Reporting, Planning & Analysis

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.

Visit the Workday Knowledge Base

Review budgeting and reporting information for Workday through UBC's Self-Service Portal (CWL required).

UBC's Budget Process

Learn about UBC's budget process, and review the current year's budget report.

Financial Reports

Review the financial statements and reports regularly produced by the university's finance teams.

News & Announcements

Nov. 1, 2024

2024 Statement of Financial Information (SOFI) now available

The 2024 Statement of Financial Information (SOFI) is now available. The Annual Statement of Financial Information (SOFI) for year ended March 31,...

Oct. 30, 2024

Interim audit work to begin with BDO

UBC’s auditor, BDO Canada LLP (“BDO”), will begin performing interim audit work in the coming weeks. This work will include requesting information...

Oct. 23, 2024

Changes coming to UBC’s finance website

In January, we’ll be transitioning the UBC finance website (finance.ubc.ca) into two platforms including a new UBC Finance Portal for UBC staff and faculty.

Important Dates

Nov. 25, 2024

Period+1 Opens for Payroll Only

Nov. 29, 2024

Period+1 Opens for All Companies

Nov. 29, 2024

Payroll Activities Closed

Nov. 29, 2024

Cutoff for Expense Report Approvals

Nov. 29, 2024

Cutoff for Supplier Invoice Approvals