Budgeting & Reporting

Find information about UBC’s budget and financial statements, as well as tools, systems, guidelines, and schedules relating to budgeting, forecasting, and reporting at the university.

Deadlines and Reporting Schedule

These documents will help you meet your year-end deadlines:

Budgeting Guidelines and Processes

Get forms and guidelines to help you create a budget.

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Quarterly Operating Reports

Access UBC Quarterly Operating Reports (CWL login is required). 

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Financial Management System (FMS)

Learn about UBC’s Financial Management System, including the reporting structure and tools, as well as chartfields information.

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News & Announcements
Mar. 31, 2020

Financial Operations - Front Desk Operating Hours

Please note that, due to the impact of COVID-19, UBC’s Financial Operations team has a reduced number of staff working on-site, and has and decreased...
Mar. 18, 2020

The VPFO is Working With the the Rest of UBC in its Response to COVID-19

In this uncertain time the VPFO, including our Finance departments, continues to provide some of UBC’s crucial services while protecting those that...
Feb. 12, 2020

2019/2020 Year End Schedule Now Available

The university's fiscal year end of March 31, 2020, is fast approaching, and similar to prior years UBC's financial teams have collaborated on a...
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Important Dates
Mar. 27, 2020
FYE - OPT Transaction Cutoff
Mar. 27, 2020
FYE - First Cut-off for Excel and Interface Files
Mar. 30, 2020
FYE - FMS-Certified Group Entering
Mar. 30, 2020
FYE - Accounts Payable Processing
Apr. 1, 2020
FYE - Second March PCard Reconciliation
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