Accounting

Workday Portal

Job Aids

• Create Spend Authorizations and Expense Reports (pdf)

• Reconcile Credit Card Expenses (pdf)
• Add Payment Election for Expenses Job Aid (pdf)
• Create Supplier Invoice Requests Job Aid (pdf)
• Create Supplier and Procurement Requests (pdf)

Contact Accounting

Suppliers should submit invoices to ap@triumf.ca.

Account change requests, reallocating expenses between accounts or general enquiries can be addressed to finance@triumf.ca.

Please retain all the original invoices, claims, receipts for now. We may request to see them at a later time.

• Contact Us
  

Account Information

• Opening a New Account
• Expense Reallocations

Policies & Procedures

• Supply Chain Policy (pdf)
• TSOP-05 Procurement and  Inspection for Acceptance (pdf)
• Financial Signatory Policy (pdf)
• Code of Financial Conduct (pdf)
  
• Policy on Financial Fraud (pdf)
  
• Fraud Response Plan (pdf)
• TRIUMF Sponsorship & Membership Policy (pdf)

Workday Reporting

• Budget Balance Report Job Aid 

Workday Adaptive

• How to Access Adaptive Planning in Workday
• Intro (0:23)
• Adaptive Planning Overview & Adding the Worklet to your workspace
• Add Worklet Video (0:36)
• Job Aid Overview of Adaptive Planning (pdf)
• Job Aid Detailed Manual of Adaptive Planning (pdf)
• Inputting the NRC Operating Budget
• Inputting the NRC Operating Budget Video (2:38)
• Inputting the NRC Operating Budget Job Aid (pdf)
• Running the NRC Expenditures Report
• NRC Expenditures Report Video (3:59)
• NRC Expenditures Report Job Aid (pdf)

Fall 2022 Budgeting

• Budgeting Schedule