Budgetary Administration and Planning Resources
- Account (KFS) Scholarship/Fellowship Request Form
- Accountable Mail
- Procedure for Cash Pick Up Requests from IUPD (A 12/7/2020 CATS presentation) NOTE: it does not replace Accountable Mail
- Alcohol Online Request Form
- General questions: cats@indiana.edu
- Technical questions: myers@indiana.edu
- Annual Mobile Use Attestation Form - IU ended Mobile Plan and Device Allowances FY214/27/2020 - click here for info
- Budgeting and Accounting for Intra- and Inter-Fund Transfers
- Budget Construction
- Budget Construction Guidelines
- IU Chart of Accounts Worskshop presentation
- Independent Contractor ≥ $5,000 Approval Request Form
- Financial Policies
- Hospitality Request Form
- Membership Payments - requires a Check Request
- Object Codes and Tax Expenses - Bloomington
- RC Fiscal Officers Contact List Updated March 2, 2021
- Spotlight Newsletter
- Staff Position Approval Request
- Termination Processing Procedures for Staff Employees (See PSOP 12.0)
Office of the Controller - visit the website to become acquainted with the fairly new site.
- Payroll
- 10-month Staff Positions
- Adjustment Voucher - FLSA Pay Data Link
- Employee Termination Checklist for Supervisors
- HRMS: Payroll - Contract Payment Details - New Screen
- Hiring Checklist - New Employee
- Increasing/Reducing Pay on Monthly Vouchers
- Payroll Calendars
- Payroll Standard Operating Procedures - Details procedures on terminations, payments after death, etc.
- Stop Payment Procedures
- Training
A-21 Effort Report
- Effort Certification website
- For employees whose institutional base salary is paid in part or in full from federal or federal pass-through award accounts, IU generates effort certification documents covering fall, spring, and summer periods. Effort is verified based on an after-the-fact reporting system.
- Common Salary Object Codes with Applicable Effort Periods
- KFS A-21 Effort Certification - Guidance for Document Routing and Approval
- Access US Bank Online (Click "Access Online")
- Lost P-Card and Disputes
- Obtaining P-card Statement Online (last item on the page)
- P-Card Audits and Reconciliation
- Procurement Services Newsletter - P-Card Edition
- Reimbursements
- Employees, students, and suppliers may be reimbursed for purchases made using personal funds for doing business with IU. Use Buy.IU system
- Travel and Procurement system - ChromeRiver
- ChromeRiver - CATS knowledge base
Fee Remission NEW! Added 3/12/2021
IU Foundation (IUF)
- 4215 (Summer 2021) Fee Remission Contracts
- TPC Batch Load Template
- Fee Remissions Standard Operational Procedures and Third Party Contract (TPC)
- Third Party Contracts Job Aid
IU Foundation (IUF)
- "New" Account Number Lookup via ETA-Web - information about account number conversion or the new ETA Web account lookup
- Sample Documents Required for IUF Scholarship Reimbursements - compliance documentation - NEW 12/15/2020