Campus Finances Overview

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As an employee, you may want to know more about the forms used for Campus Finances. This page provides an overview of the forms used for Campus Finances. For more detailed information, please visit the University Budget Office and University Controller's websites.


Billing Request Form

The Billing Request Form is used for on- or off-campus billings. It allows you to charge or credit campus business units and organizations outside of campus. For more information, please refer to the Accounts Payable website.

Budget Transfer Form

The Budget Transfer Form is used to transfer budget funding from one department/account to another department/account within the same fund.  You cannot use the Budget Transfer Form to transfer budget from one fund to different fund. For more information, please refer to the Budget Transfers website.

Cabinet Carry Forward Form

The Cabinet Carry Forward Form is used to request carry forward funds from your cabinet officer. Carry Forward Funds are state funds that are carried over from the prior fiscal year and can be used for Temporary One-Time Funds.  For more information, please refer to the Carry Forward Funds website.

Campus Administrator Delegation Application

The Campus Administrator Delegation Application is used to request delegated purchasing authority. In accordance with Executive Order 775, the President can delegate purchasing authority to campus administrators subject to the guidelines in the Delegation of Purchasing Authority Handbook,  Procurement Credit Card Handbook, and Direct Pay Handbook. This delegation shall be revoked upon termination of the position. For more information, please visit the Delegation of Purchasing Authority.

Campus Carry Forward Form

The Campus Carry Forward Form is used to request carry forward funds from the President. Carry Forward Funds are state funds that are carried over from the prior fiscal year and can be used for Temporary One-Time Funds.  For more information, please refer to the Carry Forward Funds website.

Chartfield Request/Signature Authority Form

The Chartfield Request / Signature Authority Form allows you to add, modify, or inactivate chartfields (Funds - Departments). Additionally, it allows you to add or delete signers for specific chartfields. For more information, please refer to the General Accounting website.

Expenditure Transfer Form

The Expenditure Transfer Form allows you to transfer expenses between departments within the same business unit. For more information, please refer to the General Accounting website.

Labor Cost Distribution

The Labor Cost Distribution form is used to make changes to positions in the Labor Cost Distribution system, such as adding, inactivating, reactivating, updating, reclassifying, or other types of positions changes. For more information, please refer to the HR Forms and Procedures page.

Payroll Move Form

The Payroll Move Form is used when salary and benefit expenditures for an employee must be moved to the appropriate department.  You must have access to PeopleSoft and the ability to login to Labor Cost Distribution (LCD).  If you do not have access contact your administrator, or direct the payroll move to the appropriate authorized personnel. For more information, please refer to the Payroll Move.

Trust Fund Agreement

The Trust Fund Agreement Form allows you to request a new trust fund or update an existing fund. For more information, please refer to the General Accounting website.