| 1099s | Disbursements | Department's Responsibility, 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 |
| Accounting for Operations and Maintenance Costs | Cost Analysis | Grants, Contracts, Other Agreements, Federal Award, Direct and Indirect Costs | Costing Guidelines | Staff, Faculty |
| Accounting for Patient Care Costs | Cost Analysis | Grants, Contracts, Other Agreements, Federal Award, Direct and Indirect Costs | Costing Guidelines | Staff, Faculty |
| 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 of Supplier added to Supplier File | Suppliers | Staff, Faculty |
| Alcohol | Disbursements | Limits, Serving Alcohol, Exceptions, Meals with Donor or Prospect | Expenditures | Suppliers, Staff, Faculty |
| Allowable and Unallowable FSEA Costs | Auxiliary Accounting | Allowable Direct, Unallowable, Cost, Billing Rates | Rate Development | Staff, Faculty |
| Allowable Unencumbered Expenditures | Disbursements | Purchasing Process, Purchasing System. Allowable Unencumbered Expenditures, Allowable Expenditures without a PO | 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 |
| Annual Working Capital | Auxiliary Accounting | Acquiring Working Capital, Annual Operating Expense, Allowable Costs | Rate Development | 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 |
| Billing Procedures | Auxiliary Accounting | Customer Billing, Internal and External Customers, Timely Billing, Collections | Operating an FSEA | Staff, Faculty |
| BOT Guiding Principles of Financial Management | Board of Trustees | Maintain Accounting Records, Provide Accurate Reporting, Appropriate Levels of Financial Transaction Review and Approval | Internal Controls | Staff, Faculty, Componet Units |
| 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 |
| Charging Costs Directly or Indirectly to Sponsored Projects | Cost Analysis | Salary and Wage Expenditures, Operating, Direct Charges to Federally Funded Sponsored Agreements, Non-Federal Sponsored Agreements | Costing Guidelines | Staff, Faculty |
| Chartfield Changes and Maintenance | General Accounting and Financial Reporting | Redefining Chartfields, New Department ID Request Form | Chartfields | Staff, Faculty |
| City Utility Tax | Auxiliary Accounting | City Utility Tax, Tax Rate, GRU, Sales and Use Tax, Unrelated Business Income Tax (UBI) | Unrelated Business Income, Sales, and Local Tax | 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, Travel | Exporting, Off-Site Certification, Attractive Property, Capital Assets, Foreign, Travel, Export, Decal | Foreign Travel Requests | Staff, Faculty, University Componet Units |
| 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 |
| Creating a Fee-for-Service Educational Activity | Auxiliary Accounting | Fee-for-Service Educational Activity, Criteria to Establish FSEA, Request to Operate an FSEA Form, Types of FSEA Units | Set-Up or Modify an FSEA | Staff, Faculty |
| Credit Card Equipment | Banking & Merchant Services | Accepting Credit Card Payments via e-Commerce, Terminal Troubleshooting | Merchant Services | Staff, Faculty |
| Deactivation of a Fee-for-Service Educational Activity (FSEA) | Auxiliary Accounting | Inactivation of FSEA, Deficit, Surplus, UF Budget Office, ChartField | Operating an FSEA | Staff, Faculty |
| Debt Management | University Treasurer's Office | 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 (DPC) | General Accounting and Financial Reporting | DPC, General Ledger, ChartField, Original Deposit | Journal Entries | Staff, Faculty |
| Deposit Corrections and Deletions | Banking & Merchant Services | UF HR Toolkit - Deposits, UF HR Toolkit - DPC journal entry | Deposits | Staff |
| Developing a Usage Rate | Auxiliary Accounting | FSEA Usage Rate, Costs, Rate Charged, Estimate Customer and Facility Usage, Allowable Operating Costs | Rate Development | Staff, Faculty |
| 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 |
| Employee vs. Independent Contractor Determination | Tax Services | Employee, Independent Contractor, Payroll Tax, Behavioral Control, Financial Control, Type of Relationship | Services & Responsibilities | Staff |
| 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 and Depreciation Recovery | Auxiliary Accounting | Depreciation Expense, Equipment Replacement, Federal Facilities and Adminstration Cost Pool | Rate Development | Staff, Faculty |
| Equipment Leases | Disbursements | Encumbered Payments, Monthly Installments, Quarterly Installments | Expenditures | Staff, Faculty |
| Equipment Management Policy | Material & Supply and Equipment | Non-Capital Equipment, Department Tracking, Inventory, Database | Equipment Use Fees | Staff, Faculty |
| Establishment 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 |
| Fee-for-Service Educational Activity Loans | Auxiliary Accounting | FSEA Loans, University's Central Bank Institutional Loan Program, Stewardship of Funds | Operating an FSEA | Staff, Faculty |
| Florida Discrentionary Sales Surtax | Auxiliary Accounting | Discretionary Sales Surtax, County Tax Procedures, Report Sales Use Tax Form, Sales Surtax Guide, Sales Surtax Rates Table | Unrelated Business Income, Sales, and Local Tax | Staff, Faculty |
| 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, ADA Purchases | 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, Thank you, Gratuity) | Expenditures | Staff, Faculty |
| Housing Minor Construction Projects | Construction Accounting | Timeline, Housing Project | Initiating Minor Construction Projects | Staff |
| Identifying and Allocating Unallowable Expenses | Cost Analysis | Reasonable, Allocable, Consistently Treated, Allowable, Service Centers, Cost Analysis, Contracts and Grants | Costing Guidelines | Staff, Faculty |
| 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 |
| Indirect Costs Allocation | Cost Analysis | Indirect Costs, Charging Costs Directly to Sponsored Projects, Unallowable Costs | Costing Guidelines | Staff, Faculty |
| Indirect Costs Assignment | Cost Analysis | Department Reponsibility, Cost Analysis Responsibilities, Charging Costs Directly to Sponsored Projects | Costing Guidelines | Staff, Faculty |
| Institutional Subsidies | Auxiliary Accounting | Subsidy, Billing Rate, Unit, User, Entire Customer Base, Recording a Unit Subsidy | Rate Development | 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 For Processing Invoices | Payments | Staff, Faculty, Suppliers |
| 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, Non-Employee | Expenditures | Staff, Faculty |
| Maintaining the Supplier File | Disbursements | Supplier Portal, Supplier Portal Demos, W-9, Tax Information Form, Attestations | 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 |
| Management of Inventory | Auxiliary Accounting | Managing Inventory, Safeguarding Inventory, FSEA, Resale | Inventories for Supply and Resale | Staff. Faculty |
| Managing Receivables and Account Write-Off | Auxiliary Accounting | Receivable Guidelines, Write-Off, Deliquent Accounts | Operating an FSEA | Staff, Faculty |
| Material & Supply and Equipment Use Fee Recertification | Material & Supply and Equipment
| Recertification, Student Fees
| Recertification | Staff, Faculty |
| Memberships | Disbursements | Institution, Individuals, Rules, Statuatory Duties | Expenditures | Staff, Faculty |
| Modify an Existing Fee-for-Service Educational Activity | Auxiliary Accounting | FSEA Modification, Approval, Request to Update Fee-for-Service Educational Activity | Set-Up or Modify an FSEA | 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 for Business Purpose | myUf Marketplace | Suppliers, University Component Units, Staff, Faculty |
| Non-Resident Alien Payments (NRA - Individuals or Corporations) | Disbursements | Payroll, Encumbered Disbursement, NRAs Worker in USA, RAs & NRAs workers not in USA | 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 Distribution, 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, Payments to Participants, Research Study | 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, Purchases of Items For Staff, Clothing, Shoes, Safety Glasses | 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 |
| Program Income for Sponsored Agreeemtns | Cost Analysis | Estimating, Accumulating, Reporting, Cost of Generating Income, Governmental Revenues, Property, Use | Costing Guidelines | 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 |
| Real Property Rental, Lease, or License | Auxiliary Accounting | Real Property Tax Procedures, Real Property Rentals, Report Sales Use Tax Form. Commercial Rentals | Unrelated Business Income, Sales, and Local Tax | 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 |
| Record Keeping and Retention | Auxiliary Accounting | Documentation, Departmental Prodecures, Operations | Operating an FSEA | 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 |
| Refunds to Credit Card Transactions | Banking & Merchant Services | Transact, CashNet, Third Party Payment Processors, e-Commerce Credit Card Refund Form, Hosted Payment Page, E-Market | Merchant Services | Staff, Suppliers |
| 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 Reporting for FSEAs | Auxiliary Accounting | Required Reporting, Monthly Reconciliation, Departmental Reconciliation | Operating an FSEA | Staff, Faculty |
| Required Supplier Forms | Disbursements | Businesses, Consultants, Individuals using SSN, Wireless Device Allowances, Refunds | Suppliers | Suppliers |
| Requirements for Operating a Fee-for-Service Educational Activity | Auxiliary Accounting | FSEA Operating Requirements, Expenditure Guidelines, Fiscal Responsibility | Operating an FSEA | Staff, Faculty |
| 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 |
| Retirement Contribution Limits | Tax Services | Retirement Plan, Contributions, Annual Limits, Defined Benefit, Defined Contribution | Employee Compliance | 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 Approval | Payroll Services | Managing Expectation in Time and Labor Toolkit, Paylists, Approving Time, Payroll Exceptions | Time and Labor | Staff, Faculty |
| 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 and Use Tax | Tax Services | Sales Tax, Sales Tax Calculation, Taxable Services, Discretionary Sales Surtax | University Compliance | Staff, Faculty, Suppliers |
| Sales and Use Tax | Auxiliary Accounting | Sales Tax, Transactions, Procedures, Transactions Subject to Sales Tax, Report Sales Use Tax Form, UF Sales Tax Reference Guide | Unrelated Business Income, Sales, and Local Tax | Staff, Faculty |
| Sales Tax | Disbursements | State of Florida Sales, Florida Sales Tax Exemption, Sales Tax Exemption Certificate | Expenditures | Staff, Faculty |
| Scholarships, Fellowships, and Training Grants | Tax Services | Scholarship Tax, Grant Tax, Fellowship (Non-Training Grant), Training Grant, Electronic Federal Tax Payment System (EFTPS) | University Compliance | Staff, Faculty |
| Service Center Rate Review | Auxiliary Accounting | Uncompleted Rate Review, Service Center, Approved Rates | Rate Development | Staff, Faculty |
| Setting up the Approved FSEA | Auxiliary Accounting | FSEA Approval, Establishing Accounts, Other Requirements to Establish the FSEA, Operational Guidelines, Cash Collection Site | Set-Up or Modify an FSEA | Staff, Faculty |
| Silent Auctions and Giveaways | Tax Services | Silent Auction Tax, Giveaway Tax | University Compliance | 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 |
| Stocking and Liquidating Inventories for Supply and Resale | Auxiliary Accounting | Stock Adjustments, Liquidating Inventory, Resale, Obsolete, Inactive Items | Inventories for Supply and Resale | 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 |
| Taxation of Bonds | Tax Services | Tax Exempt Bonds, Private Activity Bonds, UF Debt Management Guidelines, UF Debt Policy | University Compliance | Staff, Faculty |
| Telecommunications | Disbursements | University-Owned Cell Phone, Device Requirements, Reimbursement | Expenditures | Staff, Faculty |
| Telecommunications Tax | Auxiliary Accounting | Telecommunication Tax, Tax Rate, Communication Services Tax Rates, Communication Services Subject to Tax | Unrelated Business Income, Sales, and Local Tax | 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 |
| Tourist Development (Hotel/Transient) Tax | Auxiliary Accounting | Tourist Development Tax, Tax Rate, Exempt from Tax, Tourist Development Tax Template | Unrelated Business Income, Sales, and Local Tax | Staff, Faculty |
| Trading of Goods or Services | Auxiliary Accounting | Trading,Goods and Services, FSEA, Giveaways, Promotional Items | Operating an FSEA | 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 |
| Twelve Month Payment Option for Nine and Ten Month Faculty | Payroll Services | Annual Enrollment Period, Adjunct Faculty, Twelve Month Calculator | Faculty | Staff, Faculty |
| Unauthorized Purchases | Procurement Services | Purchases for Individuals, Splitting of Orders, Personal Purchases, Purchase Order Confirmation | Unauthorized Purchases | Staff, Faculty |
| University Department Guidance | Tax Services | University Departments, Tax Compliance, State and Federal Tax Regulations | Services & Responsibilities | Staff, Faculty |
| Unrealted Business Income Tax (UBI) Criteria | Auxiliary Accounting | Unrelated Business Income, IRS Compliance, Trade, Business, Regularly Carried On, Exclusions, Tax-Exempt Mission of the University, UBI Definitions | Unrelated Business Income, Sales, and Local Tax | Staff, Faculty |
| Uploading Supporting Documentation | Disbursements | Security Roles, MyUFMarketplace, PCARD Transactions | Supporting Documentation | Staff, Faculty, Suppliers |
| Viewing Supporting Documentation | Disbursements | Approved Transactions, View Vouchers, Security Roles | Supporting Documentation | Staff, Faculty |
| Voucher Corrections | Disbursements | Reversals, Payroll, Contact Form, Deletion, Unposting Vouchers, Transactions block in myUF Marketplace, Payment Team | Vouchers Corrections | Staff, Faculty, Suppliers |
| Voucher Entry Tips | Disbursements | Input, Procedures, Contact Form to myUF Marketplace Helpdesk | 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 |
| Year-End Inventory Procedures | Auxiliary Accounting | Year-End Inventory Plan, Physical Inventory Count, Resale, Supply, Estimated Value | Inventories for Supply and Resale | Staff, Faculty |