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Documents, Guidelines & SOP'S
Chart of Accounts
Chart of Accounts page
 
Accounts Payable
Cheque Requisition - Standard Operating Procedure
Expense Reimbursement Procedure Presentation - August 2012
Expense Eligibility Chart
Expense Eligibility Chart
Wire/Draft to Foreign Countries - Standard Operating Procedure Wire Draft
 
Concur
Support Contact Information
IC
Expense Type Mapping to General Ledger
IC
Guide to Claim PER Expenses in Concur - Cupe 3903 Unit 2
IC
Setting Up Approval Flows in Concur
IC
 
Employee vs Independent Contractor
Guideline Employee/Employer vs. Independent Contractor Guideline
Independent Contractor Questionnaire IC
 
Endowments & Trusts
Awards and Faculty Fund 600 Cost Centre Management - Standard Operating Procedure JE_Preparation_Manual
 
eReports Documentation
Commonly Used Reports - Navigation & Purpose JE_Preparation_Manual
Introduction to eReports - Self-training Manual JE_Preparation_Manual
Requesting eReports Access - Standard Operating Procedure JE_Preparation_Manual
 
General Accounting
Preparing Journal Entries at York University JE_Preparation_Manual
Standard Operating Procedures - Cash Handling
 
Research Accounting
Research Cost Centre Accountability Document CFI Grants Administration Handbook
CFI Grants Administration Handbook CFI Grants Administration Handbook
Expense Eligibility Chart Expense Eligibility Chart
Professional Expense Reimbursement - Guidelines Professional Expense Reimbursement - Guidelines
Professional Expense Reimbursement for Senior Scholars - Guidelines (Rev: October 2013) Professional Expense Reimbursement - Guidelines
Standard Operating Procedure - Payment of Invoices from Research Partner Organizations on SSHRC Partnered Grants Tri-Council Extension Guidelines
Tri-Council Extension Guidelines Tri-Council Extension Guidelines
Tri Council Grants Administration Handbook Tri Council Grants Administration Handbook
 
Budget & Forecast Set Up and Maintenance
Budget Call Tutorial
Budgeting @ York University Training Manual 2012-13 Budget Call Guideline and Training Manual (PDF)
2014-15 Budget Call Training Manual 2012-13 Budget Call Guideline and Training Manual (PDF)
2014-15 Budget Call Quick Reference Guide 2012-13 Budget Call Guideline and Training Manual (PDF)
2014-15 Allocation Schedule 2008-09 Forecast and 2009-10 Budget Call Guidelines and Training Manual (PDF)
2014-15 Financial Forecast Guideline and Training Manual 2008-09 Forecast and 2009-10 Budget Call Guidelines and Training Manual (PDF)
2014-15 Financial Forecast View (VPA) Quick Reference Guide 2008-09 Forecast and 2009-10 Budget Call Guidelines and Training Manual (PDF)
Maternity Leave Allocation Template
Maternity Leave Allocation
Rolling Budget Training Manual RollingBudgetTrainingManual
Troubleshooting Mass Upload Template RollingBudgetTrainingManual
VPA Account Groupings VPA Account Groupings
 
Budgeted Benefit Rates
Fiscal 2014-15 2014-15 Rates
Fiscal 2013-2014 BenefitRates
 
Taxation
HST Tax Table for Sales to External Parties
HST External Sales Template (last updated February 23, 2010)
HST Presentation for the General Community (March 2010)
HST Memo - Change in Tax Reporting Procedures (April 21, 2010)
   
Risk Management Services
Administration of Certificates of Insurance - Standard Operating Procedure COI
Renting Vehicles on University Business - Standard Operating Procedure
Loss Reporting - Standard Operating Procedure LossReporting
Use of Personal Vehicles on University Business - Standard Operating Procedure
Hosting Social Events at Private Residences - Standard Operating Procedure
Student Event Planning - Standard Operating Procedure SOP
User Group Insurance Program - Fact Sheet SOP
User Group Insurance Program - Standard Operating Procedure SOP
Volunteer Offer Letter - Letter of Understanding
Certificates of Insurance Request Form (TXT)
Volunteers on University Business - Standard Operating Procedure
SOP
 
Year End Documents
Fiscal 2013-2014 Year-End Closing Timetable Year End Fiscal 2010
FY2013-2014 Year-End Guidelines for Faculty and Staff  Staff and Faculty Guide
FY2014 Year-End Variance Explanation Form Excel
Year End Accountability Letter Year End Fiscal 2010
 


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XLS files require Microsoft Excel 2003 or higher.
PPT files require Microsoft Powerpoint 2003 or better.
PDF files require Adobe Reader 7.0 or higher.
Certificates of Insurance Request Form (TXT) TXT files require any compatible text reader.
HTM/HTML files require a standard web browser