Foundation Accounting

Most Frequently Used Forms Foundation
Most Frequently Used Forms  
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.
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  • 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.
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  • 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.
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  • 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.

Weekly Schedule

Check Requisition

Processing Times

When forms are accepted:

 

Days

Monday - Friday

 

Times

8:00 a.m. - 5:00 p.m.

 

 

Check Requisition DEADLINE: Tuesday at 4:00 p.m.

 

Approved check requisitions which are received by Tuesday at 4:00 p.m., and are complete and correct with the appropriate supporting documentation will be included in that Wednesday’s check run.

 

Approved check requisitions received after 4:00 p.m. on Tuesday will be included in the next weekly checks disbursements process.