Financial Services
Welcome to Financial Services. Our mission is to provide reliable and relevant financial information and quality financial services. Please see below for a listing of the different departments within our office.
2023-2024 Year-End Deadlines
Electronic Approval and Forms Submission Process
Financial Services accepts approvals via email (must be from the approver’s Lakehead University email account) or with a digital “certification” in Adobe.
Please review the Standards for Electronic Approval While Working Remotely due to COVID-19. This memo includes instructions on what to do if:
- you need to create or know how to certify a PDF document in Adobe,
- your document requires multiple approvals, and
- you're submitting backup documentation with a form or invoice. Please refer to the instructions circulated by Human Resources when saving and sending the Electronic Staff form as they would like all backup saved as separate documents.
List of Financial Services Departments to Receive Completed Forms
Approved documents and supporting backup should be emailed to the following departments within Financial Services:
- Account Set-up Form: Krista Hawe, khawe@lakeheadu.ca (for operating) or Margot Ross, mross@lakeheadu.ca (for research and trust)
- Cell Phone Reimbursement: Ralph Kiessig, rkiessig@lakeheadu.ca
- Cheque Requisitions: Accounts Payable, acctspayable@lakeheadu.ca
- Departmental Transfer Form and Budget Transfer Form (Operating & Ancillary): Amanda Johnson, agjohnso@lakeheadu.ca
- Departmental Transfer Form and Budget Transfer Form (Research & Trust): Margot Ross, mross@lakeheadu.ca
- Request for External Invoice: Accounts Receivable, invoicing@lakeheadu.ca
- Request for Payment of Invoices by Bank Transfer (Wire Payment): Accounts Payable, acctspayable@lakeheadu.ca
- Sole-Source: Patrick Larin, plarin@lakeheadu.ca
- System Access Form (G/L Access): Dianne Cataldo, admin.finance@lakeheadu.ca
- Travel Expense Statements and Hospitality Expense Statements: Accounts Payable, acctspayable@lakeheadu.ca
- Visa Card Applications: Dianne Cataldo, creditcard@lakeheadu.ca
We ask that you please retain any original receipts in your office for 7 years.
Payroll and Records of Employment
Human Resources/Payroll-Specific Forms
Payroll processing continues with no interruption in service. If you are a part-time hourly employee and enter your time, be sure to enter your time online via myTimecard, through myInfo. Your supervisor can also enter on your behalf if required. The same cut-off schedule remains in place for employees and supervisors. The schedules are found at the bottom of the payroll webpage for Payroll Forms and Schedules.
If you require a Record of Employment, follow the instructions found on Record of Employment Procedure webpage.
If you have any questions feel free to contact any of the Payroll Staff