UBC Finance Self-Service: Empowering You with Financial Tools

The University of British Columbia (UBC) provides a comprehensive suite of online tools known as Finance Self-Service to empower faculty, staff, and students with greater control and visibility over their financial information. These self-service options streamline processes, reduce administrative overhead, and offer convenient access to crucial financial data anytime, anywhere.

Key Features and Functionality

The UBC Finance Self-Service portal encompasses several key areas designed to meet diverse financial needs:

• Expense Reimbursement: Easily submit expense reports online, track their status, and receive electronic payments. This system simplifies the reimbursement process for travel, business expenses, and other eligible costs.
• Purchase Requisitions: Initiate purchase requests electronically, route them for approval, and monitor their progress. This feature promotes efficient procurement and helps ensure compliance with UBC’s purchasing policies.
• Financial Reporting: Access a range of financial reports, including budget summaries, transaction details, and account balances. These reports provide valuable insights for managing budgets, tracking expenditures, and making informed financial decisions.
• Supplier Management: Request the creation of new suppliers and update existing supplier information. This ensures accurate and up-to-date vendor data, facilitating smooth transactions.
• Student Awards and Funding: Students can manage their award accounts, view disbursement schedules, and access information about various funding opportunities.
• Grants Management: Researchers can track grant funding, monitor expenditures against grant budgets, and generate reports for funding agencies.
• Tax Forms: Access and download tax forms, such as T4s and T4As, electronically.
• Employee Pay Stubs: View and download electronic pay stubs for easy access to payroll information.

Benefits of Using Finance Self-Service

Leveraging the UBC Finance Self-Service platform offers numerous advantages:

• Increased Efficiency: Streamlined workflows and online forms reduce manual paperwork and processing time.
• Improved Transparency: Real-time access to financial data provides greater visibility and accountability.
• Enhanced Control: Users have more control over their financial information and can manage tasks independently.
• Reduced Costs: Automation and electronic processes minimize administrative costs.
• Convenient Access: 24/7 access to financial tools from any location with an internet connection.
• Enhanced Security: Secure online platform protects sensitive financial data.

Accessing Finance Self-Service

To access UBC Finance Self-Service, navigate to the UBC Finance website and look for the “Finance Self-Service” or “Workday” link. You’ll typically need your UBC Campus Wide Login (CWL) credentials to authenticate and access the platform.

UBC provides comprehensive training materials and support resources to help users navigate the Finance Self-Service system. Contact the Finance Support team for assistance with any questions or issues.