Forms

Forms Are Changing
Due to the change in our Chart of Accounts to the new Financial Data Model (FDM) for UR Financials, Forms Are Changing! Below is a sneak peek of a few updated forms. Let us know what you think.

When should I use updated forms?

How do I complete forms that have been updated? 

What tools do I use to translate my FRS codes to the new FDM? 

 

Finance Forms - DRAFT ONLY   Instructional Videos – Early Release!
  Introduction to Forms (Prerequisite for all Forms)
  • F2_draft, Request for Advance Travel Tickets
F3 Instructional video
F4 Instructional video
  • F34_draft, Student Expense Report for University Business
F34 Instructional video
Journal Entry Instructional video


Financial Forms with Potential For Change Due to UR Financials Project
The following spreadsheet contains a listing of all known forms that will require some type of change as we transition to UR Financials/Workday from FRS.  If you are aware of any forms that are NOT on this list, but will require modification due to UR Financials/Workday, please contact us.  Supply your email information so that someone from the UR Financials project team can contact you regarding questions we may have.

Forms Impacted by UR Financials FDM – As of 09-23-14