In PeopleSoft, Chartfields are the segments that make up the Chart of Accounts and provide it with an overall structure. The Chartfields are defined as integration fields carried by every PeopleSoft system that will feed accounting entries to the General Ledger.
Concur Mobile App
Concur Non-Employee Travel Guide
Concur Profile Setup
Concur Travel Booking
Concur User Guide
Required when wireless device is requested, in accordance with university policy. Employee has read, understands, and agrees to Wireless Device for Business Use Policy. Please sign and submit approved form to Accounts Payable in Financial Services.
Request to send invoice to individual or business for services received from University and Auxiliaries. This form can also be used to request cash posting orders (CPOS) when we are the receiving campus.
Form to document cash count and reconciliation.
Annually ensure department is in compliance with cash handling policies
Log incoming cash receipts via mail
Submit form to document the change in Fund Custodian.
Request a ChartField addition, change or inactivation for University and Auxiliaries. Additional instructions included on request form.
A list of common expense accounts used on campus.
Complete and submit this form when a department is looking to update fiscal signing authority for a department or a division.
Required to establish direct deposit of University employee reimbursements (Business expenses or travel expenses)
A home use agreement has been created to assist Administrators in the tracking of campus resources being used during the COVID-19 event by Employees off-campus to meet telecommuting requirements.
Request an advance for non-travel business expenses for University and Auxiliaries.
Request advance reimbursement for non-travel business expenses for University and Auxiliaries.
Procedures for defining user responsibilities, how to make reservations, pick-up vehicles, drop - off vehicles, and obtaining invoices.
Document any loan of equipment to an external organization, individual, or employee where the equipment is taken off the campus.
Document any lost, stolen, or destroyed inventoried property. Please note, this form is now supported by Smartsheets.
Required for Foreign Nationals who are not U.S Citizens for tax purposes.
Required when any gift card is provided.
Required when any hospitality related expense occurs whether EREQ, Direct Pay, ProCard or Employee Reimbursement for University and Auxiliaries.
The Inter-Unit journal request form is used to process a journal between two separate Business Units (SOCMP, SOASI, SOSSE, or SOFDN).
Document the transfer of inventoried property between departments.
To be used when student group travel is faculty/staff led in conjunction with Foreign Insurance smartsheet request form. The designated faculty/staff leading the trip attaches the completed group excel form with all traveling participants listed to their insurance smartsheet request.
When traveling abroad, each employee, study abroad student, or student not on a faculty/staff led insurance request is required to complete this form. Form is required at least 45 days before travel. More information on international travel and requirements is available on the AP Foreign Travel Insurance Program website.