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Amherst E*mpac Financial Forms

 
Accounts Payable
Forms
Last Updated
Purpose
Version
Business Expense 04/16/2015 For use with payments/recharges made directly to vendor for business meals/meetings PDF Fillable    
Cell Phone Agreement 10/01/2011 To certify substantial business use of cell phone PDF    
Controller's Office Advance Request 02/24/2014 To request cash advance for human subjects and programs PDF PDF Fillable Excel
Disbursement Voucher 07/08/2014 Payments for non Purchase Order payments PDF Excel  
Employee Reimbursement Missing Itemized Receipt / Documentation Affidavit 04/11/2014 Necessary when itemized receipt is lost or missing. Word    
Event Ticket Use Report 01/01/2010 To report attendence and business purpose of event ticket. Word    
Home Internet Service Agreement 01/10/2012 Dean's approval for home internet service PDF    
Human Subject Participant Advance Settlement 01/22/2015 Payment for participating in a study PDF Word  
Invoice 06/26/2002 Customizable University invoice PDF Word  
Payment Input Form 03/25/2015 For state funds only - payment voucher to request payment PDF Fillable    
Moving Expense Tax Form 2014 07/09/14 Used to ensure proper tax reporting and withholding PDF Excel  
Moving Expense Tax Form 2015 12/23/14 Used to ensure proper tax reporting and withholding PDF Excel  
Single Payment Voucher 07/09/14 Used when making a payment refund PDF Excel  
Wire Transfer 1/1/2010 Form required for requesting wire payments PDF    
Procard
Procard Affidavit Explanation / Justification 03/01/2015 Required to explain non compliant purchase(s) PDF Fillable    
Procard Application / Change 01/01/2010 Procard Application / Change PDF Fillable    
Procard Equipment Waiver Request 01/01/2010 Used to request an equipment purchase on a Procard PDF Fillable    
Procard Log 01/01/2010 To track Procard purchases PDF Word  
Procard Missing Itemized Receipt Affidavit 01/01/2010 Required affidavit when a Procard receipt is missing PDF Word  
Procard Record Archive Submission 01/01/2010 Required when submitting Procard records to the Controller's Office Excel    
Travel
Fly America Act Exception 01/01/2010 Needed when an exception to the Fly American is necessary PDF    
Travel Authorization 12/06/2013 Requirement for travel PDF Word  
Travel / Employee Reimbursement Missing Itemized Receipt / Documentation Affidavit 04/11/2014 Necessary when itemized receipt is lost or missing Word    
Vendor Maintenance Information
BuyWays Vendor Information 10/31/2014 Used for Active PeopleSoft (PS) Vendors that need to be added to BuyWays Word    
IRS Form W-8 BEN 12/24/2014 Requirement for adding/changing a foreign individual on the finance system PDF    
IRS Form W-8 BEN-E 12/24/2014 Requirement for adding/changing a Foreign Entity on the finanace system PDF    
IRS Form W-8 ECI 12/01/2000 Used for Foreign Entities who have Effectively Connected Income to the United States PDF    
IRS Form W-8 EXP 12/01/2000 Used for Foreign Entities who are Tax-Exempt in the United States PDF    
IRS Form W-8 IMY 12/01/2003 Used for Foreign Intermediaries or Flow-Through Entities PDF    
IRS Form W-9 12/18/2012 Requirement for adding/changing a vendor on the finance system PDF    
Vendor Add/Update Request 03/01/2006 Used for updating vendor information or adding new vendors PDF Word  
Vendor Number Request 03/01/2006 Used to request vendor information not on the W-9 PDF Word  
 
General Accounting Forms
Forms
Last Updated
Purpose
Version
Business Expense 04/16/2015 For use with payments/recharges made directly to vendor for business meals/meetings PDF Fillable    
Cell Phone Agreement 04/15/2015 To certify substantial business use of cell phone PDF    
Cell Phone/Internet Termination 03/30/2014 To Terminate Cell Phone/Internet Service Excel PDF Fillable  
Controller's Office Advance Request 02/24/2014 To request cash advance for human subjects and programs PDF PDF Fillable Excel
Deposit Slip 01/01/2010 Used to record receipts PDF Excel Guide
Event Ticket Use Report 01/01/2010 To report attendence and business purpose of event ticket. Word    
General Recharge 01/01/2007 To record intra campus revenue cost center activities PDF Excel  
Home Internet Service Agreement 01/10/2012 Dean's approval for home internet service PDF    
Internal Authorization 01/01/2010 Used to grant spending authority to a delegated departmental staff for on campus transactions(recharges) PDF    
Journal Upload Spreadsheet 01/01/2010 Uploadable file used to make journal ledger adjustments Excel    
TelCom Expense Transfer 01/01/2010 Used to make adjustments related to TelComm recharges HTM    
Chartfield Maintenance
Assignment of Account Administrator 04/01/2013 To assign fiscal authority from a vice chancellor/dean/director/department head to a fiscal manager. This request will change the Account Manager name in the DeptID(s) to the manager assign. Excel PDF  
Department Manager Change Request 03/31/2015 Used to make changes to the Department ID Account Administrator PDF Fillable    
Inactivating Chartfield Request 02/25/2013 To request inactivating chartfield string Excel    
New Chartfield Request 01/01/2010 To request a new chartfield string Excel    
Signature Delegation (for Non-Sponsored Chartstrings) 08/28/2014 To give approval delegation. This request will not change the Account Manager name in the DeptID(s). Excel PDF Fillable  
Signature Delegation (for Sponsored Grants) 08/28/2014 To give approval delegation for Sponsored Grants. Must have received OWL training for Federal Sponsored Grants. This request will not change the Account Manager name in the DeptID(s). Word PDF Fillable  
Signature Delegation Termination 03/31/2014 To Terminate approval delegation. This form will remove current delegations. Excel PDF Fillable  
State Funds
Payment Input Form 03/25/15 For state funds only - payment voucher to request payment PDF Fillable    
   
Property Land Inventory Forms
Forms
Last Updated
Purpose
Version
Off-Site Employee Equipment Form 01/01/2012 For use in assisting departments with accounting for Univeristy owned equipment taken off site HTM    
Surplus Equipment-Bill of Sale 01/01/2012 Use this form when selling Surplus Equipment HTM    
Surplus Equipment Disposal 01/01/2012 Use this form only when equipment is not being sold HTM    
   
Research Accounting Forms
Forms
Last Updated
Purpose
Version
Cost Share Payroll Form 09/13/2012 For use in charging cost share required on a sponsored project Excel    
Non-payroll Cost Transfer Request 03/14/2014 For use in transferring expenses from/to a sponsored project Excel    
Signature Delegation (for Sponsored Grants) 08/28/2014 To grant approval delegation for Sponsored Grants. Must have received OWL training. This request will not change the Account Manager name in the DeptID(s). Word PDF  
   
Miscellaneous Forms
Forms
Last Updated
Purpose
Version
Certificate of Record Destruction 02/20/2014 To log records to be destroyed PDF Fillable Excel  

Controller's Office
Room 405 Goodell Building
140 Hicks Way
University of Massachusetts Amherst
Amherst,  MA 01003-9272
Tel:  (413) 545-0806
Fax: (413) 545-6088

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