1, 2013

�� — Fri, 07 Dec 2012 14:10:00 +0000

As announced by the Federal and Quebec governments in March 2012, Quebec will be moving to a harmonized sales tax system as of January 1, 2013.

The following changes will be made to the QST system pursuant to the undertakings to harmonize it with the GST/HST system applicable in 2013.

Research Administration and Accountability – Tri-Agency Recommendations

�� — Thu, 15 Nov 2012 19:08:57 +0000

[message sent out on the FIS listserv - November 9, 2012]

Memorandum

Rose Goldstein
Michael Di Grappa

Date: November 6, 2012

To: �� Principal Investigators

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

Subject: Research Administration and Accountability – Tri-Agency Recommendations

Dear Colleagues,

FIS form - updates and new URL on the Financial Services website

�� — Wed, 17 Oct 2012 14:52:01 +0000

This message is sent on behalf of FIS Security, Financial Services

As a result of a process review, the following changes have been made to the processing and submission of the FIS Authorization form:

Financial Services - Announcements

Expense Reimbursements & GST/HST Break / Remboursement de dépenses et exonération TPS/TVH

"�������� Financial Statements" - Month of November 2024 / États financiers de �������� » – Mois de novembre 2024

Launch of the Financial Services General Knowledge Base / Lancement de la Base de connaissances des Services financiers

Important Changes to Amazon Purchasing: Enhanced Program Benefits & Action Required / Sujet : Changements Importants pour les Achats sur Amazon : Améliorations des Avantages du Programme & Action Requise

"�������� Financial Statements" - Month of October 2024 / États financiers de �������� » – Mois d'octobre 2024

Transaction Services' Holiday Deadlines / Échéances pour les Services des transactions

Finance AR is now set-up on the Finance Service Desk Portal / Comptes débiteurs est maintenant configurée sur le portail du Service Desk de la SIF

Financial Services Drop Box /Services financiers boîte de dépôt

Implementation of Enhanced 3WM / Lancement du triple rapprochement

"�������� Financial Statements" - Month of September 2024 / États financiers de �������� » – Mois de septembre 2024

Forthcoming Implementation of Enhanced 3WM / Lancement du triple rapprochement plus performant à venir

Update: Procedures for Travel and Other Expenses / Modification: Procédures relatives aux frais de déplacement et autres dépenses

"�������� Financial Statements" - Month of August 2024 / États financiers de �������� » – Mois d'août 2024

Updates: PCard Regulation & Procedures for Travel and Other Expenses / Modifications: Règlement sur la carte d’achat (PCard) et les Procédures relatives aux frais de déplacement et autres dépenses

Procurement methods for computer and related-equipment / Règles en matière d'acquisition d'actifs informatiques

"�������� Financial Statements" - Month of July 2024 / États financiers de �������� » – Mois de juillet 2024

"�������� Financial Statements" - Month of June 2024 / États financiers de �������� » – Mois de juin 2024

Update: PCard Regulation / Modification: Règlement sur la carte d’achat (PCard)

Effective June 17th - To Improve Email management, Email Approval Notifications will be sent once per day/À partir du 17 juin - Afin d'améliorer la gestion des courriels, les notifications d'approbation par courriel seront envoyées qu'une fois par jour

Updates - US Federal Grants Requirements / Mise à jour - Directives sur les Subvention fédérales - États-Unis

"�������� Financial Statements" - Month of May 2024 / États financiers de �������� » – Mois de mai 2024

Budget Carry Forwards posted to May of Fiscal Year 25 (2024/25)/Soldes reportés en mai de l’exercice 2025 (2024-2025)

"�������� Financial Statements" - Month of April 2024 / États financiers de �������� » – Mois d'avril 2024

Month of April Closing Delayed | Month of May Fund Balances / Clôture du mois d’avril reportée | Soldes du mois de mai

REVISED Banner Users: Forms FGAJVCQ, FGAJVCD and FGAENCB Blackout Period May 7 to May 8 / RÉVISÉ Formulaires Banner FGAJVCQ, FGAJVCD et FGAENCB inaccessibles du 7 au 8 mai

Banner Users: Forms FGAJVCQ, FGAJVCD and FGAENCB Blackout Period May 7 to May 8 / Formulaires Banner FGAJVCQ, FGAJVCD et FGAENCB inaccessibles du 7 au 8 mai

Overhead Recovery Fee FY2025 / frais de récupération 7,5 % pour l'exercice 2025

Updates: Payment Request Policy & Procedures for Travel / Modifications: Politique de demandes de paiement & Procédures relatives aux frais de déplacement

Fiscal Year 25 - Month End Deadlines for Submitting Financial Transactions / Exercice 2025 – Échéances de fin de mois pour l’inscription des transactions financières

Procurement Strategy for New Fiscal Year: Prioritizing Local Suppliers and Competitive Quotes

"�������� Financial Statements" - Month of March 2024 / États financiers de �������� » – Mois de mars 2024

Fiscal 2024 Year End Memo/ Note de service - Fin de l’exercice financier : 30 avril 2024

[HR_LIST] Issues with FOAPAL Synch Integration to Workday / Problèmes liés à l'intégration de FOAPAL Synch dans Workday

[HR_LIST] Issues with FOAPAL Synch Integration to Workday / Problèmes liés à l'intégration de FOAPAL Synch dans Workday

Closure account code 700029 Computer Software Purchases/Fermeture de compte 700029 Computer Software Purchases

"�������� Financial Statements" - Month of February 2024 / États financiers de �������� » – Mois de février 2024

Home office expenses / Dépenses de bureau à domicile

"�������� Financial Statements" - Month of January 2024 / États financiers de �������� » – Mois de janvier 2024

REMINDER:***YEAR END RESTRICTED ACTIVITIES*** / RAPPEL :***ACTIVITÉS RESTREINTES DE FIN D'ANNÉE***

Effective Feb 1, 2024: Maximum PCard Threshold will increase to $5,000 / À compter du 1 fév 2024 montant maximum sera porté à $5,000

[MMP-USERS] Follow-up to Central ("Super") Pcard message of November

"�������� Financial Statements" - Month of December 2023 / États financiers de �������� » – Mois de décembre 2023

Duplicate Expense Reports - Duplication des rapports de frais

Central ("Super") PCard service/service central de (« Super ») PCard

"�������� Financial Statements" - Month of November 2023 / États financiers de �������� » – Mois de novembre 2023

Transaction Services' Deadlines prior to December 22nd/Échéances pour les Services des transactions avant le 22 décembre

"�������� Financial Statements" - Month of October 2023 / États financiers de �������� » – Mois d'octobre 2023

"�������� Financial Statements" - Month of September 2023 / États financiers de �������� » – Mois de septembre 2023

Updates: Payment Request Policy & Procedures for Travel / Modifications: Politique de demandes de paiement & Procédures relatives aux frais de déplacement

"�������� Financial Statements" - Month of August 2023 / États financiers de �������� » – Mois d'août 2023

"�������� Financial Statements" - Month of July 2023 / États financiers de �������� » – Mois de juillet 2023

Updates to Reimbursement Rates for Local Hospitality and Entertainment / Modifications aux taux de remboursement pour les frais d'accueil et de réception

Updates to Payment Request Policy and Procedures / Modification de la politique et procédures relatives aux demandes de paiement

Effective Aug 1, 2023 Updates to Per Diems / À Compter du 1er août 2023 Augmentation des indemnités

PCard Regulation - R.10 Prohibited Transactions has been updated /Règlement sur la carte d'achat PCard - R10 Transactions interdites a été mise à jour

"�������� Financial Statements" - Month of June 2023 / États financiers de �������� » – Mois de juin 2023

Move update for RFMS, Finance System Support, Transaction Services and Procurement Services

[MMP-USERS] New Supplier Punchout: MilliporeSigma Canada Ltd. / [MMP-USERS] Nouveau Fournisseur Punchout: MilliporeSigma Canada Ltd.

"�������� Financial Statements" - Month of May 2023 / États financiers de �������� » – Mois de mai 2023

Budget Carry Forwards posted to May of Fiscal Year 24 (2023/24)/Soldes reportés en mai de l’exercice 2024 (2023-2024)

"�������� Financial Statements" - Month of April 2023 / États financiers de �������� » – Mois d'avril 2023

Month of April Closing Delayed | Month of May Fund Balances / Clôture du mois d’avril reportée | Soldes du mois de mai

Banner Users: Forms FGAJVCQ, FGAJVCD and FGAENCB Blackout Period May 5 to May 8 / Formulaires Banner FGAJVCQ, FGAJVCD et FGAENCB inaccessibles du 5 au 8 mai

Fiscal Year 24 - Month End Deadlines for Submitting Financial Transactions / Exercice 2024 – Échéances de fin de mois pour l’inscription des transactions financières

Overhead Recovery Fee FY2024 / frais de récupération 7,5 % pour l'exercice 2024

"�������� Financial Statements" - Month of March 2023 / États financiers de �������� » – Mois de mars 2023

Updates to PCard Regulation / Modifications du Règlement sur la carte d'achat (PCard)

Fiscal 2023 Year End Memo/ Note de service - Fin de l’exercice financier : 30 avril 2023

MMP is back up

MMP technical issues

"�������� Financial Statements" - Month of February 2023 / États financiers de �������� » – Mois de février 2023

How To's / Mode d'emploi - Payment Requests (demandes de paiement)

Home office expenses / Dépenses de bureau à domicile

Direct Travel: FOAPAL form now available - formulaire FOAPAL maintenant disponible

"�������� Financial Statements" - Month of January 2023 / États financiers de �������� » – Mois de janvier 2023

Feb 3rd: Payment via FOAPAL form for airfare/rail bookings was suspended

REMINDER: ***YEAR END FUND TYPE AND ORG CHANGES***

"�������� Financial Statements" - Month of December 2022

"�������� Financial Statements" - Month of November 2022

"�� Financial Statements" - Month of November 2024 / États financiers de �� » – Mois de novembre 2024

"�� Financial Statements" - Month of October 2024 / États financiers de �� » – Mois d'octobre 2024

"�� Financial Statements" - Month of September 2024 / États financiers de �� » – Mois de septembre 2024

"�� Financial Statements" - Month of August 2024 / États financiers de �� » – Mois d'août 2024

"�� Financial Statements" - Month of July 2024 / États financiers de �� » – Mois de juillet 2024

"�� Financial Statements" - Month of June 2024 / États financiers de �� » – Mois de juin 2024

"�� Financial Statements" - Month of May 2024 / États financiers de �� » – Mois de mai 2024

"�� Financial Statements" - Month of April 2024 / États financiers de �� » – Mois d'avril 2024

"�� Financial Statements" - Month of March 2024 / États financiers de �� » – Mois de mars 2024

"�� Financial Statements" - Month of February 2024 / États financiers de �� » – Mois de février 2024

"�� Financial Statements" - Month of January 2024 / États financiers de �� » – Mois de janvier 2024

REMINDER:YEAR END RESTRICTED ACTIVITIES / RAPPEL :ACTIVITÉS RESTREINTES DE FIN D'ANNÉE

"�� Financial Statements" - Month of December 2023 / États financiers de �� » – Mois de décembre 2023

"�� Financial Statements" - Month of November 2023 / États financiers de �� » – Mois de novembre 2023

"�� Financial Statements" - Month of October 2023 / États financiers de �� » – Mois d'octobre 2023

"�� Financial Statements" - Month of September 2023 / États financiers de �� » – Mois de septembre 2023

"�� Financial Statements" - Month of August 2023 / États financiers de �� » – Mois d'août 2023

"�� Financial Statements" - Month of July 2023 / États financiers de �� » – Mois de juillet 2023

"�� Financial Statements" - Month of June 2023 / États financiers de �� » – Mois de juin 2023

"�� Financial Statements" - Month of May 2023 / États financiers de �� » – Mois de mai 2023

"�� Financial Statements" - Month of April 2023 / États financiers de �� » – Mois d'avril 2023

"�� Financial Statements" - Month of March 2023 / États financiers de �� » – Mois de mars 2023

"�� Financial Statements" - Month of February 2023 / États financiers de �� » – Mois de février 2023

"�� Financial Statements" - Month of January 2023 / États financiers de �� » – Mois de janvier 2023

REMINDER: YEAR END FUND TYPE AND ORG CHANGES

"�� Financial Statements" - Month of December 2022

"�� Financial Statements" - Month of November 2022

"�� Financial Statements" - Month of October 2022

"�� Financial Statements" - Month of September 2022

"�� Financial Statements" - Month of August 2022

"�� Financial Statements" - Month of July 2022

"�� Financial Statements" - Month of June 2022

"�� Financial Statements" - Month of May 2022

"�� Financial Statements" - Month of April 2022

"�� Financial Statements" - Month of March 2022

"�� Financial Statements" - Month of February 2022

"�� Financial Statements" - Month of January 2022

"�� Financial Statements" - Month of December 2021

"�� Financial Statements" - Month of November 2021

"�� Financial Statements" - Month of October 2021

"�� Financial Statements" - Month of August 2021

Decommissioning Research Assets and Supporting Internal Reuse at ��

"�� Financial Statements" - Month of July 2021

"�� Financial Statements" - Month of June 2021

REVISED Procedures for Travel & Other Personal Reimbursements - �� IT Cloud Directive

"�� Financial Statements" - Month of May 2021

"�� Financial Statements" - Month of April 2021

"�� Financial Statements" - Month of March 2021

REMINDER: YEAR END FUND AND ORG TYPE CHANGES