| 163 Fund Balance Review and Explanation Requirement Policy | CFO Office | Chartfield, Written Explanation, Plans to Spend, Current Fund/Flex Balance | Policy | Equipment Use Fees | Staff, Faculty |
| 1XXXXX- Assets | General Accounting and Financial Reporting | Assets specfication: Cash, Investments, Accounbts Recievavle and Alllowances for Uncollectable, Due From, Inventory, Other Assets, Noncurrent Loans Receivables and Investments, Deferred Outflows of Resources, Capital Assets, Depreciations | Resources | Finance and Accounting | Staff, Faculty |
| 2CFR200- Quick Reference Guide | Cost Analysis | 2 CFR 200, Direct Costs, Indirect Costs, Allocable, Reasonable, Necessary, Exceptions, Assigning Costs | Guidelines | Cost Applications | Staff, Faculty |
| 2XXXXX- Liabilities | General Accounting and Financial Reporting | Liabilities Specification: Accounts Payable and Accrued Liabilities, Deposits Held in Trust, Due To Other Funds, Payroll Liabilities, Unearned Revenues, Long-Term Liabilities, NONCURRENT LIABILITIES | Resources | Finance and Accounting | Staff, Faculty |
| 4XXXXX- Operating Revenues | General Accounting and Financial Reporting | Operating Revenues Specification: Student Tuition and Fees, Federal/State Grants and Contracts, Nongovernmental Grants and Contracts, Sales and Services – Auxiliary Operations, Interest on Loans/Notes Receivable, Other Operating Revenues, Revenue Refunds, Revenue Remittance | Resources | Finance and Accounting | Staff, Faculty |
| 5XXXXX- Non-Operating Revenues | General Accounting and Financial Reporting | Non-operating Revenues Specification: Appropriations, Interest Incomes and Cancellations, Other Non-Operating Revenues, Transfer Revenues, | Resources | Finance and Accounting | Staff, Faculty |
| 6XXXXX- Operating Expenses- Payroll | General Accounting and Financial Reporting | Operating Expense Payroll Specification: Personnel Services, | Resources | Finance and Accounting | Staff, Faculty |
| 7XXXXX- Operating Expenses- Non-Payroll | General Accounting and Financial Reporting | Operating Expense - Non Payroll Specfication: Services, Utilities and Communications, Materials and Supplies, Repairs and Maintenance, Scholarships, Fellowships and Student Loans, Loan Cancellation and Receivables Write Off, Travel Expenses, Capital Asset, Purchases, Other Operating Expenses | Resources | Finance and Accounting | Staff, Faculty |
| 8XXXXX- Non-Operating Expenses | General Accounting and Financial Reporting | Non-Operating Expenses Specification: Transfer Expenses, Expenses related to Long-Term Debt, Capital Contribution Refunds, Bad Debt Expenses, Investment Expenses, Other Non-Operating Expenses | Resources | Finance and Accounting | Staff, Faculty |
| Academic Activity Reporting Contact List | Cost Analysis | DeptID, Department, Academic Activity, Reporting Contact List | List | Reporting Contact List | Staff, Faculty |
| Account Use by Fund | General Accounting and Financial Reporting | Guide to track allowable fund and account combinations | Resources | Finance and Accounting | Staff, Faculty |
| ACH- Wire Request Form | Banking and Merchant Services | Incoming Bank ACH/WIRE/EFT, Banking and Merchant Services, Contact Information, Fund Code Used, Treasury Management | Form | Banking | Staff, Faculty |
| Act as a Delegate Approver | Travel | UF Go via one.uf, myufl, or SAP concur mobile app | Resources | Delegate Approver | Supervisors, Financial Approvers |
| Activate E-Receipts | Travel | Available Expenses, a ONE.UF, myUFL, Concur website or the SAP Concur mobile app | Resources | E-RECEIPT ACTIVATION | Staff, Faculty |
| Add Ad-Hoc Approver | Travel | Travel Request, UF GO Travel and Pcard, User-Added Approver field | Resources | Add Ad-Hoc Approver | Supervisors, Financial Approvers |
| Add an Attachment to Budget Transfers | General Accounting and Financial Reporting | Add and Delete Attachments to Buget Transfers | Resources | Finance and Accounting | Staff, Faculty |
| Add- Delete an Attachment | General Accounting and Financial Reporting | Add and Delete Attachments to Jornal Entries | Resources | Finance and Accounting | Staff, Faculty |
| Affidavit for Duplicate Check (Vendor/Travel) | Disbursements | Duplicate Check, Disbursement Services, Claimant, Stolen or Duplicate Check | Form | Disbursement Services | Staff, Faculty |
| Affidavit for Duplicate Check Form- Payroll | Payroll Services | Check Claiming, Replacement Check, Payroll, Duplicate Check Request | Form | Checks | Staff, Faculty |
| Agency Request Authorization | General Accounting and Financial Reporting | Agency Request Authorization, Source and Intended Use of Funds, Purpose, Relationship, Approval | Form | Finance and Accounting | Staff, Faculty |
| Allowable PeopleSoft Accounts | CFO Office | Account Usage, Account Codes, Explanation of Account Code | Guidelines | Material & Supply Fees | Staff, Faculty |
| Allowable PeopleSoft Accounts | CFO Office | Account Usage, Account Codes, Explanation of Account Code | Guidelines | Equipment Use Fees | Staff, Faculty |
| Alternate Check Delivery | Disbursements | Alternate Check Delivery, Voucher Number, Expense Report, Delivery Address | Form | Check/Cash | Staff, Faculty |
| Applicable Tax Codes | Payroll Services | Tax Class, Witholding, 1042, Non-resident Alien, Tax Descriptions | Resource | Tax Codes | Staff, Faculty |
| Application for IRS Individual Taxpayer Identification Number (IRS W-7) | Payroll Services | IRS Individual Taxpayer Identification, ITIN, IRS W-7 Form | Form | IRS | Staff, Faculty |
| ATM Fees for Visa Prepaid Debit Cards | Research Participant Payments | Visa Prepaid Debit Cards Fees Schedule, ATM Fees, Research Participant Payments | Resources | ATM Fees for Visa Prepaid Debit Cards | Staff, Faculty |
| Bank Wire Form | Disbursements | Bank Wires, Wire Date, Account Holder, Department ID, Bank Account Number | Form | Banking | Staff, Faculty |
| Bank Wire Form- Incoming | Banking and Merchant Services | Banking and Merchant Services, Fund Code Used, Treasury Management, Request, Incoming Bank ACH/WIRE/EFT | Form | Banking | Staff, Faculty |
| Bank Wire Form-Outgoing (pdf) | Banking and Merchant Services | Bank Wires, Banking and Merchant Services, Outgoing | Form | Banking | Staff, Faculty |
| Board of Trustees Construction Policy | Construction Accounting | Qualifications, Professional Consultants, Construction Managers, Design, Builders, Selection Criteria | Guidelines | Construction Policy | Staff |
| BOT Guiding Principles of Financial Management | CFO Office | Maintain Accounting Records, Provide Accurate Reporting, Appropriate Levels of Financial Transaction Review and Approval | Guidelines | Internal Controls | Staff, Faculty, Component Units |
| BOT Internal Control Principles | CFO Office | Audit Activity, Managing Operations, Practical Controlling Process | Guidelines | Internal Controls | Staff, Faculty, Component Units |
| Cash Fund Activity Log | Banking and Merchant Services | Cash Fund Activity Log, Payee, Custodian, Expense Description | Form/Log | Cash | Staff, Faculty |
| Cell Phone Usage Log | Disbursements | Cell Phone Usage, Purpose, Business Call, Personal Call, Designated Approver, In and out call | Form | Cell Usage | Staff, Faculty |
| Cell Phone/Similar Wireless Reimbursement Request Form | Disbursements | Reimbursement Request, Cell Phone Devices, Monthly Reimbursement, Purchase Reimbursement | Form | Reimbursement | Staff, Faculty |
| Central Witholding Agreements | Payroll Services | Nonresident Academic Activity, Visitor Form, Honoraria and Incidental Expense Payment | Letter/Certification | Nonresident Activity | Guests |
| Change the Journal Date | General Accounting and Financial Reporting | How to Change the Journal Date | Resources | Finance and Accounting | Staff, Faculty |
| Change to Exisiting Fund Form | Banking and Merchant Services | Existing Fund, Petty Cash Fund, Change in Fund Location, Chartfield Information, Access to the Fund, Custodianship | Form | Cash | Staff, Faculty |
| Check Mail Log | Banking and Merchant Services | Received Log, Check Mail, Received date, Signature of Received by, Check Date | Form | Checks | Staff, Faculty |
| Check-Advice Cancellation Form *can't access this form (Payroll Dept only) | Payroll Services | Wage Overpayment, Employee Termination, Check Recall | Form | Salary Payments | Staff, Faculty |
| College-VP Area Level Office Staff List | Payroll Services | College Processors, VP Processors, College Department IDS | Resource | Staff Directory | Staff, Faculty |
| Color of Money Quick Guide | Office of the Controller | Color of Money, Exceptions by fund, Funds, Allowable | Guidelines | Funds and their appropriate usage | Staff, Faculty |
| Combination Code Request Form | General Accounting and Financial Reporting | Combination Code, GAFR, Source of Funds, College or Unit, Chartfield Liaison | Form | Finance and Accounting | Staff, Faculty |
| Component Unit Annual Financial Reports | General Accounting and Financial Reporting | Component Unit Annual Financial Reports, Last Five Years of Financial Reports per Component Unit | Reports | Finance and Accounting | Staff, Interested Parties |
| Concession Fund Requisition for Payment | Disbursements | Reimbursement Request, Concession Fund Allocation, Expenditures, Benefit, Vendor | Form | Fund Requisition | Staff, Faculty |
| Construction Purchase Order Change Request | Disbursements | Item Line Number, Construction Accounting, Purchase Order Change Request, Department Name | Form | Construction Accounting | Staff, Faculty |
| Consumer 's Certificate of Exemption- Sales Tax Exemption Certificate | Disbursements | Exempt Organizations, Exemption Category, Certificate Number | Resources | Certificate of Exemption | Staff, Faculty |
| Cost Transfer Request Non-Payroll | General Accounting and Financial Reporting | Journal Entry #, Cost Transfer Request (Non-Payroll), Cost Center Transfer, Proposed Receiving Project, Extenuating Circumstances, Corrective Action | Form | Finance and Accounting | Staff, Faculty |
| Cost Transfer Request: Payroll | Payroll Services | Expense Transfer, Cost Center Change, Project Proposal | Form | Cost Transfer | Staff, Faculty |
| Cost Transfers Inolving Sponsored Projects | Payroll Services | Appropriate charges, Project Management, Cost Transfer Documentation, Cost Transfer Criteria | Resource/Guidelines | Cost Transfer | Staff, Faculty |
| Course Fees Toolkit | CFO Office | Instruction Guide, Section Exclusion, Distance Learning Fees | Toolkit | Material & Supply and Equipment | Staff, Faculty |
| Creating a General Reimbursement Expense Report | Travel | Create General Riebursement Expense Report | Resources | Create and Submit a General Reiembursement Expense Report | Staff, Shared Service Center |
| Creating a Non-Purchase Order Invoice | Disbursements | Creating a Non-Purchase Order Invoice, Navigation, Process, Simple Manual Entry, Buyer Invoice Tab, Payment Justification | Guidelines | myUF Marketplace | Staff, Faculty |
| Creating a PCard Expense Report | Travel | Create Expense Report, UFLOR PCARD, Report Decription, Missing Reciepts | Resources | Creating and Submit Pcard Only (Non-Travel) Expense Report | Staff, Shared Service Center |
| Creating an Invoice from a Purchase Order | Disbursements | Creating an Invoice from a Purchase Order, MyUF Marketplace, My Self Service, Simple Manual Entry, Buyer Invoice | Guidelines | myUF Marketplace | Staff, Faculty |
| Custodian Agreement & Acknowledgement | Research Participant Payments | HSP Custodian Agreement, Custodian Acknowlegement, Securing Pyaments, Managing and Recording Payments | Resources | Custodian Acknowledgement | Staff, Faculty |
| Department ID myUF Marketplace Authorized Approver Form for Requisitions and Invoices | Disbursements | Authorized Approver Request Form, Requisition Financial Approver, Invoice Approver, Dean Approval, myUF Marketplace | Form | myUF Marketplace | Staff, Faculty |
| Dept ID Request | Auxiliary Accounting | Department ID Request, DeptID, Chartfields, Creation, Combination, Code | Form | Department Modifications | Staff, Faculty |
| DeptFlex Request | General Accounting and Financial Reporting | DeptFlex Field, Chartfield Values, Flex Codes, Chartfield Liaison, People Soft | Form | Finance and Accounting | Staff, Faculty |
| Development Guidelines | CFO Office | Per Credit Hour Fees, Auditable Records, Calculation of Fees, Spending Rules, Addition/Revision of Use Fee | Guidelines | Equipment Use Fees | Staff, Faculty |
| Direct Deposit Authorization | Payroll Services | Bank Information, Outgoing Payments, Wages, Account Number, Routing Number, New Employee Information | Form | Salary Payments | Staff, Faculty |
| Direct Deposit Student Enrollment Form | Bursar | Direct Deposit Authorization, Enrollment, Tuition Payment, Bank Registration | Form | Direct Deposit | Staff, Students |
| Disclosure of Outside Activities and Financial Interests Form | Disbursements | Outside Activities and Interest Form, Time Commitment, Conflicts of Commitment, Conflicts of Interest | Form | Financials | Staff, Faculty |
| Download the Concur Mobile App | Travel | SAP Concur mobile app, LINK AND REGISTRATION, | Resources | UF GO MOBILE APP | Staff, Faculty |
| DR-13 (2024) | Tax Services | Resale Certificate, Sales Tax, Discretionary Sales Surtax, Purchase of Taxacle Property | Resources | Florida Annual Resale Certificate fo Sales Tax | Staff, Faculty |
| DR-13 (2025) | Tax Services | Resale Certificate, Sales Tax, Discretionary Sales Surtax, Purchase of Taxacle Property | Resources | Florida Annual Resale Certificate fo Sales Tax | Staff, Faculty |
| DR-14 | Tax Services | Consumer's Certificate of Exemption, Tax-Exempt Purchases, Taxable Transaction | Resources | Florida Department of Revenue Consumr's Certificate of Exemption | Staff, Faculty, Component Units |
| E2E Transaction Authorization | Construction Accounting | E2E Transaction, E2E Construction, Unencumbered Transaction, Encumbered Transaction, No Supporting Documentation | Form | E2E Transactions | Staff |
| eCommerce Application for Credit Card Transactions | Banking and Merchant Services | Treaury Management, Planned Business Processes, Payment Card Operations, Contact Information, Implementation | Form | Treasury | Staff, Faculty |
| eCommerce Credit Card Refund | Banking and Merchant Services | E-Commerce Refunds, IPAY DOC, Payment Card Operations, Credit Card Refund | Form | eCommerce | Staff, Faculty |
| Effort Guidance for Paid Leave of Absence Including FMLA | Cost Analysis | Effort Guidance, Paid Leave of Absence, Directives and Procedures, Payroll | Guidelines | Guidance for Paid Leave | Staff, Faculty |
| EFT-ACH-Wires Log | Banking and Merchant Services | EFT Transactions, ACH Transactions, Wire Transactions | List/Log | ACH/Wire Accounts | Staff, Faculty |
| Emergency Check Request Form (employees only?) | Payroll Services | Department Employees, Wage Underpayment, Payroll Mistakes | Form | Salary Payments | Staff, Faculty |
| Employment Eligibility Verification (USCIS Form I-9) | Payroll Services | U.S. Citizenship Verification, Form I-9, Employment Identity Documentation | Form | Employment Authorization/Identification | Staff, Faculty |
| Equipment Loan Form | Disbursements | Equipment Loan Form, Loaner Company Name, Sales Representative, item/make/model/serial number | Form | Equipment | Staff, Faculty |
| Equipment Management Policy | CFO Office | Non-Capital Equipment, Department Tracking, Inventory, Database | Policy | Equipment Use Fees | Staff, Faculty |
| Equipment Use Fund 163 Annual Balance Review and Explanation | CFO Office | Intent to Purchase, Course Description, Associated Flex | Form | Equipment Use Fees | Staff, Faculty |
| E-Receipt Activation | Travel | Homepage Dashboard, Technical Issues, Travel Policies and Directives, PCard Policies & Questions | Resources | UF GO Travel & PCard System | Staff, Faculty |
| Establishment of New Scholarship or Grant Program for Department | Bursar | Financial Aid, Grant Program, New Scholarship Establishment, Source of Funds | Form | Scholarship/Grants | Staff, Students, Faculty |
| Examples to Help with Choosing an Employee Job Record for AAR | Cost Analysis | Academic Activities Reporting, Institutional Base Salary, Toolkits, Record Number, Employee Job Record | Guidelines | Choosing an Employee Job Record | Staff, Faculty |
| Expense Refund | Disbursements | Expense Refund, Original Expense, Travel, Grant, Refund | Form | Expenses | Staff, Faculty |
| Expense Refund Form | Banking and Merchant Services | Grant Fund Expense Refunds, Travel Expense Refunds, Other Expense Refunds, Reimbursements | Form | Refunds | Staff, Faculty |
| Facilities and Administrative (Indirect) Cost Rates- Final Rate Agreement | Cost Analysis | Rate Agreement, Rate %, Indirect Cost Rates, Fringe Benefits, | Guidelines | Rate Agreements | Staff, Faculty |
| Financial Approver for a Travel Report | Travel | pending Travel Request or Expense Report (travel, PCard, general reimbursement), Individual Expenses, Receipt Image | Resources | Financial Approvers in UF GO | Supervisors, Financial Approvers |
| FL Department of Revenue- Tax Information Publication 18A01-14 Real Property | Auxiliary Accounting | Sales and Use tax, Commercial Real Property, Exempt, Collect Tax, Subleases, Tenants | Guidelines | Tax Report | Staff, Faculty |
| Florida Discretionary Sales Surtax Guide | Auxiliary Accounting | Discretionary Sales Surtax, Collection of Discretionary Sales Surtax, County Imposing Surtax, Sales Surtax Rates, Filing and Paying Tax | Guidelines | Tax Report | Staff, Faculty |
| Florida Discretionary Sales Surtax Rates Table | Auxiliary Accounting | Tax Category, Prior Year Tax Forms, Tax Data, Sales Surtax Rates Table | Guidelines | Tax Report | Staff, Faculty |
| Florida Economic and Demographic Research | CFO Office | Economic, Social Trends, Legistature, Policy Making, Revenue, Appropriations | Resource | Data Research | Staff, Faculty |
| Florida Prepaid Handout | Bursar | In State Tuition, Prepaid Plans, Florida Scholarships, Student Financial Aid, Undergraduate Tuition | Resource | Florida Prepaid | Staff, Students |
| Florida Prepaid Management Form | Bursar | Opting Out, Students, Credit Hour, Term | Form | Florida Prepaid | Students, Parents |
| Florida Prepaid Presentation | Bursar | Tuition & Fees, Prepaid Plan, In State Tuition, Florida Scholarships, Local Fees, Undergraduate Tuition | Resource | Florida Prepaid | Staff, Students |
| Foreign National Tax Information Form (FNIF) | Payroll Services | Foreign National Taxation, Tax Witholdings, FNIF, Changes in Employment | Form | Foreign Tax Policies | Staff, Faculty |
| Foreign Travel Equipment Authorization | Asset Management | Foreign Travel Requests, myAssets, Portal, Asset Certifications | Portal | Travel and Equipment | Staff, Faculty |
| Form SS-4 | Payroll Services | Employment Identification Number, Internal Revenue Services, Type of Entity | Form | Employment Authorization/Identification | Staff, Faculty |
| Form W2 Guidance for Former Employees | Payroll Services | Former Employees, myUFL W-2 consent, Electronic W-2, W-2 Mailing Address | Guideline | Payroll Forms/Form W-2 | Staff, Faculty |
| Former Employee Address Change Request Form | Payroll Services | Employee Address Change, W-2 Deliverance, Human Resource Services | Form | Employment Authorization/Identification | Staff, Faculty |
| Freon Form | Asset Management | Equipment Disposal Form, Asset Management, Refrigerant Recovery, Equipment, Model Number | Form | Equipment Use Form | Staff, Faculty |
| Fund Checkout Log | Banking and Merchant Services | Partial Fund Checkout, Petty Cash Fund, Off-site Allocation | Form/Log | Banking | Staff, Faculty |
| Fund Groups and Definitions | Construction Accounting | Current Funds, Loan Funds, Capital Projects Funds, Repairs and Replacement Funds, Capital Interest and Sinking Funds, Capital Assets, Agency Funds | Resource | Fund Groups | Staff |
| Gift Card Disbursement Log | Disbursements | Gift Card Disbursements, Research Participant, Department Name | Form | Disbursements | Staff, Faculty |
| Glossary of Banking Wire Terms | Banking and Merchant Services | Banking Wire Terms, IBAN vs. Swift Codes, Wire Vocabulary | Glossary | Banking | Staff, Faculty, Component Units |
| Gross-Up Worksheet | Payroll Services | Department Wage Allocation, Employee Payments, FICA Tax, Medi Tax, Withholding Tax, Gross Up Amount | Tool | Salary Payments | Staff, Faculty |
| How Does the Effort Report Receive Information | Cost Analysis | Effort Report, Job Information, Reporting System, Flow, Sponsored Project, Gross Payroll, Expected Effort, Actual Effort | Presentation | Effort Reporting | Staff, Faculty |
| HSC-PHI Voucher Cover Sheet | Disbursements | HSC-PHI Voucher, Department Invoice Number, Department Contact, Department Invoice Date | Form | Finance and Accounting | Staff, Faculty |
| IFAS Construction Project Request Form | Construction Accounting | New Construction Project, Renovation, Remodel, Project Request, IFAS | Form | New Construction/Renovation | Staff, Faculty |
| IFAS Facilities Planning & Operations | Construction Accounting | Contact Information, Work Orders, Warehouse Requision, Construction Project Request | Portal | UF/IFAS Facilities Operations | Staff, Component Units |
| Inaccessible Locations | Asset Management | Building, Building Name, Asset, Description | List | Assets | Staff, Faculty |
| Informed Consent Forms | Research Participant Payments | Informed Consent Forms with/without HIPPA, Alternate Signature Sections, by Instututional Review Board | Form | Informed Constent Forms | Staff, Faculty, Students |
| Instructions for Running Transaction Detail by Account Code Report | Asset Management | Transaction Detail, Accode Code Report, Enterprise Reporting, Department ID, Date Range, Description, Account | Report | Account Code Instructions | Staff, Faculty |
| Instructions to Import Payroll Calendar | Payroll Services | Pay Period, Time and Labor Reporting, Payroll Intervals | Resource/Guidelines | Payroll Calendar | Staff |
| Interest Allocation for Funds 162 and 163 Spending Guidelines | CFO Office | Supplies, Courses, Interest Allocation | Guidelines | Material & Supply and Equipment | Staff, Faculty |
| Internal Control Framework Key Terms | CFO Office | Control Environment, Risk Assessment, Control Activities, Information and Communication, Monitoring Activities | Resource | Internal Controls | Staff, Faculty, Component Units |
| Internal Controls Checklist | CFO Office | Checklist, Tool ,Review Controls, Due Diligence | Resource | Internal Controls | Staff, Faculty, Component Units |
| Invoice for Immigrant Petition for Alien Worker | Disbursements | Invoices, US Department of Homeland Security Invoices, US Citizenship and Immigration Services Invoices, Invoice number, Applicant, Beneficiary, Alien worker | Form | Invoices | Staff, Faculty |
| Invoice for Nonimmigrant Petition for Worker | Disbursements | Invoices, US Department of Homeland Security Invoices, US Citizenship and Immigration Services Invoices, Invoice number, Applicant, Beneficiary, non-immigrant worker | Form | Invoices | Staff, Faculty |
| IRS 1098-T Tuition Statement Paper Request Form | Bursar | Tax Info, Tuition, IRS | Form | Billing | Students, Parents |
| IRS Form W-4, Employee's Witholding Allowance Certificate | Payroll Services | Income Reporting, Tax Deductions, IRS Witholdings | Form | Federal Income Tax | Staff, Faculty |
| IRS Form W-8BEN for Individuals | Payroll Services | Foreign Status Identification, Individual Tax Witholding, Foreign Tax Reporting, Tax Treaty Benefits, Beneficial Owner | Form | Foreign Tax Policies | Staff, Faculty |
| IRS Form W-8BEN-E for Non-Individuals | Payroll Services | Foreign Entities, Tax Witholding, Beneficial Owner Status, Tax Treaty Benefits | Form | Foreign Tax Policies | Staff, Faculty |
| IRS Information Latter | Tax Services | Taxpayer, Governmental Units, Tax-Exempt Charitable Organizations | Resources | IRS general tax status information | Staff, Faculty |
| i-Service Desk | Construction Accounting | Inter-Residence Halls, Housing, Dorm Issues, Laundry Issues, Pest Control, Business Services, Maintenance Problems, Furniture Problems | Form | Maintenance Services | Staff, Students |
| Learning to Use Expense It (Upload Receipts) | Travel | ExpenseIt, iOS and Android system | Resources | SAP Concur | Staff, Faculty |
| Leave Cashout Process | Payroll Services | Unused Vacation Time, Former Employees, Cashout Process | Resource/Guidelines | Employee Leave Processes | Staff, Faculty |
| Letter of Acknowledgement Form (for Third-Party Sponsors) | Bursar | Third-Party Deferment, Sponsor Payments, Third- Party Acknowledgement | Form | Third-Party Sponsors | Staff, Students |
| List of Buildings not Owned or Leased by UF | Cost Analysis | Not Owned or Leased, Building, Building Name, Ownership, Budgetentity | List | Ownership of Buildings at UF | Staff, Faculty |
| Manage Delegates | Travel | Expense Report (travel, PCard, General Reimbursement), Book Travel | Resources | MANAGE DELEGATES | Staff, Faculty |
| Material & Supply and Equipment Use Fee - Dean Designee Form | CFO Office | Fees, Managing Course Fees, Training Course | Form | Material & Supply and Equipment | Staff, Faculty |
| Material & Supply Fee Request Form | CFO Office | Student Instructional Activities, Replacement, Repairs, Maintainence | Form | Material & Supply and Equipment | Staff, Faculty |
| Mobile and Desktop Scanning Deposit Check Retention Log | Banking and Merchant Services | Check Deposit, Check Scanning, Mobile Transactions, Digital Check Retention | Form/Log | Checks | Staff, Faculty |
| Name Change Request Form | Payroll Services | UF Business Name, Name Change, Social Security, Human Resources Request | Form | Employment Authorization/Identification | Staff, Faculty |
| New Department ID Request | General Accounting and Financial Reporting | New Department ID Files, Purpose of New Department ID, addition of New Department ID, New Combination Code | Form | Finance and Accounting | Staff, Faculty |
| New Fund Information- Change Fund | Banking and Merchant Services | Change Fund, New Fund Information, Fund Security, Treasury Management | Form | Treasury | Staff, Faculty |
| New Fund Information- Petty Cash | Banking and Merchant Services | Petty Cash Fund, New Fund Information, Fund Security, Treasury Management | Form | Treasury | Staff, Faculty |
| On-Cycle Adjustments Form (payroll processors only) | Payroll Services | Time and Labor, Time Adjustments, Employee Hours | Form | Payroll Adjustments/ Time Reporting | Staff |
| Over the Salary Cap Sponsors List | Cost Analysis | Sponsor ID, Sponsor Name, Sponsor Type, Salary Cap, OTC Sponsors, Cap Amount | List | Sponsors and Cap Amount | Staff, Faculty |
| Overpayments and Underpayments | Payroll Services | Overpayments, Underpayments, Exempt Employees, Termination | Resource | Salary Payments | Staff, Faculty |
| Payable Time Detail- Status of Pay | Payroll Services | Payable Time Detail, Status of Pay, NoPay TRC, Payroll Services | Resource | Payroll Approval | Staff, Faculty |
| Paycheck Deduction Codes | Payroll Services | Paycheck Deductions, Code Descriptions, Paycheck Codes | Resource | Deduction Codes | Staff, Faculty |
| Paycheck Earning Codes | Payroll Services | Paycheck Earnings, Code Descriptions, Paycheck Codes | Resource | Earnings Codes | Staff, Faculty |
| Payroll Calculator | Payroll Services | Combination Codes, Earnings Code, Salary Distribution, Pay Calculator | Tool | Payroll Distribution | Staff, Faculty |
| Payroll Calendar Schedule | Payroll Services | Payroll Schedule, Time Administration, Time & Labor, Payable Time, Paydays and Critical Datesss | Resource | Payroll Distribution | Staff, Faculty |
| Payroll Distribution/Retro Request Form | Payroll Services | Payroll Distribution, Cross-College Allocation, Retro Request | Form | Payroll Adjustments | Staff |
| Pcard Instruction Guide | Disbursements | Adding Images to Pcard Transactions, Procurement Card Transactions, Navigation, Process | Guidelines | PCard Use | Staff, Faculty |
| Pcard Replacement Receipt Form | Banking and Merchant Services | Pcard Replacement, Reciept, Invoice Unavailable, Cardholder | Form | PCard Use | Staff, Faculty |
| Planning, Design and Construction Project Request System | Construction Accounting | Universisty Construction Request, Renovation, Remodel, University Facility Project | Form | New Construction/Renovation | Staff, Faculty |
| Policy Guide | CFO Office | Lab Fees, Course Fees, Supplies, Course Proposals, Disbursement Requests | Guidelines | Material & Supply Fees | Staff, Faculty |
| Prepaid Debit Card Activation Steps and Tips | Research Participant Payments | Prepaid Debit Card Activation Steps, Track Your Spending, Lost or Stolen Card | Resources | Debit Card Activation | Staff, Faculty |
| Prior 90 Day Adjustment Form | Payroll Services | Time and Labor, Time Adjustments, Employee Hours | Form | Payroll Adjustments/Time Reporting | Staff |
| Prior Employees in Commitment Accounting Instruction Guide | Payroll Services | Commitment Accounting, Department Budget Tables, Distribution Start Date | Resource | Commitment Accounting | Staff, Faculty |
| Professional Entertainer or Athlete Payment Form | Payroll Services | Professional Entertainer, Athlete Payment Form, Guest Payments | Form | Salary Payments | Staff, Guests |
| Property Custodians and Contacts | Asset Management | Assets, Contacts and Custodian's List, Titles, Roles, UFID | List | Asset Contact List | Staff, Faculty |
| Public-Private Partnership Guidelines | Office of the Controller | Public-Private, Partnership, Florida, Board of Governors, Projects, Feasibility and Requirements | Guidelines | External relations | Staff, Faculty |
| Quick Guide to Payroll Resources for Approvers | Payroll Services | Time Reporting, myUFL, Payroll Information, Payable Time, Status of Pay | Resource | Payroll Approval | Staff, Faculty |
| Quick Reference Guide for Processors | Payroll Services | myUFL, Paycheck Review, Payable Time Detail, Security Roles | Resource | Payroll Processing | Staff |
| Recertification Policy | CFO Office | Recertification, Student Fees | Policy | Material & Supply and Equipment | Staff, Faculty |
| Report Sales/Use Tax-Long Form | Auxiliary Accounting | Tax Long Form Report, Multiple Tax Rates, Exempt Taxes, Commercial Rental Tax | Form | Tax Report | Staff, Faculty |
| Report Sales/Use Tax-Short Form | Auxiliary Accounting | Tax Short Form Report, Tax Exempt Sales, Tax Collected | Form | Tax Report | Staff, Faculty |
| Request for Approval of Perquisite or Sale of Goods and Services Form HR-400 | Disbursements | Approval of Perquisites, Sale of Goods and Services, HR Approval, Cost Determination, Justification, College Approval, | Form | Goods and Services | Staff, Faculty |
| Request for Approval to Pay Moving Expense Form | Payroll Services | Moving Expenses, Reimbursement Requests, Refund Justification | Form | Expense Reimbursements | Staff, Faculty |
| Request for Approval to Pay Moving Expenses | Disbursements | Pay Moving Expenses, Appointment, Justification, Original, Promotion, Reassignment, Demotion, Transfer, Estimated Cost to University of Florida | Form | Expenses | Staff, Faculty |
| Request for Credit Card Merchant ID | Banking and Merchant Services | Treasury Management, Terminal, Credit Card, Payment Card Operations, Merchant ID | Form | Treasury | Staff, Faculty, Component Units |
| Request For Credit Card Merchant ID- Rental Program | Banking and Merchant Services | Treasury Management, Payment Card Operations, Loaner Program, Merchant ID | Form | Treasury | Staff, Faculty, Component Units |
| Request for New Fund Form | Banking and Merchant Services | Change Fund, Petty Cash Fund, Fund Request, Treasury Management | Form | Treasury | Staff, Faculty |
| Request to Operate a Fee-for-Service Educational Activity | Auxiliary Accounting | Rate Requestor, Funding Source, Fringe Rate, Fee-For-Service Educational Activity Rate, benefit rates | Form | Salary and Fringe Allocation | Staff, Faculty |
| Request to Participate in Component Unit (CU) Investments | Banking and Merchant Services | Account-to-Account Transfer Request, Component Unit Investment, Treasury Management | Form | Component Units | Staff, Faculty, Component Units |
| Request to Pay Form - Faculty & Staff | Bursar | Tuition & Fees, Chartfields, Billing Arrangement, Department | Form | Faculty & Staff Payment Options | Faculty, Staff |
| Research Participant Payments Approver Authorized Request Form | Cost Analysis | Approver authorization, Human subject payment, Department IDs, Fund Request Approvers | Form | Authorizing Requests for Research | Staff, Faculty |
| Returning Electronic Gift Cards | Research Participant Payments | Returning Electronic Gift Cards, Number of Cards, Totall Amount, Study Fund Request Number | Form | Returning Electronic Gift Cards | Staff, Faculty |
| Revenue Refund | Disbursements | Refund Payable, PeopleSoft Deposit ID, Chartfields, Certification | Form | Revenue | Staff, Faculty |
| RPP Approver Authorization Request Form | Research Participant Payments | Study Fund Request Approvers, Approver Removal, Authorization Request, Cost Analysis | Form | Authorized Approvers | Staff, Faculty |
| Sales Use Tax- Long Form | Payroll Services | Departamental Sales, Use Taxes, Discretionary Tax, Sales Report, Tax Rates, Commercial Real Property Rentals | Form/Log | Taxes | Staff |
| Sales Use Tax- Short Form | Payroll Services | Tax Exempt Sales, Departmental Sales, Tax Rates | Form/Log | Taxes | Staff |
| Sample of Draft UF Health IT Attractive Property Directive | Asset Management | Attractive Property Policy, Attractive Property Types, Responsibility, Departmental Property | Policy | Asset Procedures | Staff, Faculty |
| Sample Procedures for Managing Attractive and Sensitive Property | Asset Management | Attractive Property Policy, Attractive Property Types, Department Name, Departmental Designated Attractive Property, Inventorying | Policy | Asset Procedures | Staff, Faculty |
| Sample Tax-Exempt Form | Asset Management | Certificate of Exemption, Exempt Organizations, Tax Exemption Entity | Form | Tax Form | Staff, Faculty |
| Sample UF Donation Letter | Asset Management | Letter of Authorization, Donation, Employees, Organization | Letter | Business Affairs | Staff, Faculty |
| Setting up Your UF GO Profile (First-Time Login/Verify Email) | Travel | UPDATING YOUR UF GO USER PROFILE, Travel Preferences, UF PCard and/or personal credit card information | Resources | UF GO USER PROFILE | Staff, Faculty |
| Sole Source Certification | Disbursements | Sole Source, Business Unit, Sole Source Vendor, Request for Authority to Purchase, Departmental Approval, Purchasing Approval | Form | Treasury | Staff, Faculty |
| Space Allocation Form | Cost Analysis | Room Occupants, Room Use, Sponsored Instruction Project | Form | Room Use | Staff, Faculty |
| Space Certifier Contact List | Cost Analysis | Space Certifier Contact, Department ID, Department | List | Contacts for Certifiers | Staff, Faculty |
| Space Inventory and Allocation System (SPIN) Refresher | Cost Analysis | Space Allocation, Certification Period, Space Allocation Categories, Space System, Administration, Research, Instruction | Presentation | Space Allocation | Staff, Faculty |
| STAR (Scanning Targeted Auditable Resources) Departments | Asset Management | Department, Department ID, STAR | List | Department Classifications | Staff, Faculty |
| Steps for Reviewing Payroll | Payroll Services | Review, Checking Payroll, Payroll Oversight | Resource/Guidelines | Payroll Processing | Staff |
| Steps to Take Prior to Setting up a FSEA | Auxiliary Accounting | Fee-For-Service Educational Activity, FSEA, Operating Plan, Rates, University Approval | Guidelines | Set up Procedures | Staff, Faculty |
| Submitting a Travel Expense Report | Travel | Create Expense Report, Expense Details, Pcard Changes, Tips for Entering Expense Details, Travel Allowances | Resources | Creating and Submit Travel Expenses Report | Staff, Shared Service Center |
| Superior Accomplishment Award- Check Request Form and Simulation | Payroll Services | Outstanding Service Award, Staff Recommendations, Check Request | Form | Staff Awards | Staff, Faculty |
| Supervisor Approval for Travel Request | Travel | Review and Approve, Approval Flow or Approve & Forward, | Resources | Approvals for Travel | Supervisors, Financial Approvers |
| Supplier ACH Payments | Disbursements | FY 2025, FY 2024, Disbursement Services, Approved Organizational Memberships, ACH Payments | Webpage | Supplier Payments | Vendors, Potential Suppliers |
| Supplier Application Form | Disbursements | W-9 Attachment, Supplier Application, Minority Status Informaition, Purchase Order and Payment Preferences | Form | Treasury | Vendors, Potential Suppliers |
| Supplier Tax Information Form | Disbursements | Supplier Tax Information, Tax Status, Employee Determination for Services Provided, Authorized UF Users | Form | Taxes | Vendors |
| Time & Labor Fingertip Guide | Payroll Services | Time and Labor, Payable Time Detail, Payroll Review, Status of Pay, Terminating Employees | Resource/Guidelines | Payroll Adjustments/Time Reporting | Staff, Faculty |
| Time Reporting Codes (TRC) by Workgroup | Payroll Services | Workgroups, TRC, Time Reporting, Code Descriptions | Resource | Time Reporting | Staff, Faculty |
| Tourist Development Tax Template 4% | Auxiliary Accounting | Tourist Development Tax, Daily Log of Rental Sales, Tax Exemptions, Tourist Development Adjustments | Form | Tax Report | Staff, Faculty |
| Tourist Development Tax Template 5% | Auxiliary Accounting | Tourist Development Tax, Daily Log of Rental Sales, Tax Exemptions, Tourist Development Adjustments | Form | Tax Report | Staff, Faculty |
| Transaction Authorization Form | Disbursements | Transaction Authorization, Description and Justification, Unencumbered Voucher, Encumbered Voucher | Form | Treasury | Staff, Faculty |
| Twelve Month Payment Option Form | Payroll Services | Twelve-Month Payment, Payroll Intervals, Select Pay Periods | Form | Salary Payments | Staff, Faculty |
| Twelve-Month Payment Option Estimated Deduction Calculator | Payroll Services | Net Pay, Regular Paychecks, Double Deduction Paycheck, Twelve-Month Payment Option, Tax Savings | Tool | Salary Deductions | Staff, Faculty |
| UBIT Financial Statement Template 2021-2022 | Auxiliary Accounting | Statement of Unrelated Business Income, Direct Expenditures, Income, Cost of Goods Sold, Net Profit/Loss | Form | Financial Reporting | Staff, Faculty |
| UBIT Training | Auxiliary Accounting | Unrelated Business Income, Sales, and Local Tax, Questionnaire, UBI Certification, UBI Training | Certification | Tax Report | Staff, Faculty |
| UF Credit Card Merchant Policy | Banking and Merchant Services | Payment Card, Credit Card, Information Storage, Processing Methods, PCI, Training | Policy | Merchant Services | Staff, Faculty, Vendors, Componet Units |
| UF Debt Policy (SUS BOG Debt Management Guidelines) | Tax Services | General Debt Issuance Guidelines, Debt Affordability And Capital Planning, Method of Sale | Resources | Guidelines for sounds debt management | Staff, Faculty |
| UF Form W-9 | Tax Services | Taxpayer Identification Number, Certification of W-9 | Resources | Taxpayer Identification Number and Certification Form W-9 | Staff, Faculty |
| UF Foundation Inc Disbursement Form | Disbursements | Disbursement Request, UF Foundation Disbursements Department, Reason and Business Purpose | Form | Disbursements | Staff, Faculty |
| UF Level 3 Approver Request for Non-PO Invoice Creation | Disbursements | Level 3 Approver, Invoice Approver Requesting Non-Po Invoice Creation, Department Chair Approval | Form | Treasury | Staff, Faculty |
| UF Moving & Relocation Guide | Payroll Services | Household Relocation, Transportation Guidelines, New Employee Moving Policies, Moving Checklist, UF Movers | Resource | Moving & Relocation Payment | Staff, Faculty |
| UF Office of Institutional Planning and Research Analytical Tools | CFO Office | Facts, Academic Support, Data Governance, Reports, Surveys, Topics | Resource | Planning & Research | Staff, Faculty |
| UF Request for Taxpayer Identification Number and Certification (W-9) | Disbursements | W-9 Form, Certification, Tax Status, Exemption | Form | Taxes | Staff, Faculty |
| UF Sales Tax Reference Guide | Auxiliary Accounting | Florida Sales Tax, Discretionary Sales Surtax, Auctioneer, Calculating Tax, Tangible Personal Property | Guidelines | Tax Report | Staff, Faculty |
| UF Space Inventory and Allocation System (SPIN) User Manual | Cost Analysis | SPIN User Manual, Department of Cost Analysis, Space Allocation Categories, the Room (purpose), Data | Guidelines | Space Inventory and Allocation System (SPIN) | Staff, Faculty |
| UFLOR General Ledger (Actuals) Journal Entry Template | General Accounting and Financial Reporting | Available Balance, Source, UserID, Journal ID, Journal Date, Budget Reference, Ledger | Form | Finance and Accounting | Staff, Faculty |
| Uncollectible Accounts Write-Off | Auxiliary Accounting | Uncollectible Account Write-off Request, Reason for write-off, Reason for Write-off Request, Department Chartfield | Form | Financial Reporting | Staff, Faculty |
| University Budget Model Manual | CFO Office | Treatment of Units, Tuition Allocation, State Funding Allocation, General Funds Supplement, Overhead, Cost Pool, Budget Process | Guidelines | UF Budget Model | Staff, Faculty |
| University of Florida Annual Financial Reports | General Accounting and Financial Reporting | Annual Financial Reports, 2022-23, 2021-22, 2020-21, Last Nine Years of Financial Reports | Reports | Finance and Accounting | Staff, Interested Parties |
| University of Florida Debt Policy | Office of the Controller | Debt Issuance, Debt Management, Financing, Allocation of Bonds, University Resources, Purposes for debt | Policy | Debt Management | Staff, Faculty |
| University of Florida Rule 6C1-3.0374 | CFO Office | Course Feels, Material, Supplies, Refunds, Waivers, Approved Fees, Fees List | Regulation | Material & Supply Fees | Staff, Faculty |
| University of Florida Tax-Exempt Debt Guidelines | Office of the Controller | Debt Management, Capital Outlay, Debt Issuance, Approval Process, Purposes for Debt, University Resources, Bonds | Guidelines | Debt Management | Staff, Faculty |
| Vehicle Use Record | Disbursements | Vehicle Usage Record, Vehicle Location, Destination, Purpose of Trip, Driver Name | Form/Record | Vehicle Use | Staff, Faculty |
| W-2 or 1042S Duplicate Request Form | Payroll Services | W-2 Duplicate, 1042S Duplicate, Form Replacement Request | Form | Payroll Forms | Staff, Faculty |
| W-8BEN- Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting | Disbursements | Beneficial Owner, Tax Treaty Benefits, Certification, Foreign Status | Form | Taxes | Individual Payees |
| W-8BEN-E- Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting | Disbursements | Identification of Beneficial Owner, Tax Treaty Benefits, Certification, Foreign Status, Entities | Form | Taxes | Organization/Entity Payees |
| W-9s Request for Student's Taxpayer Identification Number and Certification | Bursar | SSN, Individual Taxpayer Identification Number, Tax Form 1098-T | Form | Student Taxpayer Identification | Staff, Students |
| Wage Refund Calculation Request Form | Payroll Services | Overpayments, Time Reporting, Wage Refund, Lump Sum Paycheck | Form | Payroll Adjustments/ Time Reporting | Staff |
| When to Add Self-Funded Courses to Effort | Cost Analysis | Faculty Research, Diversity, Rankings, Surveys, Reports | Resources | Institute Planning and Research | Staff, Faculty |
| Who Approved or Entered Time and When | Payroll Services | Reported Time Audit, Payable Time Detail, myUFL | Resource | Time Reporting | Staff, Faculty |
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