Finance
The finance pages allow PIs to view their invoices and staff
to enter and edit charges.
Features You Know and Love
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Finance Persons
The Finance Persons section on an AUP has
been revised to make it easier and more robust when changing
the billing information. To add a new billing entry, click
the Add Finance Person button, or the (+) button in the
table header. Select the billing person. If you enter a
PO number, that will be used, otherwise the external cost
centre will be used. The display name will automatically
be set, but you can change it if needed. It is used for
easier reference in places where the billing information
appear. To edit an existing billing entry, click the edit
(pen) button. A warning will appear to indicate that if the
billing entry is being used on any cages, mouse orders, or
requests, then changing it will affect all those associated
objects, and any finance charges for that billing entry that
are on unposted invoices will be updated to the new billing
information. If a billing entry is no longer used, it can
be archived through the status field. A billing entry can
be archived only if it is no longer being used on any active
cages, mouse orders, or requests.
Where to Find this Feature: AUPs > AUP Search > View AUP > Person
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Approve Charges
This page is just for our finance folks. Use this page to
search for, approve, and reject finance charges.
Where to Find this Feature: Finance > Approve Charges
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Add Charge
Staff can use this page to add new finance charges.
Where to Find this Feature: Finance > Add Charge
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SKU Search
Staff can create, search for, and view a TCP SKU with
LIMS.
Where to Find this Feature: Finance > SKU Search
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Invoice Search
You can search for and view your TCP invoice on LIMS.
Where to Find this Feature: Finance > Invoices > Invoice Search
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View Invoice
View your TCP invoice on LIMS. Charges are grouped into
'Cage Charges' and 'Other Charges'. Further details on the
charges can also be viewed. Excel downloads of the invoice are
available, grouped by date or by cage. Finance administrators
may also add, edit, or reject charges right from the invoice.
Updates: the cage charge comments is now replaced with the
billing number.
Where to Find this Feature: Finance > Invoices > Invoice Search > View
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Exported Delair Data Files
This one is just for our finance guy - a list of exported
finance charges.
Where to Find this Feature: Finance > Invoices > Exported Delair Data Files
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Vendor Administration
This page is for LIMS administrators to add and deactivate
mice vendors such as Jackson Labs (JAX) or Taconic (TAC).
Where to Find this Feature: Finance > Admin > Vendors
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Class Rates
Depending on a person's institution, each person is
assigned a class rate. This is where the finance folks can
create, view, and edit the various Class Rate on LIMS.
Where to Find this Feature: Finance > Admin > Class Rates
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Cost Centres
Finance folks can create, view, and edit a TCP Cost Centre
with LIMS.
Where to Find this Feature: Finance > Admin > Cost Centres
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GL Accounts
Finance folks can create, view, and edit a TCP GL Accounts
with LIMS.
Where to Find this Feature: Finance > Admin > GL Accounts
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