Chapter 1 Introduction to Guide

The purpose of this Guide is to bring together in one place financial UAPPOL policies, procedures and other guidance and information to assist financial administrators in faculties and central services units.

The Guide is organized in a logical manner to cover the following areas:

  • Financial Reporting
  • Financial system
  • General financial information
  • Specific business processes
  • Specific fund management

The Guide is updated throughout the year as required, and will be noted with a "last updated" date at bottom of document. Please note the "last updated" date does not apply to the UAPPOL Policies and Procedures, which have their own "most recent editorial date". Some documents do not change from year to year, however FS ensures all documents are reviewed on an annual basis.

Guide updates are communicated to units via FS-bulletin. 

Contact Information

Financial UAPPOL (University of Alberta Policies and Procedures)

See contact information in the applicable policy or procedure (“Contact for questions about this procedure”)

Finance Help (contact details for finance-related questions)

Financial Contact List (All Units)

Last updated: November 2015