Accounts Payable
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Topics |
Forms |
ACH |
Campus Order |
Gifts, Retirement, Incentive |
Consultant/Independent Contractor Agreement |
Human Subject Payments |
Direct Deposit, Authorization Agreement |
LPC Positive Pay |
Guest Lecturer/Performer Agreement |
Vendor Search |
Limited Purchase Checks |
Voucher |
Medical Practice Check Order Form |
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Payment Request |
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Performer/Guest Lecturer Agreement |
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Stop Payment Form |
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Return to Department List |
Controller
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Topics |
Forms |
Approval Signatures – Responsibilities |
GRAMA |
Approvals, Electronic |
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Ethical Code of Conduct |
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Internal Controls |
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University Funds, Use of |
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Return to Department List |
Endowment & Investment
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Topics |
Forms |
Endowment Market Report |
Quasi-Endowment Agreement Form |
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Return to Department List |
Financial Services Technology Support
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Topics |
Forms |
BPAG |
Security Form – Management Reports |
CIS (Campus Information System) |
Security Form – Payroll Earnings, Benefits & Taxes |
ePAF |
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Financial Information Library |
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Return to Department List |
Financial Reporting & Accounting
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Topics |
Forms |
Accounting Calendar |
Activity/Project Setup Request |
Chartfields |
Custom Account Description |
• Account (Chartfield Element) |
General Journal Entry |
• Activity (Chartfield Element) |
Journal Entry |
• AU (Allowable/Unallowable) (Chartfield Element) |
Quasi-Endowment Agreement Form |
• BU (Business Unit) (Chartfield Element) |
SE Journal |
• Fund (Chartfield Element) |
Security Form – Management Reports |
• Non-Personal Services Expenses |
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• ORG (Organization) (Chartfield Element) |
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• Project (Chartfield Element) |
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Encumbrance |
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Fund Accounting |
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Interface File Transfer |
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Journal Detail Search |
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Journal Entry |
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• General Journal Entry |
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• SE Journal |
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Journal ID |
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Journal Source |
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Management Reports |
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ORG Head |
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Petty Cash Funds |
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Restricted Funds, Administration of |
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Thermidor |
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Restricted Funds, Administration of |
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Web Journal Processing |
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Year-End |
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Return to Department List |
Grants & Contracts Accounting
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Topics |
Forms |
A-21 [OMB (Office of Management and Budget) Circular] |
Clinical Trial Closeout Checklist and Certification |
ABA (Annualized Base Amount) |
Cost Transfer |
Airfare, Fly America Act |
Educational/Research Educational/Research Traineeship Grant Form |
Committed Cost Sharing |
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Cost Sharing |
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Cost Sharing Related to Salary Limitation |
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Effort Reporting |
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Fly America Act |
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Mandatory Cost Sharing |
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Personal Activity Report (PAR) System |
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Restricted Funds, Administration of |
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Service/Recharge Centers |
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Voluntary Committed Cost Sharing |
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Voluntary Uncommitted Cost Sharing |
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Return to Department List |
Income Accounting & Student Loan Services
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Topics |
Forms |
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Authorization Agreement for Direct Deposit |
Deferral of Tuition Loan |
Change Form |
PCI DSS Standard |
Closure Form |
PCI DSS Questionnaire for Terminals |
Departmental Deposits |
Point of Sale Application |
Petition Form |
UPAY |
Request for Economic Deferment |
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Request for School Deferment |
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Return to Department List |
Cost Accounting & Analysis
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Topics |
Forms |
A-21 [OMB (Office of Management and Budget) Circular] |
Cost Sharing |
ABA (Annualized Base Amount) |
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AU (Allowable/Unallowable) (Chartfield Element) |
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Cost Sharing |
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Cost Sharing Related to Salary Limitation |
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Effort Reporting |
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OMB Circular A-21 (Office of Management and Budget) |
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Personal Activity Report (PAR) System |
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Service/Recharge Centers |
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Voluntary Committed Cost Sharing |
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Voluntary Uncommitted Cost Sharing |
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Return to Department List |
Payment Card Acceptance / E-Commerce
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Topics |
Forms |
PCI DSS Standard |
Change Form |
PCI DSS Questionnaire for Terminals |
Closure Form |
Point of Sale Application |
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UPAY |
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Return to Department List |
Property Accounting
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Topics |
Forms |
Annual Inventory Procedures |
Inventory Form A and B |
Asset Management |
Notice of Intent to Fabricate Form |
Capital Equipment, (Capital Property) |
Off Campus Authorization Form |
Equipment, Security & Accountability |
Request for Inventory Extension |
Government Property |
Request for Yellow Tags |
Insurable Equipment |
Request to Change Asset Information |
Inventory Controller |
Request to Change Inventory Controller |
Inventory Form A and B |
Retirement/Transfer |
Inventory OrgID Lookup |
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Inventory Procedures |
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Trade-Ins of Excess Property |
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University Property |
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Write-Off Authorization Letter |
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Return to Department List |
Purchasing
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Topics |
Forms |
Business Meals |
GRAMA |
Conflict of Interest |
Limited Purchase Order |
Encumbrance |
Merchandise Return Form |
Gifts, Retirement, Incentive |
Purchase Order (PO) |
Location Codes & Lookup |
Request for Proposal (RFP Boilerplate Form) |
Ship To Codes General |
Requisition/General PO |
Solicitation |
Return Form |
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Signature Authorization |
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Return to Department List |
Purchasing Card
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Topics |
Forms |
Business Meals |
Cardholder Agreement Form |
Purchasing Card Reallocation |
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Return to Department List |
Surplus & Salvage
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Topics |
Forms |
Construction Debris |
Lost & Found |
Donations of University Property |
Retirement/Transfer |
e-Waste |
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Equipment, Security & Accountability |
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Hazardous Material, Disposal of |
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Lost & Found |
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Recycling |
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Refrigeration Equipment and Appliance Disposal |
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Selling to individuals |
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Trade-Ins of Excess Property |
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Transfer Property Obtained through a Contract or Grant |
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Transfer Research Equipment to Another University |
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Return to Department List |
Tax Services & Payroll Accounting
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Topics |
Forms |
Cell Phones |
IRS Forms |
Employee Awards |
W-2, IRS Form |
Employee Education Benefits |
W-4, IRS Form |
Exempt Status (Tax), University of Utah |
W-8BEN, IRS Form |
Garnishments |
W-9, IRS Form |
Independent Contractor |
1098T, IRS Form |
Listed Property |
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Moving Expenses |
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Non-Personal Services Expenses |
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Non-Resident Alien Employees or Traineeship Recipients |
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Non-Resident Alien Payments |
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Non-Resident Short term Visitor Payments |
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Sales Tax |
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Social Security Number, How to Get One |
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Tax Credits, Hope and Lifetime Learning |
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Tax Exempt Status, University of Utah |
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Unrelated Business Income Tax (UBIT) |
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Utah State Tax |
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Return to Department List |
Travel Accounting
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Topics |
Forms |
Agency Fees (Travel) |
Airfare, Confirmation Request (See: Step 3: Confirm Itinerary) |
Airfare, First Class |
Confirmation Request – Airfare (see Step 3: Confirm Itinerary/Resevation Form) |
Airline Fees |
Pre-Registration Travel Authorization |
Airport Parking |
Reservation Request – Airfare (see Step 1: AirSelect Request Form) |
Audit Fee, Travel |
Step 1: AirSelect Request Form |
Baggage Fees |
Step 2: Request “ON HOLD” Reservation Form |
Business Meals |
Step 3: Confirm Itinerary/Reservation Form |
Car Rental |
Travel Reimbursement |
Cash Advance, Travel |
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Churning (Holding Airfare Reservations) |
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Closing a Trip |
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Conference Prepayment |
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Currency Exchange |
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Diners Card |
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Exchange Fees (Airfare) |
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First Class Airfare |
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Fly America Act |
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Hotel Prepayment |
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Mileage (Personal) |
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Non-Conventional Lodging |
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Per Diem |
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Seat Preference Airfare |
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State Contracted Fares (Airfare) |
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Travel Application Help |
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Unused Airfare Ticket Credit (MCO) |
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Visitor Lodging |
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60 Day Rule |
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Return to Department List |