General Information
To support the University's mission of
teaching, research and public service by providing leadership, direction and
support for the enhancement and management of financial assets at The
University of Michigan.
Vision Statement
To have a diverse organization which is
customer oriented and has the leadership ability to establish standards and
manage a creative climate where people are self-motivated to accomplish the
Financial Operations mission.
Journal Processing
·
JE Training Guide (in PDF)
·
Month-end
Close Schedule (in PDF)
Guidelines
·
Expenditure Transfer Guidelines and Sample
Request Format
·
"Departmental Checklist" --
written guidelines regarding departmental fiscal responsibilities in PDF format
·
Legacy Account Code to Peoplesoft Account
Number Conversions (Downloadable Excel Document)
·
Organization inactivation procedure
·
Program inactivation procedure
·
Project/Grant inactivation procedure
·
Quick Guide for Chartfield requests
*Note: Adobe Acrobat Reader
is required to read files in PDF format. See ITD's web page, http://www.itd.umich.edu/Virus-Busters/acrobat-reader.html,
for details on how to install Adobe Acrobat Reader.
Downloadable Forms
·
Some forms are
available in Word and some in Excel
·
Forms available
include (Cash Receipt Ticket, Form 7471,etc.)