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Tips for using Financial Services forms:
- Use Internet Explorer
- If form doesn't open, right click on the link, select Save Target As, save the file to your computer, open Adobe Reader, open file in Adobe
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- Following this, if you are still experiencing problems, please contact the IT Support Desk ext. 36666.
| Form Name | Form Focus |
|---|---|
| Agency Fund - Credit Note Template (XLS, 39 KB) | Agency Fund Credit Note Template |
| Agency Fund - Invoice Template (XLS, 40KB) | Agency Fund Invoice Template |
| Authorization of Off Campus use of Equipment (PDF, 2.4 MB) | Approval to Remove University Assets from ¾ÅÐãÖ±²¥ Campus |
| Authorization for Transfer of Research Funded Assets (PDF, 601 KB) | Approval to Transfer Research Funded Assets |
| ChartField Request (PDF, 1.1 MB) | Create, Modify, Delete a ChartField |
| Debit/Credit Card Facility - Change (PDF, 574 KB) | Change Notification for a Debit/Credit Card Facility |
| Debit/Credit Card Facility - Close (PDF, 565 KB) | Close Notification for a Debit/Credit Card Facility |
| Debit/Credit Card Facility Requisition - Online (PDF, 660 KB) | Departmental Requisition for a new Debit/Credit Card Facility |
| Debit/Credit Card Facility Requisition - PIN Pad (PDF, 855 KB) | Department Requisition for a new Debit/Credit Card Facility PIN pad |
| Deposit Transmittal (PDF, 942 KB) | Deposits Delivered to and Processed by Financial Services |
| ERS - Approver Change Form (PDF, 571 KB) | Use to add/remove one approver to the Expense Reimbursement System (ERS) |
| ERS - Cash Advance Return Receipt (PDF, 888 KB) |
Expense Reimbursement System |
| ERS - Payments to Indigenous Elders Participant Form (PDF, 86KB) | Expense Reimbursement System |
| Expense Reimbursement Form (PDF, 311 KB) | Expense Reimbursement Form for non ERS users |
| Expense Reimbursement Payments Other - Direct Deposit Authorization (PDF, 329KB) | Direct Deposit Information Form |
| NEW - Access to GL Financial Reporting, Journal Entry, and Purchasing Roles | |
| Funding for Research Projects (PDF, 133 KB) | Loan or Contribution for Research Projects |
| General Ledger (GL) - Journal Entry (PDF, 1 MB) | Journal Entry |
| Internal Loan Application (PDF, 711 KB) | Application for an Internal Loan Internal Loans Policy |
| New Customer and Update Request Template (xls, 27KB) | Accounts Receivable |
| Overdraft Request - Research Project (PDF, 52 KB) | Research |
| Payroll - Additional/One-Time Payment Request (PDF, 2.78 MB) | Payroll |
| Payroll - Direct Deposit Authorization (PDF, 181 KB) | Payroll |
| Payroll - Independent Contractor Questionnaire (ICQ) (XLS, 72.6 KB) | Payroll |
| Payroll - Record of Employment Request Instructions (PDF, 79 KB) | Payroll |
| Payroll - Record of Employment Request Form (PDF, 53 KB) | Payroll |
| Payroll - Tax Slip Copy Request (PDF, 327 KB) | Payroll |
| (PDF, 39.4 KB) | Payroll |
| - Open in Internet Explorer (PDF, 154.7 KB) | Payroll |
| (PDF, 33 KB) | Payroll |
| - Open in Internet Explorer (PDF, 169.4 KB) | Payroll |
| (PDF, 40KB) | Payroll |
| (PDF, 177KB) | Payroll |
| Petty Cash Account Application (PDF, 562 KB) | Establish a petty cash account |
| Request for U.S. Fixed Exchange Rate/Forward Exchange Contract (PDF, 209 KB) | U.S. Fixed Exchange Rate / Forward Exchange Contract Request |
| Request to Transfer Funds to Endowment Capital (PDF, 116 KB) | Transfer Internal Funds to Endowment Capital |
| Request to Transfer Funds to Major Capital Projects (PDF, 224 KB) | Transfers to/from Department/Faculty carry forward balances related to Major Capital Projects |
| Research Project Signing Authority and Systems Access (PDF, 360 KB) | Signing Authority & Research Reports Access - Research Funds |
| Stop Payment Request (PDF, 937 KB) | Stop Payments |
| Subrecipient Audit Certification and Questionnaire (PDF, 2 MB) | Certification and Questionnaire |
| Travel Advance Form (PDF, 318 KB) | Travel Advance Form After May 1/20 |
| Travel Policy Exception (PDF, 1.37 MB) | Travel Policy Receipt Exception - Research Only |
| Wire Transfer (PDF, 312 KB) | Wire Transfer Information Form |