Financial Affairs Forms

Financial Access+ Request Form (WEB Client)	(Word)	Instructions Included
PeopleTools Access Request Form (Windows Client)	(Excel)	Instructions Included
Journal Voucher Form (obs.) Use Journal Entry Upload below		Journal Voucher Instructions
Equipment Transfer & Disposal Form	(Excel)
Cost Center Maintenance Form	(Excel)
Budget Revision Form (Print Version)	(Excel)	Budget Revision Form Instructions
Sales Tax Form	(Excel)	Sales Tax Form Instructions
Service Agreement Transaction Form	(PDF)	FA 157A-11
Expense Voucher (EV) Form	(Excel)	Enter data before printing.
Requisition Form	(Excel)	Enter data before printing.
Employee Reimbursement Form
Signature Authorization Form	(Word)	Signature Authorization Policy
Student Account Adjustment Student Account Adjustment	(Excel) (PDF)	Form to post charges or credits to a student's account.
Contract Transmittal Form	(Word)	Contracts Policies & Procedures
Equipment Disposal Form	(Excel)
Equipment Transfer Form	(Excel)
Internet Business Application	(PDF)	See Interim Internet Business Policy
Interdepartmental Invoice	(Excel)	Interdepartmental Invoice Instructions

Upload Spreadsheets

These spreadsheets are for users with PeopleSoft logins who wish to upload journals directly to the system. Check here periodically to insure you have the latest version.

Journal Entry Upload Using Excel Spreadsheet JV Instructions	02/02/2004
Non RX Payroll Journal Upload (Genesys ONLY) (Instructions on Instructions tab in the Excel upload spreadsheet.)	01/03/2012
Non RX Payroll Cost Allocation (GMS or Genesys) (Instructions on Instructions tab in the Excel upload spreadsheet.) Instructions for Upload and Edit Non RX Payroll JV	07/13/2012
University Cash Receipts Upload	08/31/2001
University Cash Disbursements Upload	06/08/2001
Sponsored Research Cost Transfer Upload Data Download for Cost Transfer	09/30/2010
Interdepartmental Invoice Upload Upload Instructions	03/03/2004
Budget Revision Upload Upload Instructions	11/09/2004
ProCard Charges Reallocation Template ProCard Charges Reallocation Template Instructions	03/04/2009
Project (RX) Budget Revision Upload Project (RX) Budget Upload Instructions	11/23/2006
Student Data Adjustment Upload Student Data Adjustment Upload Instructions	08/05/2010

Journal Voucher Error Codes

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Don't have Excel on your computer? Microsoft has a free viewer which allows you to view and print Excel spreadsheets. You won't be able to enter data but you can print blank forms to fill out.
Click here to download xlViewer.exe