Finance Paperwork

Finance Paperwork to Economic Development Director

Original itemized receipts/invoices and credit/debit slips (if applicable) must be submitted to the Economic Development Director claiming expenses and reimbursements. Ensure all invoices and receipts are appropriately coded and signed before submitting it to the Economic Development Director by placing it in the orange "Ec Dev Needs Signing" folder in the "finance to admin/ ec dev" box outside of the Finance office.

Economic Development Director Signs Paperwork

The Economic Development Director signs the paperwork and places the documents in the yellow "Ec Dev Signed" folder in the "finance to admin/ ec dev" box outside of the Finance office.

Scan Document and Submit Signed Paperwork to Finance

On Mondays, the Economic Development Program Lead scans signed documents from the yellow "Ec Dev Signed" folder in the "finance to admin/ ec dev" box outside of the Finance office and moves the documents to the "admin/ec dev to finance" box outside of the finance office. 

Option to use Microsoft Lens to easily scan paperwork from a smartphone. 

The Sharepoint Archive

Scanned copies of paperwork such as cheque requisitions and invoices must be saved in Sharepoint. Share here:  DEV/Documents/Admin/Finance Scans

Option to automate transfer of files from Microsoft Lens to OneDrive to Sharepoint using Microsoft Power Automate using the "Copy files between OneDrive for Business and SharePoint" template and specifying the "Office Lens" folder in OneDrive and the "Finance Scans" folder in Sharepoint.