Comptroller
Virtual Visit Request info Apply
MENUMENU
  • Comptroller Offices
    • Financial Accounting Services »
    • Financial Controls Analysis & Reporting »
      • Internal Control Responsibilities
      • Internal Control Resources
      • Department Consultations
      • Self Assessment Questionnaires
      • PCard & Travel Compliance
      • Process Automation
  • Travel
    • Overview
    • Forms & Tools
    • Travel Links
    • Travel Policies
    • Recent Policy Changes
    • Traveler tips
    • Contacts
  • Training
  • Tools & Resources
    • PeopleSoft Financials »
      • PeopleSoft Financial Training Documentation
      • Forms
      • Pay Cycle Calendar
      • Security Roles
    • List serves
    • Resources
    • Recharge Centers
    • Forms
    • Business Continuity and Disaster Recovery Plan »
      • BCDR glossary
    • Capital finance and bondholder information
    • Comptroller Policies
    • Recent Policy Changes
  • Annual Reports
  • Directory
  • IN
  • Comptroller
  • Forms

Forms

Forms index

Miscellaneous forms

Deposit forms

Transfer forms

Petty cash forms

Travel forms

Travel tools

Accounts payable forms

New account request form (Budget Office)

Miscellaneous forms

Employee Moving Expense Reimbursement

  • Moving Expense Reimbursement Form (ELECTRONIC) NEW!
  • Moving Expense Reimbursement User Guide
  • Moving Expense Reimbursement Status Report (You will see forms that you are listed as a Requestor, Reimbursee or Approver)

Justification for Exception to Policy

  • Request for approval of Justification For Exception to Policy request form
  • Request for approval of Justification For Exception to Policy request instructions
  • Justification for Exception to Policy Signer Authorization Form
  • Justification For Exception to Policy Signer “lookup”

Other

  • Credit card machine request form
  • Computer maintenance instructions
  • Independent contractor certification (substitute W-9)
  • Item type request form (Use Internet Explorer, Chrome or Safari web browsers. Form does not render properly in Firefox)
  • Non-employee travel

Top

Deposit forms

The forms below are to be used for university deposits in accordance with policy CMP307: Departmental Cash and Check Receipting. Please refer to this policy for questions regarding check endorsements, deposit locations, etc. The “Travel Advance Repayment” form is to be used for the return of outstanding travel advance on open TA documents.

  • Deposit transmittal (Excel)
  • Deposit transmittal training (Powerpoint)
  • Travel advance repayment (Excel)

Top

Transfer forms

Payroll transfers

Effective 7/1/13, payroll transfers are to be done on an IPT journal. See procedures at:

  • https://nau.edu/its/learn/psfinancials_ipt/

Non-payroll transfers:

All expense to expense and revenue to expense transactions can be entered through an IDT journal. See procedures: https://nau.edu/its/learn/psfinancials_JournalCreation/ and related policies below:

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

Revenue to revenue entries to correct deposit errors, etc. can be submitted on the fund transfer form: Fund transfer form

Petty cash forms

  • Petty cash expenditure summary
  • Request to establish a petty cash or change fund

Top

Travel forms

  • Academic institutional excuse form (for students required to miss class)
  • Annual Travel Certification form
  • Annual Travel Certification Instructions
  • Justification For Exception to Policy Signer Authorization Form
  • NAU Justification For Exception to Policy Signer “lookup”
  • Fuel expense/Mileage reimbursement claim comparison worksheet
  • Travel Advance & ZELLE Workbook
  • Out-of-state request for multiple representation form
  • Student team/Group travel list
  • Travel advance repayment

Top

Travel tools

  • Daily travel activities and spending log
  • Vehicle rental justification worksheet

Top

Accounts payable forms

  • Accounts payable payment information

New Department ID request form (Budget Office)

  • Department ID request
  • Budget Office web site

Top