Financial Contact List - All Units


Transactional Items

Inquiry Topic
Inquiry Contact
Additional Information
Inquiry Information
Question/Topic:

Accounts receivable inquiries
(external customers only):

  • Customer account setup
  • Customer billing
Inquiry Information
Question/Topic:

Petty cash requests

Requests for deposit books and receipt books

Inquiries in relation to cash deposits

Inquiry Information
Question/Topic:

Electronic fund transfers
( external customers only)

Inquiries in relation to Moneris terminals

General banking inquiries

Inquiry Information
Question/Topic:

Revenue inquiries

  • Internal sales
  • External sales
  • Cost Recoveries
  • GST
Contact:

Contact your Finance Partner

Inquiry Information
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)

Additional Info:

Distribution Services

Forms Cabinet

Mailing Address:
University of Alberta
Materials Management Building
116 Street & 85 Avenue
Edmonton, Alberta T6G 2R3

Customs Services

Inquiry Information
Question/Topic:

Purchasing

Contracts with suppliers (individuals and businesses)
SupplyNet Ordering and Training

Inquiry Information
Question/Topic:

Payment and processing of supplier invoices and other non-payroll payments

SupplyNet Invoicing and Receiving

Supplier Updates

Corporate Purchasing Cards

Inquiry Information
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

Inquiry Information
Question/Topic:

uPlan System

  • Security access
  • Training
  • General inquiries
Contact:

uPlan@ualberta.ca

Additional Info:

Resource Planning

Inquiry Information
Question/Topic:

Inquires on institutional budgets and planning

Contact:

rp@ualberta.ca

Additional Info:

Resource Planning

Inquiry Information
Question/Topic:

Payroll Inquiries (includes all non-budget salary items)

Contact:

Visit the Staff Service Centre

Additional Info:

Pay and tax information

Inquiry 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

Inquiry Information
Question/Topic:

PeopleSoft Help

  • nVision report will not run
  • cannot process interface journal
  • electronic workflow approvals
Inquiry Information
Question/Topic:

PeopleSoft Access

  • Financials
  • HCM
  • Campus Solutions

Grants 3.0 Access

Inquiry Information
Question/Topic:

PeopleSoft Training Resources

Contact:

Visit the Staff Service Centre

Additional Info:

HRHSE PeopleSoft Training

Research

Inquiry Topic
Inquiry Contact
Additional Information
Inquiry Information
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 Administrative Services

RAS Forms Cabinet

Mailing Address:

Research Services Office
1-560 Enterprise Square   
10230 Jasper Avenue
Edmonton, AB
T5J 4P6

Inquiry Information
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:

 

Donations

Inquiry Topic
Inquiry Contact
Additional Information
Inquiry Information
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

Inquiry Information
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
Additional Info:

Office of Advancement

Mailing Address:

3rd Floor Enterprise Square

3-001, 10230 Jasper Ave NW

Edmonton, AB T5J 4P6

Disclosures and Statistics

Inquiry Topic
Inquiry Contact
Additional Information
Inquiry Information
Question/Topic:

To report worrisome behaviors of those at risk of harm to self or others.

Additional Info:

Helping Individuals at Risk

Inquiry Information
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

Internal Audit & Risk Management

Inquiry Topic
Inquiry Contact
Additional Information
Inquiry Information
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

FINANCE PARTNER NETWORK

The Finance Partner Network actively engages with colleagues in Shared Services and the Finance Centres of Expertise to provide financial advice, guidance, and solutions to the U of A's academic and administrative leaders.

Director of Finance Partnerships: Leah Logan

 
COLLEGE OF HEALTH SCIENCES

College Senior Finance Partner: Bradley Neufeld

Faculty of Nursing
  • Senior Finance Partner: Bradley Neufeld
  • Finance Partner
    • Stefany Cornea
Faculty of Pharmacy and Pharmaceutical Sciences
  • Senior Finance Partner: Bradley Neufeld
  • Finance Partner
    • Karin Lu
School of Public Health
  • Senior Finance Partner: Bradley Neufeld
  • Finance Partner
    • Karin Lu
Faculty of Rehabilitation Medicine
  • Senior Finance Partner: Bradley Neufeld
  • Finance Partner
    • Stefany Cornea
Faculty of Kinesiology, Sport, and Recreation (KSR)
  • Senior Finance Partner: Bradley Neufeld
  • Finance Partner:
    • Ryleigh Dzenick
Faculty of Medicine and Dentistry (FoMD)
  • Senior Finance Partner: Wendy Nickolson
  • Finance Partners
    • Maarij Ali
    • Jennifer Bernard
    • Claudia Bosch
    • Margo Desmarais
    • Crystal Humble
    • Dusty Pederson
    • Rhonda Schmidt
    • Katie Singh
    • Andrea Smart
    • Yasir Soleja
    • Elaine Thorne
    • Andrew Yoon

COLLEGE OF NATURAL AND APPLIED SCIENCES
College Senior Finance Partner: Christine Lee

Faculty of Agricultural, Life, and Environmental Sciences (ALES)
  • Senior Finance Partner: Christine Lee
  • Finance Partners:
    • Sherry (Xurong) Gu
    • Lili Qin
Faculty of Engineering
  • Senior Finance Partner: Christine Lee
  • Finance Partners:
    • Claire Deng
    • Jessie Li
    • Sarah Lorentz
Faculty of Science
  • Senior Finance Partner: Christine Lee
  • Finance Partners:
    • Katrina Bui
    • Joe Hai
    • Stella Okyere
    • Miranda Ziccarelli

COLLEGE OF SOCIAL SCIENCES AND HUMANITIES
College Senior Finance Partner: Melanie Corrigan

Faculty of Arts
  • Senior Finance Partner: Melanie Corrigan
  • Finance Partners:
    • Frank Hanta
    • Marvin Kwan
    • Amy Lo
    • Patrick McConnell
Alberta School of Business
  • Senior Finance Partner: Melanie Corrigan
  • Finance Partner:
    • Yuliia Malanych
Faculty of Education
  • Senior Finance Partner: Melanie Corrigan
  • Finance Partner:
    • Vivien Liew
Faculty of Law
  • Senior Finance Partner: Melanie Corrigan
    • Vivien Liew

 
COMMUNITY FACULTIES
Augustana Campus
  • Senior Finance Partner: Alfred Liu
  • Finance Partner:
    • Heather Spratt
Campus Saint-Jean (CSJ)
  • Senior Finance Partner: Leah Logan
  • Finance Partner:
    • Caitlin Beauchamp
Faculty of Native Studies
  • Senior Finance Partner: Leah Logan
  • Finance Partner:
    • Caitlin Beauchamp

 
ADMINISTRATIVE PORTFOLIOS
President and Vice-Chancellor
  • Senior Finance Partner: Melanie Corrigan
VP Academic and Provost (VPA)
  • Senior Finance Partner: Alfred Liu
  • Finance Partners:
    • Jonathan Fung
    • Kevin Phillips
    • Rishav Rana
    • Heather Spratt
    • Conrad Tuzon
    • Ying Zheng
VP External Relations (VPER)
  • Senior Finance Partner: Bradley Neufeld
  • Finance Partner:
    • Ryleigh Dzenick
VP Facilities and Operations (VPFO)
  • Senior Finance Partner: Paul Krueger
  • Finance Partners:
    • Ruma Daulay
    • Monica Ding
    • Charity Hellquist
VP Research and Innovation (VPRI)
  • Senior Finance Partner: Leah Logan
  • Finance Partner:
    • Lisa Krezanowski
VP University Services and Finance (VPUSF)
  • Senior Finance Partner: Leah Logan
  • Finance Partners:
    • Simone Nyantakyi
    • Emeke Okeke

Finance Bulletins

The following email bulletins provide updates related to financial processes, systems and training resources.

Bulletin Name
Topics
Frequency
Subscribe
Bulletin Information
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 Information
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 Information
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 Information
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