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

New

The Finance Persons section on an animal protocol 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 Animal Protocol > 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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