{"id":146,"date":"2020-09-24T21:40:29","date_gmt":"2020-09-25T01:40:29","guid":{"rendered":"https:\/\/www.yorku.ca\/bamdev\/?page_id=146"},"modified":"2025-12-02T09:33:45","modified_gmt":"2025-12-02T14:33:45","slug":"forms","status":"publish","type":"page","link":"https:\/\/www.yorku.ca\/bam\/forms\/","title":{"rendered":"Forms"},"content":{"rendered":"<style>.kt-accordion-id146_76413f-15 .kt-accordion-inner-wrap{column-gap:var(--global-kb-gap-md, 2rem);row-gap:0px;}.kt-accordion-id146_76413f-15 .kt-accordion-panel-inner{border-top:0px solid transparent;border-right:0px solid transparent;border-bottom:0px solid transparent;border-left:0px solid transparent;padding-top:var(--global-kb-spacing-sm, 1.5rem);padding-right:var(--global-kb-spacing-sm, 1.5rem);padding-bottom:var(--global-kb-spacing-sm, 1.5rem);padding-left:var(--global-kb-spacing-sm, 1.5rem);}.kt-accordion-id146_76413f-15 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header{border-top-color:#555555;border-top-style:solid;border-right-color:#555555;border-right-style:solid;border-bottom-color:#555555;border-bottom-style:solid;border-left-color:#555555;border-left-style:solid;border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;background:#f2f2f2;font-size:18px;line-height:24px;color:#cf2e2e;padding-top:10px;padding-right:14px;padding-bottom:10px;padding-left:14px;}.kt-accordion-id146_76413f-15:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle )  > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id146_76413f-15:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle )  > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap .kt-blocks-accordion-icon-trigger:before{background:#cf2e2e;}.kt-accordion-id146_76413f-15:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-icon-trigger{background:#cf2e2e;}.kt-accordion-id146_76413f-15:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id146_76413f-15:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-icon-trigger:before{background:#f2f2f2;}.kt-accordion-id146_76413f-15 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header:hover, \n\t\t\t\tbody:not(.hide-focus-outline) .kt-accordion-id146_76413f-15 .kt-blocks-accordion-header:focus-visible{color:#444444;background:#eeeeee;border-top-color:#eeeeee;border-top-style:solid;border-right-color:#eeeeee;border-right-style:solid;border-bottom-color:#eeeeee;border-bottom-style:solid;border-left-color:#eeeeee;border-left-style:solid;}.kt-accordion-id146_76413f-15:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id146_76413f-15:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger:before, body:not(.hide-focus-outline) .kt-accordion-id146_76413f-15:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-blocks-accordion--visible .kt-blocks-accordion-icon-trigger:after, body:not(.hide-focus-outline) .kt-accordion-id146_76413f-15:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-blocks-accordion-header:focus-visible .kt-blocks-accordion-icon-trigger:before{background:#444444;}.kt-accordion-id146_76413f-15:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger, body:not(.hide-focus-outline) .kt-accordion-id146_76413f-15:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible .kt-blocks-accordion-icon-trigger{background:#444444;}.kt-accordion-id146_76413f-15:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id146_76413f-15:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger:before, body:not(.hide-focus-outline) .kt-accordion-id146_76413f-15:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible .kt-blocks-accordion-icon-trigger:after, body:not(.hide-focus-outline) .kt-accordion-id146_76413f-15:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible .kt-blocks-accordion-icon-trigger:before{background:#eeeeee;}.kt-accordion-id146_76413f-15 .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible,\n\t\t\t\t.kt-accordion-id146_76413f-15 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active{color:#ffffff;background:#444444;border-top-color:#444444;border-top-style:solid;border-right-color:#444444;border-right-style:solid;border-bottom-color:#444444;border-bottom-style:solid;border-left-color:#444444;border-left-style:solid;}.kt-accordion-id146_76413f-15:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle )  > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id146_76413f-15:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle )  > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger:before{background:#ffffff;}.kt-accordion-id146_76413f-15:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger{background:#ffffff;}.kt-accordion-id146_76413f-15:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id146_76413f-15:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger:before{background:#444444;}@media all and (max-width: 1024px){.kt-accordion-id146_76413f-15 .kt-accordion-panel-inner{border-top:0px solid transparent;border-right:0px solid transparent;border-bottom:0px solid transparent;border-left:0px solid transparent;}}@media all and (max-width: 1024px){.kt-accordion-id146_76413f-15 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header{border-top-color:#555555;border-top-style:solid;border-right-color:#555555;border-right-style:solid;border-bottom-color:#555555;border-bottom-style:solid;border-left-color:#555555;border-left-style:solid;}}@media all and (max-width: 1024px){.kt-accordion-id146_76413f-15 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header:hover, \n\t\t\t\tbody:not(.hide-focus-outline) .kt-accordion-id146_76413f-15 .kt-blocks-accordion-header:focus-visible{border-top-color:#eeeeee;border-top-style:solid;border-right-color:#eeeeee;border-right-style:solid;border-bottom-color:#eeeeee;border-bottom-style:solid;border-left-color:#eeeeee;border-left-style:solid;}}@media all and (max-width: 1024px){.kt-accordion-id146_76413f-15 .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible,\n\t\t\t\t.kt-accordion-id146_76413f-15 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active{border-top-color:#444444;border-top-style:solid;border-right-color:#444444;border-right-style:solid;border-bottom-color:#444444;border-bottom-style:solid;border-left-color:#444444;border-left-style:solid;}}@media all and (max-width: 767px){.kt-accordion-id146_76413f-15 .kt-accordion-inner-wrap{display:block;}.kt-accordion-id146_76413f-15 .kt-accordion-inner-wrap .kt-accordion-pane:not(:first-child){margin-top:0px;}.kt-accordion-id146_76413f-15 .kt-accordion-panel-inner{border-top:0px solid transparent;border-right:0px solid transparent;border-bottom:0px solid transparent;border-left:0px solid transparent;}.kt-accordion-id146_76413f-15 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header{border-top-color:#555555;border-top-style:solid;border-right-color:#555555;border-right-style:solid;border-bottom-color:#555555;border-bottom-style:solid;border-left-color:#555555;border-left-style:solid;}.kt-accordion-id146_76413f-15 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header:hover, \n\t\t\t\tbody:not(.hide-focus-outline) .kt-accordion-id146_76413f-15 .kt-blocks-accordion-header:focus-visible{border-top-color:#eeeeee;border-top-style:solid;border-right-color:#eeeeee;border-right-style:solid;border-bottom-color:#eeeeee;border-bottom-style:solid;border-left-color:#eeeeee;border-left-style:solid;}.kt-accordion-id146_76413f-15 .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible,\n\t\t\t\t.kt-accordion-id146_76413f-15 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active{border-top-color:#444444;border-top-style:solid;border-right-color:#444444;border-right-style:solid;border-bottom-color:#444444;border-bottom-style:solid;border-left-color:#444444;border-left-style:solid;}}<\/style>\n<div class=\"wp-block-kadence-accordion alignnone\"><div class=\"kt-accordion-wrap kt-accordion-id146_76413f-15 kt-accordion-has-11-panes kt-active-pane-0 kt-accordion-block kt-pane-header-alignment-left kt-accodion-icon-style-basic kt-accodion-icon-side-right\" style=\"max-width:none\"><div class=\"kt-accordion-inner-wrap\" data-allow-multiple-open=\"false\" data-start-open=\"none\">\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-1 kt-pane146_a870fc-54\" id=\"budgetcalltemplates\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">Budget Call Templates<\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<figure class=\"wp-block-table is-style-stripes\"><table><thead><tr><th>Forms<\/th><th>Related Documents<\/th><\/tr><\/thead><tbody><tr><td>Budget Mass Upload template is the spreadsheet\/template used for uploading budgets on multi number of cost centres. <br><a href=\"https:\/\/www.yorku.ca\/bam\/wp-content\/uploads\/sites\/899\/2022\/10\/Budget-Mass-Upload-Template-2016-1.xlsm\">Budget Mass Upload Template 2016<\/a>*<\/td><td><a href=\"https:\/\/www.yorku.ca\/bam\/wp-content\/uploads\/sites\/899\/2025\/10\/2026-27-Budget-Call-Training-Manual-AODA-with-new-PeopleSoft.pdf\">2026-27 Budget Call Manual<\/a> (PDF)<br><a href=\"https:\/\/www.yorku.ca\/bam\/wp-content\/uploads\/sites\/899\/2025\/10\/2026-27-Budget-Call-Quick-Reference-Guide.pdf\">2026-27 Quick Reference Guide<\/a> (PDF)<br><a href=\"https:\/\/www.yorku.ca\/bam\/wp-content\/uploads\/sites\/899\/2025\/01\/2025-26-Budget-Guidelines-York-University.pdf\">2025-26 Budget Call Guidelines<\/a> (PDF)<br><\/td><\/tr><tr><td><br><br><br>Rolling Mass Upload template is the spreadsheet\/template used for uploading multi-year budgets.&nbsp; <br><a href=\"https:\/\/www.yorku.ca\/bam\/wp-content\/uploads\/sites\/899\/2024\/11\/Rolling-Budgets-Template.xlsm\">Rolling Budget Mass Upload Template 2016<\/a>*<br><br><\/td><td><a href=\"https:\/\/www.yorku.ca\/bam\/wp-content\/uploads\/sites\/899\/2020\/11\/RollingBudgetManual.pdf\">Rolling Budget Training Manual<\/a> (PDF)<br><br><a href=\"https:\/\/yulearn.yorku.ca\/local\/yulearn\/learning_opportunity.php?id=574\">YULearn: Budget Call System Online Training<\/a><\/td><\/tr><tr><td>*2010 version of the template, for Window 7 or earlier version, is available upon request<\/td><td><\/td><\/tr><\/tbody><\/table><\/figure>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-6 kt-pane146_e16719-2a\" id=\"benefitrates\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">Budgeted Benefit Rates<\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p><a href=\"https:\/\/www.yorku.ca\/bam\/wp-content\/uploads\/sites\/899\/2024\/11\/2025-26-Standard-Benefit-Rate-Memo.pdf\">Fiscal 2025-26<\/a><\/p>\n\n\n\n<p><a href=\"https:\/\/www.yorku.ca\/bam\/wp-content\/uploads\/sites\/899\/2023\/11\/Standard-Benefit-Rates-for-Fiscal-2024-25.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Fiscal 2024-25<\/a><\/p>\n\n\n\n<p><a href=\"https:\/\/www.yorku.ca\/bam\/wp-content\/uploads\/sites\/899\/2022\/08\/2023-24-Standard-Benefit-Rate-Memo.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Fiscal 2023-24<\/a><\/p>\n\n\n\n<p><a href=\"https:\/\/www.yorku.ca\/bam\/wp-content\/uploads\/sites\/899\/2022\/08\/Standard-Benefit-Rates-for-Fiscal-2022-23.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Fiscal 2022-23<\/a><\/p>\n\n\n\n<p><a href=\"https:\/\/www.yorku.ca\/bam\/wp-content\/uploads\/sites\/899\/2022\/08\/Standard-Benefit-Rates-for-Fiscal-2021-22.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Fiscal 2021-22<\/a><\/p>\n\n\n\n<p><a href=\"https:\/\/www.yorku.ca\/financedev\/wp-content\/uploads\/sites\/76\/2020\/09\/2020-21_Standard_Benefit_Rates.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Fiscal 2020-21<\/a><\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-5 kt-pane146_d52d88-6e\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">Consumer Price Index (CPI)<\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p>The Consumer Price Index is managed by Finance - click here to <a href=\"https:\/\/www.yorku.ca\/finance\/forms\/#CPI\" target=\"_blank\" rel=\"noreferrer noopener\">access<\/a> this document.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-2 kt-pane146_1df374-69\" id=\"ccsetup\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">Cost Centre Set Up and Management<\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p><a href=\"https:\/\/www.yorku.ca\/bam\/wp-content\/uploads\/sites\/899\/2023\/08\/CCRF-August-2023.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Cost Centre Requisition Form - Funds 200, 300, and 700<\/a> (PDF)<\/p>\n\n\n\n<p><strong>Directions:<\/strong> Download and complete form, including signatures. Send completed form to <a href=\"mailto:budgets@yorku.ca\">budgets@yorku.ca<\/a>.  <\/p>\n\n\n\n<p><strong>Note:<\/strong> Cost Centre Setup for Fund 100 is managed by Financial Reporting. Please visit&nbsp;the <a href=\"https:\/\/www.yorku.ca\/finance\/forms\/#ccsetup\">Finance Forms page<\/a>&nbsp;to access the corresponding form.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-8 kt-pane146_95ce65-0a\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">eReports<\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p>eReports documents are managed by Finance - <a href=\"https:\/\/www.yorku.ca\/finance\/forms\/#ereports\" target=\"_blank\" rel=\"noreferrer noopener\">click here<\/a> to access them. <\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-9 kt-pane146_123f9e-6e\" id=\"financialforecast\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">Financial Forecast<\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th class=\"has-text-align-left\" data-align=\"left\">FORMS<\/th><th class=\"has-text-align-left\" data-align=\"left\">RELATED DOCUMENTS<\/th><\/tr><\/thead><tbody><tr><td class=\"has-text-align-left\" data-align=\"left\"><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2020\/10\/WINDOWS7-ForeCast_ExcelTo_CI_FINPRD.xlsm\">Forecast Mass Upload Template Windows 7<\/a> - (Excel)<br>OPEN USING GOOGLE CHROME ONLY<br><br><a href=\"https:\/\/www.yorku.ca\/finance\/forecast_mass_upload_template_2016\/\">Forecast Mass <\/a><a href=\"https:\/\/www.yorku.ca\/finance\/windows10-forecast_excelto_ci_finprd_2016-2\/\">Upload <\/a><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2021\/03\/WINDOWS10-ForeCast_ExcelTo_CI_FINPRD_2016.xlsm\">Template Windows 10 and above<\/a> - (Excel)<br>OPEN USING GOOGLE CHROME ONLY<\/td><td class=\"has-text-align-left\" data-align=\"left\"><a href=\"https:\/\/www.yorku.ca\/bam\/wp-content\/uploads\/sites\/899\/2024\/11\/2025-Forecast-Manual.pdf\">Financial Forecast Guideline &amp; Training Manual<\/a> (PDF)<br><a href=\"https:\/\/www.yorku.ca\/bam\/wp-content\/uploads\/sites\/899\/2025\/12\/Troubleshooting_Excel_Mass_Upload_v2.pdf\">Troubleshooting Mass Upload Template<\/a> (PDF)<br><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2023\/04\/2023.04-VPA-Account-Grouping.xlsx\">VPA Account Groupings<\/a> (as of April 2023) (Excel)<br><br><a href=\"https:\/\/yulearn.yorku.ca\/local\/yulearn\/learning_opportunity.php?id=1055\">YULearn: Financial Forecast Online Training<\/a><\/td><\/tr><\/tbody><\/table><\/figure>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-4 kt-pane146_369f24-4d\" id=\"journaltemplate\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">Journal Template<\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<figure class=\"wp-block-table is-style-stripes\"><table><thead><tr><th>Forms<\/th><th>Related Documents<\/th><\/tr><\/thead><tbody><tr><td><a href=\"https:\/\/www.yorku.ca\/bam\/wp-content\/uploads\/sites\/899\/2020\/11\/Electronic_Journal-Upload_Template-and_Instructions.xlsx\">Electronic Journal Upload Template and Instructions<\/a> (Excel)<br>For best results open using Google Chrome<\/td><td><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2021\/10\/Journal_Entry_Manual.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Preparing Journal Entries Manual<\/a> (PDF)<br><a href=\"https:\/\/www.yorku.ca\/bam\/wp-content\/uploads\/sites\/899\/2024\/02\/2024.02-Mat-Leave-Template.xls\">Maternity Leave Calculation Template<\/a> (Excel)<\/td><\/tr><\/tbody><\/table><\/figure>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-11 kt-pane146_cadb86-a1\" id=\"SLA\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">Service Commitments<\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2024\/03\/2024.03-YU-Finance-Budgets-SLA.pdf\">Finance &amp; Budgets Service Level Agreement<\/a> (PDF)<\/li>\n<\/ul>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-10 kt-pane146_b527ab-6b\" id=\"training\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">Training<\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p>To better help the community understand the budgeting process and yearly budget submissions, several online courses have been created through YULearn:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/yulearn.yorku.ca\/local\/yulearn\/learning_opportunity.php?id=593\">Introduction to Budgets (Budgeting 101) Training<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/yulearn.yorku.ca\/local\/yulearn\/learning_opportunity.php?id=574\">Budget Call System Training<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/yulearn.yorku.ca\/local\/yulearn\/learning_opportunity.php?id=1055\">Financial Forecast Training<\/a><\/li>\n<\/ul>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-7 kt-pane146_20bb55-7e\" id=\"yearend\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">Year-End <\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p>Year-End documents are managed by Finance - <a href=\"https:\/\/www.yorku.ca\/finance\/forms\/#yearend\" target=\"_blank\" rel=\"noreferrer noopener\">click here<\/a> to access them. <\/p>\n<\/div><\/div><\/div>\n<\/div><\/div><\/div>\n\n\n\n<div style=\"height:77px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":91,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_kad_blocks_custom_css":"","_kad_blocks_head_custom_js":"","_kad_blocks_body_custom_js":"","_kad_blocks_footer_custom_js":"","footnotes":""},"tags":[4,7,13,3,10,8,5,6],"class_list":["post-146","page","type-page","status-publish","hentry","tag-asset-management","tag-bam","tag-budget","tag-budget-management","tag-budget-model","tag-budgeting","tag-keele","tag-york-community"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Forms | Budgets and Asset Management<\/title>\n<meta name=\"description\" content=\"To better facilitate the administrative process, Budgets and Asset Management has compiled a list of forms and guidelines.\" \/>\n<meta name=\"robots\" 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