Forms and Links

FORMS & LINKS

The wide array of activities at the University of Toronto are governed by policies and guidelines.

For a comprehensive listing of University policies please refer to the Governing Council website.

The links to specific financial policies and guidelines at the University of Toronto are found at the Policies section of the Financial Services website.

The Guide to Financial Management is a key resource for financial administrators, staff and faculty on how to handle financial related matters at the University of Toronto – primary areas of interest include:

• Budgeting
• Purchasing and Payment to Vendors
• Financial Information System
• Financial Management
• Administrative (including Financial) Accountability
• Reporting
• Delegation of Authority
• Source Documents and Audit Trail
• Revenues and Expense Recoveries
• Travel and Other Reimbursable Expenses
• How to Claim an Expense Reimbursement
• Expense Reimbursement Direct Deposit (log-in to ERDD)
• Cash, Other Receipts and Banking
• Purchasing Card (MasterCard PCard)
• AMEX Travel and Hospitality Card (TCard)
• Capital Projects and Renovations (Overview, CaPS, CaPS Process & Approval)
• CIBC Letters of Credit Application (Written Financial Guarantee)
• Capital Assets (Overview, Disposal, Internal Sales, Use of and Transfer)

List of all administrative accountability forms which are required to be completed annually:

• Administrative Accountability Report Forms

A tabular version of all forms that are available/required for processing in FIS. Many forms are available in MS Word or MS Excel as well as in PDF Format:

• Forms for Processing in FIS

Listing of forms required in order to request new FIS Master Records (Funds Center, Cost Center, Internal Order) or make changes to existing FIS Master Records:

• FIS Master Records Forms

Single point of access for various services supported centrally by Information Technology Services (i.e. ESS, Taleo, Halogen, Service Order Requests, ERDD, uSource etc.):

• Your Single Point of Access

The following links provide important schedules and institutional deadlines:

• Financial Services News (deadlines for institutional requirements and year-end)
• Budget Administration and Reports
• HRIS Payroll Schedules