11/01/2016 - Finance 101 Training schedule is available.
06/28/2016 - To accommodate new department numbers, Financial Services has released new forms effective July 1, 2016. Prior versions should be discontinued.
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Table of Contents
- Budget Forms
- Grants & Contracts Forms
- System Support Forms
- General Accounting Forms
- Accounts Payable Forms
- Other Forms
- CI Finance 101 Training Presentations
|NEW ChartField Request Form (PDF, 83KB) This form is for requesting a new chartfield, modifying an existing chartfield, or inactivating an existing chartfield.||07/2016|
|Payroll Expenditure Transfer Form (MS Excel, 165KB)||08/2014||-||-|
|Budget Transfer Form (ZIP, 91KB)||11/2015||Within Form||-|
|New Trust Fund Agreement Form (PDF, 61KB) This form is for establishing a new trust fund or project.||01/2015||-||-|
|Expense Transfer Justification Form (MS Word, 33KB) This form is for transferring expenses that are older than 90-days.||04/2009||-||-|
|Student Financial Item Type Request Form (MS Word, 42KB)||06/2016||Within form||-|
|Computer Refresh Agreement Form (MS Word, 24KB)||09/2009||FAQ(PDF, 12KB)|
|Accounting - Journal Entry Transfer||Issued||Instructions||Policy|
NEW CI Journal Entry Transfer (JET)/(RET) (ZIP, 266KB) For campus use to transfer charges from one accounting string to another, or to transfer between entities through the use of an accounting journal entry. Training: JET/RET v2 Power Point (PDF, 634KB)
|07/2016||JET Process Guide (PDF, 2.4MB) RET Process Guide (PDF, 1.2MB)||-|
|Accounting - Deposit Requests||Issued||Instructions||Policy|
|Deposit Request (PDF, 167KB) For campus and CI auxiliary use to request the deposit of funds to a specific fund or department.||04/2016||-||-|
|Accounts Payable - Other Forms||Issued||Instructions||Policy|