Research and Trust Accounting
March 2026 will be here soon. Have you submitted all your expense reimbursement requests?
Research and Trust Accounting
Research Services
Research Services are responsible for the administering and monitoring of all research accounts and for preparing financial statements and invoices for external agencies. We provide advice on the eligibility of expenses, arrange for transfers and cost recoveries, prepare invoices to sponsors and maintain signing authority and access to the research accounts.
- March 2026 Year end Deadlines
- How to prepare for the March 31st Research year-end
- MyPortal Training Notes - Finance Query Report
- eFIN Financial Reporting Tool Video
- eFIN Financial Reporting Guide
- Common Research Revenue and Expense Codes
- Dates to Remember
- How to Claim Expenses
- Research Signing Authority Listing
- Research Information Session
- Frequently Asked Questions
- Tri-council Financial Guidelines
- link to Research Services Office
Endowment & Trust Services
Endowment & Trust Services are responsible for the administering and monitoring of all Trust and Endowment accounts and for assisting the Office of University Advancement in the reporting of activity to the Donors. We provide advice on eligible expenses, charitable activities and the amount available for payout from the awards. The application and reporting for the University charitable activities and lotteries is administered thru our unit.