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
Jan. 22, 2020

Information for UBC Travellers: Coronavirus in China

There have been reports of respiratory infections in Wuhan, China, which are attributed to a new coronavirus. Cases have also been reported in other...
Jan. 22, 2020

UBC Finance Receives Sustainable Purchasing Award

UBC was amongst a number of leading research universities to receive the Sustainable Purchasing Leadership Award from the International Institute of...
Jan. 15, 2020

Changes to Print Services at UBC

Xerox is currently UBC’s preferred supplier of printing services, but the university’s master service agreement with this vendor is due to expire in...
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Important Dates
Feb. 12, 2020
FYE Domestic Purchases that do not Require Tendering (
Feb. 29, 2020
T4A and T5 Tax Slips Available
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