The University of Toledo

Department website

Forms

Link to website

Explanation

Accounting & Reporting Department

Access to Web Report Library

http://www.utoledo.edu/offices/controller/accounting_reporting/forms.html

Click on the link to the left to obtain the “Web Reports Library Access Form”. Click on the blue highlighted link and fill in the form in Microsoft Word noting to obtain signatures of your supervisor/manager for your area/department.

Accounting & Reporting Department

Journal Entry Correction Request Form

http://www.utoledo.edu/offices/controller/accounting_reporting/forms.html

Click on the link to the left to obtain the “General Accounting Correction Request Form”. Click on the blue highlighted link and fill in the form in Microsoft Excel, noting to copy the index, expense account, description, document #, and reason/need to correct the amount to your budget.

Accounting & Reporting Department

Index Modifications Procedures Form (Closing)

http://www.utoledo.edu/offices/controller/accounting_reporting/forms.html

Click on the link to the left to obtain the “Index Modifications Procedures Form”. Click on the blue highlighted link and fill in the form in Microsoft Excel, noting the index to close for your organization.

Budget & Planning Department

Budget Amendment Request Form

http://www.utoledo.edu/offices/budget/formsguidelines.html

Click on the link to the left to obtain the “Budget Amendment Request Form”. Click on the blue highlighted link and fill in the form in Microsoft Word with explanation of reason/need in requesting an amendment to your unit’s budget.

Budget & Planning Department

Fringe Benefit Tables

http://www.utoledo.edu/offices/budget/FringeBenefitTables.html

Click on the link to the left to obtain the “Fringe Benefit Tables”. The link will take you to the Budget & Planning website and bring up the Fringe benefits for both Main and Health Science Campus.

Payroll Department

Personnel Action Forms

http://www.utoledo.edu/offices/controller/payroll/forms.html

Click on the link to the left to obtain the “Personnel Action Forms”. Click on the blue highlighted link to access the page for APA, SEPA, GAPA, SPA, UPA and Authorization to Hire Forms.

Purchasing Department

Policies & Procedures

http://www.utoledo.edu/depts/supplychain/Pages/Policies_%26_Procedures.html

Click on the link to the left to obtain the new “Policy and Procedures” by the Purchasing Department.

Accounts Payable Department

P-Card Policies & Procedures

http://www.utoledo.edu/offices/controller/accounts_payable/purchase_card.html

Click on the link to the left to obtain the new P-Card “Policy and Procedures” from the Accounts Payable Department.