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Financial Services Knowledge Base
Looking for general information about processes, and how to documentation pertaining to your "finance" related duties? Visit our Knowledge Base.
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Resources and tools for researchers/PIs
Are you the Principal Investigator for a Fund? This section is for you - resources to help you manage your Funds and Grants.
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Financial Policies
Read our policies and guidelines for the Reimbursement of Expenses, Fund Financial Manager Policy, Guest Lecturer and Speaker Remuneration, and much more...
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Forms
Looking for these forms - FIS Authorization form | Payment Request Form | New Fund Request Form? Check out our Forms page for these and more.
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Resources and tools for Finance (FIS) Users
Do you need query access to Funds? Do you need to process payments, transfers, or deposits? This section is for you.
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Web and Crystal Reports (Reporting)
Need a report that captures monthly or yearly transactions? Looking for a report that you can run by Account or Activity Code? Run our web and crystal reports.
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Home Page
Welcome to Financial Services
The Mission of Financial Services is to ensure financial integrity and control of the University's operations, including the safeguarding of assets, and to provide the highest quality service to our clients on a timely basis.
On this site you will find:
- Financial Policies
- Forms for Finance system access, Travel and FOAPAL related forms, as well as forms pertaining to Banking, Accounts Payable, and Accounts Receivable functions
- Web and Crystal Report templates to help you with your fund management duties
- Tools specific to Researchers and specific to Finance Users to get you started with finance related tasks
We also have a Knowledge Base which contains documentation on "when & how" to use our Finance applications and forms in Minerva and Banner.