An overview of financial reports available on the FMS portal.
Financial reports like month-end reports, over-under reports, endowment reports, and Tri-Council reports are available on the Financial Management Systems (FMS) Portal. FMS web access and ledger access are required to access the financial reports.
Month-end Reports include:
- Faculty, Departmental Roll-up Reports (By Account or By Fund)
- PG Statements of Budgets/Revenues and Expenses
- Detailed Reports of Transactions
- Statement of Salaries and Wages
- Salary Commitments
- Other Budget Reports
- Are particularly important during year-end when departments/schools/centres/units need to clean-up their accounts and require updated account balances.
- Show information like capital, stabilization, market value, spending balances of endowments at points in time during the year.
- Provide easy access to financial statements requiring Principal Investigators’ (PI) signatures for submission to Tri-Council agencies.