Financial Contact List - All Units

Question/Topic:

Accounts receivable inquiries
( external customers only):

• Customer account setup
• Customer billing

Contact:

Additional Info:

• Forms Cabinet
• Guide to Financial Management

Question/Topic:

• Petty cash requests
• Requests for deposit books and receipt books
• Inquiries in relation to cash deposits

Contact:

Additional Info:

• Forms Cabinet
• Guide to Financial Management

Question/Topic:

• Electronic fund transfers

( external customers only)

• Inquiries in relation to Moneris terminals
• General banking inquiries

Contact:

Additional Info:

• Forms Cabinet
• Guide to Financial Management

Question/Topic:

• Revenue inquiries
  • Internal sales
  • External sales
  • Cost Recoveries
  • GST

Contact:

Contact your Finance Partner

Additional Info:

• Forms Cabinet
• Guide to Financial Management

Question/Topic:

• Shipping, receiving, mail, courier
• Moving (office, equipment) and storage
• Equipment - asset tags, property identity labels, disposal/transfer/sale of equipment
• Customs (Importing and Exporting)

Contact:

• Distribution Services 
• dispatcher@ualberta.ca

Call: 780-492-4122
Email: smscust@ualberta.ca

Additional Info:

• Distribution Services
• Forms Cabinet

Mailing Address:
University of Alberta
Materials Management Building
116 Street and 85 Avenue
Edmonton, Alberta T6G 2R3

Customs Services

Question/Topic:

• Purchasing
• Contracts with suppliers (individuals and businesses)
• SupplyNet Ordering and Training

Contact:

Procurement and Contract Management

Email: procure@ualberta.ca

Additional Info:

• Procurement and Contract Management
• Forms Cabinet
• SupplyNet

Question/Topic:

• Payment and processing of supplier invoices and other non-payroll payments
• SupplyNet Invoicing and Receiving
• Supplier Updates
• Corporate Purchasing Cards

Contact:

Payment Services
Visit the Staff Service Centre

Additional Info:

• Payment Services
• Forms Cabinet
• SupplyNet
• Corporate Purchasing Card

Question/Topic:

• Travel and Expenses
• Travel and Expense Claims, Booking Travel, Travel Advances, Professional Expense Reimbursement

Contact:

Travel, Expense and PER Claims or Compliance:
Visit the Staff Service Centre

Travel Management - General Inquiries: 
smstrvl@ualberta.ca

Additional Info:

• Travel and Expense
• Forms Cabinet

Question/Topic:

• uPlan System
  • Security access
  • Training
  • General inquiries

Contact:

uPlan@ualberta.ca

Additional Info:

Resource Planning

Question/Topic:

• Inquires on institutional budgets and planning

Contact:

rp@ualberta.ca

Additional Info:

Resource Planning

Question/Topic:

• Payroll Inquiries (includes all non-budget salary items)

Contact:

Visit the Staff Service Centre

Additional Info:

Pay and tax information

Question/Topic:

Posted transaction inquires

• Identifying journal mask for follow-up e.g. BKS - Bookstore

Contact:

For a list of contact names and emails by journal mask run PS Query - AAA_JL_MASK

Additional Info:

Guide to Financial Management

Question/Topic:

PeopleSoft Help

• nVision report will not run
• cannot process interface journal
• electronic workflow approvals

Contact:

Information Services and Technology

Additional Info:

Information Services and Technology

Question/Topic:

PeopleSoft Access

• Financials
• HCM
• Campus Solutions

Grants 3.0 Access

Contact:

Email: aissecurityforms@ais.ualberta.ca

Additional Info:

IST Enterprise Application Access

Question/Topic:

PeopleSoft Training Resources

Contact:

Visit the Staff Service Centre

Additional Info:

HRHSE PeopleSoft Training

Question/Topic:

Questions regarding:

• Indirect costs of research
• Research project closure
• Sponsor invoicing
• Research project financial statements
• Financial information on the Researcher Home Page
• Over expended research projects
• Administrative end date extensions

Contact:

The Research Administration Specialists within the Research Partner Network are your first point of contact for all your research administration needs.

Phone: 780-492-5787
Email: rsoinfo@ualberta.ca

Research Administration Specialist Directory

Additional Info:

Research Administrative Services

RAS Forms Cabinet

Mailing Address:

Research Services Office
1-560 Enterprise Square   
10230 Jasper Avenue
Edmonton, AB
T5J 4P6

Question/Topic:

Questions regarding:

• Clinical Trial Application (CTA) Administration
• Clinicaltrials.gov Management
• PI-Initiated trial auditing and monitoring
• NIH Conflict of Interest Management

To forward concerns regarding clinical research conduct at the University of Alberta

Contact:

Quality Management in Clinical Research

Scott Jamieson

Phone: 780-695-5525
Email: scott.jamieson@ualberta.ca

Additional Info:

Question/Topic:

Donation Agreements

• Agreement review, processing and approval
• Setting up student awards, chairs, professorship
• Determination of sponsorship versus gifts
• Determination of gifts versus grants
• Endowment setup process
• Questions concerning comments in the Suspense Report
• Countability of different contribution types
• Questions on all donation acceptance policies, procedures and forms
• Naming
• Assessment fees
• Matching gift set up and general queries
• Security / stock donation queries
• Pre-event approvals
• In-kind donations / fair market value appraisal

Contact:

Office of the Recording Secretary (Agreements)

RecSec@ualberta.ca

Additional Info:

Office of Advancement

Mailing Address:
3rd Floor Enterprise Square
3-001, 10230 Jasper Ave NW
Edmonton, AB T5J 4P6

Question/Topic:

Donation processing

• Charitable Tax Receipts
• Recording of donations / accounts in Advance (including request for change)
• Speed and allocation code questions/requests
• Audits
• Reconciliation
• Transferring funds to/from Suspense Account
• Soft credit and coding
• Pledge Reminders
• Follow up questions on assessment fees
• Deposits, Credit Card payments, receipting of Electronic Fund Transfers
• Matching gifts deposits

Contact:

RecSec@ualberta.ca

Additional Info:

Office of Advancement

Mailing Address:
3rd Floor Enterprise Square
3-001, 10230 Jasper Ave NW
Edmonton, AB T5J 4P6

Question/Topic:

To report worrisome behaviors of those at risk of harm to self or others.

Contact:

Helping Individuals at Risk

Phone: 780-492-4372
Email: hiarua@ualberta.ca

Additional Info:

Helping Individuals at Risk

Question/Topic:

• To obtain data about the university (i.e. student and staff counts)
• Access to Acorn and Tableau training opportunities
• Access to institutional survey results (i.e. NSSE, Graduate Outcomes Survey)

Contact:

Strategic Analysis and Data Warehousing

Email: stramail@ualberta.ca
Phone: 780-492-7478

Additional Info:

Reporting and Statistical Documents

Question/Topic:

Questions regarding:

• Ongoing internal and external audits;
• Disclosure of issues pertaining to fraud or irregularity;
• The audit process and how it works;

Contact:

Internal Audit & Enterprise Risk Management
Nokuthula Sithole, Executive Director

Additional Info:

Contact Internal Audit & Enterprise Risk Management

Bulletin Name:

FS-bulletin

(Financial Services)

Topics:

• Month and year-end schedules
• Updates to Guide, UAPPOL, Forms Cabinet
• Other financial notifications from all Vice-President (Finance and Administration) units

Frequency:

Monthly and as required

Subscribe/Unsubscribe:

FS-bulletin

(includes access to archives)

Bulletin Name:

SMS-bulletin

(Procurement & Contract Management)

Topics:

• Updates to UAPPOL, Forms Cabinet
• Other PCM notifications

Frequency:

As required

Subscribe/Unsubscribe:

SMS-bulletin

(includes access to archives)

Bulletin Name:

Hiring and Managing Newsletter

(Human Resource Services)

Topics:

• Updates to pay, recruitment and hiring processes, staff agreements
• Upcoming dates and deadlines
• Immigration news
• Workplace health topics

Frequency:

Monthly, quarterly and as required

Subscribe/Unsubscribe:

HR Contacts

Bulletin Name:

Production Mailing List

(Information Services & Technology)

Topics:

• System availability
• New features/updates
• Reminders of key business periods

Frequency:

As required

Subscribe/Unsubscribe:

Production Mailing List