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| TITLE | DESCRIPTION | DEPARTMENT |
| A | ||
| ACH Payment Authorization | Authorize vendor payment via ACH. | Accounts Payable |
| Authorized Signature | Designate authority to expend from specific funds. NEW! The Authorized Signature is a workflow in AdobeSign. Click here for instructions. | Financial Services |
| Authorization to Release Financial Information | Authorize release of financial information. This form can now be located on the CSUN Portal: Financial Matters>My Obligations>Authorized to Release Fin Info | University Cash Services |
| Authorization to Use Privately Owned Vehicle on State Business | Travel authorization to use personal vehicle. | University Travel |
| Complete this form along with Hospitality Justification Form | Purchasing & Contract Administration | |
| C | ||
| Campus Community Access | Requst Campus Community Access | Solar Financials |
| Cash Handling Acknowledgment | Cash Handling Quick Reference Guide & Acknowledgment | University Cash Services |
| Cash Handling PCI Acknowledgement | PCI Best Practices for CASHNet Users | University Cash Services |
| Cash Receipt Log | Log/track deposits. | University Cash Services |
| CASHNet Access Application (EMPLOYEE) | University Cashiering System access request. | University Cash Services |
| CASHNet eMarket Refund Request Form | CASHNet eMarket Refund Request | University Cash Services |
| Change Request Form | Change request on requisitions and purchase orders. | Purchasing & Contract Administration |
Chartfield Requests:
| Request a new chartfield value. | Financial Services |
| Check Endorsement Stamp | Request a check endorsement stamp | University Cash Services |
| Check Payment Remittance Slip | Remittance advice for student check payments by mail. | University Cash Services |
| Check Request (ACCOUNTS PAYABLE) | Required to pay a Vendor if an invoice is not available to the Department. | Accounts Payable |
| Credit Card Travel Reimbursement | Credit card reimbursement for travel expenses | University Travel |
| D | ||
This form must be submitted via Adobe Sign web form by 12-17-24 to pick up your pay warrant on December 31st 2024 | University Cash Services | |
| Deposit Transmittal | Submit Department deposits to UCS. To submit department deposits to UCS, please visit this link to Qless by using your browser, https://www.csun.edu/check-in | University Cash Services |
| E | ||
| Employer Reimbursement | Complete this form to request information for Employer Reimbursement for work-related or degree-oriented college programs. | University Cash Services |
| EOC Logistics Resource Request Form | Complete this form to track COVID19 expenses. | Financial Services |
| F | ||
| G | ||
| Gift Card/Ticket Recipient Log | Complete this log to be attached to the P-Card Reconciliation Statement. | Purchasing & Contract Administration |
| Guest Speaker Invoice C-710 Form | Payment request for Guest Speaker must be completed prior to service performed. | Accounts Payable |
| H | ||
Hospitality Justification Form
| The Hospitality Justification Form is a workflow in AdobeSign. Click here for instructions. | Purchasing & Contract Administration |
Hospitality Frequently asked Questions | Click here to review. | Purchasing & Contract Administration |
| I | ||
| Independent Contractor Request Form | Create form which addresses the “Employment Status” of workers who claim to be Independent Contractors and not employees. | Purchasing & Contract Administration |
| Individual Reimbursed Time Request | Create invoices for reimbursed time from Auxiliaries NEW! The Individual Reimbursed Time Request Form is now a workflow in OnBase. Click here for OnBase access instructions. | Accounts Receivable |
| Information and Communication Technology Procurement Form | Intended to document the process for those ITC purchases, and must be completed by the department requesting the ITC purchase. | Purchasing & Contract Administration |
| Interagency Financial Transaction (IFT) | To bill another CSU campus or the Chancellor's Office | Finance & Trust Accounting |
| Internship Agreement Request | Request to initiate an Internship Agreement. | Purchasing & Contract Administration |
| Invoice Request for Auxiliary | Create invoices for Auxiliaries | Accounts Receivable |
| Invoice Request for Outside Agencies | Create invoice for Outside Agencies | Accounts Receivable |
| J | ||
| Journal Entry Request | Request a journal to transfer revenue or expenditures. NEW! The Journal Entry Request is a workflow in AdobeSign. Click here for instructions. | Financial Accounting & Reporting |
| K | ||
| L | ||
| Live Pay Warrant Distribution Department Designated Representative (DDR) Authorization | Authorization to distribute live pay warrants. Please log-in and select this form in the Start from library section under the Workflows tab. | University Cash Services |
| Lost/Itemized Receipt (P-CARD) | Attach to P-Card statement when original receipt is lost or unavailable. | Purchasing & Contract Administration |
| M | ||
| Manual Requisition |
| Purchasing & Contract Administration |
| Meals Allowance Distribution (Student Group Travel) | Meals allowance distribution for Student Group Travel | University Travel |
| Meal Allowance During Overtime Claim | Meal allowance reimbursement during overtime. | Accounts Payable |
| Missing Receipt Certification (TRAVEL) | Attach to Travel Claim when original receipt is lost or unavailable. | University Travel |
| Memorandum of Understanding (MOU) | An agreement between two or more departments. | Financial Services |
| MOU Amendment | Amend an existing MOU | Financial Services |
| MOU Cost Recovery Worksheet between an Auxiliary Corporation and a Campus Entity | MOU cost recovery worksheets that must be attached to MOUs. | Financial Services |
| MOU Cost Recovery Worksheet between Auxiliary Corporations | MOU cost recovery worksheets that must be attached to MOUs. | Financial Services |
| N | ||
| O | ||
Overtime Meal Allowance | Overtime meal allowance reimbursement claim | Accounts Payable |
| P | ||
| Parking Refund Request (STUDENT) | Application for Students to request a parking refund. | University Cash Services |
| PCard Account Request | Establish a PCard Account. | Purchasing & Contract Administration |
| Petty Cash Reimbursement | Request for reimbursement of personal funds ($50 or less, excluding tax). | University Cash Services |
| Q | ||
| R | ||
| Refund/Check Request | Refunds requests from University Cash Services (Student or miscellaneous payments). | University Cash Services |
Relocation/Moving Expense Claim *
*Please use Firefox as the browser to download the form. | Reimbursement of relocation/moving expenses. | University Travel |
| S | ||
| Safe Combination Access Listing | Safe combination listing of authorized personnel. | University Cash Services |
| Safe Combination Coordinator Appointment | Appointment form as Safe Combination Coordinator. | University Cash Services |
| Solar Financials - Access Request Form (Auxiliary users only) | Please submit a TOPdesk ticket for an Auxiliary Employee Access Request. This is for Auxiliary Financials Users only. | Solar Financials |
| Sole Source/Sole Brand Justification | Justify a purchase without going through the competitive bidding process. | Purchasing & Contract Administration |
| Staples Account Request | Establish an Staples/Ghost card account. | Purchasing & Contract Administration |
| Staples Auto-Substitution Override Request | Request an Auto-Substitution Override | Purchasing & Contract Administration |
State Trust Account Application & Instructions
| Application and instructions to establish a State Trust Account NEW! The State Trust Account Application is a workflow in AdobeSign. Click here for instructions. | Finance & Trust Accounting |
| Student Scholarship Disbursement Request | The Student Scholarship Disbursement Request is a workflow in AdobeSign. You will need Adobe Sign Sender access to initiate the request. | University Cash Services |
Student Financial Access Request | Request access to Student Financials | Solar Financials |
| T | ||
| Tax Waiver Exemption (Hotel/Motel) | Give to Hotel/Motel to waive occupancy tax (State of California only). | University Travel |
| Transfer of State Funds Request – Campus | Used to transfer funds when an MOU is NOT required. | Financial Services |
| Transfer of State Funds - MOU | Transfer funds related to a MOU. | Financial Services |
| Travel Advance Request | Travel advance before traveling. | University Travel |
| Travel Approval Request | Approval of travel before traveling. | University Travel |
*Please use Firefox as the browser to download the form. | Travel expenses reimbursement after travel. | University Travel |
| Travel Expense Itemization Worksheet | Track daily travel expenses. | University Travel |
| Travel Information Change Request | Change information regarding Travel (i.e. increase/decrease expenditure amounts or any portion of the chartfields). | University Travel |
| U | ||
| Undelivered Pay Warrants | Undelivered pay warrants form | University Cash Services |
| US Bank Visa Personal Liability Travel Card Application | Request a travel credit card for University business. | University Travel |
| V | ||
| Vendor Data Record - Direct Pay Only | Required for Vendor to complete to receive payments from the State of California (e.g.,CSUN) in lieu of IRS W-9. | Accounts Payable |
| Vendor Data Record - Requisitions Only | Required for Vendor to complete to receive payments from the State of California (e.g.,CSUN) in lieu of IRS W-9. | Purchasing & Contract Administration |
| W | ||
| Wireless Device Reimbursement | Reimbursement for Wireless Device/Services New! The Reimbursement for Wireless Devices/Services form is a workflow in Adobesign. Click here for instructions. | Accounts Payable |
| Wireless Device Request (EMPLOYEES) | Wireless Device request - State Procured | Purchasing & Contract Administration |
| Wireless Device/Service Use Agreement | Wireless Device/Service use agreement between the employee and the University. | Purchasing & Contract Administration |
| XYZ |