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 Submitting outdated forms with a request will cause a delay, as the forms will be returned.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 FORMS

Oracle Cloud Financial Management System Access Forms

Form Name Description Format Attach Last
updated
Expense Management Form: Used to request access to the Expense Management System. DOCX No 01/02/19

General Access Request Form

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

Description of roles.

DOCX

 

No

01/02/19

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 01/02/19

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Financial Reports and Analytics Access Forms (Tableau)

Form Name Description Format Attach Last
updated
Financial Reports and Analytics - Tableau Managed Reports Form Form: Used to request access to existing Tableau reports (Current Payroll, Legacy RU GL, Legacy RU Payroll, and Legacy Procurement, including reports previously accessed via Discoverer Viewer reports). DOCX No 01/02/19

Financial Reports and Analytics - Tableau Self-Service Analytics (SSA) Platform Form

Form: Used to request access to the Tableau Self-Service Analytics (SSA) Platform which is used to develop ad-hoc Tableau reports and analytics from various data repositories.  (Similar to Discoverer Plus access.)

Content Manager Names

DOCX

 

No

01/02/19

Financial Reports and Analytics - Banner Form

Form: Used to request access to existing Banner reports (Legacy RBHS Financials and Payroll Banner system).

DOCX No 01/02/19

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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

01/02/19

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New Non Sponsored Project Request Forms

Form Name Description Format Attach Last
updated

Designated Non Sponsored Project Request Form

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

Link for the ACCOUNTING FOR INTERNALLY DESIGNATED FUNDS- FUND 165 Procedure.

XLSX

No

04/10/19

Faculty Fund

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

Link for the ACCOUNTING FOR FACULTY FUNDS Procedure.

XLSX No 04/10/19
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. XLSM No 12/06/16
Endowment Project Request Form

Please contact Rani Masanam at 848-445-8266 or email dm1162@finance.rutgers.edu

     
Restricted Gifts Project Request Form Please contact Rani Masanam at 848-445-8266 or email dm1162@finance.rutgers.edu      

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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 4/02/19
Request for a New Division Segment Value This form is used to request a new Division value. XLXS No 4/02/19
Request for a New Organization Segment Value This form is used to request a new Organization value. XLXS No 4/02/19
Request for a New Location Segment Value This form is used to request a new Location value. XLXS No 4/02/19
Request for a New Fund Type Segment Value This form is used to request a new Fund Type value. XLXS No 4/02/19
Request for a New Account Segment Value This form is used to request a new Account value. XLXS No 4/02/19
Request for a New Business Line Segment Value This form is used to request a new Business Line value. XLXS No 4/02/19

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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 9/10/18
Journal Template for Cash This template is used to record cash deposits. Attach the deposit slip to the journal. XLXS Yes 11/13/18
Journal Template for Credit Cards This template is used to record credit card receipts. Attach the credit card settlment to the journal. XLXS Yes 11/13/18
Journal Template for Checks This template is used to record check deposits.  Attach the deposit slip to the journal. XLXS Yes 11/13/18
Journal Template for Wires This template is used to record wire deposits.  Attach the banking statement to the journal. XLXS Yes 11/13/18

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New Financial Management System Report

Form Name Description Format Attach Last
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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