This workshop is open to faculty and staff only

Training will focus on the Purchasing Cardholder Guidelines and the requirements of each cardholder under the UWindsor Purchasing Card Program. The training will also include an overview and demonstration of the Scotia Bank CentreSuite Card Management System including, the expense allocation functions.

Competency area: Organizational / Sector Awareness - Key Issues

Learn the system basics and how to use self-serve modules.

Learn the system basics and how to use self-serve modules.

Learn how to complete the purchasing requisition process.

Learn how to complete and submit an expense form.

This workshop is open to faculty and staff only

Training will focus on the Purchasing Cardholder Guidelines and the requirements of each cardholder under the UWindsor Purchasing Card Program. The training will also include an overview and demonstration of the Scotia Bank CentreSuite Card Management System including, the expense allocation functions.

Competency area: Organizational / Sector Awareness - Key Issues

Learn how to submit a travel expense claim, use the online purchase requisitioning, and how to read and understand your monthly reports.

Learn the system basics and how to use self-serve modules.

Learn the system basics and how to use self-serve modules.

Learn how to submit a travel expense claim, use the online purchase requisitioning, and how to read and understand your monthly reports.

Learn how to complete and submit an expense form.

Learn the system basics and how to use self-serve modules.

Learn how to complete the purchasing requisition process.

Learn how to complete and submit an expense form.

Learn how to submit a travel expense claim, use the online purchase requisitioning, and how to read and understand your monthly reports.

Learn the system basics and how to use self-serve modules.

Learn how to complete and submit an expense form.

Learn how to complete the purchasing requisition process.

Learn how to complete and submit an expense form.

Please join the finance department for a one-hour session explaining the procedures for the 2018 fiscal year end, our first using UWinsite Finance. Anyone with a financial responsibility for their Department will benefit from this course.

Learn how to complete and submit an expense form.

Learn how to complete the purchasing requisition process.

Learn the system basics and how to use self-serve modules.

Learn how to complete and submit an expense form.

Learn how to complete the purchasing requisition process.

Learn the system basics and how to use self-serve modules.

This session will examine the process of creating expense reports, starting with how to prepare an expense form - for both travel and non-travel expenses and the next steps once the report has been submitted (review and approval process). This session will also cover the delegation of authority for the preparation of expense reports, and the review and approval of expense reports, including a demonstration of how to set up a delegation rule, how it works and responsibilities.

This session will provide an overview of how to properly determine which process needs to be followed when ordering goods and services (whether ordering from a Project or Grant account or a foreign source). It will also cover the Purchase Requisition process including how to review, approve and receive the good or service which was ordered.