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Accounts Receivable Invoices

Retention Rule Number: 
Specific Retention Rule 2000.11
Function/Activity: 
To document the invoicing for goods and services provided to external clients.
Description/Type of Records: 
Accounts receivable invoices, bankrupt notices, collection agency records, and correspondence.

Retention Rules

Office of Primary Responsibility (OPR)
Retention
Disposition
Office of Primary Responsibility (OPR): 

Accounts Receivable, Financial Services

Retention: 

7 years from end of fiscal year

Disposition: 

Confidential shred or delete

Office of Secondary Responsibility (OSR)
Retention
Disposition

Office of Secondary Responsibility (OSR): 

Faculties and Departments and Administrative Units

Office of Secondary Responsibility (OSR): 

Original supporting documentation:

Retention: 

7 years from end of fiscal year

Disposition: 

Confidential shred or delete

Office of Secondary Responsibility (OSR): 

All other records:

Retention: 

3 years from end of fiscal year

Disposition: 

Confidential shred or delete