Financial Services requests members of the campus to assist in the year end review of their own accounts.

Procurement: When creating requisitions to be delivered in the new year, please put your requisition date in as May 1, 2017. Purchase orders will be sent out on April 28 if they have a date for the new year to ensure that these products do not arrive on campus before April 30.

Payment Services: Please be advised that you must log in to myUPEI and receive goods and services that were received in your department before April 30, 2017. Only the goods that have been physically received should be accepted at this time. This will ensure that these goods are paid in the 2016/17 Fiscal year. 

*Any items received in myUPEI after April 30 will be considered new year goods and services and will then be deducted from your new year budget (2017-2018).

Purchase Orders: At this time we ask for all departments to look at their outstanding purchase order list to see if there are any purchase orders that need to be cancelled. You can access this through the myUPEI Self Serve Menu; financial information; receiving goods and services selection. This will let you know what is still outstanding on purchase orders. If the items have been back ordered for some time you will need to check with the company to see if this is still on their records as back ordered.  If it is not back ordered then please email procurement@upei.ca to cancel your purchase order. 

Please take a look at the online instructional videos under the Self Service Help on myUPEI. There are some great tools here for reviewing your budgets and other year end help. If you are having questions about myUPEI or accessing your information please submit a ticket to the Beacon team by clicking the big question mark icon on the right hand side of myUPEI.