The CFO Directive Hub is a centralized resource designed to streamline access to key financial directives that govern university fiscal operations. It empowers university employees with the tools and information needed to ensure compliance, maintain transparency, and uphold financial integrity in all university-related transactions.
| Title | Department | Tags | Topic Area | Audience |
|---|---|---|---|---|
| 1099s | Disbursements | Supplier Cash, Reporting Cash, Check or Gift Card, IRS Form, Issuance | Suppliers | Staff, Faculty, Suppliers |
| Accepting Credit Card Payments via e-Commerce (Internet) | Banking & Merchant Services | Third-Party Service Provider, Merchant Fees, Publicly Accessible Computers | Merchant Services | Staff, Faculty, Suppliers |
| Accepting Credit Card Payments via Swiping Machines | Banking & Merchant Services | Setting Up Credit Card Terminal Account, Purchasing a Terminal, Merchants Fees | Merchant Services | Staff, Faculty, Suppliers |
| Accounting for Construction and Renovation Projects | Construction Accounting | Account Codes, Capital Projects, Tracking Expenses, Construction Fund | Policies and Accounting | Staff, University Component Units |
| Acquiring and Capitalizing Real Property | Asset Management | Land Acquisition, New Construction, Restoration, Donations, Leasehold Improvements, Real Property, Renovation | Real Property Management | Staff, Faculty, Suppliers |
| Acquiring Capital Assets | Asset Management | Purchase Requisition, Trading, Purchasing with Contract/Grant Funds, Donation, Procurement, myUFMarket, Add Value, Capital | Capital Asset Management | Staff, Faculty |
| Acquiring Federal Property | Asset Management | Purchase Requisition, Purchasing from Grant Funds, Known Agency Limitations, Donation, Federal, Grant, Contract, Agency | Federal Property Management | Staff, Faculty, Suppliers |
| Adding Suppliers | Disbursements | Contact Form, Verification | Suppliers | Staff, Faculty |
| Alcohol | Disbursements | Limits, Serving Alcohol, Exceptions, Meals with Donor or Prospect | Expenditures | Suppliers, Staff, Faculty |
| Allowable Unencumbered Expenditures | Disbursements | Purchasing Process, Purchasing System | Expenditures | Staff, Faculty |
| Annual Confirmation of Petty Cash and Change Funds | Banking & Merchant Services | Internal Control Checklist, Annual Balance Confirmation, Form | Cash Funds (Petty Cash and Change Funds) | Staff, Faculty |
| Annual Inventory for Attractive Property | Asset Management | Property Custodians, Review, Department Responsibility, RAC, Required Asset Certification, Off-Site | Annual Inventory | Staff, Faculty |
| Annual Inventory for Capital Assets | Asset Management | Attractive Property, Property Custodians, Review, RAC, Required Asset Certifications | Annual Inventory | Staff, Faculty |
| Awards | Disbursements | Satisfactory Service, Retiring Employees | Expenditures | Staff, Faculty |
| Beneficiary Payments | Payroll Services | Employee Death, Human Resources Benefits, Emergency Check Request Form, Affidavit, Beneficiary Payments | Special Payroll Situations | Staff, Faculty |
| Best Practices for Attractive Property | Asset Management | Custodian, Tracking Attractive Assets, Reporting Assets, Inventory Method, Periodic Review | Attractive Property Management | Staff, Faculty |
| Building Capitalization Policy | Construction Accounting | GAAP, Real Property Records, Capitalization | Policies and Accounting | Staff |
| Capital and Non-Capital Livestock | Asset Management | Disposal Request, Cannibalization, Sale, Lost/Stolen, Donation, Horse, Cattle, Livestock, Capital, Attractive | Capital Asset Management | Staff, Faculty |
| Cash & Check Movement and Remission of Deposits | Banking & Merchant Services | Expense Refunds, Expense Refund Form, Special Situations | Cash and Checks | Staff, Faculty |
| Cash and Check Receipting | Banking & Merchant Services | Endorsement, Check Mail Logs, Receipts | Cash and Checks | Staff, Faculty |
| Cash Fund Management | Banking & Merchant Services | Accessing the Fund, Reconciliation, Theft or Loss | Cash Funds (Petty Cash and Change Funds) | Staff, Faculty |
| Cash Transfers (ONL) | General Accounting and Financial Reporting | Transfer Accounts Codes, Cash-Based Funds, Commitment Control (KK) | Journal Entries | Staff, Faculty |
| Changes to a Petty Cash or Change Fund | Banking & Merchant Services | Change to Existing Fund Form, Transferring Ownership | Cash Funds (Petty Cash and Change Funds) | Staff, Faculty |
| Chartfield Changes and Maintenance | General Accounting and Financial Reporting | Redefining Chartfields, New Department ID Request Form | Chartfields | Staff, Faculty |
| Closing or Extending a Study | Research Participant Payments | RPP, Reconciliation, Closing a Study Fund | Research Participant Payments | Staff, Faculty |
| Closing Petty Cash and Change Funds | Banking & Merchant Services | Deposit Transmittal, Change to Existing Fund Form | Cash Funds (Petty Cash and Change Funds) | Staff, Faculty |
| Completing Foreign Travel or Shipment Requests | Asset Management | Exporting, Off-Site Certification, Attractive Property, Capital Assets, Foreign, Travel, Export, Decal | Foreign Travel Requests | Staff, Faculty, University Componet Units |
| Completing Foreign Travel or Shipment Requests | Travel | Capital Assets, Attractive Property, Export Control Classification Number (ECCN) | International Travel | Staff, Faculty |
| Construction | Procurement Services | University of Florida Project Number, Performance and Payment Bonds, Building Projects | Construction | Staff, Faculty |
| Contributions to Charitable or Political Organizations | Disbursements | Donation, Membership Fee | Expenditures | Staff, Faculty |
| Credit Card Equipment | Banking & Merchant Services | Accepting Credit Card Payments via e-Commerce, Terminal Troubleshooting | Merchant Services | Staff, Faculty |
| Debt Management | Office of the Controller | Planning, Issuance, Distribution of Proceeds, Guidelines | Managing Debt | Staff, University Affiliates |
| Decaling and Maintaining Capital Assets | Asset Management | Safeguarding, Subcontractor Controlled Equipment, Government Owned Equipment, Decal, Tag, Inventory, Capital | Capital Asset Management | Staff, Faculty, Suppliers |
| Decaling and Maintaining Federal Property | Asset Management | Off-Site Certification, Safeguarding Capital Assets, Government Owned Equipment, Federal, Grant, Contract, Decal, Tag | Federal Property Management | Staff, Faculty |
| Deposit Corrections and Deletions | Banking & Merchant Services | UF HR Toolkit - Deposits, UF HR Toolkit - DPC journal entry | Deposits | Staff |
| Direct Deposit - Amount Account(s) | Payroll Services | Balance Accounts, Secondary Accounts, Payroll Multiple Direct Deposits | Direct Deposit | Staff, Faculty |
| Direct Deposit - Balance or Primary Account | Payroll Services | Changing Direct Deposit, New Hire, Payroll Direct Deposits, Entering Banking Information | Direct Deposit | Staff, Faculty |
| Disposing of Attractive Property | Asset Management | Request for Disposal, Attractive Assets, UF Surplus, Donate, Sale/Sell, Lost | Asset Relocations, Transfer, and Dispositions | Staff, Faculty |
| Disposing of Capital Assets | Asset Management | Disposal Request, UF Surplus, Capital Assets, Disposals, Departing PI, Sale/Sell, Donate, Lost | Asset Relocations, Transfer, and Dispositions | Staff, Faculty |
| Disposing of Federal Property | Asset Management | Sale, Donation, Federal, Government, Award, Contract, Grant, Disposition | Asset Relocations, Transfer, and Dispositions | Staff, Faculty |
| Documenting Petty Cash Fund Purchases | Banking & Merchant Services | Cash Fund Activity Log, Custodian, PCARD Replacement Receipt Form | Cash Funds (Petty Cash and Change Funds) | Staff, Faculty |
| Donation of Surplus Property | Asset Management | Tax-Exempt Form, Furniture, Equipment, Organization’s Consumer Certificate of Exemption (DR-14) , Non-profit donations | UF Surplus | Staff, Faculty |
| Educational Courses | Disbursements | Training, Employee Job Duties | Expenditures | Staff, Faculty |
| Electronic Media Disposal | Asset Management | Disposal Service, Policy, Sanitization Standard, Hard Drive, Electronic Meda | UF Surplus | Staff, Faculty |
| Emergency Payroll Checks | Payroll Services | Off-Cycle Request, Instructions to Import Payroll Calendar, Distribution, Missing Pay, Submit Emergency Check | Special Payroll Situations | Staff, Faculty |
| Employee Achievement Awards, Gifts, and Prizes | Tax Services | gift, prize, award, auction, cash, gift card, appreciation, service, years, miscellaneous taxable income, MTI | Employee Tax Compliance | Students, Staff, Faculty |
| Employer-Provided Educational Assistance – UF Employee Education Program (EEP) | Tax Services | tuition, waiver, educational, assistance, EEP, miscellaneous taxable income, MTI, course, credit hour | Employee Tax Compliance | Faculty, Staff |
| Ensuring Employees are Paid Properly | Payroll Services | Payroll, Approval, Timely Payment, Paylists | Time and Labor | Staff, Faculty |
| Entertainment & Business Meals Directive | Travel | Travel, Holiday, Staff Events, Alcohol, Guests, Alumni | Expenditures | Staff, Faculty, Guests |
| Equipment Leases | Disbursements | Encumbered Payments, Monthly Installments, Quarterly Installments | Expenditures | Staff, Faculty |
| Establment and Approval of Bank Accounts | Banking & Merchant Services | Compliance from University Departments, Tax ID Number | Bank Accounts | Staff, Faculty |
| Expenditures Involving Personally Identifiable Health Information (PHI) | Disbursements | Electronically Submitted Invoices, Invoice Rules, Health Science Center | Expenditures | Suppliers, Staff, Faculty |
| Expense Corrections (E2E) | General Accounting and Financial Reporting | Chartfield Error, Prior Fiscal Year Expense Corrections, Journal, Move, Fund, Source, E2E | Journal Entries | Staff, Faculty |
| Expenses Refunds, Revenue Refunds, and Credit Memos | Disbursements | Money Received From Suppliers, Chartfield of Origin | Payments | Staff, Faculty, Suppliers |
| Foreign Honoraria | Payroll Services | NRA, W-8BEN | Payments to Foreign Nationals or Nonresident Aliens (NRAs) | Guests |
| Foreign Suppliers | Payroll Services | International Suppliers, Tax Withholding, Disbursements, Form W-8BEN | Payments to Foreign Nationals or Nonresident Aliens (NRAs) | Suppliers |
| Foreign Visiting Traveler Payments | Travel | Guest Travelers, Travel Office, International Guest Travel Payment Form | International Travel | Guests, Faculty, Staff |
| Furniture | Disbursements | Procurement Website, Purchase | Expenditures | Staff, Faculty |
| General Reimbursement | Procurement Services | Reimbursement, Allowable Reimbursement, NOT allowable reimbursement | General Reimbursement | Staff, Faculty, University Component Units, Volunteers |
| Gifts | Disbursements | Employees, Research Participant Payments (RPP), Form 1099, Protocol | Expenditures | Staff, Faculty |
| Guidelines for Certain Types of Purchases | Procurement Services | Equipment on Temporary Trial/Loan Basis, Maintenance or Service Agreement, Contractual Services, Office Furniture, Trade in of University Owned Property, Motor Vehicles, Hazardous Materials | Guidelines for Certain Types of Purchases | Staff, Faculty |
| Guidelines for Use of Survey Companies | Research Participant Payments | Survey Procedures | Research Participant Payments | Staff, Faculty |
| Handling a Data Breach | Banking & Merchant Services | Digital Forensics Examination Form, UFIT Service Catalog, Service Set Identifier(SSID), Wireless Access Point (WAP) | Merchant Services | Staff, Faculty, Suppliers |
| Honoraria | Disbursements | Token Payments, Rules | Expenditures | Staff, Faculty |
| Housing Minor Construction Projects | Construction Accounting | Timeline, Housing Project | Initiating Minor Construction Projects | Staff |
| Identifying, Decaling and Maintaining Attractive Property | Asset Management | Custodian, Mandatory Tracking of Attractive Property, Safeguarding Assets, Off-Site Property, Vehicles, Decals, Hard Drives | Attractive Property Management | Staff, Faculty |
| IFAS Minor Construction Projects | Construction Accounting | Timeline, IFAS Project | Initiating Minor Construction Projects | Staff |
| Independent Contractors | Payroll Services | Supplier Tax Information Form, IRS Exempt Organizations, Disbursements Contact Form | Payroll Tax | Suppliers, Staff, Faculty |
| Internal Loan Guidelines | University Treasurer's Office | Internal Loan, Bridge Financing | Internal Loans | Staff, Faculty |
| Internal Sales and Billing (E2R and ISP) | General Accounting and Financial Reporting | Fee-for-Service Educational Activity(FSEA), Sale of Goods/Services, Journal, Expense, Revenue, E2R, ISP | Journal Entries | Staff, Faculty |
| Introduction and Contact Information | Procurement Services | University Procurement Services, Procurement Definition, Committing Funds | Introduction and Contact Information | Staff, Faculty |
| Investments | University's Treasurer's Office | Interest Bearing Account, Monthly Interest Distributions, Excess Cash, Adaquate Cash Balance | Investments | Staff, University Component Units |
| Invoice Submission | Disbursements | myUFMarketplace, Directions, Transaction Authorization Form | Payments | Staff, Faculty, Suppliers |
| Journal Corrections | General Accounting and Financial Reporting | Deposit Chartfield, Deposit Correction, DPC, Deposit Error, Journal, Account, Fund, Program Code, SOF, Source of Funds, Department, Project, Correct | Journal Entries | Staff, Faculty |
| Journal Entry for Payroll Cost Corrections | Payroll Services | Retros, UFLOR General Ledger (Actuals) Journal Entry Template, Fringe Benefit Pool (FBP), Payroll Journal Entry, Payroll Correction Journal, Grant Payroll Correction Journal | Payroll Cost Corrections | Staff, Faculty |
| Journal Upload | General Accounting and Financial Reporting | UFLOR General Ledger (Actuals) Journal Entry Template, General Ledger (Actuals) Journal Upload Workbook and Macros, Spreadsheet | Journal Entries | Staff, Faculty |
| Keeping Data Safe - Processing and Collection | Banking & Merchant Services | Payment Card Industry Data Security Standard (PCI DSS), Separation of Duties, Departmental Deposits, Credit Card Equipment | Merchant Services | Staff, Faculty, Suppliers |
| Keeping Data Safe - Storage and Destruction | Banking & Merchant Services | Encrypted, Truncated, Portable Electronic Media Devices | Merchant Services | Staff, Faculty, Suppliers |
| Leases | Procurement Services | Approval, Submitting Lease Information, Three Lease Types, Consolidated Equipment Financing Program, Real Property Leases | Leases | Staff, Faculty |
| Lobbyist | Disbursements | Payments, Restrictions, Employees | Expenditures | Staff, Faculty |
| Maintaining the Supplier File | Disbursements | Supplier Portal, Payment Terms, W-9, Tax Information Form | Suppliers | Staff, Faculty, Suppliers |
| Making a Purchase | Procurement Services | Requisition to Purchase, Amount Only Purchase Orders, Change Request, Claims for Loss or Damage, Right of Refusal | Making a Purchase | Staff, Faculty |
| Making and Recording RPP Payments | Research Participant Payments | NonResident Alien Payments, Custodian Requirements, Receipt Requirements | Research Participant Payments | Staff, Faculty |
| Memberships | Disbursements | Institution, Individuals, Rules, Statuatory Duties | Expenditures | Staff, Faculty |
| Monetary Levels and Limits | Procurement Services | Purchases with terms, purchase protocol, pricing rules | Monetary Levels and Limits | Staff, Faculty |
| Moving Expenses | Disbursements | Packing, Shipping, Storage Cost | Expenditures | Staff, Faculty |
| myUf Marketplace Business Purpose | Disbursements | Reason for Transaction, Guidelines | myUf Marketplace | Suppliers, University Component Units, Staff, Faculty |
| Non-Resident Alien Payments (NRA - Individuals or Corporations) | Disbursements | Payroll, Encumbered Disbursement | Expenditures | Staff, Faculty |
| Obtaining a Petty Cash or Change Fund | Banking & Merchant Services | Request for New Fund Form, Stewardship of Investments | Cash Funds (Petty Cash and Change Funds) | Staff, Faculty |
| Obtaining or Transferring a License Plate or Title for a University Vehicle | Asset Management | Motor Pool, DMV, FAA, Vehicle, Plate, Tag, Title, Registration, License, Procurement | Vehicle Tags, Titles, Tolls, and Use | Staff, Faculty |
| Off-Site Certifications for Captial Assets and Attractive Property | Asset Management | Custodians, Decal Number, Off-Site, Removing Asset from UF Facilitiy | Off Site Certifications | Staff, Faculty |
| Outgoing Wire Payments | Banking & Merchant Services | Form, Disbursing Funds, Finance Hub | ACH, EFT, and Wires | Staff, Faculty |
| Overview | Procurement Services | University Traveler, Official Business Purpose, Compliance, Roles and Responsibilties, Delegate, Supervisors | Overview | Staff, Faculty, University Component Units, Volunteers |
| Overview of RPP | Research Participant Payments | Custodian, Compliance, RPP Procedures | Research Participant Payments | Staff, Faculty |
| Participation in Component Unit Investments | University's Treasurer's Office | Direct Support Organizations (DSOs), Safety of Capital, Excess Cash Investments | Investments | Staff, University Component Units |
| Paying an Invoice | Disbursements | Receipt of Goods and Services, Procedures for Encumbered Disbursements, Unencumbered Disbursements, Invoice Containing Personal Health Information, One Time Payments | Payments | Staff, Faculty, Suppliers |
| Payment Card Industry Data Security Standard (PCI DSS) | Banking & Merchant Services | UF Merchant Policy, Internal Control Checklist, Cardholder Information | Merchant Services | Staff, Faculty |
| Payments and Cancellations | Disbursements | Checks, Bankwires, Voids, Stop Payment | Payments | Staff, Faculty, Suppliers |
| Payments to Foreign Entertainers | Payroll Services | Foreign Payments, Central Witholding Agreements | Payments to Foreign Nationals or Nonresident Aliens (NRAs) | Suppliers, Guests |
| Payments to Research Participants | Disbursements | Human Subjects, Experiment Subjects Pay Regulations | Expenditures | Staff, Faculty |
| Payments with Component Unit Moneys - Foundation, Academic Enrichment Fund, and FCPA (Florida Clinical Practice Association) | Disbursements | DSO Funds, DSO Requirements | Expenditures | Staff, Faculty, University Component Units (DSOs) |
| Payroll Cost Correction - "Retros" (Payroll Cost Transfers) | Payroll Services | Fringe Benefits, Sponsored Projects, Cross-College, Payroll Cost Corrections, Payroll Expense Reallocation, Distribution Retro Request | Payroll Cost Corrections | Staff, Faculty |
| Payroll Distributions - Creating and Editing | Payroll Services | Grant, New Hire, Employee, Salaries, Entering Distributions, Cross-College Distributions | Payroll Distributions | Staff, Faculty |
| Payroll Distributions - Fiscal Year-End Rollover | Payroll Services | Employee DBTs, Salaries, Payroll Cost Transfer, Distribution Year End Procedures | Payroll Distributions | Staff, Faculty |
| PCI DSS Self-Assessment Questionnaire | Banking & Merchant Services | Credit Card Merchants, Outsourcing Card Processing to Third Party Vendors, Instruction Guide, PCI Security Standards Council | Merchant Services | Staff, Suppliers |
| Perquisites | Disbursements | Sale of Goods and Services to Staff, Form HR-400 | Expenditures | Staff, Faculty |
| Planning, Design and Construction (PDC) Minor Construction Projects | Construction Accounting | Timeline, Request System, Create Project, Closeout | Initiating Minor Construction Projects | Staff |
| Pooled Fringe Benefit Rates | Payroll Services | pooled, fringe, benefits, rate, assessment | Payroll Costing | Students, Staff, Faculty |
| Processing a Journal Entry | General Accounting and Financial Reporting | Internal Business Transactions, E2E, E2R, DPC, ONL | Journal Entries | Staff, Faculty |
| Promotional Items | Disbursements | Payment Rules, Requirements | Expenditures | Staff, Faculty |
| Prompt Payments and Payment Terms | Disbursements | Supplier Terms, Timing, Dates, Policy | Payments | Staff, Faculty, Suppliers |
| Public Sale | Asset Management | Auction, By Now, Public Surplus, GovDeals | UF Surplus | Staff, Faculty, Public |
| Quarterly and Annual Monitoring Requirements | Banking & Merchant Services | UF Credit Card Merchant, Processes, UF Credit Card Merchant Policy | Merchant Services | Staff, Faculty |
| Receiving ACH/EFT and Wires | Banking & Merchant Services | Duplicate or Erroneous Payments, Recording Payments in myUFL | ACH, EFT, and Wires | Staff, Faculty |
| Receiving Reimbursement for Moving Expenses | Payroll Services | Flat Allowance Payment, Amount of Expenses Incurred, Reimbursement, Move, Moving, Taxable | Payroll Tax | Staff, Faculty |
| Recording ACH, EFT and Wire Deposits in myUFL | Banking & Merchant Services | Deposit Transaction, UF HR Toolkit - Deposits, Deposit Transmittal, EFT/ACH/Wire Log, Request for Incoming ACH/EFT and Wire Payments | Deposits | Staff |
| Recording Cash and Check Deposits in myUFL | Banking & Merchant Services | Remission, Movement of Cash and Check, Deposit Transaction, Expense Refund Form | Deposits | Staff |
| Recording Credit Card Settlements in myUFL | Banking & Merchant Services | Guidelines, Payment ID, Departmental Deposit, Credit Card, Debit Card | Deposits | Staff |
| Records and Reports for Federal Property | Asset Management | Asset Management, Reporting, Federal, Contract, Grant, Property Report, Government | Federal Property Management | Staff, Faculty |
| Relocating Capital Assets and Attractive Property | Asset Management | Tracking, Location, Foreign Travel, Off-Site Certification, Transfer | Asset Relocations, Transfer, and Dispositions | Staff, Faculty |
| Request for Incoming ACH/EFT and Wire Payments | Banking & Merchant Services | Bank Service Fees, OFAC Sanctions List, Request Form | ACH, EFT, and Wires | Staff, Faculty |
| Requesting Combination Codes | General Accounting and Financial Reporting | Cost Center, Required Chartfield by Fund | Combination Codes | Staff, Faculty |
| Required Chartfields | General Accounting and Financial Reporting | Fund, Required Chartfield by Fund Spreadsheet, UF HR Toolkit - Chartfields | Chartfields | Staff, Faculty |
| Required Supplier Forms | Disbursements | Businesses, Consultants, Individuals using SSN, Wireless Device Allowances, Refunds | Suppliers | Suppliers |
| Requirements for Payments to Foreign National, Nonresident Aliens (NRAs) | Payroll Services | Contractor, Honorarium, Tax Information Form | Payments to Foreign Nationals or Nonresident Aliens (NRAs) | Suppliers, Guests, Staff, Faculty |
| Research Participant Payments to Foreign Nationals | Payroll Services | Tax Withholding, Form W-8BEN, Instruction Guide | Payments to Foreign Nationals or Nonresident Aliens (NRAs) | Suppliers, Guests, Staff, Faculty |
| Returned Checks and Electronic Checks, ACH and EFTs | Banking & Merchant Services | Tuition or Non-Tuition Charges, Bursar Returned Payments | Cash and Checks | Staff, Faculty, Students |
| Review and Unannounced Counts of Petty Cash and Change Funds | Banking & Merchant Services | Cash Count Sheet, Cash Fund Management | Cash Funds (Petty Cash and Change Funds) | Staff, Faculty |
| RPP Study Fund Management | Research Participant Payments | Stewardship, Safeguarding Funds, Custodian Agreement & Acknowledgement | Research Participant Payments | Staff, Faculty |
| Sales Tax | Disbursements | State of Florida Sales, University Sales | Expenditures | Staff, Faculty |
| Special Considerations | Procurement Services | Funding Source Restrictions, Sponsored Project Funding, DSOs, International Travel, Cancelled Travel, Risk Management | Special Considerations | Staff, Faculty, University Component Units, Volunteers |
| Standard Control Procedures | Office of the Controller | Internal Control Principles, Asset Security, Authorizations, Approvals, Cash and Check Collections, Documentation, Reconciliation, Payroll, Separation of Duties, Telecommunications, Office of Internal Audit | Internal Controls | Staff, Faculty |
| Student Accounts Receivable | Bursar | Fee Management, Past Due Accounts | Bursar | Students, Staff, Faculty |
| Student Exemption for Social Security and Medicare Taxes (FICA) | Payroll Services | Foreign National Tax Information Form, Nonresident aliens, Student Workers, exempt | Payroll Tax | Students, Staff, Faculty |
| Supplier Discounts | Disbursements | Invoices, Terms, Payment | Payments | Staff, Faculty, Suppliers |
| Supporting a Journal Entry | General Accounting and Financial Reporting | Supporting Documentation, Cost Transfer Request Non-Payroll | Journal Entries | Staff, Faculty |
| Surplus Pick-Up Requests | Asset Management | Hazard Waste Disposal, Property Custodian, Prepartation of Item, Surplus Refrigerator Requirements, surplus Request | UF Surplus | Staff, Faculty |
| Tax Withholding for Payments to Foreign Nationals or Nonresident Aliens (NRA) | Payroll Services | U.S Tax Treaty Benefits, Exempt Status, Tax Information Form | Payments to Foreign Nationals or Nonresident Aliens (NRAs) | Suppliers, Guests, Staff, Faculty |
| Telecommunications | Disbursements | University-Owned Cell Phone, Device Requirements, Reimbursement | Expenditures | Staff, Faculty |
| Title and Ownership of Equipment | Asset Management | Title, Ownership, Federal, Grant, Contract | Capital Asset Management | Staff, Faculty |
| Tolls | Asset Management | Tolls, SunPass | Vehicle Tags, Titles, Tolls, and Use | Staff, Faculty |
| Transfer (Receive) Property from UF Surplus | Asset Management | Furniture, Medical Equipment, Technology, Vehicles, Swap, Surplus Online Shopping, | UF Surplus | Staff, Faculty, Suppliers |
| Transferring Ownership of Assets | Asset Management | State-Owned Equipment, Government-Owned Equipment, Transfers | Asset Relocations, Transfer, and Dispositions | Staff, Faculty |
| Travel Classifications | Procurement Services | Domestic Travel, International Travel, State of Florida Definitions, Personal Travel, Third Party Travel | Travel Classifications | Staff, Faculty, University Component Units, Volunteers |
| Travel Expense Reports | Procurement Services | Reimbursement Requests, Reciept, Expense Report | Travel Expense Reports | Staff, Faculty, University Component Units, Volunteers |
| Travel Expenses | Procurement Services | Airfare, First Class, Upgrade Accommodations, E-Credits, Ground Transportation, Lodging, Travel Meals, Reimbursement, Unallowable Expenses | Travel Expenses | Staff, Faculty, University Component Units, Volunteers |
| Travel Requests and Booking | Procurement Services | Travel Requests, Cash Advances, Cash Advance Request and Settlement, Booking Travel, Exceptions, Air Card, UF PCard | Travel Requests and Booking | Staff, Faculty, University Component Units, Volunteers |
| Traveler Types | Procurement Services | University Traveler, Faculty Travel, Business Travel, Student Travel, Presenters, Performers, Artists, Prospective Employees | Traveler Types | Staff, Faculty, University Component Units, Volunteers |
| Unauthorized Purchases | Procurement Services | Purchases for Individuals, Splitting of Orders, Personal Purchases, Purchase Order Confirmation | Unauthorized Purchases | Staff, Faculty |
| Uploading Supporting Documentation | Disbursements | Security Roles, MyUFMarketplace, PCARD Transactions, Travel Expense Reports | Supporting Documentation | Staff, Faculty, Suppliers |
| Viewing Supporting Documentation | Disbursements | Approved Transactions, Voucher, Security Roles | Supporting Documentation | Staff, Faculty |
| Voucher Corrections | Disbursements | Reversals, Payroll, Contact Form, Deletion, Unposting | Vouchers | Staff, Faculty, Suppliers |
| Voucher Entry Tips | Disbursements | Input, Procedures, Contact Form | Vouchers | Staff, Faculty, Suppliers |
| W-2 Information | Payroll Services | W-2, tax form, IRS, taxes, box, code, social security, oasdi, medicare, fica alternative, ficalt, 132, 125, 401(a) | Payroll Tax | Students, Staff, Faculty |
| Wage Overpayments | Payroll Services | ePAFs, Paylists, Additional Pay, Terminated Employee, Wage Overpayments, Payroll Corrections, Payroll Adjustments, Repayment Process | Special Payroll Situations | Staff, Faculty |