Financial Contact List - All Units

Question/Topic:

Accounts receivable inquiries
(external customers only):

• Customer account setup
• Customer billing

Contact:

Additional Info:

Question/Topic:

Petty cash requests

Requests for deposit books and receipt books

Inquiries in relation to cash deposits

Contact:

Additional Info:

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 - click here for contact details 

dispatcher@ualberta.ca

Call: (780)-492-4122

smscust@ualberta.ca

Additional Info:

Distribution Services

Forms Cabinet

Mailing Address:
University of Alberta
Materials Management Building
116 Street & 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

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:

ist@ualberta.ca

Additional Info:

Information Services & Technology

Question/Topic:

PeopleSoft Access

• Financials
• HCM
• Campus Solutions

Grants 3.0 Access

Contact:

aissecurityforms@ais.ualberta.ca

Additional Info:

IST Enterprise Application Access

Question/Topic:

PeopleSoft Training Resources

Contact:

Information Services and Technology

Live Chat & Phones: 7:30 - 7:30 Mon-Fri

Phone: (780) 492-9400

Fax: (780) 492-1729

Email: ist@ualberta.ca

Additional Info:

IST 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:

Research Facilitators are your first point of contact for all your research administration needs.

Please refer to the following link to identify the Research Facilitator assigned to your faculty or unit.

RSO - Research Facilitators

Phone: (780) 492-5787

Additional Info:

Research Services Office

RSO 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

780.695.5525

scott.jamieson@ualberta.ca

Additional Info:

Quality Management in Clinical Research

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

Kris Fowler

780.492.4372

kris.fowler@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

stramail@ualberta.ca

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 and Risk Management (IARM)

Allen Amyotte, Executive Director and University Auditor

Additional Info:

Contact Internal Audit and 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