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Financial forms

Master Card Reimbursement / Expense Reports: Reports used to claim expenses

      EXPENSE and ACCOUNTABLE (MC) REPORT FORMS - As at Sept 2-2010.xls 789 KB [This link will open in a new window]

Banner Finance Account Request: Used to request the creation, modification, reactivation or deactivation of an account in Banner

       UOIT Account Request.pdf 87 KB [This link will open in a new window]

Banner Finance ORG Request: Used to request the creation or modification on an ORG in Banner

       UOIT ORG Request.pdf 121 KB [This link will open in a new window]

Banner Finance Fund Request: Used to request the creation or modification of a fund in Banner

       UOIT Fund Request.pdf 125 KB [This link will open in a new window]

Banner Finance Access Request: Used to request Banner access/withdraw of Funds and Organizations

      UOIT Fund  ORG Access Request.pdf 200 KB [This link will open in a new window]

Banner Finance Detail Code Request: Used to request the creation or modification of a Detail Code

      UOIT Detail Code Request.pdf 92 KB [This link will open in a new window]

Billing Request Form: Used to have AR create an invoice

      Billing Request Form.pdf 91KB [This link will open in a new window.]

Budget Adjustment Form: utilized to request a transfer of budget dollars

      Budget Adjustment Form 19KB [This link will open in a new window.]

Cheque Requisition Form: This form is to be used if a "formal invoice" was not received. Some examples include: conferences, seminar and course registration fees, honorariums, payroll related items, subscriptions and membership fees. It should not be used for any regular recurring expense.

      Cheque Requisition Form 101KB [This link will open in a new window.]

UOIT Delegation of Signing Authority: 

      UOIT Delegation of Signing Authority.pdf  149 KB [This link will open in a new window]

 MasterCard Application Form:

      MasterCard Application Form [This link will open in a new window.]

MasterCard Increase Form:

       MasterCard Increase Form [This link will open in a new window.]

Journal Entry Form: utilized to request a transfer of actual charges incurred

      JV Template - UOIT 2010-2011.xls 148 KB [This like will open in a new window]

PST Exemption Certificate: utilized to claim exemption from Provincial Sales Tax on research equipment

      PST Exemption Certificate & Instructions 152KB [This link will open in a new window.]

Petty Cash

      Petty Cash Request Form Excel 49KB [This link will open a new window.]

Wire Transfer request form:

      Wire Transfer request form - Excel 26KB [This link will open in a new window]

New Contract Control Form: This form is to be used when executing a new contractual agreement with suppliers.  Please ensure that the Contract Control Form has been signed by the appropriate individuals on the form before sending the contract for final formal senior level execution

      New Contract Control Form - Word Document 135KB [This link will open in a new window]

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