Training and Reference Material
Operational Excellence Series Slides
Access slides from the Financial Services Operational Excellence Series sessions. To learn more about the Operational Excellence Series, view upcoming sessions, or enroll in a session, click here.
Videos
The videos contain general information, a demonstration, or interactions and are a few minutes in length. When viewing videos you will need to enable sound on your computer.
PDF's
The PDF's are Quick Reference Sheets that provide the steps in a process, or User Guides that provides in-depth information on a topic.
Having a problem opening a PDF?
If using Firefox:
In the upper right-hand corner, click 'Open With Different Viewer' button and select Adobe Acrobat Reader from the
OR → Menu → Options → Applications → Portable Doc Format → Drop down - Use Adobe Acrobat Reader.
If using Google Chrome:
→ Copy and paste the following into the search bar in Chrome; chrome://plugins → Press Enter → Under the section 'Chrome PDF viewer', click disable for the entire section.
Note: You may require training before you will be given access to some modules within 澳门六合彩开奖预测 Financials, refer to the documentation below or contact Financial Systems at finsys@uwo.ca for details.
Corporate Accounting
Financial Risk Management, Controls & Accountabilities
Fundamentals of Financial Services
Endowment & Restricted Funds
How to Print Project Reports
Harmonized Sales Tax
HST Training Handout
Reimbursements
Travel & Expense Claims Guidelines & Process
Expense Reimbursement Module FAQs
Professional Expense Reimbursement (PER) FAQs
Professional Expense Reimbursement (PER)
PER Information by Employee Group
Financial Systems
- Printing Research Project Statements
- Report Manager and nVision Reports
- nVision Drilldown Requirements
-
Speedcode Inquiry Tool - List of Valid Expense Accounts
- 澳门六合彩开奖预测 Financials Source Codes
Procurement
Before Your Purchase - What You Need to Know
Policies and Guidelines
- General Purchasing Policies and Guidelines
- Obtain Quotes for Orders >$25k
- Accessibility Considerations For Purchases
Purchasing Tools
Import / Export Goods
Research
Online Purchasing – Mustang Market
Getting Started
Creating and Submitting Orders
Approving an Order
Finding Orders
Credit Card Purchasing - PCard
Getting Started
Travel Booking
Getting Started
Training
Mustang Market Requisitioner User Guide
Research Finance
Overview
Understanding the Financial Side of Research Projects
Accountabilities / Guides
-
Post Award Research Admin - Roles & Responsibilities - Reference for Researcher / Account Holder Policies
- Principal Investigator / Account Holder Responsibilities
- Researcher Accountability Report Statements
- When Do I Need to Complete a Delegation of Signing Authority form?
Tri-Agency
How To
- Complete a Journal Entry for Expenses (
non Salary) between Research Projects - Complete a Research Journal Entry for Salaries and Benefits
- List of Common Non-Salary General Ledger Expense Accounts for Research Projects
- List of Valid Salary / Benefit General Ledger Accounts for Research Projects
- Creating CFI Orders
- Print Monthly Research Financial Statement
- Request for Continued Spending on an Over Expended Research Account