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Accounting

Workday Portal

Job Aids

Expenses Hub overview

Create Spend Authorizations and Expense Reports (pdf) [Legacy]
Reconcile Credit Card Expenses (pdf) [Legacy]
Add Payment Election for Expenses Job Aid (pdf)
Create Supplier Invoice Requests Job Aid (pdf) [Legacy]
Create Supplier and Procurement Requests (pdf) Legacy]

Contact Accounting

Suppliers should submit invoices to ap@triumf.ca.

Account change requests, reallocating expenses between accounts or general enquiries can be addressed to finance@triumf.ca.

Please retain all the original invoices, claims, receipts for now. We may request to see them at a later time.

Contact Us

Account Information

Policies & Procedures

Supply Chain Policy (pdf)
TSOP-05 Procurement and Inspection for Acceptance (pdf)
Financial Signatory Policy (pdf)
Code of Financial Conduct (pdf)
Policy on Financial Fraud (pdf)
Fraud Response Plan (pdf)
TRIUMF Sponsorship & Membership Policy (pdf)
Credit Card Procedures (pdf)

Workday Reporting

Budget Balance Report Job Aid

Workday Adaptive

How to Access Adaptive Planning in Workday

Intro (0:23)

Adaptive Planning Overview & Adding the Worklet to your workspace

Add Worklet Video (0:36)
Job Aid Overview of Adaptive Planning (pdf)
Job Aid Detailed Manual of Adaptive Planning (pdf)

NRC $25M Projects Planning

Inputting the NRC Operating Budget

Running the NRC Expenditures Report

NRC Expenditures Report Video (3:59)
NRC Expenditures Report Job Aid (pdf)

Other contacts for Finance and Supply Chain team

For more information on how to contact the Finance and Supply Chain (FSC) team, please see below:

Areas	Topics	Contact
Workday	Workday questions	Helpdesk ticket
Procurement	Purchase requisition/Purchase Order/Change Order	Procurement Team: buyers@triumf.ca
Logistics	Receipt on Goods PO	Brad McLaughlin & Barry Shorr
Procurement	Receipt on Service PO	Procurement Team: buyers@triumf.ca
Accounts Payable	Expense Report/Spend Authorization	expenses@triumf.ca
Accounts Payable	Expenses/purchases on TRIUMF-issued credit card	Kyle Bagnall
Accounts Payable	Supplier Invoice submission	ap@triumf.ca
Accounts Receivable	Invoicing to external 3rd party	Francis Pau
Budget & Expense	NRC, $25M projects, Commercial Revenues	Loreen Crockett/Jennifer Yee
Budget & Expense	NSERC grant, CFI projects, IAMI, Affiliated accounts	Francis Pau
Budget & Expense	Conferences	Jennifer Rosen
Tax	GST/PST	Jennifer Rosen
Others	Expense Reallocation Form	finance@triumf.ca
Others	Cheque deposit	Rajni Lal
Others	Other Finance related questions	Jennifer Yee