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Amherst E*mpac Financial Forms

 
Accounts Payable
Forms
Last Updated
Purpose
Version
Business Expense 04/01/2013 For use with payments/recharges made directly to vendor for business meals/meetings PDF Excel  
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    
Invoice 06/26/2002 Customizable University invoice PDF Word  
MMARS / State Payment Voucher 05/09/2003 For state funds only - payment voucher to request payment PDF Excel Memo
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 01/01/2010 Required to explain non compliant purchase(s) PDF Word  
Procard Application / Change 01/01/2010 Procard Application / Change PDF Word  
Procard Equipment Waiver Request 01/01/2010 Used to request an equipment purchase on a Procard PDF    
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
IRS Form W-8 BEN 12/01/2000 Requirement for adding/changing a foreign vendor on the finance system PDF    
IRS Form W-8 ECI 12/01/2000 Requirement for adding/changing a foreign vendor on the finance system PDF    
IRS Form W-8 EXP 12/01/2000 Requirement for adding/changing a foreign vendor on the finance system PDF    
IRS Form W-8 IMY 12/01/2003 Requirement for adding/changing a foreign vendor on the finance system 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 04/01/2013 For use with payments/recharges made directly to vendor for business meals/meetings PDF Excel  
Cell Phone Agreement 10/01/2011 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 07/31/2013 Used to make changes to the Department ID Account Administrator Excel    
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 01/09/2014 To grant approval delegation. This request will not change the Account Manager name in the DeptID(s). Excel PDF  
Signature Delegation Termination 03/31/2014 To Terminate approval delegation. This form will remove current delegations. Excel PDF Fillable  
State Funds
MMARS / State Payment Voucher 05/09/2003 For state funds only - payment voucher to request payment PDF Excel Memo
   
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    
   
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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