Forms Repository

Use the forms below to facilitate actions and complete tasks within Financial Management System.

Important: These forms are updated periodically, so please be sure that any forms saved on your computer are the most current version. Submitting outdated forms with a request will cause a delay, as the forms will be returned.

Accessing Forms

Forms are available in Microsoft Word (DOC), Microsoft Excel (XLXS), or Adobe Acrobat (PDF) formats.
 

Available Forms

Access

Form Name Description Format Attach Last
updated
Expense Management Form: Used to request access to the Expense Management System. DOCX No 10/01/17

General Access Request Form

Form: Used to request access to the Financial Management System.

Description of roles.

DOCX

 

No

10/01/17

Central Access Request Form

Form: Used to request access to the Financial Management System to be used by Central Accounting departments and Grant and Contract Accounting personnel only.

Description of roles.

DOCX No 10/01/17

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New Project Request Form

Form Name Description Format Attach Last
updated

New Project Request Form

Form: Used to submit new Non Sponsored Project requests, the addition of new tasks and/or RU Initiatives on Non Sponsored Projects and/or a Request Change in the Project Manager assignment on both Sponsored or Non Sponsored Projects.

XLMS

No

5/08/17

Capital Project Request Form Form: Used to submit new Non Sponsored Capital Project requests, the addition of new tasks on Non Sponsored Capital Projects and/or a Request Change in the Project Manager assignment on Non Sponsored Capital Projects. XLMS No 12/06/16
Endowment Project Request Form Form: Used to submit new Non Sponsored Endowment Project requests, the addition of new tasks on Endowment Projects and/or a Request Change in the Project Manager assignment on Endowment Projects. XLMS No 12/12/16
Restricted Gifts Project Request Form Form: Used to submit new Non Sponsored Restricted Gifts Project requests, the addition of new tasks on Restricted Gifts  Projects and/or a Request Change in the Project Manager assignment on Restricted Gifts Projects. XLMS No 12/13/16

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Finance Approver Form

Form Name Description Format Attach Last
updated

Finance Approver Change Form

Form: Used to change the Finance Approver in the System for one or more individuals.

DOCX

No

10/01/17

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New Segment Values

Form Name Description Format Attach Last
updated
Request for a New UDO (Unit,Division,Organization) This from is used to request a new UDO value. XLXS No 7/13/16
Request for a New Division Segment Value This form is used to request a new Division value. XLXS No 10/26/16
Request for a New Organization Segment Value This form is used to request a new Organization value. XLXS No 10/26/16
Request for a New Location Segment Value This form is used to request a new Location value. XLXS No 10/26/16
Request for a New Fund Type Segment Value This form is used to request a new Fund Type value. XLXS No 10/26/16
Request for a New Account Segment Value This form is used to request a new Account value. XLXS No 10/26/16
Request for a New Business Line Segment Value This form is used to request a new Business Line value. XLXS No 10/26/16

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Cash Journal Templates

Form Name Description Format Attach Last updated
Instructons for using the Cash Journal Templates This job aid will assist in the creation of a Cash/Credit/Checks/Wires journal. PDF No 8/30/17
Journal Template for Cash This template is used to record cash deposits. Attach the deposit slip to the journal. XLXS Yes 9/26/16
Journal Template for Credit Cards This template is used to record credit card receipts. Attach the credit card settlment to the journal. XLXS Yes 9/26/16
Journal Template for Checks This template is used to record check deposits.  Attach the deposit slip to the journal. XLXS Yes 9/26/16
Journal Template for Wires This template is used to record wire deposits.  Attach the banking statement to the journal. XLXS Yes 9/26/16

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New Financial Management System Report

Form Name Description Format Attach Last updated
Request for a New Financial Management System Report This form is used to request a new Financial Management System Report. PDF Yes 7/28/17

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