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Spacer GraphicFull Listing of Financial Processes and Tasks
Generate Revenue from External Sales
  • Get Approved for External Sales
  • Manage External Sales


    Purchase & Pay for Goods & Services
  • Account for Subject Payment Advance (C2)
  • Acquire Capital Equipment of $100,000 or More
  • Administer a CFPS
  • Amend Contracts for Professional Services
  • Apply for the Purchasing Card
  • Change Account Strings on a Payment
  • Change Purchasing Card Status
  • Change Requisitions (RX) or Centrally Issued Orders
  • Dispute the Purchasing Card
  • Pay a Non-Employee Vendor
  • Pay an Employee as a Human Subject (C4)
  • Pay an Employee Royalties, Refunds, and Miscellaneous Expenses (D1)
  • Pay for Professional Services - PVC (One Time Vendor)
  • Plan Purchases
  • Purchase a Professional Service
  • Purchase a Professional Service in FFN
  • Purchase via Purchase Order
  • Purchase with the Purchasing Card
  • Receive Purchases
  • Reconcile the Purchasing Card - CAR
  • Reconcile the Purchasing Card - ECAR
  • Reimburse an Employee for Money Spent on Miscellaneous Expenses (B1)
  • Reimburse an Employee for Subject Payments Made Out-of-Pocket (C3)
  • Reimburse Moving Expenses Paid for by the Employee (A4)
  • Request an Advance to Pay Human Subjects (C1)
  • Requisition (RX) - Includes Bidding
  • Resolve a Credit Paid in Error
  • Resolve a Duplicate Payment
  • Resolve a Payment Document Not Entered Into CUFS
  • Resolve a Payment not Received
  • Resolve a Wrong Vendor Payment
  • Resolve an Over Payment
  • Resolve an Under Payment
  • Route Checks
  • Set Up New Vendors Codes for Payment


    Manage University Equipment
  • Accept Equipment Donated to the University
  • Donate Unused or Unserviceable Equipment
  • Inventory Capital Equipment
  • Request to Use Equipment Off Campus
  • Scrap, Cannibalize or Recycle Equipment
  • Secure an Inventory Number for Fabricated Equipment
  • Sell Equipment Outside the University or to Employees
  • Tag Capital Equipment
  • Tag Capital Equipment - Deparmental Responsibilities
  • Trade In Equipment
  • Transfer Equipment from Another Institution
  • Transfer Equipment to Another Institution
  • Transfer or Sell Equipment to Another University Department


    Travel on University Business
  • Apply for the Corporate Travel Card
  • Change the Corporate Travel Card Status
  • Encumber Funds for Travel (A1)/Request Advance for Travel
  • Plan and Arrange Travel
  • Reimburse an Employee for Travel Expenses (A3)
  • Use the University Corporate Travel Card and Pay for Expenses Incurred


    Accept or Deposit Revenue
  • Accept Revenue from Another U Dept (IV
  • Document and Deposit Gifts - Bankcard
  • Document and Deposit Gifts - Cash or Check
  • Document and Deposit Gifts - EFT
  • Document and Deposit Sales - Bankcards
  • Document and Deposit Sales - Cash or Check
  • Document and Deposit Sales - EFT
  • Document and Deposit Sponsored Funding or Program Income - Bankcards
  • Document and Deposit Sponsored Funding or Program Income - Cash or Check
  • Establish Bankcard Accounts
  • Make Changes to Chart of Accounts
  • Monitor Use of Gifts
  • Report Year End Accounts Receivable
  • Request Access to a U General Ledger Receipts Deposit Account
  • Request Checks from Foundations
  • Resolve Missing Revenue Received via EFT
  • Solicit Gifts
  • Write Off Uncollectible Receivables


    Document and Maintain FOS Processes
  • Conduct Acceptance Test
  • Develop Flowchart and Detail
  • Get Approvals for Process Documentation
  • Identify
  • Identify Information Sources
  • Identify Participants
  • Manage Process Documentation Project
  • Prepare to Publish Process Documentation
  • Publish Process Documentation
  • Verify Content
  • Write Project Charter


    Prepare Real Estate Use & Lease Agreements
  • Lease Non-University Real Estate
  • Use Non-University Real Estate, Use Agreement With Value Over $10,000
  • Use Non-University Real Estate, Use Agreement With Value Under $10,001


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    Spacer graphicLast modified on May 5, 2004
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