Finance & Resources

Travel & Expense Claims

If you are an employee at SFU (currently receiving a bi-weekly pay cheque) or are a visitor to SFU and need to submit a claim for travel and/or expenses, please use the appropriate drop down menu below for links & instructions

Employee FINS Expense Report

~ FINS Expense Report Page - Use Firfox for less browser problems.
~ Assign Delegate Authority - Make sure Casey Bell is set up as a deligate so that corrections can be made to account numbers if needed.

If you are unable to create a new expense claim, please send your name & employee number to Casey (math_fins@sfu.ca) so that you can be set up on the system.

*Before beginning your expense claim, please click on the Fins Cheat Sheet to the right, and read through both pages*

Paper copies are no longer required to be submitted. By submitting your expense claim online, that will be your digital signature. If there are any errors that need correcting, you will receive a message from the FINS system to notify you. You can then make the change and resubmit the form.

At any time, you can go into FINS and look at your submitted claims to see where it is in the Approval Chain and when it's being processed for payment.

FINS Cheat Sheet!

Non Employee Expense Claim Form

~ .pdf Non-Employee Expense Claim (PDF)
~ .xls Non-Employee Expense Claim (Excel)

Please make sure that your sponsor/supervisor fills in the Comment section on the 2nd page with a description of the expense purpose.

If you have lost a receipt or boarding pass, please complete this LOST RECEIPT DECLARATION FORM, sign it & hand the original in along with your completed claim form.

FINS Reference Guides & Technical Help

QUICK REFERENCE GUIDES - ONLINE APPROVAL SUBMISSIONS

Create a Cash Advance - All Funds
Create an Expense Report - Research Projects funds 3X-
Create an Expense Report - all other funds
Expense Receipt & Imaging Guidelines
Expense Reports 'Reviewer' instructions - updated
Expense Reports 'Budget Approver' instructions - updated

For further help guides and info on Travel & Expense Claims - see SFU Finance - Payment Services HERE

When SCANNING your receipts

Users have identified 5 that work well for scanning receipts:
   - Scanner Pro
   - Turbo Scan
   - Tiny Scanner
   - Finescanner
   - Microsoft Office Lens

Support via phone or in person:

Phone Payment Services @ 778-782-7087
Phone Procurement Services @ 778-782-4260 or 778-782-4301
In person training can be scheduled by emailing FPinfo@sfu.ca

Payroll Documents

New TSSU Appointments (TA/TM/SI)

Print & complete the Personal Data Form, the Federal Tax Form and the Provincial Tax Form.
Attach a preprinted Void Cheque OR an Account Info Sheet from your bank.
If applicable, attach a copy of your SIN (including expiration date) & Working or Student Visa
Print & complete the Assignment Of Wages Form
Print & complete the TSSU Privacy & Confidentiality Agreement

All completed forms should then be submitted to:

Sessional Forms - Rachel Tong, SCK 10503
TA Forms - Casey Bell, SCK 10512

Research Assistants

Print & complete the Personal Data Form, the Federal Tax Form and the Provincial Tax Form.
Attach a preprinted Void Cheque OR an Account Info Sheet from your bank.
If applicable, attach a copy of your SIN (including expiration date) & Working or Student Visa

All completed forms should then be submitted to:

Casey Bell, SCK 10512 (mathfins@sfu.ca)

Payroll Benefit & T4 INformation

TSSU Benefit Information

TSSU BENEFIT COVERAGE IS NOT AUTOMATIC - YOU MUST APPLY TO ENROLL IN BENEFITS. General FAQ's, Benefits, Collective Agreement etc, can be found on the Human Resourse TSSU INFO webpage or on the TSSU Webpage

If you had an active TSSU appointment last semester and are already enrolled in the SFU group MSP coverage, you do not need to re-apply this semester.
If you currently have an active TSSU appointment and will NOT be holding another position in the following term, you have the option to maintain coverage under the MSP group plan for the next one or two semesters following the end of your current TA or SI Appointment; ONLY by completing and forwarding the Continuation of Coverage form (attached) and proof of payment to Payroll BEFORE the End of your Current Fall Term Appointment.
Prepayment by cheque or cash of 100% of the premiums must be made at the Bookstore; proof of payment for the first semester must then be remitted to Payroll along with the form by the last day of the semester in which you had an active appointment. For a second semester of coverage, prepayment of the premiums for that semester must be made prior to the end of the first semester's coverage. If you do not pre-pay to maintain your coverage, you are required to re-apply for coverage at the beginning of the next semester in which you have an appointment.

Paystub & T4 Information

myInfo

myINFO is Simon Fraser University's employee self-service system for faculty, staff and student employees. There, you can access pay advice information and some other employment information such as statements, vacation balances and T4/T4A statements. myInfo can be accessed at https://myinfo.sfu.ca.

Obtaining Pay Slips and T4/T4A Slips Online - Instructions HERE
Need help accessing the system? Visit the IT Services Computing ID FAQ page.

Department of Mathematics