Finance FN12 - Accounting - General Ledgers

Accessed:	2026-07-17
Purpose of series:	Records series documenting the processing and payment of all financial transactions of the University.
Scope and contents:	Includes (but not limited to): General Ledgers, charts of accounts, and supporting documentation
Cross reference:
Exceptions:

Primary offices:	Financial Services
Primary office retention trigger:	Fiscal Year
Primary office disposition:	Transfer to University Archives
Primary office retention period:	6 years
Primary office retention instructions:	Records closed on the fiscal year (FY). Retained for 6 additional years, then transferred to the University Archives for selective retention.

Secondary offices:	N/A
Secondary office retention trigger:
Secondary office disposition:
Secondary office retention period:
Secondary office retention instructions:

Retention rationale:

Expected operational use. CRA requirements, Income Tax Act, Excise Tax Act

Vital records	Electronic systems	Personal information	Official media
Yes	Banner	No	Paper, Electronic

Approval date:	Last updated:	Edited by:	Security classification:
2021-05-31	2021-08-30 10:29:16		Internal

Notes: