{"id":111,"date":"2020-07-27T16:59:20","date_gmt":"2020-07-27T20:59:20","guid":{"rendered":"https:\/\/www.yorku.ca\/finance\/?page_id=111"},"modified":"2026-04-23T10:46:46","modified_gmt":"2026-04-23T14:46:46","slug":"forms","status":"publish","type":"page","link":"https:\/\/www.yorku.ca\/finance\/forms\/","title":{"rendered":"Finance Forms"},"content":{"rendered":"\n<p>Listed below are all the forms managed by Finance along with any corresponding documents, manuals and standard operating procedures related to the task.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<style>.kt-accordion-id111_b6ea0b-e0 .kt-accordion-inner-wrap{column-gap:var(--global-kb-gap-md, 2rem);row-gap:8px;}.kt-accordion-id111_b6ea0b-e0 .kt-accordion-panel-inner{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-id111_b6ea0b-e0 > .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:#cf2e2e;font-size:21px;line-height:24px;color:#eeeeee;padding-top:10px;padding-right:14px;padding-bottom:10px;padding-left:14px;}.kt-accordion-id111_b6ea0b-e0: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-id111_b6ea0b-e0: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:#eeeeee;}.kt-accordion-id111_b6ea0b-e0:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-icon-trigger{background:#eeeeee;}.kt-accordion-id111_b6ea0b-e0: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-id111_b6ea0b-e0: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:#cf2e2e;}.kt-accordion-id111_b6ea0b-e0 > .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-id111_b6ea0b-e0 .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-id111_b6ea0b-e0: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-id111_b6ea0b-e0: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-id111_b6ea0b-e0: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-id111_b6ea0b-e0: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-id111_b6ea0b-e0: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-id111_b6ea0b-e0: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-id111_b6ea0b-e0: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-id111_b6ea0b-e0: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-id111_b6ea0b-e0: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-id111_b6ea0b-e0: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-id111_b6ea0b-e0 .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible,\n\t\t\t\t.kt-accordion-id111_b6ea0b-e0 > .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-id111_b6ea0b-e0: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-id111_b6ea0b-e0: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-id111_b6ea0b-e0: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-id111_b6ea0b-e0: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-id111_b6ea0b-e0: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-id111_b6ea0b-e0 > .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-id111_b6ea0b-e0 > .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-id111_b6ea0b-e0 .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-id111_b6ea0b-e0 .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible,\n\t\t\t\t.kt-accordion-id111_b6ea0b-e0 > .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-id111_b6ea0b-e0 .kt-accordion-inner-wrap{display:block;}.kt-accordion-id111_b6ea0b-e0 .kt-accordion-inner-wrap .kt-accordion-pane:not(:first-child){margin-top:8px;}.kt-accordion-id111_b6ea0b-e0 > .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-id111_b6ea0b-e0 > .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-id111_b6ea0b-e0 .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-id111_b6ea0b-e0 .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible,\n\t\t\t\t.kt-accordion-id111_b6ea0b-e0 > .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\" id=\"forms\"><div class=\"kt-accordion-wrap kt-accordion-id111_b6ea0b-e0 kt-accordion-has-23-panes kt-active-pane-0 kt-accordion-block kt-pane-header-alignment-left kt-accodion-icon-style-basiccircle 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-3 kt-pane111_2e5cd7-b9\" id=\"accountspayable\"><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\"><strong>Accounts Payable<\/strong><\/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 class=\"has-fixed-layout\"><thead><tr><th>FORM<\/th><th>RELATED DOCUMENTS<\/th><\/tr><\/thead><tbody><tr><td><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2021\/03\/PaymentRequisitionForm-March2021.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Payment Requisition Form<\/a> (PDF)<\/td><td><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2021\/03\/SOP_Payment_Requisition-March2021.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Payment Requisition SOP<\/a> (PDF)<br><a rel=\"noreferrer noopener\" href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2020\/09\/Tips_on_completing_Payment_RequisitionWP.pdf\" target=\"_blank\">Tips on completing a Payment Requisition<\/a> (PDF)<\/td><\/tr><tr><td><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2024\/03\/2024.03-Wire-Draft-Form.pdf\">Wire Draft to Foreign Countries Form<\/a> (PDF)<\/td><td><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2020\/09\/SOPWireDraftForeignCountriesWP.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Wire\/Draft to Foreign Countries SOP<\/a> (PDF)<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-18 kt-pane111_36f107-04\" id=\"budgets\"><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 Set-up &amp; Maintenance<\/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 access forms managed by Budgets and Asset Management visit their&nbsp;<a href=\"https:\/\/www.yorku.ca\/bam\/forms\/\" target=\"_blank\" rel=\"noreferrer noopener\">Forms<\/a> web page.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-4 kt-pane111_572175-d5\" id=\"concur\"><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\"><strong>Concur Travel<\/strong><\/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 id=\"concurguides\" class=\"wp-block-table\"><table><thead><tr><th>WEBSITE<\/th><th class=\"has-text-align-left\" data-align=\"left\">RELATED DOCUMENTS<\/th><\/tr><\/thead><tbody><tr><td><a href=\"https:\/\/www.yorku.ca\/concur\/\" target=\"_blank\" rel=\"noreferrer noopener\">Log-in to Concur<\/a><\/td><td class=\"has-text-align-left\" data-align=\"left\"><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2019\/09\/Concur_Privacy_Review.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Concur Privacy Review<\/a> (PDF)<br><br><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2022\/05\/Concur-Mobile-Authentication-Setting-Up-Your-Concur-Mobile-Password.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Concur Mobile Password Set-up<\/a> (PDF)<br><br><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2019\/01\/Expense-Type-Mapping-to-General-Ledger.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Expense Type Mapping to General Ledger<\/a> (PDF)<br><br><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2020\/11\/Concur_Support_Contact_Information.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Support Contact Information (Power Users)<\/a> (PDF)<br><br><br><strong>GUIDES<\/strong><br><br><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2019\/09\/Guide_to_Claim_PER_Expenses_in_Concur2.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Guide to Claim PER Expenses in Concur - CUPE 3903 Unit 2<\/a> (PDF)<br><br><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2019\/09\/Guide_to_Claim_Personal_Reimbursement_for_GSs_RAs_Res_Assocs_Post_DocsWP.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Guide to Claim Expenses for Grad Students, Research Assistants\/Associates and Post Docs<\/a> (PDF)<br><br><a href=\"https:\/\/www.yorku.ca\/procurement\/wp-content\/uploads\/sites\/305\/2025\/10\/Peoplesoft-Supplier-Registration-1.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Guide to Requesting Visitor\/Guest Accounts in Concur - Peoplesoft Supplier Registration<\/a> (PDF)<br><br><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2020\/04\/Guide-VisitorGuest-Expense-Claims-in-ConcurWP.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Guide to Submitting Visitor &amp; Guest Expense Claims in Concur<\/a> (PDF)<br><br><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2019\/09\/Receipt_Guidelines_for_Concur_Expense_Reports.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Receipt Guidelines for Concur Expense Reports<\/a> (PDF)<br><br><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2019\/09\/Approval_Flows_when_Using_ConcurWP.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Setting up Approval Flows in Concur<\/a> (PDF)<br><br><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2019\/09\/ConcurExpenseEnhancedUserExperienceTranisitionGuide.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Transition Guide for 快播视频 Users<\/a> (PDF)<\/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-19 kt-pane111_50bc4c-82\" id=\"eventbrite\"><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\">Conference &amp; Event Planning &amp; Registration<\/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><\/tr><\/thead><tbody><tr><td class=\"has-text-align-left\" data-align=\"left\"><a href=\"https:\/\/www.yorku.ca\/finance\/forms\/eventbrite-request-form\/\" target=\"_blank\" rel=\"noreferrer noopener\">Eventbrite Request Form<\/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-22 kt-pane111_70fc7f-5f\" id=\"CPI\"><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><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2026\/04\/26.04-2002-2026-CPI-TABLES_base-2002100.xls\">Consumer Price Index<\/a> Tables for the period ending September 2025 (EXCEL)<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-5 kt-pane111_f74972-19\" 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 Setup 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\/finance\/wp-content\/uploads\/sites\/76\/2023\/10\/23.09-CCRF-Fund100.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Cost Centre Requisition Form - Fund 100<\/a> (PDF)<\/p>\n\n\n\n<p><strong>Directions:<\/strong> Download and complete form, including signatures. Send completed form to <a href=\"mailto:finrept@yorku.ca\">finrept@yorku.ca<\/a>. <\/p>\n\n\n\n<p><strong>NOTE:<\/strong> The above form is for Fund 100 Cost Centres only. The Cost Centre setup document for Funds 200, 300, and 700 is managed by Budgets &amp; Asset Management and is available on the <a href=\"https:\/\/www.yorku.ca\/bam\/forms\/#ccsetup\">BAM website<\/a>. <\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-6 kt-pane111_0b13e5-36\" id=\"dataintegrity\"><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\">Data Integrity<\/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><thead><tr><th class=\"has-text-align-left\" data-align=\"left\">FORMS<\/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\/07\/Data_Integrity_Approval_Form.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Data Integrity Approval Form<\/a> (PDF)<\/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-7 kt-pane111_c012aa-35\" id=\"depositsandinvoices\"><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\">Deposit and Invoicing Forms<\/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=\"http:\/\/webapps.yorku.ca\/bmoreqform\/generatePDFstatic.jsp?numpages=one\" target=\"_blank\" rel=\"noreferrer noopener\">Canadian Deposit form<\/a> (PDF) - <em>for best results, use Mozilla Firefox to open document<\/em><br><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2019\/04\/Canadian-Deposit-Continuation-Form.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Canadian Deposit Continuation form<\/a> (PDF)<br><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2019\/05\/ForeignFundsDepositrevisedOct.2012WP.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Foreign Funds Deposit form<\/a> (PDF)<\/td><td class=\"has-text-align-left\" data-align=\"left\"><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2019\/09\/SOP-Cash-HandlingWP.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Cash <\/a><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2020\/11\/SOP-Cash-HandlingWP-1.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Handling <\/a><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2019\/09\/SOP-Cash-HandlingWP.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">SOP<\/a> (PDF)<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2024\/10\/InvoiceReq-V3.xlsx\">Invoice Requisition form<\/a> (Excel)<\/td><td class=\"has-text-align-left\" data-align=\"left\"><strong>NOTE:<\/strong> This form is completed by the unit who is providing services to a client of 快播视频.<\/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-8 kt-pane111_a1828a-f2\" id=\"directdeposit\"><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\">Direct Deposit (Vendor &amp; Employee) Forms<\/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><thead><tr><th class=\"has-text-align-left\" data-align=\"left\">FORMS<\/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\/2016\/03\/EmployeeDirectDeposit.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Employee Direct Deposit<\/a> (PDF)<br><a href=\"https:\/\/www.yorku.ca\/procurement\/wp-content\/uploads\/sites\/305\/2025\/10\/10.2025.Vendor-Setup-Package_New.pdf\">Vendor Application for Direct Deposit<\/a> (PDF)<\/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-9 kt-pane111_2aa2b5-5c\" id=\"ICQ\"><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\">Employee vs. Independent Contractor<\/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\/2019\/04\/IndependentContractorQuestionnairFinalFillable-.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Independent Contractor Questionnaire<\/a> (PDF)<br><br>MUST be submitted to <a href=\"mailto:vendorinvoices@yorku.ca\">vendorinvoices@yorku.ca<\/a> for approval.<\/td><td class=\"has-text-align-left\" data-align=\"left\"><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2021\/05\/Guideline_Employee_Employer_Indepentent_ContractorWP.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Guideline - Employee\/Employer vs. Independent Contractor<\/a> (PDF)<\/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-10 kt-pane111_e63b9c-eb\" id=\"fund600\"><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\">Endowments &amp; Trusts<\/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><thead><tr><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\/2023\/10\/SOP-Fund-600-Awards-Guidelines.pdf\">Awards and Faculty Fund 600 Cost Centre Management SOP<\/a> (PDF)<\/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-pane111_889c7b-1e\" id=\"ereports\"><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<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\">Set-up requests should be sent via email to&nbsp;<a href=\"mailto:askit@yorku.ca\">askit@yorku.ca<\/a>&nbsp;<\/td><td class=\"has-text-align-left\" data-align=\"left\"><a rel=\"noreferrer noopener\" href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2019\/04\/Commonly_Used_Reports_Purposes_and_Navigation.pdf\" target=\"_blank\">Commonly Used Reports - Navigation &amp; Purpose<\/a> (PDF)<br><a rel=\"noreferrer noopener\" href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2019\/05\/Introduction_to_eReportsWP.pdf\" target=\"_blank\">Introduction to eReports Self-training Manual<\/a> (PDF)<br><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2022\/04\/SOP-Requesting_eReports_Access_Mar2022-1.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Requesting eReports Access SOP<\/a> (PDF)<br><\/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-20 kt-pane111_735bc6-74\" 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<p>Financial Forecast documents are managed by Budgets &amp; Asset Management. Please visit <a href=\"https:\/\/www.yorku.ca\/bam\/forms\/#financialforecast\">their forms page<\/a> to access documents related to Financial Forecast. <\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-12 kt-pane111_9f5443-dd\" 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\"><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\/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 class=\"has-text-align-left\" data-align=\"left\"><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2025\/12\/25.12-Preparing-Journal-Entries.pdf\">Preparing Journal Entries Manual<\/a> (PDF)<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-13 kt-pane111_0628c2-c3\" id=\"pettycash\"><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\">Petty Cash and Cash Handling<\/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\/2019\/09\/PettyCashReimbursementwp-1.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Petty Cash Reimbursement Form<\/a> (PDF)<br><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2020\/03\/PETTY-CASH-VoucherWP.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Petty Cash Voucher<\/a> (PDF)<\/td><td class=\"has-text-align-left\" data-align=\"left\"><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2020\/11\/SOP-Cash-HandlingWP-1.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Cash Handling SOP<\/a> (PDF)<\/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-14 kt-pane111_e2bd4c-fc\" id=\"researchaccounting\"><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\">Research Accounting<\/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\/2025\/12\/25.12-RA-Accountability-Document.pdf\">Research Accountability Document<\/a> (PDF)<br><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2019\/04\/Grant_Application_ESTIMATE_EmployerCostsProtected.xls\" target=\"_blank\" rel=\"noreferrer noopener\">Research Salaries Cost Estimator<\/a> (Excel)<br><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2016\/12\/Research_Participant_Fee_Log.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Research Participant Fees Log<\/a> (PDF)<\/td><td class=\"has-text-align-left\" data-align=\"left\"><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2020\/03\/FINAL-CFI-Grants-Administration-Handbook-WP-Web.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">CFI Grant Administration Handbook<\/a> (PDF)<br><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2020\/03\/Funds_Transfer_to_Research_Partners_SOP-WP.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Payment of Invoices from Research Partner Organizations on SSHRC Partnered Grants SOP<\/a> (PDF)<br><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2020\/03\/Professional_Expense_Reimbursements_Guidelines.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">PER Guidelines<\/a> (PDF)<br><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2019\/04\/Reimbursement_Senior_Scholars.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">PER Guidelines for Senior Scholars<\/a> (PDF)<br><a rel=\"noreferrer noopener\" href=\"https:\/\/www.nserc-crsng.gc.ca\/InterAgency-Interorganismes\/TAFA-AFTO\/guide-guide_eng.asp\" target=\"_blank\">Tri-Agency Guide on Financial Administration<\/a><br><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2019\/04\/Grant_Administration_Handbook.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Tri-Agency Grant Administration Handbook<\/a> (PDF)<\/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-15 kt-pane111_84e047-b4\"><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\">Risk Management &amp; Insurance<\/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 access forms managed by Risk Management visit their&nbsp;<a href=\"https:\/\/riskmanagement.info.yorku.ca\/forms\/\" target=\"_blank\" rel=\"noreferrer noopener\">Forms Webpage<\/a><\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-16 kt-pane111_88a9e7-42\" id=\"travel\"><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\">Travel and Expense<\/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><strong><a href=\"https:\/\/www.yorku.ca\/concur\/\" target=\"_blank\" rel=\"noreferrer noopener\">Concur Expense<\/a><\/strong>, 快播视频's online, automated expense reporting system, is now available for current faculty and staff.&nbsp;<strong><a href=\"https:\/\/www.yorku.ca\/concur\/\" target=\"_blank\" rel=\"noreferrer noopener\">Concur Expense<\/a><\/strong>&nbsp;lets you submit expense claims &amp; cash advance requests electronically, eliminating the manual paper based process.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>PAPER BASED FORMS<\/th><th>RELATED DOCUMENTS<\/th><\/tr><\/thead><tbody><tr><td><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2021\/03\/Lead-in_to_manual_expense_forms-WP-rev.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Claim for Reimbursement<\/a><br><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2021\/03\/Lead-in_to_manual_expense_forms-WP-rev.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Professional Expense Reimbursement (PER)<\/a>(PDF)<br><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2021\/03\/Lead-in_to_manual_expense_forms-WP-rev.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Professional Expense Reimbursement (Senior Scholar Only)<\/a> (PDF)<\/td><td><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2019\/08\/Account-Usage-for-Claims-for-Reimbursementwp.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Account Usage for Claims for Reimbursement<\/a> (PDF)<br><a href=\"https:\/\/www.yorku.ca\/secretariat\/policies\/wp-content\/uploads\/sites\/420\/2024\/11\/Expense-Reimbursement-Guidelines-Appendix-20241031.pdf\">Expense Reimbursement Guidelines<\/a> (PDF)<br><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2020\/03\/Professional_Expense_Reimbursements_Guidelines.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">PER Guidelines<\/a> (PDF)<br><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2019\/04\/Reimbursement_Senior_Scholars.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">PER Guidelines for Senior Scholars<\/a> (PDF)<br><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2020\/04\/ListofFundingAgenciesandRelatedPerDiemRates.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">List of Funding Agencies and Related Per Diem Rates<\/a> (PDF)<\/td><\/tr><tr><td><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2024\/11\/24.10-RequestforAccountableAdvance.pdf\">Request for Accountable Advance<\/a> (PDF)<br><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2020\/04\/Request-for-Prepayment-of-Non-employee-Travel-Fillable-FormWP.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Request for Prepayment of Non-employee Travel Form<\/a> (PDF)<\/td><td><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2020\/04\/Request-for-Prepayment-of-Non-employee-Travel-SOPWP.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Request for Prepayment of Non-employee Travel SOP<\/a> (PDF)<\/td><\/tr><tr><td><strong>Additional Travel Reimbursement Tools<br><\/strong><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2024\/11\/24.10-Attestation-Form.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Attestation Form for Travel &amp; Expense Receipts<\/a> (PDF)<br><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2019\/08\/Expense_Claim_Checklist_fillableWP-1.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Expense Claim Review Checklist<\/a> (PDF)<br><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2019\/08\/Lead-in_to_manual_expense_forms-WP.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Mileage Log<\/a> (Excel)<br><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2019\/08\/Lead-in_to_manual_expense_forms-WP.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Receipt Itemization and Rebate Calculator Tool<\/a> (Excel)<\/td><td><\/td><\/tr><tr><td><a href=\"https:\/\/www.yorku.ca\/procurement\/wp-content\/uploads\/sites\/68\/2016\/04\/Travel_Visa_Card_Application_Agreement.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Travel &amp; Expense Visa Card Application<\/a> (PDF)<\/td><td><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2019\/05\/Travel_Expense_Card_Guidelines-1.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Travel and Expense Card Guidelines<\/a> (PDF)<br><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2019\/05\/Travel_Expense_Card_FAQs.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Visa\u00ae Travel Card FAQ's <\/a>(PDF)<br><a href=\"https:\/\/www.yorku.ca\/procurement\/wp-content\/uploads\/sites\/68\/2020\/08\/Travel_Expense_Card_USBank_Insurance_Certificates.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">US Bank Visa\u00ae Insurance Certificates<\/a> (PDF)<br><a href=\"https:\/\/www.yorku.ca\/procurement\/wp-content\/uploads\/sites\/68\/2018\/03\/Access-Online-User-Training-Guide.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">US Bank Access OnLine Training Guide<\/a> (PDF)<br><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2019\/05\/US_Bank-_Auto_Rental_Coverage_Summary.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">US Bank Auto Rental Collision\/Loss Damage Insurance Coverage Summary<\/a> (PDF)<\/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-21 kt-pane111_470137-be\" id=\"varianceanalysis\"><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\">Variance Analysis<\/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><thead><tr><th>RELATED DOCUMENTS<\/th><\/tr><\/thead><tbody><tr><td><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2024\/05\/2024.05-Variance-Analysis-Quick-Reference-Guide.pdf\">Variance Analysis Form - Quick Reference Guide<\/a> (PDF)<br><a rel=\"noreferrer noopener\" href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2020\/10\/Variance_Analysis_FAQs.pdf\" target=\"_blank\">Variance Analysis form FAQ's<\/a> (PDF)<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-17 kt-pane111_bd0a7e-d3\" 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<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>FORMS<\/th><th>RELATED DOCUMENTS<\/th><\/tr><\/thead><tbody><tr><td><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2026\/03\/2026-Year-End-Accountability-Letter.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">2026 Year End Accountability Letter<\/a> (PDF)<\/td><td><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2026\/04\/2025-26-Year-End-Closing-Timetable-v1.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Fiscal 2025-2026 Year End Closing Timetable<\/a> (PDF) <br><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2026\/04\/Year-End-Guide-for-Faculty-and-Staff-FY2025-2026-v2.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Fiscal 2025-2026 Year End Guide for Faculty &amp; Staff<\/a> (PDF) <br><a href=\"https:\/\/www.yorku.ca\/finance\/wp-content\/uploads\/sites\/76\/2026\/03\/FY2026-YE-Info-Session-Presentation-Slides.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">2026 Year-End Info Session Presentation<\/a> (PDF)<br><a href=\"https:\/\/www.yorku.ca\/finance\/py_staff_area\/year-end-session\/\">2026 Year-End Info Session Recording<\/a> (PPY Login)<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><\/p>\n<\/div><\/div><\/div>\n<\/div><\/div><\/div>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\"><\/div><\/div>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Listed below are all the forms managed by Finance along with any corresponding documents, manuals and standard operating procedures related to the task.<\/p>\n","protected":false},"author":7,"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":[68,9,77,76,70,69],"class_list":["post-111","page","type-page","status-publish","hentry","tag-faculty","tag-finance","tag-finance-forms","tag-forms","tag-keele","tag-staff"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Forms | Finance<\/title>\n<meta name=\"description\" content=\"To better facilitate the administrative process, Finance has compiled a list of forms and guidelines for the community to use.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.yorku.ca\/finance\/forms\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Forms | Finance\" \/>\n<meta property=\"og:description\" content=\"To better facilitate the administrative process, Finance has compiled a list of forms and guidelines for the community to use.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.yorku.ca\/finance\/forms\/\" \/>\n<meta property=\"og:site_name\" content=\"Finance\" \/>\n<meta property=\"article:modified_time\" content=\"2026-04-23T14:46:46+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" 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