Financial Services Forms

Operating as an addendum to the purchasing Procurement Policy, the Visa Purchasing Card Procedures guide details how the purchasing card is to be used by cardholders.

Request for External Invoice

Request for External Invoice

Request for External Invoice Multi Vendor

Request for External Invoice Multi Vendor

Anyone purchasing items with an aggregate value above $5,000 from one supplier without procuring 3 competing bids for the purchase.  This form is required by the Broader Public Sector Directive on Procurement.

System Access Form to request access of myBudgets (G/L security) and purchase order requisitions for new users, or updates for current users. Approver access can also be requested along with signing authority. Approver access includes access to myBudgets and to creating and approving purchase requisitions. Signing authority should be included with approver access, since a requisition requires approval by someone who has budget signing authority on the budget code used.

Timecard and Leave Approval Proxy Designation instructions for supervisors of employees who enter hours worked to the online timecard system 

Timecard Approval Instructions for supervisors of hourly employees who enter time worked to the online timecard system

Timecard Entry Instructions for hourly employees to enter hours worked to the online timecard entry system

Travel Authorization Form to accompany Travel Expense Statement From.

Full-time employees must submit their travel expenses through Concur.

Travel Expense Statement for reimbursement of travel expenses, including travel related to research. A Travel Authorization Form must accompany the Travel Expense Statement.

Full-time employees must submit their travel expenses through Concur.

Wireless Point Of Sale Terminal Report