Accounts Payable
|
| 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 |
| |
Payment Request |
| |
Performer/Guest Lecturer Agreement |
| |
Stop Payment Form |
| |
|
| Return to Department List |
Controller
|
| Topics |
Forms |
| Approval Signatures – Responsibilities |
GRAMA |
| Approvals, Electronic |
|
| Ethical Code of Conduct |
|
| Internal Controls |
|
| University Funds, Use of |
|
| |
|
| Return to Department List |
Endowment & Investment
|
| Topics |
Forms |
| Endowment Market Report |
Quasi-Endowment Agreement Form |
| |
|
| Return to Department List |
Financial Services Technology Support
|
| Topics |
Forms |
| BPAG |
Security Form – Management Reports |
| CIS (Campus Information System) |
Security Form – Payroll Earnings, Benefits & Taxes |
| ePAF |
|
| Financial Information Library |
|
| |
|
| Return to Department List |
Financial Reporting & Accounting
|
| 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 |
|
| • ORG (Organization) (Chartfield Element) |
|
| • Project (Chartfield Element) |
|
| Encumbrance |
|
| Fund Accounting |
|
| Interface File Transfer |
|
| Journal Detail Search |
|
| Journal Entry |
|
| • General Journal Entry |
|
| • SE Journal |
|
| Journal ID |
|
| Journal Source |
|
| Management Reports |
|
| ORG Head |
|
| Petty Cash Funds |
|
| Restricted Funds, Administration of |
|
| Thermidor |
|
| Restricted Funds, Administration of |
|
| Web Journal Processing |
|
| Year-End |
|
| |
|
| Return to Department List |
Grants & Contracts Accounting
|
| 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 |
|
| Cost Sharing |
|
| Cost Sharing Related to Salary Limitation |
|
| Effort Reporting |
|
| Fly America Act |
|
| Mandatory Cost Sharing |
|
| Personal Activity Report (PAR) System |
|
| Restricted Funds, Administration of |
|
| Service/Recharge Centers |
|
| Voluntary Committed Cost Sharing |
|
| Voluntary Uncommitted Cost Sharing |
|
| |
|
| Return to Department List |
Income Accounting & Student Loan Services
|
| Topics |
Forms |
| |
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 |
| |
Request for School Deferment |
| |
|
| Return to Department List |
Cost Accounting & Analysis
|
| Topics |
Forms |
| A-21 [OMB (Office of Management and Budget) Circular] |
Cost Sharing |
| ABA (Annualized Base Amount) |
|
| AU (Allowable/Unallowable) (Chartfield Element) |
|
| Cost Sharing |
|
| Cost Sharing Related to Salary Limitation |
|
| Effort Reporting |
|
| OMB Circular A-21 (Office of Management and Budget) |
|
| Personal Activity Report (PAR) System |
|
| Service/Recharge Centers |
|
| Voluntary Committed Cost Sharing |
|
| Voluntary Uncommitted Cost Sharing |
|
| |
|
| Return to Department List |
Payment Card Acceptance / E-Commerce
|
| Topics |
Forms |
| PCI DSS Standard |
Change Form |
| PCI DSS Questionnaire for Terminals |
Closure Form |
| Point of Sale Application |
|
| UPAY |
|
| |
|
| Return to Department List |
Property Accounting
|
| 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 |
|
| Inventory Procedures |
|
| Trade-Ins of Excess Property |
|
| University Property |
|
| Write-Off Authorization Letter |
|
| |
|
| Return to Department List |
Purchasing
|
| 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 |
| |
Signature Authorization |
| |
|
| Return to Department List |
Purchasing Card
|
| Topics |
Forms |
| Business Meals |
Cardholder Agreement Form |
| Purchasing Card Reallocation |
|
| |
|
| Return to Department List |
Surplus & Salvage
|
| Topics |
Forms |
| Construction Debris |
Lost & Found |
| Donations of University Property |
Retirement/Transfer |
| e-Waste |
|
| Equipment, Security & Accountability |
|
| Hazardous Material, Disposal of |
|
| Lost & Found |
|
| Recycling |
|
| Refrigeration Equipment and Appliance Disposal |
|
| Selling to individuals |
|
| Trade-Ins of Excess Property |
|
| Transfer Property Obtained through a Contract or Grant |
|
| Transfer Research Equipment to Another University |
|
| |
|
| Return to Department List |
Tax Services & Payroll Accounting
|
| 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 |
|
| Moving Expenses |
|
| Non-Personal Services Expenses |
|
| Non-Resident Alien Employees or Traineeship Recipients |
|
| Non-Resident Alien Payments |
|
| Non-Resident Short term Visitor Payments |
|
| Sales Tax |
|
| Social Security Number, How to Get One |
|
| Tax Credits, Hope and Lifetime Learning |
|
| Tax Exempt Status, University of Utah |
|
| Unrelated Business Income Tax (UBIT) |
|
| Utah State Tax |
|
| |
|
| Return to Department List |
Travel Accounting
|
| 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 |
|
| Churning (Holding Airfare Reservations) |
|
| Closing a Trip |
|
| Conference Prepayment |
|
| Currency Exchange |
|
| Diners Card |
|
| Exchange Fees (Airfare) |
|
| First Class Airfare |
|
| Fly America Act |
|
| Hotel Prepayment |
|
| Mileage (Personal) |
|
| Non-Conventional Lodging |
|
| Per Diem |
|
| Seat Preference Airfare |
|
| State Contracted Fares (Airfare) |
|
| Travel Application Help |
|
| Unused Airfare Ticket Credit (MCO) |
|
| Visitor Lodging |
|
| 60 Day Rule |
|
| |
|
| Return to Department List |
