Financial Services training program
Welcome to the Financial Services training program. You can access introductory training courses for each of the units within Financial Services here. You can go through all of the courses listed below or pick and choose the topics that are important for you right now. Come back and view the courses any time as a refresher.
Are you an academic Chair or Director? We have developed a training course just for you. It only takes a few minutes to get an overview of the areas of Financial Services that you might interact with in your role. Click the button on the right to get started. | Training for Chairs and Directors |
Training for Chairs and Directors |
Training modules for faculty and staff |
Introduction to Financial Services
Financial Services is responsible for many of the university's financial and accounting affairs including managing the banking, payroll, accounts payable, purchasing, research accounting and accounts receivable functions as well as managing the commercial card program.
Our department is comprised of four individual units: Payment and Banking Services, Payroll, Purchasing Services, and Research Accounting.
- We help you to purchase goods and services and pay for those goods and services
- We support units on campus in on-boarding faculty and staff and paying those faculty and staff
- If someone needs to be reimbursed or an honorarium or scholarship needs to be paid, we can help
- We create invoices to request payment to UVic from external parties as well as process payments made to the university to get the funds to the correct unit on campus
- We support researchers with all of these activities as well as with reporting and budgeting for their research funds
Other training
- Budgets training
- Chrome River expense management instruction guides and videos
- - Tuesdays at 11 am and Thursdays at 2 pm via Microsoft Teams
- Payroll resources for employees
- Payroll resources for departments and supervisors
Other resources and code lists
Payroll appointment/job configuration codes
- Employee class codes
- Account codes (payroll specific)
- Job change reason codes
- Job status codes
Payroll processing codes
FAST codes
- Expense account codes - searchable list
- Revenue account codes - searchable list
- FAST revenue and expense code list
- FAST Activity and Location codes
- FAST document identification code