Financial and Administrative Services Information Sessions
Registration: Please email Melanie Butler to register at mbutler@mun.ca stating the individual’s name, department and contact information. Your e-mail to Melanie is confirmation of your attendance.
PURCHASING AND RECEIVING IN BANNER FINANCE
Date & Time: Monday, February 17, 2020, 9:30 a.m. – 11:30 a.m.
Location: A2065
Facilitators: Cheryl Whitten, Associate Director, Deanne Piercey, Associate Director of Strategic Procurement, Bill Hillyard, Manager of Financial Systems, and Doug Bailey, Computer Systems Officer
This session will review when to complete a purchase order vs. direct pay, the approval steps needed for change orders, and when to use a standing purchase order. We will review the technical steps for completing purchasing and receiving functions in the Banner Finance system in an interactive lecture format with time allotted to answer specific questions on purchase order processing in Banner. It will include Banner functionality to facilitate purchase order processing, including:
- Creating a regular purchase order
- Creating a standing purchase order
- Creating a change order
- Printing purchase orders and change orders
- Receiving on purchase orders
- Querying purchase orders
- Cancelling versus closing a purchase order
The session is intended for novice and intermediate Finance users who are responsible for performing the purchasing function in their department.
TRAVEL POLICIES: ISSUES AND ANSWERS
Date & Time: Monday, February 17, 2020, 2:00 p.m. – 3:00 p.m.
Location: A2065
Facilitator: Scott Murphy, Staff Accountant (Disbursements)
Memorial University Travel Policies provide proper control of travel and related expenses where travel is required for university business. This session will cover:
- Which travel forms are required by different categories of travelers?
- Common issues encountered with travel claims and how to avoid these problems
- Question and answer period. Have your questions ready!
The session is intended for individuals within departments/faculties/schools who are responsible for reviewing and approving Travel Expense Claims.
PRINT AND MAIL SERVICES – ELECTRONIC ORDERING AND FILE SUBMISSION
Date & Time: Monday February 17, 2020, 3:30 p.m. – 4:00 p.m.
Location: A2065
Facilitator: Jason Tucker, Supervisor of Digital Services, Print and Mail Services
This session will be an overview of the ordering process for standard Memorial business cards, envelopes and letterhead through our online ordering system, as well as accessing and submitting our downloadable PDF requisition form for all other printing orders. In addition, the various methods by which files for print jobs can be electronically submitted to Print and Mail Services will be demonstrated.
COMPLETING THE P-CARD RECONCILIATION
Date & Time: Tuesday, February 18, 2020, 2:00 p.m. – 4:00 p.m.
Location: SN2036
Facilitators: Cheryl Whitten, Associate Director, Paula Hynes, Tendering Clerk, and Jillian Kean, Accounting Clerk
This session will provide an overview of the Spend Dynamics P-Card reconciliation process, including timelines, FOAPAL coding, and tax coding.
This session is useful for anyone with a procurement card having unusual transactions.
EASY ORDERING FROM STAPLES – USING EWAY
Session cancelled.
FLAC Workshop
Date & Time: Wednesday, February 19, 2020, 2:00 p.m. – 4:00 p.m.
Location: SN2036
Facilitator: Cheryl Whitten, Associate Director
This session will review FLAC (Faculty Load and Compensation) procedures and answer questions intended for all FLAC users in academic departments.
MONTHLY FINANCIAL OVERSIGHT CHECKLIST
Date & Time: Thursday, February 20, 2020, 9:30 a.m. – 10:30 a.m.
Location: SN2036
Facilitator: Heather Whelan, Manager
This session will provide an overview of the Monthly Financial Oversight Checklist, including background, financial oversight best practices, the monthly financial oversight process, as well as review of the minimum transaction review reports.
This session is intended for all those responsible for the submission of the monthly financial oversight checklist. New users and existing users who have questions about the checklist, are invited to attend.
RESEARCH ACCOUNTING – INFORMATION ON THE NEW TRI-AGENCY GUIDE ON FINANCIAL ADMINISTRATION
Date & Time: Thursday, February 20, 2020, 2:00 p.m. – 3:00 p.m.
Location: SN2036
Facilitator: Melissa Squires, Manager of Research Accounting
This presentation will provide departmental administrative staff with a brief overview on the new principle-based approach to the new Tri-agency Guide on Financial Administration (TAGFA). It will also provide some information on Memorial University’s transition process to the new TAGFA guide.
PUBLIC PROCUREMENT ACT/REGULATIONS AND POLICY
Date & Time: Friday, March 6, 2020, 2:00 p.m. – 4:00 p.m.
Location: A1046
Facilitator: Deanne Piercey, Associate Director of Strategic Procurement and Keith Field, Manager of Strategic Procurement
Are you following the Public Procurement Act when acquiring goods and services? What is a good? What is a service? Professional services… no longer? What are the new thresholds? Are there any new exceptions to doing an open call? What is an open call? If you have asked yourself any of these questions recently, this information session is for you. After completing this session, you will have the answers to these questions and many more!!!