Updated Finance Forms - Available September 1, 2026

The following Shared Services forms have been updated for better usability and standardization. 

• Customer Setup & Update Request - External Commercial Billing:  Managing external commercial billing just got easier. We have transitioned to a standardized ADOBE Acrobat Reader format requiring digital completion.Required fields will dynamically update based on your inputs. Print and scan submissions are no longer accepted.

• NEW FORM Request for Revenue Billing or Adjustment: This is a new form to be used by faculty/departments to request the generation of Billing and Accounts Receivable invoices for sales revenue and/or cost recovery invoices to external customers.  

Completed forms can be submitted via the University Service Portal (Visit Service Portal) and Submit a Finance Form Service Catalog item.

• Honoraria, Petty Cash, and Research Custodian Authorization Form: Establishing or updating petty cash and honoraria custodianship is now faster and fully digital with our revised PDF standard, designed to ensure seamless approval and processing for all designated custodians. To request this form, call the Staff Service Centre at 429-8000 option 2 or submit a Staff Services General Enquiry requesting the form.  Once completed submit the form on the University Service Portal via the Submit a Finance Form Service Catalog item.  Please note that paper, handwritten, or scanned copies will no longer be accepted.

Ensure you are using the latest versions of all Finance & Distribution forms by searching the Finance Forms Cabinet. Some forms now include dynamic features that adjust based on your responses. Always download the form to your computer, and if it is a PDF, open it using Adobe, as outlined in the instructions.  

Questions?  Contact the Staff Service Centre.