Below are the most frequently requested accounting forms:

Journal Entry Request Form

Use the Journal Entry Request Form to transfer or correct expenditures already recorded to your project. See various tabs in the file for detailed instructions.

• Journal Entry Request Form (Excel)
• Journal Entry (Cost Transfer) Request Form (Excel) – for sponsored projects only

Account Request/Change Forms

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:

• Unrestricted (Excel)
• Restricted Gift (Excel)
• Endowment Account (Excel)

Grant/Contract Budget Form

Use the Grant/Contract Budget Form to request a new grant/contract budget. Also use this form to make changes to existing grant/contract budgets.

• Grant/Contract Budget Form (Excel)

POETS 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.

• POETS Pointers Reference Guide (Excel)