Payment requisitions must be submitted to ResearchFinance@unityhealth.to
Payment Requisition Form (PRF) can be found here
PRF must be submitted to request:
1) reimbursement*
2) payment of external invoice **
*employee reimbursements must be submitted in Expense Report Management System (ERMS)
** If purchase requisition was submitted and purchase order (PO) was issued, vendor should submit invoice directly to Accounts.Payable@unityhealth.to
Preparing PRF package
Fill out PRF, obtain approvals, attach required supporting documentation – for guidance refer to payment requisition video tutorials
Fill out PRF
Enter name, address, total payment requested, pick payment option
For each expense item (on each line):
State the reason for request (i.e. ‘Travel expenses for conference in Berlin, Jul 13-20’)
If requesting honorarium/stipend/service payment to an individual, please enter their Social Insurance Number (required if cumulative payments in calendar/tax year exceed $500)
Enter Internal Contact information for inquiries.
Obtain approvals
PRF needs to be approved based on signing authority for the activity being charged – either signed, or UHT email approval attached.
If PRF is to request a payment for honoraria, please fill out and attach honorarium log to the PRF request. You can find these forms here.
| Research Supplement Guide | This document will help you understand what necessary "back-up" is required for your reimbursement. |
| Expense Policy | Please review the policies that pertain to your reimbursement. You must be in line with the policy to be eligible for a reimbursement. |
| Research Signing Authority | Please review policy on contractual signing authority and financial approval authority delegated to research staff and Principal Investigators. |
| Credit Card Statement | Statements are required for payments made by credit card showing (1) first and last name of payee, (2) last four digits of credit card to match payment and (3) transaction line item. |
| Gift Cards & Reimbursements | Research staff may use this form if their participants/patients are provided a gift card as honorarium |
| Other Forms | |
| Internal Transfer Form | Research staff may use this form to transfer funds in-between companies. (Ex, 1 to 2, 2 to 1, 1 to 3, 3 to 1, 2 to 3 or 3 to 2) |
| *NEW* EFT Payment Form | Unity Health Toronto now has the option of EFT payments instead of cheques or wire. If you're payee would prefer an EFT payment, please have them complete this form and attach to the requisition. |
