Accounting and Reporting

Forms - Accounting & Reporting

Banner / Lawson Access Forms

• Application for Finance Access (Banner and/or Lawson)
  (use this form to request original access to the Banner and/or Lawson Finance systems)
• Request to Add or Remove Indexes
  (use this form to add or remove indexes from existing users)
• Approver Requestor Template
  (use this form to add or change access for multiple indexes)
• Web Report Library Access Form

Forms to Correct Accounting Transactions

• Accounts Payable Correction Request Form
• General Accounting Correction Request Form
  (Please email completed form to GeneralAccounting@utoledo.edu)
• General Accounting Inter-Departmental Transfer Request Form
  (Please email completed form to GeneralAccounting@utoledo.edu)
• P-Card Correction Request Form

Forms to Change Accounting Structure

• Index Closing or Modification Checklist
• Index Closing or Modification Guidelines
• Index Rollup Adjustment Form
• New Index Request Form

Capital Request

• Capital Project Request Form
• Instructions for Capital Project Request Form
• Capital Equipment Request Form - Click and the computer will generate a unique number for you to use once.  Please DO NOT save and reuse the same form.  If you have problem generating the new number, please click here.
• Instructions for Capital Equipment Request Form