Budgetary Administration and Planning Resources
- Account (KFS) Scholarship/Fellowship Request Form
- Accountable Mail
- Alcohol Online Request Form
- General questions: cats@indiana.edu
- Technical questions: myers@indiana.edu
- Annual Mobile Use Attestation Form
- See Related Forms section in policy Mobile Plan and Device Allowance, FIN-ACC-480 to download the form.
- Budgeting and Accounting for Intra- and Inter-Fund Transfers
- Budget Construction
- IU Chart of Accounts Worskshop presentation
- Financial Policies
- Hospitality Request Form
- Membership Payments
- Object Codes and Tax Expenses - Bloomington
- RC Fiscal Officers Contact List Updated March 2019
- Spotlight Newsletter
- Supervisor's Checklist for Orienting New Employees
- Termination Processing Procedures for Staff Employees (See PSOP 12.0)
Financial Management Systems (FMS) - visit the FMS website and become acquainted with each one of their 10 financial operation areas and their FAQs.
- Newsletter
- Payroll
- 10-month Staff Positions Updated 4/16/2018
- Adjustment Voucher - FLSA Pay Data Link
- Employee Termination Checklist
- HRMS: Payroll - Contract Payment Details - New Screen
- Hiring Checklist Updated 3/21/2019
- Increasing/Reducing Pay on Monthly Vouchers
- Payroll Calendars
- Payroll Standard Operating Procedures - Details procedures on terminations, payments after death, etc.
- Stop Payment Procedures New! 4/16/2018
- Training
- Vendor Type Flow Chart: University Tax Service, Travel Management Services, and Accounts Payable have come together to create a flow chart to simplify the vendor selection process for Travel and AP Payments. The flow chart illustrates when a PO, DV, or Refund Vendor (RF) is appropriate.
A-21 Effort Report
- Effort Certification web link
- 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
- Travel and Procurement system - ChromeRiver
- ChromeRiver - CATS knowledge base
- Foreign Vendor DV and PO Workflow Updated August 2018
Kuali Time
IU Foundation - ETA Web
IU Foundation - ETA Web
- "New" Account Number Lookup via ETA-Web - information about account number conversion or the new ETA Web account lookup