Procedures

Find finance-related procedures by category under the section heading or search by keyword. CWL log in is required for some pages or documents.

Banking Procedures
Review banking procedures for university departments and units, including manual and online procedures for obtaining and preparing deposit forms, and how to submit deposits.
Cheque Procedures
Review cheque procedures for university departments and units, including how to cancel cheques, stop payments and reissue cheques.
Credit Card Information Received via Email
This document outlines the procedures to take when credit card information is received by UBC in the course of business operations.
Credit Card Procedures
Review credit card procedures such as daily credit card clearing, houskeeping and analysing credit card deposits monthly.
Petty Cash Procedures
Review procedures on establishing and managing petty cash fund that is governed by Policy 119 .
Point of Sale Security Recommendations
This document outlines security recommendations with regard to the use of Point of Sale (POS) devices within UBC.
Reference Guide - Determining, Hiring & Paying for Services
Review this guide prior to purchasing services. It provides you detailed information on how to determine, hire and pay an individual or vendor for services.
Reporting a PCI Incident
Follow these procedures for reporting a PCI incident.
Rogue Access Point Inspection
Follow these procedures to document the test for the presence of wireless access points and detection of unauthorized wireless access points.
Signatures & Authorization
Review this procedure to ensure all requisitions for payment are properly authorized with reference to current signatures of authorized personnel. This general procedure applies to all faculties, departments and ancillary operations, procedures may differ for specific faculties in consultation with Financial Operations.

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