| A |
| Activity/Project Set-up Request |
| GUIDE |
Activity/Project set-up request instructions |
| TRAIN |
University Accounting Principles |
| INDEX |
Activity/Project Setup Request |
| |
| Step 1: AirSelect Request |
| TRAIN |
Travel Training |
| REGS |
Rule R3-030A – Guidelines for Airfare Costs and Class of Service |
| REGS |
Policy 3-030: Travel Policy |
| |
| Application for Sales Tax Exemption # for Religious or Charitable Institutions, Form TC-160 |
| GUIDE |
Sales Tax, Tourist Facilities Tax, and Transient Room Tax Monthly Report Form Instructions |
| TRAIN |
Sales Tax Online Training |
| INDEX |
Sales Tax |
| |
| Authorization Agreement for Direct Deposit |
| GUIDE |
Accounts Payable – Direct Deposit |
| INDEX |
Authorization Agreement for Direct Deposit (Student – Income Accounting) |
| |
| B |
| Business Meal Documentation Form |
| GUIDE |
Guidelines for Meals/Incentive Awards/Flowers/Retirement Gifts |
| INDEX |
Business Meals |
| REGS |
Policy 3-031: Recruitment and Entertainment Expense Reimbursement Policy |
| |
| C |
| Cardholder Agreement Form |
| TRAIN |
Purchasing Card Training |
| TRAIN |
Purchasing Card Online Training |
| INDEX |
Cardholder Agreement Form |
| |
| Change Form |
| TRAIN |
Training Guides |
| INDEX |
Change Form |
| REGS |
Policy 3-070 Subject: Payment Card Acceptance |
| |
| Clinical Trial Closeout Checklist and Certification Form |
| GUIDE |
Clinical Research Compliance and Education |
| TRAIN |
Grants Management Essentials |
| INDEX |
Clinical Trial Closeout Checklist and Certification |
| |
| Close Unused Travel Number |
| GUIDE |
Closing a Trip |
| TRAIN |
Travel Training |
| INDEX |
Closing a Trip |
| REGS |
Rule R3-030A – Guidelines for Airfare Costs and Class of Service |
| REGS |
Policy 3-030: Travel Policy |
| |
| Closer Form |
| TRAIN |
Training Guides |
| INDEX |
Closure Form |
| REGS |
Policy 3-070 Subject: Payment Card Acceptance |
| |
| Step 3: Confirm Reservation |
| TRAIN |
Travel Training |
| REGS |
Rule R3-030A – Guidelines for Airfare Costs and Class of Service |
| REGS |
Policy 3-030: Travel Policy |
| |
|
| Conflict of Interest |
| INDEX |
Conflict of Interest |
| REGS |
Policy 1-006: Conflict of Interest Policy |
| |
| Cost Transfer Form |
| GUIDE |
Cost Transfer Form Instructions |
| TRAIN |
Grants Management Essentials |
| INDEX |
Cost Transfer |
| REGS |
Policy 3-021: Cost Transfers Affecting Federal Sponsored Agreements |
| |
| Custom Account Description Request—Activity |
| GUIDE |
Custom Account Description – Overview and Form Instructions |
| GUIDE |
FBS Help – Chartfields |
| TRAIN |
University Accounting Principles |
| INDEX |
Custom Account Description |
| |
| Custom Account Description Request—Project |
| GUIDE |
Custom Account Description – Overview and Form Instructions |
| GUIDE |
FBS Help – Chartfields |
| TRAIN |
University Accounting Principles |
| INDEX |
Custom Account Description |
| |
| D |
| Deferral of Tuition Loan (Information and Worksheet) |
| GUIDE |
Tuition Payment Options |
| INDEX |
Deferral of Tuition Loans |
| |
| Departmental Deposit Form |
| GUIDE |
Departmental Deposit |
| GUIDE |
Departmental Deposit (credit cards) from Momentum Newsletter; Jan 1, 2010 |
| GUIDE |
FBS Help – Departmental Deposits |
| TRAIN |
Online Departmental Deposit Forms |
| INDEX |
Departmental Deposits |
| |
| Direct Deposit Authorization Form |
| GUIDE |
Accounts Payable, with direct deposit your payment can be worry free |
| GUIDE |
Scholarship/Fellowship Recurring Direct Deposit Authorization Instructions |
| GUIDE |
Procurement to Pay |
| TRAIN |
Online Accounts Payable & Procurement Methods |
| INDEX |
Direct Deposit, Authorization Agreement |
| |
| E |
| E-Commerce Application |
| GUIDE |
How to request an E-Commerce/POS Account |
| GUIDE |
Payment Card Acceptance Guidelines |
| INDEX |
E-Commerce |
| REGS |
Credit Card Compliancy Requirements |
| REGS |
Policy 3-070 Subject: Payment Card Acceptance |
| |
| Employee Direct Deposit Authorization Form |
| GUIDE |
Accounts Payable, with direct deposit your payment can be worry free |
| GUIDE |
Procurement to Pay |
| TRAIN |
Online Accounts Payable & Procurement Methods |
| INDEX |
Direct Deposit, Authorization Agreement |
| |
|
| Employee/Independent Contractor Classification Checklist |
| INDEX |
Consultant/Independent Contractor Agreement |
| REGS |
Policy 3-111: Independent Consultant |
| |
| F |
| Fly America Act – Sample Certification/Justification |
| GUIDE |
Fly America Act |
| GUIDE |
Federal Travel Regulations |
| INDEX |
Fly America Act |
| REGS |
Policy 3-030: Travel Policy |
| |
| G |
| General Journal Entry |
| GUIDE |
General Journal Entry Form Preparation Instructions |
| GUIDE |
Journal ID Reference |
| GUIDE |
Transaction Detail Search Journals Identification Parameters |
| GUIDE |
FBS Help – Journal Detail Search |
| GUIDE |
FBS Help – Journal ID |
| TRAIN |
University Accounting Principles |
| INDEX |
General Journal Entry |
| INDEX |
Journal Entry |
| REGS |
Policy 3-003: Authorizations and Approvals Required for Financial Transactions |
| |
| General Journal Entry—Continuation |
| GUIDE |
General Journal Entry Continuation Form Preparation Instructions |
| GUIDE |
Journal ID Reference |
| GUIDE |
Transaction Detail Search Journals Identification Parameters |
| GUIDE |
FBS Help – Journal Detail Search |
| GUIDE |
FBS Help – Journal ID |
| TRAIN |
University Accounting Principles |
| INDEX |
General Journal Entry |
| INDEX |
Journal Entry |
| REGS |
Policy 3-003: Authorizations and Approvals Required for Financial Transactions |
| |
| GRAMA |
| GUIDE |
Records Retention GRAMA |
| INDEX |
GRAMA |
| REGS |
Policy 3-001: Financial Information Policy |
| |
| Guest Lecturer/Performer Agreement |
| GUIDE |
Procedures for Completing the University of utah Professional Services/Conslutant Forms |
| INDEX |
Guest Lecturer/Performer Agreement |
| REGS |
Policy 3-062: Honorarium Payments |
| |
| H |
| Step 2: Hold Space for Specific Flights |
| TRAIN |
Travel Training |
| REGS |
Rule R3-030A – Guidelines for Airfare Costs and Class of Service |
| REGS |
Policy 3-030: Travel Policy |
| |
| Honorarium Certification of Academic Activity |
| REGS |
Policy 3-062: Honorarium Payments |
| REGS |
Policy 3-111: Independent Consultant and Independent Contractor Professional Service Agreements |
| |
| I |
| International UPS Form |
| GUIDE |
How to Order |
| REGS |
Policy 3-193: Requesting Service From Campus Agencies |
| |
| Inventory, Capital Form A |
| GUIDE |
Annual Inventory Procedures |
| GUIDE |
Procedures for Completing Annual Capital Equipment Inventory |
| GUIDE |
Basic Inventory Information |
| INDEX |
Inventory, Capital Form A & Capital Form B |
| INDEX |
Inventory Procedures |
| REGS |
Policy 3-040: Property Accounting |
| |
| Inventory, Capital Form B |
| GUIDE |
Annual Inventory Procedures |
| GUIDE |
Procedures for Completing Annual Capital Equipment Inventory |
| GUIDE |
Basic Inventory Information |
| INDEX |
Inventory, Capital Form A & Capital Form B |
| INDEX |
Inventory Procedures |
| REGS |
Policy 3-040: Property Accounting |
| |
| IRS Form W-4 |
| INDEX |
W-4, IRS Form |
| REGS |
Policy 5-402: Payroll Deductions |
| |
| IRS Form W-8BEN |
| GUIDE |
IRS Instructions for Form W-8BEN |
| INDEX |
W-8BEN, IRS Form |
| |
| IRS Form W-9 |
| GUIDE |
IRS Instructions for the Requester of Form W-9 |
| INDEX |
W-9, IRS Form |
| |
| L |
| Limited Purchase Orders |
| GUIDE |
PO Terms and Conditions |
| TRAIN |
Procurement Basics |
| INDEX |
Limited Purchase Order |
| |
| Lost & Found Property Claim Form |
| GUIDE |
Lost and Found Overview |
| INDEX |
Lost & Found |
| |
| Lost & Found Property Form |
| GUIDE |
Lost and Found Overview |
| INDEX |
Lost & Found |
| |
| Lost Property Inquiry Form |
| GUIDE |
Lost and Found Overview |
| INDEX |
Lost & Found |
| |
| M |
| Med Practice Check Order Form |
| INDEX |
Medical Practice Check Order Form |
| |
| Merchandise Return Form |
| GUIDE |
How to use the Purchasing Card |
| TRAIN |
Procurement Basics |
| INDEX |
Merchandise Return Form |
| |
| Mileage Log |
| GUIDE |
Schedule of Allowable Rates |
| TRAIN |
Travel Accounting Principles & Web Application |
| INDEX |
Mileage (Personal) |
| INDEX |
Travel Services Department |
| REGS |
Policy 3-030: Travel Policy |
| |
| N |
| Non-Capital Inventory Form |
| GUIDE |
Non-Capital Inventory Instructions |
| GUIDE |
Basic Inventory Information |
| INDEX |
Inventory Procedures |
| REGS |
Policy 3-041: Non Capital Equipment |
| |
| Nonresident Alien Data Collection Form |
| GUIDE |
Nonresident Alien Employees |
| GUIDE |
Nonresident Alien Scholarship/Fellowship Recipients |
| GUIDE |
Nonresident Alien Visitors |
| GUIDE |
Nonresident Aliens Receiving Tuition Waivers |
| TRAIN |
Non-Resident Alien Payments |
| INDEX |
Non-Resident Alien Payments |
| REGS |
Policy 6-403: Residency Determination for Tuition Purposes |
| |
| Notice of Intent to Fabricate Form |
| GUIDE |
Fabricated Equipment |
| INDEX |
Notice of Intent to Fabricate Form |
| REGS |
Policy 3-040: Property Accounting |
| |
| O |
| Off Campus Authorization Form |
| GUIDE |
When to use off campus authorization form |
| INDEX |
Off Campus Authorization Form |
| REGS |
Policy 3-040: Property Accounting |
| |
| Open an Account |
| GUIDE |
How to Order |
| REGS |
Policy 3-193: Requesting Service From Campus Agencies |
| |
| P |
| Payment Request (Interactive and Auto-numbered) |
| GUIDE |
Trouble Opening? |
| GUIDE |
Payment Request Expenditure Review (Interactive Instructions) |
| GUIDE |
Payment Methods of Procurement |
| GUIDE |
Payment Request Notice |
| GUIDE |
One invoice per Payment Request Form from Momentum Newsletter; Jan. 1, 2010 |
| GUIDE |
Stale-dated checks from Momentum Newsletter; Jan. 1, 2010 |
| GUIDE |
From the Interview to the Move from Momentum Newsleter; Jan. 1, 2010 |
| TRAIN |
Accounts Payable & Procurement Methods |
| INDEX |
Payment Request |
| |
| PCI Questionnaire for Terminals |
| GUIDE |
PCI DSS Questionnaires |
| GUIDE |
E-Commerce Definitions |
| TRAIN |
Training Guides |
| INDEX |
PCI DSS Questionnaire for Terminals |
| REGS |
Policy 3-070 Subject: Payment Card Acceptance |
| REGS |
Credit Card Compliancy Rule 07/18/08 |
| |
| Petition Form |
| GUIDE |
Tuition Information |
| INDEX |
Petition Form |
| |
| Petty Cash Reimbursement |
| GUIDE |
Petty Cash Funds Guidelines |
| TRAIN |
University Accounting Principles |
| INDEX |
Petty Cash Funds |
| REGS |
Policy 3-011: Petty Cash Funds |
| |
| Petty Cash Request/Change |
| GUIDE |
Petty Cash Funds Guidelines |
| TRAIN |
University Accounting Principles |
| INDEX |
Petty Cash Funds |
| REGS |
Policy 3-011: Petty Cash Funds |
| |
| Point of Sale Application |
| GUIDE |
E-Commerce Definitions |
| TRAIN |
Training Guides |
| INDEX |
Point of Sale Application |
| REGS |
Policy 3-070 Subject: Payment Card Acceptance |
| REGS |
Credit Card Compliancy Rule 07/18/08 |
| |
| Preauthorized Loan Payments |
| GUIDE |
Tuition Payment Options |
| GUIDE |
Loan Information |
| |
| Pre-Registration Travel Authorization |
| TRAIN |
Travel Training |
| INDEX |
Pre-Registration Travel Authorization |
| REGS |
Rule R3-030A – Guidelines for Airfare Costs and Class of Service |
| REGS |
Policy 3-030: Travel Policy |
| |
| Purchasing Card—PCard Application |
| GUIDE |
Purchasing Card Overview |
| GUIDE |
How to use the Purchasing Card |
| TRAIN |
Purchasing Cardholder Training |
| TRAIN |
Purchasing Card Training Online using eduCAT |
| INDEX |
Purchasing Card |
| |
| Purchasing Card—PCard Update/Change |
| GUIDE |
Purchasing Card Overview |
| GUIDE |
Purchasing Card Frequently Asked Questions |
| TRAIN |
Purchasing Cardholder Training |
| TRAIN |
Purchasing Card Training Online using eduCAT |
| INDEX |
Purchasing Card |
| |
| Purchasing Card—Statement of Questioned Items (Dispute Charges) |
| GUIDE |
Purchasing Card Overview |
| GUIDE |
Purchasing Card Frequently Asked Questions |
| TRAIN |
Purchasing Cardholder Training |
| TRAIN |
Purchasing Card Training Online using eduCAT |
| INDEX |
Purchasing Card |
| |
| Purchasing Card—Lost Receipts |
| GUIDE |
Purchasing Card Overview |
| GUIDE |
Purchasing Card Frequently Asked Questions |
| TRAIN |
Purchasing Cardholder Training |
| TRAIN |
Purchasing Card Training Online using eduCAT |
| INDEX |
Purchasing Card |
| |
| Q |
| Quasi-Endowment Activity/Project Setup Request Form |
| GUIDE |
Activity/project set-up request instructions |
| GUIDE |
Quasi Endowments |
| TRAIN |
Endowments 101 |
| TRAIN |
Endowment Income Projections Workshop |
| TRAIN |
Endowments 101 for Academic Leadership |
| INDEX |
Quasi-Endowment Agreement Form |
| REGS |
Endowment Pool Management Guidelines |
| REGS |
Policy 3-050: University of Utah Investment Policies |
| |
| R |
| Request for Approval to Use a Third Party Vendor |
| GUIDE |
Payment Card Acceptance Guidelines |
| INDEX |
E-Commerce |
| REGS |
Credit Card Compliancy Requirements |
| REGS |
Policy 3-070 Subject: Payment Card Acceptance |
| |
| Request for Economic Deferment |
| GUIDE |
Tuition Information |
| INDEX |
Request for Economic Deferment |
| |
| Request for Inventory Extension |
| GUIDE |
Annual Inventory Procedures |
| GUIDE |
Inventory Instructions |
| INDEX |
Request for Inventory Extension |
| REGS |
Policy 3-040: Property Accounting |
| |
| Request for School Deferment |
| GUIDE |
Tuition Information |
| INDEX |
Request for Economic Deferment |
| |
| Request for W2 Discrepancy Review |
| GUIDE |
W-2 Frequently Asked Questions |
| GUIDE |
How to Read Your W2 |
| INDEX |
W-2, IRS Form |
| |
| Request for Yellow Tags |
| GUIDE |
Annual Inventory Procedures |
| GUIDE |
Inventory Instructions |
| INDEX |
Request for Yellow Tags |
| REGS |
Policy 3-040: Property Accounting |
| |
| Request to Change Asset Information |
| GUIDE |
Annual Inventory Procedures |
| GUIDE |
Inventory Instructions |
| INDEX |
Request to Change Asset Information |
| REGS |
Policy 3-040: Property Accounting |
| |
| Request to Change Inventory Controller |
| GUIDE |
Annual Inventory Procedures |
| GUIDE |
Inventory Instructions |
| INDEX |
Request to Change Inventory Controller |
| REGS |
Policy 3-040: Property Accounting |
| |
| Requisition/General PO |
| GUIDE |
PO Terms and Conditions |
| GUIDE |
FBS Help – Purchase Orders |
| GUIDE |
FAQ Intangible Assets |
| GUIDE |
From the Interview to the Move from Momentum Newsleter; Jan. 1, 2010 |
| TRAIN |
Procurement Basics |
| TRAIN |
Purchasing and Procurement |
| INDEX |
Requisition/General PO |
| REGS |
Policy 3-190: Requisition Preparation and Processing |
| |
| Requistion/Continuation Form |
| GUIDE |
PO Terms and Conditions |
| GUIDE |
FBS Help – Purchase Orders |
| TRAIN |
Procurement Basics |
| TRAIN |
Purchasing and Procurement |
| INDEX |
Requisition/General PO |
| REGS |
Policy 3-190: Requisition Preparation and Processing |
| |
| Retirement/Transfer Form |
| GUIDE |
Trouble Opening? |
| GUIDE |
Retirement/Transfer Instructions |
| INDEX |
Retirement/Transfer |
| REGS |
Policy 3-040: Property Accounting |
| |
| Return Form |
| GUIDE |
Returns |
| TRAIN |
Procurement Basics |
| TRAIN |
Purchasing and Procurement |
| INDEX |
Requisition/Return Form |
| REGS |
Policy 3-190: Requisition Preparation and Processing |
| |
| RFP Boilerplate/form |
| TRAIN |
Procurement Basics |
| TRAIN |
Purchasing and Procurement |
| INDEX |
Request for Proposal (RFP Boilerplate Form) |
| REGS |
Policy 3-190: Requisition Preparation and Processing |
| |
| S |
| Scholarship/Fellowship Form |
| GUIDE |
Scholarship/Fellowship Instructions |
| GUIDE |
IRS Publication 970 (2008), Tax Benefits for Education |
| INDEX |
Scholarship/Fellowship Form |
| |
| Scholarship/Fellowship Direct Deposit Authorization Form |
| GUIDE |
Scholarship/Fellowship Direct Deposit Instructions |
| GUIDE |
IRS Publication 970 (2008), Tax Benefits for Education |
| INDEX |
Scholarship/Fellowship Form |
| |
| Security Forms—Management Reports |
| GUIDE |
Financial System Report Security Overview |
| GUIDE |
Financial System Report Security Form Instructions |
| GUIDE |
Web Quick Tips – Security to Web Applications |
| INDEX |
Security Form – Management Reports |
| REGS |
Policy 4-004: University Information Technology Resource Security Policy |
| |
| Security Forms—Payroll Earnings, Benefits & Taxes |
| GUIDE |
Financial System Report Security Overview |
| GUIDE |
Financial System Report Security Form Instructions |
| GUIDE |
Web Quick Tips – Security to Web Applications |
| INDEX |
Security Form – Management Reports |
| REGS |
Policy 4-004: University Information Technology Resource Security Policy |
| |
| Signature Authorization Form |
| GUIDE |
Signature Authorization Form Instructions |
| INDEX |
Security Form – Signature Authorization |
| REGS |
Policy 3-004: Processing and Signing Official Documents |
| |
| Step 1: AirSelect Request |
| TRAIN |
Travel Training |
| REGS |
Rule R3-030A – Guidelines for Airfare Costs and Class of Service |
| REGS |
Policy 3-030: Travel Policy |
| |
| Step 2: Hold Space for Specific Flights |
| TRAIN |
Travel Training |
| REGS |
Rule R3-030A – Guidelines for Airfare Costs and Class of Service |
| REGS |
Policy 3-030: Travel Policy |
| |
| Step 3: Confirm Reservation |
| TRAIN |
Travel Training |
| REGS |
Rule R3-030A – Guidelines for Airfare Costs and Class of Service |
| REGS |
Policy 3-030: Travel Policy |
| |
| Stop Payment Form Accounts Payable (interactive) |
| TRAIN |
Accounts Payable & Procurement Methods |
| INDEX |
Stop Payment Form |
| |
| Stop Payment Form Accounts Payable (template) |
| TRAIN |
Accounts Payable & Procurement Methods |
| INDEX |
Stop Payment Form |
| |
| Submit a request for pick up |
| GUIDE |
Surplus and Salvage – Department FAQs |
| INDEX |
Surplus & Salvage |
| REGS |
Policy 3-040: Property Accounting |
| |
| T |
| Tax-Exempt TC-721G |
| GUIDE |
University’s Tax Exempt Status |
| GUIDE |
IRS letter of 501(c)(3) Exempt Status |
| GUIDE |
Procedures to Follow on University Sales to Outsiders |
| TRAIN |
Tax Overview |
| INDEX |
Tax Exempt Status, University of Utah |
| |
| Travel Cash Advance |
| GUIDE |
How do I get a travel advance? |
| TRAIN |
Travel Accounting Principles & Web Application |
| INDEX |
Travel Services Department |
| REGS |
Rule R3-030A – Guidelines for Airfare Costs and Class of Service |
| REGS |
Policy 3-030: Travel Policy |
| |
| Travel Reimbursement |
| GUIDE |
Schedule of Allowable Rates for University Travel |
| GUIDE |
Per Diem Rates for Meal and Incidental Expenses |
| GUIDE |
Rental Vehicles |
| GUIDE |
Diners Club Corporate Credit Cards |
| GUIDE |
From the Interview to the Move from Momentum Newsleter; Jan. 1, 2010 |
| TRAIN |
Travel Accounting Principles & Web Application |
| INDEX |
Travel Reimbursement |
| REGS |
Rule R3-030A – Guidelines for Airfare Costs and Class of Service |
| |
| U |
| UPS Pick Up Form |
| GUIDE |
How to Order |
| REGS |
Policy 3-193: Requesting Service From Campus Agencies |
| |
|
| Utah Sales Tax Report (FOOD) |
| GUIDE |
Sales Tax – Monthy Report Form Instructions |
| GUIDE |
Procedures to Follow on University Sales to Outsiders |
| TRAIN |
Tax Overview |
| TRAIN |
Sales Tax Online Training |
| TRAIN |
Sales Tax Training Presentation |
| INDEX |
Sales Tax |
| |
| Utah Sales Tax Report (NON-FOOD) |
| GUIDE |
Sales Tax – Monthy Report Form Instructions |
| GUIDE |
Procedures to Follow on University Sales to Outsiders |
| TRAIN |
Tax Overview |
| TRAIN |
Sales Tax Online Training |
| TRAIN |
Sales Tax Training Presentation |
| INDEX |
Sales Tax |
| |
| Utah State Tax-Supplemental Withholding Form |
| TRAIN |
Tax Overview |
| INDEX |
Utah State Tax |
| |
| Utah Tourist Facilities Tax Report |
| GUIDE |
Tourist Facilities Tax – Monthy Report Form Instructions |
| GUIDE |
Procedures to Follow on University Sales to Outsiders |
| TRAIN |
Tax Overview |
| INDEX |
Utah State Tax |
| |
| Utah Transient Room Tax Report |
| GUIDE |
Utah Transient Room Tax – Monthy Report Form Instructions |
| GUIDE |
Procedures to Follow on University Sales to Outsiders |
| TRAIN |
Tax Overview |
| INDEX |
Utah State Tax |
| |
| V |
| Vendor Add/Change request |
| GUIDE |
PS – Vendor Search Criteria |
| GUIDE |
Vendor Withholding |
| GUIDE |
Web – Vendor Search Criteria |
| INDEX |
Vendor Search |
| |
| W |
| W-2 Reprint Request |
| GUIDE |
W-2 Frequently Asked Questions |
| GUIDE |
FBS News Post – Exciting W-2 News |
| GUIDE |
FBS News Post – View W-2 Forms Year Round! |
| INDEX |
W-2, IRS Form |
Financial & Business Services Forms
