Accounting Forms
Below are the most frequently requested accounting forms.
Journal Entry (Cost Transfer) Request Form - For Sponsored Projects only.
Use the Journal Entry Request Form to transfer or correct expenditures already recorded to your project. See Various tabs in file for detailed instructions.
Account Request/Change Forms
Unrestricted / Restricted Gift / Endowment
Use the appropriate Account Request/Change Form to request a new account for unrestricted, restricted gift, or endowment expenditures. Use these forms to make changes to existing accounts.
Use the Grant/Contract Budget Form to request a new grant/contract budget. Use this form to make changes to existing grant/contract budgets.
POETS Pointers Reference Guide
Oracle Project Accounting utilizes the POETS coding string (Project, Organization, Expenditure Type, Task, and Source). We have therefore developed the POETS Pointers Reference Guide that lists all possible segment values for the POETS coding string. In addition, we have developed a list of definitions for all available expenditure types.
Links to Other Forms
Procurement - Check requests, expense reports, petty cash, etc.
Cashier - Forms for deposits, information for employees, etc.
Budget & Treasury - Budget appropriations, merchant card information, etc
