FMS documentation and forms

Documentation

• petty cash
• credit card procedures
• location codes
• exchange rate
• ubc policy manual
• cheque handling codes
• source codes
• GST calculation for Q-requisitions and travel

Chartfields

• structure
• mapping
• requests
• nonresearch requests
• fmis online procedures (chartfield lookup)

Forms and instructions

Change Request to Active PO	form
Purchase Order Exemption List	form
Moveable Equipment	Equipment Register	Request to Move Equipment
Cash Receipts Log Book
Cash Receipts	form
Journal Voucher	form
Journal Voucher for Air Canada Corporate Pass	form
EFT Instructions	form
Instructions for Q-Requisition for Payment (HST)	form	Get a Q-req number
Instructions for Travel Requisition for Payment (HST)	form
GPO Budget Transfer Form
Coin Order form
Request for Account / Dept ID / Program	form
Request for PG - Non-Research	form
PG Inactivation Form - Research & Specific Purpose	form
PG Inactivation Form - General	form
Relocation Reimbursement Claim Form
Incidental Income/GST Small Supplier Status Declaration Form
Lost/Missing Receipt Form
FIA 3rd Party Travel Paid by UBC (formerly B23) Form

Fms online procedures

• Refer to training manuals.Module 1 & Module 2,

FMs online reports

• dictionary of pre-written reports
• gl transaction inquiry
• reporting instructions
• using reports
• default settings

Reading Reports

• balance sheet
• report of transactions
• pg statements
• roll up report

QUICKFIND

Annual Financial Statements
Deadlines
EnableIT
Extended Health Claim Form
Faculty Visits
Finance Certification Training
Financial Reports
Forms
Policies
Provincial Accountability Reports
Reference Materials
General Training(With links to MOST)
Tuition Fees
Your Benefits
Your T4
Applying for a new Fee For Service Project grant (FFS PG)

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