Forms
General Ledger Processing Forms: |
|
| Internal Requisition form | Internal department supplying good or services. The transactions are conducted between the requesting and servicing university departments. |
| Budget modification form (PDF) | (MS Word) | Request for budget amendment or modification.
For additional guidance please see Budget Performance & Changes |
| Chart of accounts processing — Form C | Create/change unrestricted or restricted accounts. This form now has an electronic version – the Kuali Chart of Accounts Workflow. Please contact your SBO if you do not already have access to KEW COA. |
| Agency Account Processing | Create/ change agency accounts. This form now has an electronic version – the Kuali Chart of Accounts Workflow. Please contact your SBO if you do not already have access to KEW COA. |
| Sponsored Projects Accounting | Create/ change sponsored research accounts. |
| Freezing Accounts — Form D | Freeze/ unfreeze accounts. |
| Object codes processing — Form F | Create/ change object codes. |
| Program code processing — Form G PDF | Create/ change program codes |
| Organization Manager Change template
Fiscal Officer Change template (includes account supervisor and account manager) |
For changes to organization manager, fiscal officer, account manager, or account supervisor, please submit a Kuali Chart of Accounts Change request workflow document for the individual accounts to be updated. |