Accounting Forms and Guidelines
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:
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)
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 two lists of expenditure types with definitions; one for salary types and another for all other available expenditure types.
- POETS Pointers Reference Guide (Excel)