Financial Resources

 

We have put together a group of documents for the Academic and Administrative Department Financial Co-Ordinators/Managers.

If you have any questions regarding the documents listed below please contact your department’s Financial Officer in Financial and Budget Services. We hope you find the information helpful.

 

Important Dates

 

Account Reconciliation Tips

Monthly Reconciliations

Finding CC/IO, CFC mismatched postings

 

 Search Cost Recovery *updated Dec 2018

Search Costs Journal Entry

UTM Supplemental Guidelines

 

TA Funding/Reconciliation Resources 

TA Budget Reconciliation Template--New TA Methodology

TA Budget Reconciliation Template (Sample New Methodology)

TA Budget Reconciliation Template--Original TA Methodology

TA Budget Reconciliation Template (Sample Original TA Methodology)

 

Arts and Science: Graduate Expansion Funding Distribution Methodology

         GEF Distribution Methodology

 

Forecast Materials

Forecast Instructions  (updated Feb 2017)

Forecast Template      (updated Jan 2017)

 

Other Templates

Sessional Lecturer Funding Requests

Maternity/Parental Leaves

Phased Retirement

Sick Leave Benefits Calculation 

 

Presentations

UTM CRC Presentation

UofT Budget Model for UTM

UTM Budget Process

Research Overhead - Contract Research Overhead IOF and RSF

Secondments

Paying Faculty Secondments

UTFA Release Funds

Jackman Humanities Institute Faculty Research Fellowships - Department Funds
 

Year End 2018

Cash Deposit Year End Memo

 

Resource Links


SAP and Excel

Using Excel with SAP

SAP  Office Integration (activate)

 

University of Toronto & UTM Official Policies & Procedures

 

Administrative Accountability

Accountability Policy

Administrative Accountability Report Forms

 

References

FIS Documentation and Support

FIS Glossary

FAST Tips Newsletters Archive

ERDD


AMS Access

Planned System Downtimes

AMS Listserv

Reset AMS password

 

Training

FIS Training Calendar

FIS Training Materials

ODLC