Office of the Controller
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| Chief Financial Officer |  Location |
PeopleSoft Form Instructions
These forms are in either an Excel format or Adobe Acrobat. The Excel forms may be completed on your computer. Once completed they may be printed to obtain the appropriate signatures for processing. If you are a Netscape user, or do not have Excel on your computer, you may print the Acrobat version and type in the information. Upon approval, the completed forms should be submitted to the Office of the Controller for processing.
If you are viewing the Excel formatted forms, you will note that some of these forms also contain embedded instructions and information. If there is a red triangle next to any text, placing the cursor on the text will reveal the information. The hidden information will not print when the forms are printed.
Policies are available and are being developed to provide additional information for the users. When these policies are finalized, they will be located on this Web site.
Below is a table indicating which form is to be used for a specific purpose.
| Form Name | Purpose |
|---|---|
| Academic User Fee Request | Used as an attachment to the ChartField Maintenance when new user fees have been approved. |
| Business Related Expense | Used as an attachment to the Employee Reimbursement Voucher to provide additional information when an employee is requesting reimbursement for business expenses. |
| Request for ChartField and/or Item Type Maintenance | Used to request new and maintenance to ChartFields and item types. |
| Credit Card Voucher | Used to report distribution of credit card purchases. |
| Employee Reimbursement Voucher | Used to request reimbursement to an employee for expenditures incurred for the university, including petty cash. |
| Interdepartmental Invoice | Used to charge and credit departments when there is an exchange of services or goods between departments. |
| Remittance Voucher | Used to request payment to nonemployees of the university when there is no purchase order. |
