Foundation Accounting

Most Frequently Used Forms Foundation

Form Instructions      Flow Chart        
Check Requisition Instructions Icon button   Check Requisition Flowchart
Independent Contract Check Requisition Instructions for Independent Contract Check Requisition Independent Contract Flowchart
University Employee Salary Supplement Check Requisition Salary Check Requisition Instructions  Salary Supplement Flowchart
Purchase Order Purchase Order Instructions  Purchase Order Flowchart
Scholarship Approval Form Scholarship Approval Instructions Scholarship Flowchart
Interfund Transfer Form Interfund Transfer Instructions Interfund Transfer Flowchart


Tips for processing Foundation forms

  • Foundation Accounting Policies and Procedures

  • Submitting the correct support documentation will expedite the check requisition process.

  • Credit card receipt – the original detailed receipt of items purchased must accompany the original summary credit card charge receipt.  The Foundation Check Requisition will not be processed without the detailed receipt.

  • Meals – additional support documentation required - when applicable, in addition to proof of  payment, include the agenda, program, advertisement, invitation, flyer, workshop/ conference schedule etc.  The check requisition should include the purpose of the event and a list of attendees and group name.

  • Invoices – must be originals.

  • Multiple expense receipts for the same person – use the Voucher for Reimbursement of Business Expenses (click on the form name) list the expenses and attach the original receipts.