The role an individual has in the University determines which reports they can see and what content they have access to on eReports. There are three (3) levels of access available on eReports - Basic, Intermediate and Advanced. Listed below are the reports each level has access to.
eReports is the University's Enterprise Reporting System used to access various financial and human resources related reports. The system allows you to retrieve financial information and reports. eReports is refreshed nightly. All transactions entered into the University's financial system (PeopleSoft) will be displayed and updated the next day on eReports. There are various reports available […]
Hospitality events that are hosted or sponsored for the purpose of promoting the University’s work or enhances its image, meals at which University business is transacted, and the hosting of employees in circumstances where the nature and sensitivity of the University business discussion requires privacy are all considered appropriate hospitality expenses. Examples of allowable hospitality […]
Internal Hospitality Internal hospitality is organized principally for the benefit of York University employees, students and/or governors. External Hospitality External hospitality is organized principally for the benefit of individuals who are not employees, students or governors. Examples would include guests, donors, alumni, representatives from external organizations, etc..
The University acknowledges that hospitality expenses may be incurred when carrying out its educational, research and service activities. These types of expenditures should be appropriate, cost effective, and support the university mission. Hospitality expenses paid from University operating (Fund 200), capital (Fund 700), ancillary (Fund 300) , special purpose (Fund 100) or research funds (Fund […]
All claims should provide the Business or Research Purpose of the Travel in the Report Header. Brief explanation of the Business/Research purpose for travel. Provide dates of travel and research purpose for travelling to each destination. Example:Paris (June 2 to 10) Met with collaborator on the plan for research on churches in EuropeRome (June 11 […]
All expense claims need to be submitted in a timely basis from the date the expense was actually incurred. Depending on the funding source the deadline could vary. Refer to the table below: FUNDING SOURCE DEADLINE TO SUBMIT Fund 100 (Special Purpose)Fund 200 (Operating)Fund 300 (Ancillary)Fund 400 (Internal research)Fund 600 (Endowments)Fund 700 (Capital) Within 14 […]
What to look for ... Are all expenses supported by itemized receipts? Does the expense claim provide an explanation of the nature of the expense? Are the expenses business in nature? Are there exceptions to the policies that require additional explanations? Do all deviations to policy/procedure have advance approval from a Dean, Assistant or Associate […]
Resources for completing your claim using Concur Expense Online resources such as guides and online training can be found at Concur Expense. Assistance is also available by contacting one of the many local power user (PDF). Need help understanding the approval flow in Concur Expense, refer to the Guide: Setting the Approval Flow for Your Concur Expense Report (PDF). […]
Every expense report, whether submitted using Concur Expense, or using a paper based form needs to be a comprehensive report. Each expense claim must explain the business purpose, time frame of the expense, destination and the individuals or groups involved. For research grants, an explanation on how the expense(s) relate to the grant needs to […]