What are Electronic Approvals of Financial Transactions?

On August 21, 2012 the University will be completing the upgrade of our Financials applications to version 9.1. As part of this project, electronic approvals will be introduced for financial transactions starting with purchase requisitions, travel and expense claims, and professional expense reimbursement claims. Requisitions and claims will be routed for approval to the budget owner (operating funds), project holder (research/special purpose funds), or their delegates. Approvals will be done in Google Mail or in PeopleSoft.  

While electronic approvals is the most significant change, there are other changes being introduced in August which are explained in more detail on this website. This project will introduce process efficiencies and reduce the use of paper. It also “sets the stage” for other transactions to be moved to electronic approval in the future.

The website contains presentations, frequently asked questions, key dates, contacts regarding specific topics, communication plan, and key dates. If you have any other questions on the project and electronic approvals, please contact Ceinwen Arndt at ceinwen.arndt@ualberta.ca  

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Wednesday Open Labs: these "drop-in" sessions from 1 to 4PM on Wednesdays starting Sept. 12th will provide you with an opportunity to get answers to questions you have about the system and process changes implemented with the Financials 9.1 Upgrade.

The first session on Sept. 12th will be held in the AIS Training Room (#3-158), 3rd floor Enterprise Square. Sessions on Sept. 19th and 26th will be held in the HRS Training Room (#247), 2nd floor University Terrace.


Town Hall Sessions June 7 & 11 Questions and Answers