Financial Services Home

2 Institutional Accounting and Reporting Requirements

3 Financial System

4 Chart of Accounts (COA)

5 Reporting

6 General Financial Information

7 Budget Administration

8 Multi-Year Resource Planning

9 Sales of Services and Products

10 Cash Handling, Receipting, Depositing and Banking

11 Payroll

12 Procurement of Goods and Services

13 Travel

14 Gifts (Donations) to the University

15 Fund Management

16 Equipment and Furnishings Assets

17 Investments

Guide to Financial Management ("Guide")

The purpose of this Guide is to bring together in one place financial policies, procedures, supplemental information and training materials to assist units in meeting their financial management and stewardship responsibilities.  It is intended for use by financial administrators in academic units and central services units.

The Guide is presented in a logical manner, which can generally be categorized by:

• Business framework
• Financial system
• General financial information
• Specific business processes
• Specific fund management
• Other topics

Some of the sections include training guides. The training guides are available on a secured University website; a valid Campus Computing ID (CCID) and password are required to access these materials.

We would like to acknowledge the contributions of the many units and staff who have provided input.

If there is other information that you believe would be beneficial, or any other comments and suggestions you may have on how this guide can better serve you, please email us at fs.requests@ualberta.ca.