Forms and Guides

Index

• Fiscal and Audit Services Team
• Budget Reconciliation
• Cashier's Office
• Food Approvals
• Purchasing and ProCard
• Reimbursement
• Shared Services
• Training Documents
• Travel
• User Code Request - Campus Printers

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Fiscal and Audit Services Team

• Directory of Fiscal Services
• Organization Chart

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Budget Reconciliation

• Budget Reconciliation Tips
• Closing Open Balances for Catalog and Non-Catalog Purchases Tips
• Creating an Expense Transfer Tips

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Cashier's Office

• Department Deposit Slip
• Departmental Direct Deposit Form
• Directions to Husky Hall

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Food Approvals

• Food Approval Form
• UW Bothell Food Purchase Policy
• Food Training - Fiscal Fitness Meeting 4.27.2022

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Purchasing and ProCard

• Creating an Expense Transfer Tips
• Approving an Expense Transfer Tips
• Closing Open Balances for Catalog and Non-Catalog Purchases Tips
• ProCard Purchasing Tips
• ProCard Reconciliation Tips
• ProCard Refund Statement
• Procurement Contract Tips
• Purchase Request Form

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Reimbursement

• eReimbursement Tips

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Shared Services

• Service Partnership Agreement (SPA)
• Point Person List
• $75 Supporting Documentation Waiver Policy 

eReimbursement Shared Service

• eReimbursement Roles and Responsibilities - SPA Appendix
• eReimbursement Process Map
• eReimbursement Claim Form
• eReimbursement Tips

eTravel Shared Service

• eTravel Roles and Responsibilities - SPA Appendix
• eTravel Process Map
• eTravel Claim Form - UW Employee
• eTravel Claim Form - Non UW Employee
• Pre-Travel Approval Form
• Conference Reimbursement Checklist
• Traveler Tips
• Student Traveler Tips
• Visitor Travel Tips
• Central Travel Account (CTA) Tips
• Comparison Airfare Tips
• Christopherson Business Travel (CBT) Tips
• Checklist for Processing Travel Reimbursements

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Training Documents

• EU GDPR Information Session, Phase 1 3-29-19 - Slide Deck
• FAS Audit Readiness Training - Slide Deck
• Budget Coordinators Meeting 3-28-18 - Slide Deck

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Travel

• Pre-Travel Approval Form
• Traveler Tips
• Student Traveler Tips
• Visitor Travel Tips
• Central Travel Account (CTA) Tips
• Comparison Airfare Tips
• Christopherson Business Travel (CBT) Tips

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User Code Request - Campus Printers

• User Code Request Form