Financial Procedures and Forms
Fiscal Affairs provides reference materials and forms to assist IU Northwest faculty and staff.
- According to Policy I-490 Non-Student (External) Accounts Receivable, Annual Write-off Report, departments cannot create/use their own invoice for billing non IU entities for goods or services. The FIS Accounts Receivable System must be used for this purpose.To accommodate this type of billing, the department must complete the Accounts Receivable Billing Request form for processing.
- All orders with Amazon.com will be processed centrally through Fiscal Affairs. Complete all information requested on the Amazon P-Card Request Form; obtain the account manager's signature.
- Complete if requesting support from Campus Carry Forward Funds / Reserves.
- Complete the Hospitality Request Form for all hospitality-related expenses at least 15 days prior to your event date.
- Complete when requesting a new account. Reasons for new accounts include New Faculty Research, New IUF Scholarships, Initiatives, etc.
- Periodically effort is allocated to the incorrect account. Please use this form to provide the necessary information to move the salary associated with effort to the appropriate account.
Strategic Cash Investment Request Form - Please complete the Strategic Cash Request Form when requesting funds to support activities that align with the goals of our Strategic Plan.
- Complete this request when requesting a Transfer of Funds between accounts.
