Financial Services Financial Services

Training and Reference Material

Operational Excellence Logo Operational Excellence Series Slides

Access slides from the Financial Services Operational Excellence Series sessions. To learn more about the Operational Excellence Series, view upcoming sessions, or enroll in a session, click here.

TV set with antennaeVideos

The videos contain general information, a demonstration, or interactions and are a few minutes in length. When viewing videos you will need to enable sound on your computer.

PDF symbolPDF's

The PDF's are Quick Reference Sheets that provide the steps in a process, or User Guides that provides in-depth information on a topic.

Having a problem opening a PDF? We recommend using Internet Explorer. 

If using Firefox:
In the upper right-hand corner, click 'Open With Different Viewer' button and select Adobe Acrobat Reader from the drop down menu.
OR   → Menu → Options → Applications → Portable Doc Format → Drop down - Use Adobe Acrobat Reader.

If using Google Chrome:
  → Copy and paste the following into the search bar in Chrome; chrome://plugins → Press Enter → Under the section 'Chrome PDF viewer', click disable for the entire section.

Note: You may require training before you will be given access to some modules within Western Financials, refer to the documentation below or contact Financial Systems at finsys@uwo.ca  for details.

Corporate Accounting

 

Financial Systems

Procurement

Before Your Purchase - What You Need to Know

Policies and Guidelines
Purchasing Tools
Import / Export Goods
Research

Online Purchasing – Mustang Market

Getting Started
Creating an Order
Other Ways to Place an Order / Request Payment

Using Forms (click the icon to view the tool)  TV set with antennae PDF symbol

Research Finance

Treasury & Investments

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