Financial Services

Financial Services

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Financial Services Forms

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  Windows 8 Reader Issue (pdf, 180kB)

Form Name Form Focus
Authorization of Off Campus use of Equipment (PDF, 721 KB) Approval to Remove University Assets from Queen's Campus
Authorization for Transfer of Research Funded Assets (PDF, 601 KB) Approval to Transfer Research Funded Assets
ChartField Request (pdf 1.6 MB) Create, Modify, Delete a ChartField
Debit/Credit Card Facility - Change (pdf, 574kB) Change Notification for a Debit/Credit Card Facility
Debit/Credit Card Facility - Close (pdf 565kB) Close Notification for a Debit/Credit Card Facility
Debit/Credit Card Facility Requisition - Online (pdf, 660kB) Departmental Requisition for a new Debit/Credit Card Facility
Debit/Credit Card Facility Requisition - PIN Pad (pdf, 855kB) Department Requisition for a new Debit/Credit Card Facility  PIN pad
Deposit Transmittal (pdf, 942kB) Deposits Delivered to and Processed by Financial Services
ERS - Approver Change Form (PDF, 571 KB) Use to add/remove one approver to the Expense Reimbursement System (ERS)
ERS - Cash Advance Return Receipt (pdf, 76kB)

Expense Reimbursement System

Expense Reimbursement Form (pdf 311 kB) Expense Reimbursement Form for non ERS users
Financial Systems Security Access Request NEW - Access to GL Financial Reporting, Journal Entry, and Purchasing Roles
Funding for Research Projects (pdf, 133kB) Loan or Contribution for Research Projects
General Ledger (GL) - Journal Entry (pdf, 1MB) Journal Entry
Internal Loan Application (pdf, 141kB) Application for an Internal Loan Internal Loans Policy
Overdraft Request - Research Project (pdf, 52kB)  Research
Payroll - Additional/One-Time Payment Request (pdf, 2.78MB) Payroll
Payroll - Direct Deposit Authorization (pdf, 218kB) Payroll
Payroll - Independent Contractor Questionnaire (ICQ) Payroll
Payroll - Record of Employment Request Instructions (pdf, 79kB) Payroll
Payroll - Record of Employment Request Form (pdf, 53kB) Payroll
Payroll - Tax Slip Copy Request  Payroll
Payroll - TD1 Fed Fillable Form  - Open in Internet Explorer
Payroll
Payroll - TD1 Fed worksheet Payroll
Payroll - TD1ON Prov Fillable Form - Open in Internet Explorer
Payroll
Payroll - TD1ON Prov Worksheet Payroll
Petty Cash Account Application  (pdf, 562kB) Establish a petty cash account
Queen's Credit Note Template (xls, 39kB) Credit Note Template
Queen's Invoice Template (xls, 39kB) Invoice Template
Request for U.S. Fixed Exchange Rate/Forward Exchange Contract (pdf, 209kB) U.S. Fixed Exchange Rate / Forward Exchange Contract Request
Request to Transfer Funds to Endowment Capital (pdf, 116kB) Transfer Internal Funds to Endowment Capital
Request to Transfer Funds to Major Capital Projects (pdf, 224kB) Transfers to/from Department/Faculty carry forward balances related to Major Capital Projects
Revenue Generating Service Contract Transmittal Form (pdf, 1.96MB) Revenue Generating Service Contract Transmittal
Revenue Generating Service Contract Pricing Template (xls, 14kB) Revenue Generating Service Contract Pricing
Service Agreement - Standard Terms and Conditions (doc, 32kB) Service Agreement
Service Contract Transmittal Form Service Contracts
Signing Authority & Research Reports Access - Research Funds (pdf, 257kB) Signing Authority & Research Reports Access - Research Funds
Stop Payment Request (pdf, 937kB) Stop Payments
Subrecipient Audit Certification and Questionnaire (pdf, 2MB) Certification and Questionnaire
Travel Advance Form (pdf 318kB) Travel Advance Form After May 1/20
Travel Policy Exception (pdf, 1.37MB) Travel Policy Receipt Exception - Research Only
Wire Transfer (pdf, 312kB) Wire Transfer Information Form

Human Resources (HR) Forms

Strategic Procurement Services (SPS) Forms