expense reports

expense reports /financialservices/taxonomy/term/94/all en REMINDER: Advances/Expense Reports must include reference number and amounts /financialservices/channels/news/reminder-advancesexpense-reports-must-include-reference-number-and-amounts-289829 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. Wed, 19 Sep 2018 19:39:11 +0000 lisa.vawer@mcgill.ca 17506 at /financialservices NEW "Claimant Affiliation" field added to Minerva Advances & Expense Reports forms (effective December 1, 2016) /financialservices/channels/news/new-claimant-affiliation-field-added-minerva-advances-expense-reports-forms-effective-december-1-264549 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, Wed, 30 Nov 2016 16:25:59 +0000 katya.lazarova@mcgill.ca 17249 at /financialservices Top Common Errors /financialservices/travel/errors <div class="accordion"> <h3><a href="#">Details in the Trip Purpose field are insufficient</a></h3> <div> Be sure to include where you went, for what reason, and dates of the trip/conference. Include persons or organizations visited, and the full conference name (no acronyms) if applicable. If goods/items were purchased, clearly explain what was purchased, why, the quantity etc. </div> <h3><a href="#">Discrepancies in amounts claimed (hardcopy vs Minerva) </a></h3> <div> Ensure that entered receipt amounts in Minerva match the submitted receipts.</div></div> Wed, 15 Feb 2017 15:19:21 +0000 salimah.janmohamed@mcgill.ca 17289 at /financialservices Procedures for Travel and Other Expenses /financialservices/policies/reimburse/procedures <h2><img class="file-icon" alt="PDF icon" title="application/pdf" src="/financialservices/modules/file/icons/application-pdf.png" /> <a href="/financialservices/files/financialservices/procedures_for_travel_and_other_expensesapril2024.pdf" type="application/pdf; length=339446" title="procedures_for_travel_and_other_expensesapril2024.pdf">Procedures for Travel and Other Expenses</a></h2> Publication Date: December 2, 2005 Revision Date: April 30, 2024 - V5.5 Effective Date: April 30, 2024 Mon, 13 Feb 2017 19:05:34 +0000 salimah.janmohamed@mcgill.ca 17287 at /financialservices How To's for Minerva /financialservices/travel/howto <h2>Minerva Advances and Expense Reports Menu Options &amp; Instructions (Finance, Employee, and Student menus)</h2> <div class="box">Employee collectively refers to academics, researchers, and administrative staff.</div> <div class="tabs"> <ul class="tab-nav"> <li><a href="#ADV">Submit a Request for an Advance</a></li> <li><a href="#EXR">Submit an Expense Report</a></li> <li><a href="#ViewAll">View All Requests /Expense Report History</a></li> </ul> <div> <h2>Submit a Request for an Advance</h2> </div></div> Mon, 20 Feb 2017 14:39:50 +0000 salimah.janmohamed@mcgill.ca 17292 at /financialservices Delegate Temporary Signing Authority for travel advances, expense reports, and payment requests /financialservices/forms/delegateform <table> <thead> <tr> <th> Explanation </th> <th> Form </th> </tr> </thead> <tr> <td> A Fund Financial Manager (FFM) or Principal Investigator (PI) may delegate signing authority for travel advances, expense reports, and payment requests during temporary absences. For more information consult our <a href="/financialservices/policies/delegation">Delegation of Signing Authority webpage</a> (Policies/Regulation).</td></tr></table> Thu, 19 Jan 2017 16:30:31 +0000 salimah.janmohamed@mcgill.ca 17266 at /financialservices Transaction Services - Holiday Deadlines 2015 /financialservices/channels/news/transaction-services-holiday-deadlines-2015-257086 <h2>The following are Transaction Services’ deadlines prior to the Holidays:</h2> <h2>Travel (advances and expense reports)</h2> <ul> <li>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.</li> <li>FST expense reports and Advances received by the Travel Desk by December 14th at 5:00 p.m. will be processed by December 21st. <ul></ul></li></ul> Tue, 01 Dec 2015 13:33:02 +0000 salimah.janmohamed@mcgill.ca 17152 at /financialservices Reimbursement of Expenses Policy Update - G4.4.6 Expense Type (2) Car Rental /financialservices/channels/news/reimbursement-expenses-policy-update-g446-expense-type-2-car-rental-248701 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: Mon, 27 Apr 2015 14:38:58 +0000 salimah.janmohamed@mcgill.ca 17114 at /financialservices Reimbursement of Expenses - UPDATE - Airfare Receipt Requirements /financialservices/channels/news/reimbursement-expenses-update-airfare-receipt-requirements-243668 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 Thu, 19 Mar 2015 19:14:21 +0000 salimah.janmohamed@mcgill.ca 17074 at /financialservices Transaction Services - Holiday Deadlines 2014 /financialservices/channels/news/transaction-services-holiday-deadlines-2014-240201 <h2>The following are Transaction Services’ deadlines prior to the Holidays:</h2> <h2>Travel (advances and expense reports)</h2> <ul> <li>Advances and expense reports received by the Travel Desk by December 5th at 5:00 p.m. will be processed by December 22nd.</li> <ul> <li>Contact: Tonia Ciricillo, Assistant Supervisor, Accounts Payable and Travel Desk – ext.</li></ul></ul> Tue, 18 Nov 2014 16:21:36 +0000 salimah.janmohamed@mcgill.ca 17068 at /financialservices New requirements for research funds: authorization of expenses by PIs and record retention /financialservices/channels/news/new-requirements-research-funds-authorization-expenses-pis-and-record-retention-236636 <h2>Memorandum</h2> Rose Goldstein Michael Di Grappa Date: May 5, 2014 To: ƻ��Ժ 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, Mon, 12 May 2014 17:40:18 +0000 salimah.janmohamed@mcgill.ca 17051 at /financialservices Advances and Expense Reports training & resources /financialservices/channels/news/advances-and-expense-reports-training-resources-232565 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 &gt; Online Training &gt; 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. Wed, 22 Jan 2014 21:22:24 +0000 salimah.janmohamed@mcgill.ca 16987 at /financialservices Update to Reimbursement of Expenses Policy /financialservices/channels/news/update-reimbursement-expenses-policy-230701 Dear colleagues, The Reimbursement of Expenses Policy has been updated. The full policy is available on the Financial Services website at <a href="/financialservices/policies/reimburse">/financialservices/policies/reimburse</a>. Cristiane Tinmouth Controller [Message sent out on the FIS Listserv] Fri, 20 Sep 2013 15:33:11 +0000 katya.lazarova@mcgill.ca 16970 at /financialservices Delegation of Temporary Signing Authority Procedures For All Fund Financial Managers /financialservices/channels/news/delegation-temporary-signing-authority-procedures-all-fund-financial-managers-226715 Dear colleagues, Thu, 09 May 2013 15:43:51 +0000 salimah.janmohamed@mcgill.ca 16951 at /financialservices Research Administration and Accountability – Tri-Agency Recommendations - NEW DELEGATION MENU /financialservices/channels/news/delegate_temporary_signing_authority_new_menu <h2>Memorandum</h2> Rose Goldstein Michael Di Grappa Date: May 6, 2013 To: ƻ��Ժ Principal Investigators Cc: Prof. Anthony Masi, Deans, Associate Deans of Research Subject: Research Administration and Accountability – Tri-Agency Recommendations Dear Colleagues, Thu, 09 May 2013 15:25:03 +0000 salimah.janmohamed@mcgill.ca 16950 at /financialservices