Gift/Data Processing
Movements of Money
Finance Forms
Account Setup
Request for Establishment of Account - Orange Form |
Account Changes
Change in Account Administrator |
Change in Support Staff Viewing Access |
Online Fund Update Request |
Codes for Finance
Chart of Accounts |
Expenditure
Check Request | |
Purchase Order Requisition | |
Request for ORS Agreement | Instructions - (pdf) |
Payment Requests Form for Student Aid Recipients - Concur |
Additional Expenditure Documentation
Miscellaneous
Endowment Impact Report | |
Donor/Honoree Biography Submission Form | |
Event Planning Outline | |
Email Communication Request Form | |
Data Request Form (Fillable PDF) | |
Sample Check-in Form (xlsx) |