Archives: News

Thursday, May 19, 2016

Tips from a Financial Services Insider: eShop Tools, Support, Training (#2 of 6)

eShop Tools, Support and Training: Online tools As the 鈥榚shop: June 30th is coming!鈥� notices make their way through the 杏吧原创 community, people naturally have many questions.聽 In this series of tips, I am sharing answers to the most commonly asked questions. Question #2: I prefer online tools.聽 What is available for eShop? The... More

Monday, May 16, 2016

Tips from a Financial Services Insider: eShop Tools, Support, Training (#1 of 6)

eShop Tools, Support and Training: hands-on classroom style training As the 鈥榚shop: June 30th is coming!鈥� notices make their way through the 杏吧原创 community, people naturally have many questions.聽 In this series of tips, I will share the answers to the most commonly asked eShop questions. Question #1: June 30 is just around the... More

Friday, April 22, 2016

Tips from a Financial Services Insider: Travel and Expense Reimbursement Approvals (#2 of 2)

Tips from a Financial Services Insider: Setting up Proxys in Travel and Expense Reimbursement (2 of 2) My name is Douglas Saunders (Financial Systems Support Specialist).聽 As part of my job, I answer questions about approvals in the Travel and Expense system.聽 I often receive questions about approving claims in the Travel and Expense... More

Monday, April 11, 2016

Tips from a Financial Services Insider: Travel and Expense Reimbursement Approvals (#1 of 2)

My name is Douglas Saunders (Financial Systems Support Specialist).聽 As part of my job, I answer questions about approvals in the Travel and Expense system.聽 I often receive questions about approving claims in the Travel and Expense system. Have you ever actioned (e.g. approved or refused) a claim, only to receive an email reminder... More

Thursday, March 17, 2016

Tips from a Financial Services Insider: Taxes (4 of 4)

Hello. Seamas Matchett (Supervisor, Accounts Payable) and Izzie Kingsley (P Card Accounting Assistant) here with some tips for reconciling your Procurement card. Procurement cards are also known as Pcards and Purchasing Cards. This week鈥檚 tip about Pcards and taxes is a quick one. When reconciling your Pcard, make sure that the taxes shown in... More

Thursday, March 17, 2016

Tips from a Financial Services Insider: Pcards and Original Documentation (3 of 4)

Hello. Seamas Matchett (Supervisor, Accounts Payable) and Izzie Kingsley (P Card Accounting Assistant) here with some tips for reconciling your Procurement card. Procurement cards are also known as Pcards and Purchasing Cards. We hope that this week鈥檚 tip will help clarify What original documentation has to be submitted each month, and why we... More

Tuesday, March 1, 2016

Tips from a Financial Insider: Reconciling your Procurement Card (Pcard) (2 of 4)

Hello. Seamas Matchett (Supervisor, Accounts Payable) and Izzie Kingsley (P Card Accounting Assistant) here with some tips for reconciling your Procurement card. Procurement cards are also known as Pcards and Purchasing Cards. We hope that this week鈥檚 tip will help you to reconcile your Pcard on time each month. Cardholders are required to... More

Tuesday, February 23, 2016

Tips from a Financial Insider: Reconciling your Procurement Card (Pcard) (1 of 4)

Hello. Seamas Matchett (Supervisor, Accounts Payable) and Izzie Kingsley (P Card Accounting Assistant) here with some tips for reconciling your Procurement card. Procurement cards are also known as Pcards and Purchasing Cards. This week we鈥檒l tell you a bit about Pcards. Next week, we鈥檒l share a helpful tip for reconciling on time each month.... More

Friday, February 19, 2016

Tips from a Financial Services Insider: The FACTS program

In February 2015, Financial Services launched the FACTS program. As the FACTS program turns one, here鈥檚 a look at what we鈥檝e been up to and where we鈥檙e headed. What is the FACTS program? FACTS stands for Financial Administration Community Training and Solutions. As the name of the program suggests, FACTS is a Financial Services鈥�... More

Tuesday, February 9, 2016

Tips from a Financial Services Insider: Read if you are still using the ‘Certificate of Missing Documentation’

I have good news for those who are still using the 鈥楥ertificate of Missing Documentation鈥� for lost receipts in the Travel and Expense Reimbursement system. You no longer have to use it for Travel and Expense! If for any reason you are unable to provide supporting documentation when claiming an eligible expense (i.e. you... More

Monday, January 25, 2016

Tips from a Financial Services Insider: Digital Receipts

Following up on last week鈥檚 tip about 鈥榗laiming mileage within Ottawa鈥�, in this week's tip I am sharing information about attaching digital receipts to your travel and expense claim. If your original receipt for an approved expense is digital, you have the option to attach the digital file to your claim. An example of... More

Tuesday, January 19, 2016

Tips from a Financial Services Insider: Claiming Mileage within Ottawa

At a recent Travel and Expense Reimbursement System training session, the participants asked a number of great questions. In this week鈥檚 tip, I am sharing the answer to one of these questions ... "Can I claim mileage within Ottawa in the Travel and Expense Reimbursement system?" You can claim mileage when using a personal... More

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