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Foundation Accounting

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

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  • 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.

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  • 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.