Accounting Period Close/ Monthly Financial Review for Staff

Subtopic/How To
Financial Management Checklist Subtopic/How To Financial Management Checklist

Must be completed monthly and retained.

Year-end Closing Procedures and Calendar Subtopic/How To Year End Close
Planning and Financial Management Subtopic/How To PFM Website
Resources
Controls and Business Process Questionnaire (CPBQ) Resources Controls and Business Process Questionnaire (CPBQ)
1101 PR.02 Financial Review & Internal Controls Resources 1101 PR.02
Review Tool Resources Link to Data Warehouse Portal

Access via DWH portal (University Standard/Finance/Review Tools)

Internal Financial Reporting & Review Resources Internal Financial Reporting & Review
Month End Calendar- General Accounting Systems and Procedures Resources Month End Calendar
Training
Brio/Hyperion Training Brio-Hyperion