Amherst Campus Credit Card Information Policy |
General Accounting |
Amherst Campus Policies |
General Accounting |
Business Expense Form |
General Accounting |
Cell Phone Agreement Form |
General Accounting |
Cell Phone or Home Internet Termination Form |
Chartfield Maintenance, General Accounting |
Certificate of Insurance |
General Accounting, Research Accounting |
Certificate of Record Destruction |
General Accounting |
Closing Dates - Monthly Financial |
General Accounting |
Closing Dates - Monthly Financial [PDF] |
General Accounting |
Collection Security Guidelines |
General Accounting |
Commonwealth of Massachusetts Bill Paying Policy and General Paying Policies |
General Accounting |
Controller's Office Advance |
Business & Travel Expenses, General Accounting |
Deposit Slip |
General Accounting |
Endowment Budget Inquiry Job Aid |
General Accounting |
Expenditure Classification for Reimbursements |
General Accounting |
Federal Trade Commissions Red Flag Rule Policy |
General Accounting |
Fraudulent Financial Activities |
General Accounting |
FY24 Journal Submission Deadlines |
General Accounting, Journal Entry Workflow |
Home Internet Service Agreement |
General Accounting |
Human Subject Participant |
Business & Travel Expenses, General Accounting |
Internal Authorization |
General Accounting |
Journal Attachment Instructions |
General Accounting, Journal Entry Workflow |
Journal Upload Spreadsheet |
General Accounting, Journal Entry Workflow |
Journal Upload Win10 Spreadsheet |
General Accounting, Journal Entry Workflow |
Journal Workflow Guide |
General Accounting, Journal Entry Workflow |
MMARS Codes |
General Accounting |
Organizational Chart, Controller's Office (as of December 2023) |
General Accounting |
Quasi Endowment Request Form |
General Accounting |
Quasi Endowment Transfer Policy |
General Accounting |
Record Retention and Disposition Schedules |
General Accounting |
Research Trust Fund (RTF) Expenditure Guidelines |
General Accounting |
Tax Status of The University |
Business & Travel Expenses, General Accounting, Research Accounting |
Treasurer's Office Policies |
General Accounting |
UMass Club in Boston - Campus Sponsored Events |
General Accounting |
University Employees and Political Campaigns |
General Accounting |
University of Massachusetts Annual Reports |
General Accounting |
University Policies and Guidelines |
Business & Travel Expenses, General Accounting, Research Accounting |
University Records Classification and Retention Matrix |
General Accounting |
Whistleblowing Policy |
General Accounting |
Year End Close Deadlines |
General Accounting |
Year End Close Deadlines |
General Accounting |
Assignment of Account Administrator |
Chartfield Maintenance |
Cell Phone or Home Internet Termination Form |
Chartfield Maintenance, General Accounting |
Chartfield Lookup Job Aid |
Chartfield Maintenance |
Chartstring Create Request Form |
Chartfield Maintenance |
Chartstring Inactivation Request Form |
Chartfield Maintenance |
Department ID Manager Change Request |
Chartfield Maintenance |
Signature Delegation for Departmental DeptID's with Non-Sponsored Chartstrings |
Chartfield Maintenance |
Signature Delegation for Sponsored Projects and PI DeptID's |
Audit and Compliance, Chartfield Maintenance, Research Accounting |
Signature Delegation Termination Form |
Chartfield Maintenance |
Fly America Act and Open Skies Agreement Decision Tree |
Audit and Compliance, Research Accounting |
Fly America Act Exception Form |
Audit and Compliance, Research Accounting |
FY2023 - FY2027 Federal Indirect Cost Rate Agreement |
Audit and Compliance, Financial Cost & Analysis, Research Accounting |
International Travel Advance Request Form |
Audit and Compliance |
International Travel Advance Settlement Form |
Audit and Compliance |
Signature Delegation for Sponsored Projects and PI DeptID's |
Audit and Compliance, Chartfield Maintenance, Research Accounting |
Sponsored Activities Fact Sheet |
Audit and Compliance |
Subrecipient Invoice Checklist |
Audit and Compliance |
Subrecipient Invoice Memo for Processing Invoices to Other UMass Campuses |
Audit and Compliance |
Subrecipient Invoice Memo for Processing Invoices to Vendors |
Audit and Compliance |
Subrecipient Invoice Template |
Audit and Compliance |
UMass Amherst Financial Statement FY21 |
Audit and Compliance |
UMass Amherst Financial Statement FY22 |
Audit and Compliance |
UMass Federal Costing Exception Form |
Audit and Compliance |
Payment Input Form |
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Certificate of Insurance |
General Accounting, Research Accounting |
Cost Share Allowable Companion Funds |
Research Accounting |
Faculty / PI DeptID Lookup |
Research Accounting |
Finding Award Documents in Summit |
Research Accounting |
Fly America Act and Open Skies Agreement Decision Tree |
Audit and Compliance, Research Accounting |
Fly America Act Exception Form |
Audit and Compliance, Research Accounting |
Fly America and Open Skies Training |
Research Accounting |
FY2023 - FY2027 Federal Indirect Cost Rate Agreement |
Audit and Compliance, Financial Cost & Analysis, Research Accounting |
How to evaluate a cost to a Federally Sponsored Project |
Research Accounting |
NIH Unobligated Balance Calculator |
Research Accounting |
Participant Support Cost REU/RET Payments Form |
Research Accounting |
Participant Support Cost REU/RET Payments Procedure |
Research Accounting |
Research Administration Closeouts |
Research Accounting |
Research Administration Financial Closeout Awards |
Research Accounting |
Signature Delegation for Sponsored Projects and PI DeptID's |
Audit and Compliance, Chartfield Maintenance, Research Accounting |
Tax Status of The University |
Business & Travel Expenses, General Accounting, Research Accounting |
University Policies and Guidelines |
Business & Travel Expenses, General Accounting, Research Accounting |
FY24 Journal Submission Deadlines |
General Accounting, Journal Entry Workflow |
Journal Attachment Instructions |
General Accounting, Journal Entry Workflow |
Journal Entry Guide |
Journal Entry Workflow |
Journal Entry Import Instructions |
Journal Entry Workflow |
Journal Upload Spreadsheet |
General Accounting, Journal Entry Workflow |
Journal Upload Win10 Spreadsheet |
General Accounting, Journal Entry Workflow |
Journal Workflow Guide |
General Accounting, Journal Entry Workflow |
Recharge Form |
Recharge |
Recharge Upload Excel Spreadsheet for Win 7, 10 or 11 |
Recharge |
Equipment Action Form |
Equipment |
Equipment Coordinator Designation Form |
Equipment |
Equipment Disposal Form |
Equipment |
Equipment Transfer Form |
Equipment |
Expenditure Classification Crosswalk |
Equipment |
Fabricated Equipment Cost on Federal Research Grants and Contracts Procedure |
Equipment |
Municibid Question Form for Sale of Surplus Equipment |
Equipment |
Off-Site Equipment Form |
Equipment |
Sale of Surplus Property Terms and Conditions |
Equipment |
Amherst Approval Workflow - SAP Concur |
Business & Travel Expenses |
Business & Travel Expense Policy |
Business & Travel Expenses |
Check (Non Payroll) Distribution |
Business & Travel Expenses |
Commodity Codes |
Business & Travel Expenses |
Concur Expense Type to Account Crosswalk |
Business & Travel Expenses |
Concur Expense Type to Account Crosswalk |
Business & Travel Expenses |
Controller's Office Advance |
Business & Travel Expenses, General Accounting |
Creating and Modifying Expense Reports |
Business & Travel Expenses |
Direct Payment in BuyWays |
Business & Travel Expenses |
Disbursement Voucher |
Business & Travel Expenses |
Disbursement Voucher-Foundation |
Business & Travel Expenses |
Employee Gift Card Receipt Form |
Business & Travel Expenses |
Event Ticket Use Report |
Business & Travel Expenses |
Gift Card Log |
Business & Travel Expenses |
Guidance for Travelers |
Business & Travel Expenses |
Homeland Security Invoice |
Business & Travel Expenses |
How to Generate / Resend Approvals |
Business & Travel Expenses |
Human Subject Participant |
Business & Travel Expenses, General Accounting |
Invoice |
Business & Travel Expenses |
Job Aid -How to use DocuSign Templates to Complete Business and Travel Expense Forms |
Business & Travel Expenses |
Mileage Log |
Business & Travel Expenses |
Mileage Reimbursement Rate |
Business & Travel Expenses |
Non-Employee Gift Card Receipt Form |
Business & Travel Expenses |
Pre-Travel Authorization |
Business & Travel Expenses |
Procurement Policy |
Business & Travel Expenses |
Reimbursements to Resident Nonemployees |
Business & Travel Expenses |
Sales Tax Forms ST-5, ST-2, Universities W-9 |
Business & Travel Expenses |
Single Payment Voucher for Refund |
Business & Travel Expenses |
Single Payment Voucher for Reimbursement |
Business & Travel Expenses |
Tax Status of The University |
Business & Travel Expenses, General Accounting, Research Accounting |
Travel Authorization |
Business & Travel Expenses |
Travel Registry Controller's Homepage |
Business & Travel Expenses |
Travel Registry Job Aids |
Business & Travel Expenses |
Travel Registry-How to Approve Travel |
Business & Travel Expenses |
Travel Registry-How to Register Proxy Travel |
Business & Travel Expenses |
Travel Registry-How to Register Someone Else's Travel |
Business & Travel Expenses |
Travel Registry-How to Register Your Own Travel |
Business & Travel Expenses |
Travel Registry-How to Search for Registries |
Business & Travel Expenses |
Travel Registry-How to Set Up Blanket Travel Authorizations |
Business & Travel Expenses |
Travel Registry-Remove unwanted/junk registry from Terra Dotta Travel Registry |
Business & Travel Expenses |
University Policies and Guidelines |
Business & Travel Expenses, General Accounting, Research Accounting |
University Travel Policy - Overview for University Travelers |
Business & Travel Expenses |
US Bank Declining Balance Card Application for Human Subject Participant Gift Cards |
Business & Travel Expenses |
US Bank Declining Balance Card Application for Purchasing Gift Cards |
Business & Travel Expenses |
Wire Transfer Request Documentation |
Business & Travel Expenses |
FY2023 - FY2027 Federal Indirect Cost Rate Agreement |
Audit and Compliance, Financial Cost & Analysis, Research Accounting |