Forms

For questions concerning the EMERA process, please reach out to your department’s Financial Oversight staff.

• Policy and Compliance Review Request
• Policy and Compliance Review – How-to Submit Resource
• Policy and Compliance Review Knowledge Base Article

For questions or updates on a PCR submission, please submit a request to Financial Administration and Technical Support Services, the type of inquiry will be ‘Compliance and Controls’.

• Credit Card Machine Request
• Item Type Request (Use Internet Explorer, Chrome or Safari web browsers. Form does not render properly in Firefox)

Change Banks

• Change Banks Expenditure Summary
• Request to Establish a Change Fund

Deposit Processing

Departmental deposits are processed through Student & Departmental Account Services in accordance with policy CMP 307: Departmental Cash and Check Receipting.

• Start a Deposit
• Deposit Submission Instructions

• Academic Institutional Excuse (for students required to miss class)
• Annual Travel Certification
• Annual Travel Certification Instructions
• Fuel Expense/Mileage Reimbursement Claim Comparison Worksheet
• Group Travel Roster
• Out-of-State Request for Multiple Representation
• Travel Advance & ZELLE Workbook
• Travel Advance Repayment
• Vehicle Rental Justification Worksheet

Payroll transfers

Payroll transfers are to be done on an IPT journal. See Creating Payroll Expense Transfer IPT Journals, under General Accounting.

Non-payroll transfers:

All expense to expense and revenue to expense transactions can be entered through an IDT journal. See IDT Journal Creation user guide, under General Accounting and related policies below:

• CMP 430-29: Expense Transfers – Non Payroll
• CMP 430-26 – Voluntary Fund Transfers

Revenue to revenue entries to correct deposit errors are submitted on a Journal Transfer service request in the Employee Service Center.

• Department ID Request
• Budget Office 

• CPRM Forms Index