Forms

Forms Are Changing -  Sneak Peek!
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? The Finance Forms below are in draft version only and should not be used at this time. A communication posting on the UR Financials website will be sent out with further guidance on when to use final versions located on the Finance Forms page. This will be in the December/January timeframe.

How do I complete forms that have been updated ? An Introduction to Forms video has been developed to explain the impact to your FRS accounts and commonly used Forms at UR. In addition to this prerequisite, there area a series of quick reference videos offered below that will provide step by step guidance for many updated forms. These on demand videos can be watched at any time and will walk you through how to translate your FRS codes to the new Financial Data Model.

What tools do I use to translate my FRS codes to the new FDM?  The Financial Data Converter and Crosswalks located on the Tools page, will help translate your FRS codes to the new Financial Data Model.

 

Finance Forms - DRAFT ONLY   Instructional Videos – Early Release!
  Introduction to Forms (Prerequisite for all Forms)
  1. APRequest_draft, Accounts Payable Special Handling Request Form
  1. ecommerce_draft, Credit Card Policy and Merchant Agreement
  1. F2_draft, Request for Advance Travel Tickets
  1. F3_draft, Employee Expense Report
F3 Instructional video
  1. F4_draft, Request for Payment
F4 Instructional video
  1. F5_draft, Petty Cash Voucher
  1. F6_draft, Petty Cash Fund Summary
  1. F7_draft, Moving Expense Report
  1. F8_draft, Request for Moving Advance
  1. F9_draft, Petty Cash Fund Request
  1. F34_draft, Student Expense Report for University Business
F34 Instructional video
  1. Journal Entry_draft
Journal Entry Instructional video
  1. Notice_to_Change_Account Number or Contact Info for Merchants_draft
  1. P Card Application_draft
  1. P Card Authorization_draft
  1. P Card Change Cancellation Notice_draft
  1. PurchasingRushForm_draft
  1. URMC-FedEx-Access-Request_draft
  1. APRequest_draft, Accounts Payable Special Handling Request Form


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 03-23-14