Resources & Forms Hub | CFO Division

Resources & Forms Hub | CFO Division
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Resources & Forms Hub
Title
Department
Tags
Type
Topic Area
Audience
1XXXXX- Assets
General Accounting and Financial Reporting
Assets specfication: Cash, Investments, Accounbts Recievavle and Alllowances for Uncollectable, Due From, Inventory, Other Assets, Noncurrent Loans Receivables and Investments, Deferred Outflows of Resources, Capital Assets, Depreciations
Resources
Finance and Accounting
Staff, Faculty
2CFR200- Quick Reference Guide
Cost Analysis
2 CFR 200, Direct Costs, Indirect Costs, Allocable, Reasonable, Necessary, Exceptions, Assigning Costs
Guidelines
Cost Applications
Staff, Faculty
2XXXXX- Liabilities
General Accounting and Financial Reporting
Liabilities Specification: Accounts Payable and Accrued Liabilities, Deposits Held in Trust, Due To Other Funds, Payroll Liabilities, Unearned Revenues, Long-Term Liabilities, NONCURRENT LIABILITIES
Resources
Finance and Accounting
Staff, Faculty
4XXXXX- Operating Revenues
General Accounting and Financial Reporting
Operating Revenues Specification: Student Tuition and Fees, Federal/State Grants and Contracts, Nongovernmental Grants and Contracts, Sales and Services – Auxiliary Operations, Interest on Loans/Notes Receivable, Other Operating Revenues, Revenue Refunds, Revenue Remittance
Resources
Finance and Accounting
Staff, Faculty
5XXXXX- Non-Operating Revenues
General Accounting and Financial Reporting
Non-operating Revenues Specification: Appropriations, Interest Incomes and Cancellations, Other Non-Operating Revenues, Transfer Revenues,
Resources
Finance and Accounting
Staff, Faculty
6XXXXX- Operating Expenses- Payroll
General Accounting and Financial Reporting
Operating Expense Payroll Specification: Personnel Services,
Resources
Finance and Accounting
Staff, Faculty
7XXXXX- Operating Expenses- Non-Payroll
General Accounting and Financial Reporting
Operating Expense - Non Payroll Specfication: Services, Utilities and Communications, Materials and Supplies, Repairs and Maintenance, Scholarships, Fellowships and Student Loans, Loan Cancellation and Receivables Write Off, Travel Expenses, Capital Asset, Purchases, Other Operating Expenses
Resources
Finance and Accounting
Staff, Faculty
8XXXXX- Non-Operating Expenses
General Accounting and Financial Reporting
Non-Operating Expenses Specification: Transfer Expenses, Expenses related to Long-Term Debt, Capital Contribution Refunds, Bad Debt Expenses, Investment Expenses, Other Non-Operating Expenses
Resources
Finance and Accounting
Staff, Faculty
Academic Activity Reporting Contact List
Cost Analysis
DeptID, Department, Academic Activity, Reporting Contact List
List
Reporting Contact List
Staff, Faculty
Account Use by Fund
General Accounting and Financial Reporting
Guide to track allowable fund and account combinations
Resources
Finance and Accounting
Staff, Faculty
ACH- Wire Request Form
Banking and Merchant Services
Incoming Bank ACH/WIRE/EFT, Banking and Merchant Services, Contact Information, Fund Code Used, Treasury Management
Form
Banking
Staff, Faculty
Act as a Delegate Approver
Travel
UF Go via one.uf, myufl, or SAP concur mobile app
Resources
Delegate Approver
Supervisors, Financial Approvers
Activate E-Receipts
Travel
Available Expenses, a ONE.UF, myUFL, Concur website or the SAP Concur mobile app
Resources
E-RECEIPT ACTIVATION
Staff, Faculty
Add Additiional Approver
Travel
Travel Request, UF GO Travel and Pcard, User-Added Approver field
Resources
Add Ad-Hoc Approver
Supervisors, Financial Approvers
Add an Attachment to Budget Transfers
General Accounting and Financial Reporting
Add and Delete Attachments to Buget Transfers
Resources
Finance and Accounting
Staff, Faculty
Add/Delete an Attachment
General Accounting and Financial Reporting
Add and Delete Attachments to Jornal Entries
Resources
Finance and Accounting
Staff, Faculty
Affidavit for Duplicate Check (Vendor/Travel)
Disbursements
Duplicate Check, Disbursement Services, Claimant, Stolen or Duplicate Check
Form
Disbursement Services
Staff, Faculty
Affidavit for Duplicate Check Form- Payroll
Payroll Services
Check Claiming, Replacement Check, Payroll, Duplicate Check Request
Form
Checks
Staff, Faculty
Agency Request Authorization
General Accounting and Financial Reporting
Agency Request Authorization, Source and Intended Use of Funds, Purpose, Relationship, Approval
Form
Finance and Accounting
Staff, Faculty
Alternate Check Delivery
Disbursements
Alternate Check Delivery, Voucher Number, Expense Report, Delivery Address
Form
Check/Cash
Staff, Faculty
Applicable Tax Codes
Payroll Services
Tax Class, Witholding, 1042, Non-resident Alien, Tax Descriptions
Resource
Tax Codes
Staff, Faculty
Application for IRS Individual Taxpayer Identification Number (IRS W-7)
Payroll Services
IRS Individual Taxpayer Identification, ITIN, IRS W-7 Form
Form
IRS
Staff, Faculty
ATM Fees for Visa Prepaid Debit Cards
Research Participant Payments
Visa Prepaid Debit Cards Fees Schedule, ATM Fees, Research Participant Payments
Resources
ATM Fees for Visa Prepaid Debit Cards
Staff, Faculty
Bank Wire Form
Disbursements
Bank Wires, Wire Date, Account Holder, Department ID, Bank Account Number
Form
Banking
Staff, Faculty
Bank Wire Form- Incoming
Banking and Merchant Services
Banking and Merchant Services, Fund Code Used, Treasury Management, Request, Incoming Bank ACH/WIRE/EFT
Form
Banking
Staff, Faculty
Bank Wire Form-Outgoing (pdf)
Banking and Merchant Services
Bank Wires, Banking and Merchant Services, Outgoing
Form
Banking
Staff, Faculty
Board of Trustees Construction Policy
Construction Accounting
Qualifications, Professional Consultants, Construction Managers, Design, Builders, Selection Criteria
Guidelines
Construction Policy
Staff
Cash Fund Activity Log
Banking and Merchant Services
Cash Fund Activity Log, Payee, Custodian, Expense Description
Form/Log
Cash
Staff, Faculty
Cell Phone Usage Log
Disbursements
Cell Phone Usage, Purpose, Business Call, Personal Call, Designated Approver, In and out call
Form
Cell Usage
Staff, Faculty
Cell Phone/Similar Wireless Reimbursement Request Form
Disbursements
Reimbursement Request, Cell Phone Devices, Monthly Reimbursement, Purchase Reimbursement
Form
Reimbursement
Staff, Faculty
Central Witholding Agreements
Payroll Services
Nonresident Academic Activity, Visitor Form, Honoraria and Incidental Expense Payment
Letter/Certification
Nonresident Activity
Guests
Change the Journal Date
General Accounting and Financial Reporting
How to Change the Journal Date
Resources
Finance and Accounting
Staff, Faculty
Change to Exisiting Fund Form
Banking and Merchant Services
Existing Fund, Petty Cash Fund, Change in Fund Location, Chartfield Information, Access to the Fund, Custodianship
Form
Cash
Staff, Faculty
Check Mail Log
Banking and Merchant Services
Received Log, Check Mail, Received date, Signature of Received by, Check Date
Form
Checks
Staff, Faculty
Check-Advice Cancellation Form
Payroll Services
Wage Overpayment, Employee Termination, Check Recall
Form
Salary Payments
Staff, Faculty
College-VP Area Level Office Staff List
Payroll Services
College Processors, VP Processors, College Department IDS
Resource
Staff Directory
Staff, Faculty
Color of Money Quick Guide
Office of the Controller
Color of Money, Exceptions by fund, Funds, Allowable
Guidelines
Funds and their appropriate usage
Staff, Faculty
Combination Code Request Form
General Accounting and Financial Reporting
Combination Code, GAFR, Source of Funds, College or Unit, Chartfield Liaison
Form
Finance and Accounting
Staff, Faculty
Concession Fund Requisition for Payment
Disbursements
Reimbursement Request, Concession Fund Allocation, Expenditures, Benefit, Vendor
Form
Fund Requisition
Staff, Faculty
Construction Purchase Order Change Request
Disbursements
Item Line Number, Construction Accounting, Purchase Order Change Request, Department Name
Form
Construction Accounting
Staff, Faculty
Consumer 's Certificate of Exemption- Sales Tax Exemption Certificate
Disbursements
Exempt Organizations, Exemption Category, Certificate Number
Resources
Certificate of Exemption
Staff, Faculty
Cost Transfer Request Non-Payroll
General Accounting and Financial Reporting
Journal Entry #, Cost Transfer Request (Non-Payroll), Cost Center Transfer, Proposed Receiving Project, Extenuating Circumstances, Corrective Action
Form
Finance and Accounting
Staff, Faculty
Cost Transfer Request: Payroll
Payroll Services
Expense Transfer, Cost Center Change, Project Proposal
Form
Cost Transfer
Staff, Faculty
Cost Transfers Inolving Sponsored Projects
Payroll Services
Appropriate charges, Project Management, Cost Transfer Documentation, Cost Transfer Criteria
Resource/Guidelines
Cost Transfer
Staff, Faculty
Creating a General Reimbursement Expense Report
Travel
Create General Riebursement Expense Report
Resources
Create and Submit a General Reiembursement Expense Report
Staff, Shared Service Center
Creating a Non-Purchase Order Invoice
Disbursements
Creating a Non-Purchase Order Invoice, Navigation, Process, Simple Manual Entry, Buyer Invoice Tab, Payment Justification
Guidelines
myUF Marketplace
Staff, Faculty
Creating a PCard Expense Report
Travel
Create Expense Report, UFLOR PCARD, Report Decription, Missing Reciepts
Resources
Creating and Submit Pcard Only (Non-Travel) Expense Report
Staff, Shared Service Center
Creating an Invoice from a Purchase Order
Disbursements
Creating an Invoice from a Purchase Order, MyUF Marketplace, My Self Service, Simple Manual Entry, Buyer Invoice
Guidelines
myUF Marketplace
Staff, Faculty
Custodian Agreement & Acknowledgement
Research Participant Payments
HSP Custodian Agreement, Custodian Acknowlegement, Securing Pyaments, Managing and Recording Payments
Resources
Custodian Acknowledgement
Staff, Faculty
Department ID myUF Marketplace Authorized Approver Form for Requisitions and Invoices
Disbursements
Authorized Approver Request Form, Requisition Financial Approver, Invoice Approver, Dean Approval, myUF Marketplace
Form
myUF Marketplace
Staff, Faculty
Dept ID Request
Auxiliary Accounting
Department ID Request, DeptID, Chartfields, Creation, Combination, Code
Form
Department Modifications
Staff, Faculty
DeptFlex Request
General Accounting and Financial Reporting
DeptFlex Field, Chartfield Values, Flex Codes, Chartfield Liaison, People Soft
Form
Finance and Accounting
Staff, Faculty
Direct Deposit Authorization
Payroll Services
Bank Information, Outgoing Payments, Wages, Account Number, Routing Number, New Employee Information
Form
Salary Payments
Staff, Faculty
Direct Deposit Student Enrollment Form
Bursar
Direct Deposit Authorization, Enrollment, Tuition Payment, Bank Registration
Form
Direct Deposit
Staff, Students
Disclosure of Outside Activities and Financial Interests Form
Disbursements
Outside Activities and Interest Form, Time Commitment, Conflicts of Commitment, Conflicts of Interest
Form
Financials
Staff, Faculty
Download the Concur Mobile App
Travel
SAP Concur mobile app, LINK AND REGISTRATION,
Resources
UF GO MOBILE APP
Staff, Faculty
DR-13 (2024)
Tax Services
Resale Certificate, Sales Tax, Discretionary Sales Surtax, Purchase of Taxacle Property
Resources
Florida Annual Resale Certificate fo Sales Tax
Staff, Faculty
DR-13 (2025)
Tax Services
Resale Certificate, Sales Tax, Discretionary Sales Surtax, Purchase of Taxacle Property
Resources
Florida Annual Resale Certificate fo Sales Tax
Staff, Faculty
DR-14
Tax Services
Consumer's Certificate of Exemption, Tax-Exempt Purchases, Taxable Transaction
Resources
Florida Department of Revenue Consumr's Certificate of Exemption
Staff, Faculty, Component Units
E2E Transaction Authorization
Construction Accounting
E2E Transaction, E2E Construction, Unencumbered Transaction, Encumbered Transaction, No Supporting Documentation
Form
E2E Transactions
Staff
eCommerce Application for Credit Card Transactions
Banking and Merchant Services
Treaury Management, Planned Business Processes, Payment Card Operations, Contact Information, Implementation
Form
Treasury
Staff, Faculty
eCommerce Credit Card Refund
Banking and Merchant Services
E-Commerce Refunds, IPAY DOC, Payment Card Operations, Credit Card Refund
Form
eCommerce
Staff, Faculty
Effort Guidance for Paid Leave of Absence Including FMLA
Cost Analysis
Effort Guidance, Paid Leave of Absence, Directives and Procedures, Payroll
Guidelines
Guidance for Paid Leave
Staff, Faculty
EFT-ACH-Wires Log
Banking and Merchant Services
EFT Transactions, ACH Transactions, Wire Transactions
List/Log
ACH/Wire Accounts
Staff, Faculty
Emergency Check Request Form
Payroll Services
Department Employees, Wage Underpayment, Payroll Mistakes
Form
Salary Payments
Staff, Faculty
Employment Eligibility Verification (USCIS Form I-9)
Payroll Services
U.S. Citizenship Verification, Form I-9, Employment Identity Documentation
Form
Employment Authorization/Identification
Staff, Faculty
Equipment Loan Form
Disbursements
Equipment Loan Form, Loaner Company Name, Sales Representative, item/make/model/serial number
Form
Equipment
Staff, Faculty
Equipment Use Fund 163 Annual Balance Review and Explanation
Financial Analysis & Budget
Intent to Purchase, Course Description, Associated Flex
Form
Equipment Use Fees
Staff, Faculty
E-Receipt Activation
Travel
Homepage Dashboard, Technical Issues, Travel Policies and Directives, PCard Policies & Questions
Resources
UF GO Travel & PCard System
Staff, Faculty
Establishment of New Scholarship or Grant Program for Department
Bursar
Financial Aid, Grant Program, New Scholarship Establishment, Source of Funds
Form
Scholarship/Grants
Staff, Students, Faculty
Examples to Help with Choosing an Employee Job Record for AAR
Cost Analysis
Academic Activities Reporting, Institutional Base Salary, Toolkits, Record Number, Employee Job Record
Guidelines
Choosing an Employee Job Record
Staff, Faculty
Expense Refund
Disbursements
Expense Refund, Original Expense, Travel, Grant, Refund
Form
Expenses
Staff, Faculty
Expense Refund Form
Banking and Merchant Services
Grant Fund Expense Refunds, Travel Expense Refunds, Other Expense Refunds, Reimbursements
Form
Refunds
Staff, Faculty
Facilities and Administrative (Indirect) Cost Rates- Final Rate Agreement
Cost Analysis
Rate Agreement, Rate %, Indirect Cost Rates, Fringe Benefits,
Guidelines
Rate Agreements
Staff, Faculty
Financial Approver for a Travel Report
Travel
pending Travel Request or Expense Report (travel, PCard, general reimbursement), Individual Expenses, Receipt Image
Resources
Financial Approvers in UF GO
Supervisors, Financial Approvers
Florida Discretionary Sales Surtax Rates Table
Auxiliary Accounting
Tax Category, Prior Year Tax Forms, Tax Data, Sales Surtax Rates Table
Guidelines
Tax Report
Staff, Faculty
Florida Prepaid Handout
Bursar
In State Tuition, Prepaid Plans, Florida Scholarships, Student Financial Aid, Undergraduate Tuition
Resource
Florida Prepaid
Staff, Students
Florida Prepaid Management Form
Bursar
Opting Out, Students, Credit Hour, Term
Form
Florida Prepaid
Students, Parents
Florida Prepaid Presentation
Bursar
Tuition & Fees, Prepaid Plan, In State Tuition, Florida Scholarships, Local Fees, Undergraduate Tuition
Resource
Florida Prepaid
Staff, Students
Foreign National Tax Information Form (FNIF)
Payroll Services
Foreign National Taxation, Tax Witholdings, FNIF, Changes in Employment
Form
Foreign Tax Policies
Staff, Faculty
Foreign Travel Equipment Authorization
Asset Management
Foreign Travel Requests, myAssets, Portal, Asset Certifications
Portal
Travel and Equipment
Staff, Faculty
Form SS-4
Payroll Services
Employment Identification Number, Internal Revenue Services, Type of Entity
Form
Employment Authorization/Identification
Staff, Faculty
Form W2 Guidance for Former Employees
Payroll Services
Former Employees, myUFL W-2 consent, Electronic W-2, W-2 Mailing Address
Guideline
Payroll Forms/Form W-2
Staff, Faculty
Former Employee Address Change Request Form
Payroll Services
Employee Address Change, W-2 Deliverance, Human Resource Services
Form
Employment Authorization/Identification
Staff, Faculty
Freon Form
Asset Management
Equipment Disposal Form, Asset Management, Refrigerant Recovery, Equipment, Model Number
Form
Equipment Use Form
Staff, Faculty
Fund Checkout Log
Banking and Merchant Services
Partial Fund Checkout, Petty Cash Fund, Off-site Allocation
Form/Log
Banking
Staff, Faculty
Fund Groups and Definitions
General Accounting
Current Funds, Loan Funds, Capital Projects Funds, Repairs and Replacement Funds, Capital Interest and Sinking Funds, Capital Assets, Agency Funds
Resource
Fund Groups
Staff
Gift Card Disbursement Log
Disbursements
Gift Card Disbursements, Research Participant, Department Name
Form
Disbursements
Staff, Faculty
Glossary of Banking Wire Terms
Banking and Merchant Services
Banking Wire Terms, IBAN vs. Swift Codes, Wire Vocabulary
Glossary
Banking
Staff, Faculty, Component Units
Gross-Up Worksheet
Payroll Services
Department Wage Allocation, Employee Payments, FICA Tax, Medi Tax, Withholding Tax, Gross Up Amount
Tool
Salary Payments
Staff, Faculty
How Does the Effort Report Receive Information
Cost Analysis
Effort Report, Job Information, Reporting System, Flow, Sponsored Project, Gross Payroll, Expected Effort, Actual Effort
Presentation
Effort Reporting
Staff, Faculty
HSC-PHI Voucher Cover Sheet
Disbursements
HSC-PHI Voucher, Department Invoice Number, Department Contact, Department Invoice Date
Form
Finance and Accounting
Staff, Faculty
Human Trafficking Attestation Form
Disbursements
Human Trafficking Attestation, HTAF
Form
Finance and Accounting
Staff
IFAS Construction Project Request Form
Construction Accounting
New Construction Project, Renovation, Remodel, Project Request, IFAS
Form
New Construction/Renovation
Staff, Faculty
IFAS Facilities Planning & Operations
Construction Accounting
Contact Information, Work Orders, Warehouse Requision, Construction Project Request
Portal
UF/IFAS Facilities Operations
Staff, Component Units
Inaccessible Locations
Asset Management
Building, Building Name, Asset, Description
List
Assets
Staff, Faculty
Informed Consent Forms
Research Participant Payments
Informed Consent Forms with/without HIPPA, Alternate Signature Sections, by Instututional Review Board
Form
Informed Constent Forms
Staff, Faculty, Students
Instructions for Running Transaction Detail by Account Code Report
Asset Management
Transaction Detail, Accode Code Report, Enterprise Reporting, Department ID, Date Range, Description, Account
Report
Account Code Instructions
Staff, Faculty
Instructions to Import Payroll Calendar
Payroll Services
Pay Period, Time and Labor Reporting, Payroll Intervals
Resource/Guidelines
Payroll Calendar
Staff
Internal Controls Checklist
Office of the Controller
Checklist, Tool ,Review Controls, Due Diligence
Resource
Internal Controls
Staff, Faculty, Component Units
Invoice for Immigrant Petition for Alien Worker
Disbursements
Invoices, US Department of Homeland Security Invoices, US Citizenship and Immigration Services Invoices, Invoice number, Applicant, Beneficiary, Alien worker
Form
Invoices
Staff, Faculty
Invoice for Nonimmigrant Petition for Worker
Disbursements
Invoices, US Department of Homeland Security Invoices, US Citizenship and Immigration Services Invoices, Invoice number, Applicant, Beneficiary, non-immigrant worker
Form
Invoices
Staff, Faculty
IRS 1098-T Tuition Statement Paper Request Form
Bursar
Tax Info, Tuition, IRS
Form
Billing
Students, Parents
IRS Form W-4, Employee's Witholding Allowance Certificate
Payroll Services
Income Reporting, Tax Deductions, IRS Witholdings
Form
Federal Income Tax
Staff, Faculty
IRS Form W-8BEN for Individuals
Payroll Services
Foreign Status Identification, Individual Tax Witholding, Foreign Tax Reporting, Tax Treaty Benefits, Beneficial Owner
Form
Foreign Tax Policies
Staff, Faculty
IRS Form W-8BEN-E for Non-Individuals
Payroll Services
Foreign Entities, Tax Witholding, Beneficial Owner Status, Tax Treaty Benefits
Form
Foreign Tax Policies
Staff, Faculty
IRS Information Letter
Tax Services
Taxpayer, Governmental Units, Tax-Exempt Charitable Organizations
Resources
IRS general tax status information
Staff, Faculty
i-Service Desk
Construction Accounting
Inter-Residence Halls, Housing, Dorm Issues, Laundry Issues, Pest Control, Business Services, Maintenance Problems, Furniture Problems
Form
Maintenance Services
Staff, Students
Learning to Use Expense It (Upload Receipts)
Travel
ExpenseIt, iOS and Android system
Resources
SAP Concur
Staff, Faculty
Leave Cashout Process
Payroll Services
Unused Vacation Time, Former Employees, Cashout Process
Resource/Guidelines
Employee Leave Processes
Staff, Faculty
Letter of Acknowledgement Form (for Third-Party Sponsors)
Bursar
Third-Party Deferment, Sponsor Payments, Third- Party Acknowledgement
Form
Third-Party Sponsors
Staff, Students
Manage Delegates
Travel
Expense Report (travel, PCard, General Reimbursement), Book Travel
Resources
MANAGE DELEGATES
Staff, Faculty
Material & Supply and Equipment Use Fee - Dean Designee Form
Financial Analysis & Budget
Fees, Managing Course Fees, Training Course
Form
Material & Supply and Equipment
Staff, Faculty
Material & Supply Fee Request Form
Financial Analysis & Budget
Student Instructional Activities, Replacement, Repairs, Maintainence
Form
Material & Supply and Equipment
Staff, Faculty
Mobile and Desktop Scanning Deposit Check Retention Log
Banking and Merchant Services
Check Deposit, Check Scanning, Mobile Transactions, Digital Check Retention
Form/Log
Checks
Staff, Faculty
Name Change Request Form
Payroll Services
UF Business Name, Name Change, Social Security, Human Resources Request
Form
Employment Authorization/Identification
Staff, Faculty
New Department ID Request
General Accounting and Financial Reporting
New Department ID Files, Purpose of New Department ID, addition of New Department ID, New Combination Code
Form
Finance and Accounting
Staff, Faculty
New Fund Information- Change Fund
Banking and Merchant Services
Change Fund, New Fund Information, Fund Security, Treasury Management
Form
Treasury
Staff, Faculty
New Fund Information- Petty Cash
Banking and Merchant Services
Petty Cash Fund, New Fund Information, Fund Security, Treasury Management
Form
Treasury
Staff, Faculty
On-Cycle Adjustments Form (payroll processors only)
Payroll Services
Time and Labor, Time Adjustments, Employee Hours
Form
Payroll Adjustments/ Time Reporting
Staff
Over the Salary Cap Sponsors List
Cost Analysis
Sponsor ID, Sponsor Name, Sponsor Type, Salary Cap, OTC Sponsors, Cap Amount
List
Sponsors and Cap Amount
Staff, Faculty
Overpayments and Underpayments
Payroll Services
Overpayments, Underpayments, Exempt Employees, Termination
Resource
Salary Payments
Staff, Faculty
Payable Time Detail- Status of Pay
Payroll Services
Payable Time Detail, Status of Pay, NoPay TRC, Payroll Services
Resource
Payroll Approval
Staff, Faculty
Paycheck Deduction Codes
Payroll Services
Paycheck Deductions, Code Descriptions, Paycheck Codes
Resource
Deduction Codes
Staff, Faculty
Paycheck Earning Codes
Payroll Services
Paycheck Earnings, Code Descriptions, Paycheck Codes
Resource
Earnings Codes
Staff, Faculty
Payroll Calculator
Payroll Services
Combination Codes, Earnings Code, Salary Distribution, Pay Calculator
Tool
Payroll Distribution
Staff, Faculty
Payroll Distribution/Retro Request Form
Payroll Services
Payroll Distribution, Cross-College Allocation, Retro Request
Form
Payroll Adjustments
Staff
Pcard Instruction Guide
Disbursements
Adding Images to Pcard Transactions, Procurement Card Transactions, Navigation, Process
Guidelines
PCard Use
Staff, Faculty
Pcard Replacement Receipt Form
Banking and Merchant Services
Pcard Replacement, Reciept, Invoice Unavailable, Cardholder
Form
PCard Use
Staff, Faculty
Planning, Design and Construction Project Request System
Construction Accounting
Universisty Construction Request, Renovation, Remodel, University Facility Project
Form
New Construction/Renovation
Staff, Faculty
Prepaid Debit Card Activation Steps and Tips
Research Participant Payments
Prepaid Debit Card Activation Steps, Track Your Spending, Lost or Stolen Card
Resources
Debit Card Activation
Staff, Faculty
Prior 90 Day Adjustment Form
Payroll Services
Time and Labor, Time Adjustments, Employee Hours
Form
Payroll Adjustments/Time Reporting
Staff
Prior Employees in Commitment Accounting Instruction Guide
Payroll Services
Commitment Accounting, Department Budget Tables, Distribution Start Date
Resource
Commitment Accounting
Staff, Faculty
Professional Entertainer or Athlete Payment Form
Payroll Services
Professional Entertainer, Athlete Payment Form, Guest Payments
Form
Salary Payments
Staff, Guests
Property Custodians and Contacts
Asset Management
Assets, Contacts and Custodian's List, Titles, Roles, UFID
List
Asset Contact List
Staff, Faculty
Public-Private Partnership Guidelines
Office of the Controller
Public-Private, Partnership, Florida, Board of Governors, Projects, Feasibility and Requirements
Guidelines
External relations
Staff, Faculty
Quick Guide to Payroll Resources for Approvers
Payroll Services
Time Reporting, myUFL, Payroll Information, Payable Time, Status of Pay
Resource
Payroll Approval
Staff, Faculty
Quick Reference Guide for Processors
Payroll Services
myUFL, Paycheck Review, Payable Time Detail, Security Roles
Resource
Payroll Processing
Staff
Report Sales/Use Tax-Long Form
Auxiliary Accounting
Tax Long Form Report, Multiple Tax Rates, Exempt Taxes, Commercial Rental Tax
Form
Tax Report
Staff, Faculty
Report Sales/Use Tax-Short Form
Auxiliary Accounting
Tax Short Form Report, Tax Exempt Sales, Tax Collected
Form
Tax Report
Staff, Faculty
Request for Approval of Perquisite or Sale of Goods and Services Form HR-400
Disbursements
Approval of Perquisites, Sale of Goods and Services, HR Approval, Cost Determination, Justification, College Approval,
Form
Goods and Services
Staff, Faculty
Request for Approval to Pay Moving Expense Form
Payroll Services
Moving Expenses, Reimbursement Requests, Refund Justification
Form
Expense Reimbursements
Staff, Faculty
Request for Credit Card Merchant ID
Banking and Merchant Services
Treasury Management, Terminal, Credit Card, Payment Card Operations, Merchant ID
Form
Treasury
Staff, Faculty, Component Units
Request For Credit Card Merchant ID- Rental Program
Banking and Merchant Services
Treasury Management, Payment Card Operations, Loaner Program, Merchant ID
Form
Treasury
Staff, Faculty, Component Units
Request for New Fund Form
Banking and Merchant Services
Change Fund, Petty Cash Fund, Fund Request, Treasury Management
Form
Treasury
Staff, Faculty
Request to Operate a Fee-for-Service Educational Activity
Auxiliary Accounting
Rate Requestor, Funding Source, Fringe Rate, Fee-For-Service Educational Activity Rate, benefit rates
Form
Salary and Fringe Allocation
Staff, Faculty
Request to Participate in Component Unit (CU) Investments
Banking and Merchant Services
Account-to-Account Transfer Request, Component Unit Investment, Treasury Management
Form
Component Units
Staff, Faculty, Component Units
Request to Pay Form - Faculty & Staff
Bursar
Tuition & Fees, Chartfields, Billing Arrangement, Department
Form
Faculty & Staff Payment Options
Faculty, Staff
Research Participant Payments Approver Authorized Request Form
Cost Analysis
Approver authorization, Human subject payment, Department IDs, Fund Request Approvers
Form
Authorizing Requests for Research
Staff, Faculty
Returning Electronic Gift Cards
Research Participant Payments
Returning Electronic Gift Cards, Number of Cards, Totall Amount, Study Fund Request Number
Form
Returning Electronic Gift Cards
Staff, Faculty
Revenue Refund
Disbursements
Refund Payable, PeopleSoft Deposit ID, Chartfields, Certification
Form
Revenue
Staff, Faculty
RPP Approver Authorization Request Form
Research Participant Payments
Study Fund Request Approvers, Approver Removal, Authorization Request, Cost Analysis
Form
Authorized Approvers
Staff, Faculty
Sales Use Tax- Long Form
Payroll Services
Departamental Sales, Use Taxes, Discretionary Tax, Sales Report, Tax Rates, Commercial Real Property Rentals
Form/Log
Taxes
Staff
Sales Use Tax- Short Form
Payroll Services
Tax Exempt Sales, Departmental Sales, Tax Rates
Form/Log
Taxes
Staff
Sample of Draft UF Health IT Attractive Property Directive
Asset Management
Attractive Property Policy, Attractive Property Types, Responsibility, Departmental Property
Policy
Asset Procedures
Staff, Faculty
Sample Procedures for Managing Attractive and Sensitive Property
Asset Management
Attractive Property Policy, Attractive Property Types, Department Name, Departmental Designated Attractive Property, Inventorying
Policy
Asset Procedures
Staff, Faculty
Sample Tax-Exempt Form
Asset Management
Certificate of Exemption, Exempt Organizations, Tax Exemption Entity
Form
Tax Form
Staff, Faculty
Sample UF Donation Letter
Asset Management
Letter of Authorization, Donation, Employees, Organization
Letter
Business Affairs
Staff, Faculty
Setting up Your UF GO Profile (First-Time Login/Verify Email)
Travel
UPDATING YOUR UF GO USER PROFILE, Travel Preferences, UF PCard and/or personal credit card information
Resources
UF GO USER PROFILE
Staff, Faculty
Sole Source Certification
Disbursements
Sole Source, Business Unit, Sole Source Vendor, Request for Authority to Purchase, Departmental Approval, Purchasing Approval
Form
Treasury
Staff, Faculty
Space Allocation Form
Cost Analysis
Room Occupants, Room Use, Sponsored Instruction Project
Form
Room Use
Staff, Faculty
Space Certifier Contact List
Cost Analysis
Space Certifier Contact, Department ID, Department
List
Contacts for Certifiers
Staff, Faculty
Space Inventory and Allocation System (SPIN) Refresher
Cost Analysis
Space Allocation, Certification Period, Space Allocation Categories, Space System, Administration, Research, Instruction
Presentation
Space Allocation
Staff, Faculty
STAR (Scanning Targeted Auditable Resources) Departments
Asset Management
Department, Department ID, STAR
List
Department Classifications
Staff, Faculty
Steps for Reviewing Payroll
Payroll Services
Review, Checking Payroll, Payroll Oversight
Resource/Guidelines
Payroll Processing
Staff
Steps to Take Prior to Setting up a FSEA
Auxiliary Accounting
Fee-For-Service Educational Activity, FSEA, Operating Plan, Rates, University Approval
Guidelines
Set up Procedures
Staff, Faculty
Submitting a Travel Expense Report
Travel
Create Expense Report, Expense Details, Pcard Changes, Tips for Entering Expense Details, Travel Allowances
Resources
Creating and Submit Travel Expenses Report
Staff, Shared Service Center
Superior Accomplishment Award- Check Request Form and Simulation
Payroll Services
Outstanding Service Award, Staff Recommendations, Check Request
Form
Staff Awards
Staff, Faculty
Supervisor Approval for Travel Request
Travel
Review and Approve, Approval Flow or Approve & Forward,
Resources
Approvals for Travel
Supervisors, Financial Approvers
Supplier Application Form
Disbursements
W-9 Attachment, Supplier Application, Minority Status Informaition, Purchase Order and Payment Preferences
Form
Treasury
Vendors, Potential Suppliers
Supplier Tax Information Form
Disbursements
Supplier Tax Information, Tax Status, Employee Determination for Services Provided, Authorized UF Users
Form
Taxes
Vendors
Time & Labor Fingertip Guide
Payroll Services
Time and Labor, Payable Time Detail, Payroll Review, Status of Pay, Terminating Employees
Resource/Guidelines
Payroll Adjustments/Time Reporting
Staff, Faculty
Time Reporting Codes (TRC) by Workgroup
Payroll Services
Workgroups, TRC, Time Reporting, Code Descriptions
Resource
Time Reporting
Staff, Faculty
Tourist Development Tax Template 4%
Auxiliary Accounting
Tourist Development Tax, Daily Log of Rental Sales, Tax Exemptions, Tourist Development Adjustments
Form
Tax Report
Staff, Faculty
Tourist Development Tax Template 5%
Auxiliary Accounting
Tourist Development Tax, Daily Log of Rental Sales, Tax Exemptions, Tourist Development Adjustments
Form
Tax Report
Staff, Faculty
Transaction Authorization Form
Disbursements
Transaction Authorization, Description and Justification, Unencumbered Voucher, Encumbered Voucher
Form
Treasury
Staff, Faculty
Twelve Month Payment Option Form
Payroll Services
Twelve-Month Payment, Payroll Intervals, Select Pay Periods
Form
Salary Payments
Staff, Faculty
Twelve-Month Payment Option Estimated Deduction Calculator
Payroll Services
Net Pay, Regular Paychecks, Double Deduction Paycheck, Twelve-Month Payment Option, Tax Savings
Tool
Salary Deductions
Staff, Faculty
UBIT Financial Statement Template 2021-2022
Auxiliary Accounting
Statement of Unrelated Business Income, Direct Expenditures, Income, Cost of Goods Sold, Net Profit/Loss
Form
Financial Reporting
Staff, Faculty
UBIT Training
Auxiliary Accounting
Unrelated Business Income, Sales, and Local Tax, Questionnaire, UBI Certification, UBI Training
Certification
Tax Report
Staff, Faculty
UF Credit Card Merchant Policy
Banking and Merchant Services
Payment Card, Credit Card, Information Storage, Processing Methods, PCI, Training
Policy
Merchant Services
Staff, Faculty, Vendors, Componet Units
UF Debt Policy (SUS BOG Debt Management Guidelines)
Tax Services
General Debt Issuance Guidelines, Debt Affordability And Capital Planning, Method of Sale
Resources
Guidelines for sounds debt management
Staff, Faculty
UF Form W-9
Tax Services
Taxpayer Identification Number, Certification of W-9
Resources
Taxpayer Identification Number and Certification Form W-9
Staff, Faculty
UF Foundation Inc Disbursement Form
Disbursements
Disbursement Request, UF Foundation Disbursements Department, Reason and Business Purpose
Form
Disbursements
Staff, Faculty
UF Level 3 Approver Request for Non-PO Invoice Creation
Disbursements
Level 3 Approver, Invoice Approver Requesting Non-Po Invoice Creation, Department Chair Approval
Form
Treasury
Staff, Faculty
UF Moving & Relocation Guide
Payroll Services
Household Relocation, Transportation Guidelines, New Employee Moving Policies, Moving Checklist, UF Movers
Resource
Moving & Relocation Payment
Staff, Faculty
UF Request for Taxpayer Identification Number and Certification (W-9)
Disbursements
W-9 Form, Certification, Tax Status, Exemption
Form
Taxes
Staff, Faculty
UF Sales Tax Reference Guide
Auxiliary Accounting
Florida Sales Tax, Discretionary Sales Surtax, Auctioneer, Calculating Tax, Tangible Personal Property
Guidelines
Tax Report
Staff, Faculty
UF Space Inventory and Allocation System (SPIN) User Manual
Cost Analysis
SPIN User Manual, Department of Cost Analysis, Space Allocation Categories, the Room (purpose), Data
Guidelines
Space Inventory and Allocation System (SPIN)
Staff, Faculty
UFLOR General Ledger (Actuals) Journal Entry Template
General Accounting and Financial Reporting
Available Balance, Source, UserID, Journal ID, Journal Date, Budget Reference, Ledger
Form
Finance and Accounting
Staff, Faculty
Uncollectible Accounts Write-Off
Auxiliary Accounting
Uncollectible Account Write-off Request, Reason for write-off, Reason for Write-off Request, Department Chartfield
Form
Financial Reporting
Staff, Faculty
University of Florida Debt Policy
Office of the Controller
Debt Issuance, Debt Management, Financing, Allocation of Bonds, University Resources, Purposes for debt
Policy
Debt Management
Staff, Faculty
University of Florida Tax-Exempt Debt Guidelines
Office of the Controller
Debt Management, Capital Outlay, Debt Issuance, Approval Process, Purposes for Debt, University Resources, Bonds
Guidelines
Debt Management
Staff, Faculty
Vehicle Use Record
Disbursements
Vehicle Usage Record, Vehicle Location, Destination, Purpose of Trip, Driver Name
Form/Record
Vehicle Use
Staff, Faculty
W-2 or 1042S Duplicate Request Form
Payroll Services
W-2 Duplicate, 1042S Duplicate, Form Replacement Request
Form
Payroll Forms
Staff, Faculty
W-8BEN- Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting
Disbursements
Beneficial Owner, Tax Treaty Benefits, Certification, Foreign Status
Form
Taxes
Individual Payees
W-8BEN-E- Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting
Disbursements
Identification of Beneficial Owner, Tax Treaty Benefits, Certification, Foreign Status, Entities
Form
Taxes
Organization/Entity Payees
W-9s Request for Student's Taxpayer Identification Number and Certification
Bursar
SSN, Individual Taxpayer Identification Number, Tax Form 1098-T
Form
Student Taxpayer Identification
Staff, Students
Wage Overpayment Calculation Request Form
Payroll Services
Overpayments, Time Reporting, Wage Refund, Lump Sum Paycheck
Form
Payroll Adjustments/ Time Reporting
Staff
When to Add Self-Funded Courses to Effort
Cost Analysis
Faculty Research, Diversity, Rankings, Surveys, Reports
Resources
Institute Planning and Research
Staff, Faculty
Who Approved or Entered Time and When
Payroll Services
Reported Time Audit, Payable Time Detail, myUFL
Resource
Time Reporting
Staff, Faculty