Account Analysis Pivot Macro | The macro should be used with the Account Analysis Report to filter, sort, and view transaction data by funding source.
| Account Analysis Pivot Instructions |
Approval Workflow Maintenance Form | Complete this form to update standard approval workflow in OFC.
| Standard Operating Procedure |
Budget Office Pivot Macro | The macro should be used with the Account Analysis Report to filter, sort, and view remaining balance and fund balance and drill to transaction data detail.
| Budget Office Pivot Instructions |
Budget Transfer Template | Complete and email template to request budget transfers. | Budget Transfer Instructions |
Correcting Entry Request | Complete to request corrections to invoices for Expense Reports, Requisitions, Internal Payments, and P-Card Transactions. | Video Instructions |
Departmental Deposit Template | Complete and email template to request a departmental deposit. | Creating and Submitting a Departmental Deposit |
Detail Transaction Pivot Macro | The macro should be used with the Account Analysis Report and Salary Ledger Report to filter, sort, and view transaction data by funding source. | Detail Transaction Pivot Instructions |
Grant Account Analysis Pivot Macro | The macro should be used with the Account Analysis Report to filter, sort, and view transaction data by funding source. Budget data may be manually added. | Grant Account Analysis Pivot Instructions |
Internal Payment Request | Internal Payments are completed to charge internal funding sources for goods or services received from the University. The Department of the Internal Supplier providing the good or service must retain all documentation for charges. | |
Internal Payment Template | Complete and attach to Internal Payment Request. | Creating and Submitting Internal Payments |
Journal Entry Request | Complete to request surplus transfers, reallocations, and corrections to transactions with no transaction number. | Video Instructions |
Journal Entry Template | Complete and attach to Journal Entry Request | Creating and Submitting a Journal Correction |
Multiple Correcting Entry Request | Complete to request corrections to invoices for Expense Reports, Requisitions, Internal Payments, and P-Card Transactions. | Video Instructions |
Multiple Correction Template | Complete and attach to Multiple Correcting Entry Request. | |
Payroll Correction Request | Complete to make corrections to posted payroll expenses. | Video Instructions |
Payroll Correction Template | Complete and attach to Payroll Correction Request. | Creating and Submitting a Payroll Correction |
Plan Ledger Pivot Macro | The macro should be used with the Account Analysis Report to filter, sort, and view transaction data by funding source. Budget data may be manually entered by accounting period and account type.
| Plan Ledger Pivot Instructions |
Segment Maintenance Form | Complete form to add, change, or deactivate a funding source segment. | Segment Maintenance Context |
Purchase Order Payment Approval | Submission of this form provides approval to proceed with payment against a Purchase Order (also known as "Ok to Pay"). | |