Latest News from Financial Services

 

Training Sessions

Stay connected with the financial systems and processes, attend a session led!

Build your Budget Sessions

The new budget cycle started in July and to support you through the process Build your Budget sessions have been scheduled throughout the month of August.

These sessions are designed to get you started on the budget planning process or provide you with hands on assistance. This is a 2 hour session where team members are available to you to assist you with system and process questions related to the development of your compensation & non-compensation budget plan for the coming fiscal year. Work at your own pace with the UM support team at your fingertips!

Sessions are informal drop in sessions which allows you to stay for the period of time you need. Please register via the LOD training site so we can ensure we have ample resources available for all participants.

 Date   Time   Location
 August 13, 2019   9:00 am-11:00 am   340 University Centre
 August 15, 2019   1:30 pm-3:30 pm   340 University Centre
 August 20, 2019   1:30 pm-3:30 pm   340 University Centre
 August 28, 2019   1:30 pm to 3:30 pm   340 University Centre
 August 29, 2019   9:00 am to 11:00 am   340 University Centre

Travel and Expense Management Sessions

This 3 hour class gets you started with the fundamentals of traveling and incurring travel expenses at the University of Manitoba.

The session will help you with navigating the basics of the Concur system and to develop a working understanding of the Travel and Business Expense Claims Policy. This is an interactive class where you will learn how to incur common expenses, update your profile in Concur, use reference numbers, book travel, create an expense report, manage a cash advance, and review and approve a claim.

Please register via the LOD training site .

 Date  Time  Location
 September 17, 2019  9:00 am to 12 Noon  340 University Centre
 September 24, 2019  9:00 am to 12 Noon  231 Neil John McLean Library
(Patterson Lab)

EPIC Sessions and ASK Aurora Open Lab

The Aurora Finance Training series includes everything you need to know to procure goods & services at the University of Manitoba.

Join us in the classroom this fall to learn all the functions of the EPIC system! Our hands on classes will guide you on how to access the system, generate  different types of requests, monitor your orders from request to payment, requirements for contract requests, and provide you with an understanding of the approval processes and available reports or searches.

An ASK! Aurora sessions will also be available on each campus this fall to provide you with in person assistance for any of the financial systems and processes. Drop in to ask questions, get hands on assistance or just to say hi to one of our team members!

Fort Garry Campus Sessions
All sessions at the Fort Garry Campus are held in 340 University Centre

  Date  Time  Session
 September 25, 2019  9:00 am to Noon  Introduction to EPIC
 September 25, 2019  1:30 pm - 3:30 pm  EPIC After the Order
 September 26, 2019  9:00 am to Noon  EPIC Contracts
 September 26, 2019  1:30 pm - 3:30 pm  ASK! Aurora

Bannatyne Campus Sessions
All sessions at the Bannatyne Campus are held in 231 Neil John McLean Library (Patterson Lab)

  Date  Time  Session
 October 1, 2019  9:00 am to Noon  Introduction to EPIC
 October 1, 2019  1:30 pm - 3:30 pm  EPIC After the Order
 October 2, 2019  9:00 am to Noon  EPIC Contracts
 October 2, 2019  1:30 pm - 3:30 pm  ASK! Aurora

For full details on each session and to register please visit the LOD training site .

 

Looking for other training opportunities?
Call Aurora Finance Customer Service at 204.480.1001

 


The New Service Agreement is Live!

Effective Monday June 3, 2019 the new Service Agreement replaced the standard Independent Contract Agreement (ICA). 

Focused on streamlining the process & procedures to initiate a Service Agreement with Suppliers and Individuals the this update means:

• Reduction of paper forms required
     o No schedules A, B, C, or D
     o No Certificates of Status, Articles of Incorporation or evidence of legal name
• Streamlined request process
• Modernized review and approval processes
• Standardized terms and conditions
• Increased automation for approvals, creating the agreement & communications

The new procedures include updated forms to manage agreements that engage Individuals (without a business registration number) and refreshed fields in EPIC to manage agreements with Suppliers (with a business registration number).

Want more details?

Full details are available on the Purchasing Services - Contracts and Agreements webpage

Need help navigating the updated process in EPIC?

Check out the How to Create a Contract Request Guide and Quick Reference Guide for Service Agreements

What forms do you use?

Updated forms and instructions are available on the Financial Services Forms webpage

Previous news related to this initiative May 15, 2019 Announcement


EPIC Commodity Code Quick List

Need some assistance with finding a commodity code for your EPIC purchase request?

Check the EPIC Commodity Code Quick List!

Use this list to help find the best fit for the product or service you are purchasing. 


 

Want More?

Check out Financial Services Newsletters Financial Services Newsletter.