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FINANCIAL

Frequently Used Accounting Procedures & Forms


College

Accounting/Controllership


LFSCI_Financial Operating Principles_May2014 (PDF)

Procedures for Processing (Entering, Approving, and Reviewing) Transactions April 2020 (PDF)

Donations and Fund Raising


LDSP_Gift Notice Form_May2016 (PDF)

LDSP_Donation Tax Deductibility Clarifications_Jun2016 (PDF)

LFSCI_Donation Routing Form_Dec2019 (PDF)

BIO Gift vs Research Questionnaire Dec2019 (PDF)

EXSC Gift vs Research Questionnaire Dec2019 (PDF)

LSDO Gift vs Research Questionnaire Dec2019 (PDF)

MLBM Gift vs Research Questionnaire Dec2019 (PDF)

MMBIO Gift vs Research Questionnaire Dec2019 (PDF)

NDFS Gift vs Research Questionnaire Dec2019 (PDF)

PDBIO Gift vs Research Questionnaire Dec2019 (PDF)

PH Gift vs Research Questionnaire Dec2019 (PDF)

PWS Gift vs Research Questionnaire Dec2019 (PDF)

General Ledger Accounting


LFSCI_Journal ID Naming Convention_Jul2017 (PDF)

LFSCI_Operating Unit Modifications_Jul2017 (Excel)

Meals & Hosting


LFSCI_Addendum to University Hosting Meals Policy_Jan2020 (PDF)

LFSCI_Meals and Hosting Form_May 2020 (PDF)

LFSCI_University Meals and Hosting Policy FAQ_Jan2020 (PDF)

LFSCI_Event-AVP Policy/Procedure-for holding events_Aug2020 (PDF)

LFSCI_Event-AVP Approval Form-for in-person events_Aug2020 (PDF)

LFSCI_Procedure Clarification for Routine Meals K. Walker_Sept2020 (PDF)

Miscellaneous


LFSCI_Business Gifts to Employees Clarification Email_Nov2018 (PDF)

LFSCI_Non-Travel Reimbursement Request Form_May2020 (PDF)

LFSCI_Faculty Publications-Shared Expense Procedures_Sep2018 (PDF)

LFSCI_Hazardous Material Purchasing Procedures_Apr2012 (PDF)

LFSCI_Office Furniture Purchasing Procedures_Sep2014 (PDF)

LFSCI_Sponsored Seminar Speaker Procedures_Feb2010 (PDF)

LFSCI_Hand Receipts and Deposits_Aug2019 (PDF)

LFSCI_Purchasing Card Usage Form_Jan2020 (PDF)

Travel


LFSCI_Travel Pre-Approval Report_May2020 (PDF)

LFSCI_Travel Expense Worksheet_May2020 (PDF)

LFSCI_Undergraduate Student Travel Grid_Jun2016 (PDF)

LFSCI_Requesting Exception to the Travel Suspension Memo-J. Porter_5-13-20 (PDF)

University


Accounting/Controllership


Controller Responsibilities

Financial Guide for Deans

New Controller Orientation

Financial Desk Reference

Accounts Receivable


Accounts Receivable Policy

Accounts Receivable Procedures

Student Payments Accounting Guide

Agency Accounts

University Procedures

Auditing


AUDIT_Cash and Deposits Key Control Questionnaire_Jan2012 (PDF)

AUDIT_Purchasing Card Key Control Questionnaire_Oct2004 (PDF)

AUDIT_Travel Self Audit Questionnaire_May2007 (PDF)

Budgeting


Budget Adjustment Form

University Procedures(Budget Adj. Form Instructions)

Fund 20 Rules(Procedures)

Capital Assets


Capital Equipment Forms

University Procedures

Cash Receipts and Handling


Cash and Cash Equivalence Policy

Cash Controls

Cash Funds

Department Deposit

Clubs

University Policies

Document Retention

University Procedures

Donations and Fund Raising


Fund Raising Policy

Fund Raising Guidelines for Student Clubs and Groups

Grants and Contracts

Procedures and Guidelines

Journal Entries


Journal Entry Template (Form)

Journal Entry Template Instructions

Journal Entry Guidance

Journal Entry Sources

Meals & Hosting


Catering and Food Distribution Policy

Meals and Hosting Policy

Meals and Hosting Procedure

Nepotism


Policy

Procedure

Payment


Campus Card Application Form

Credit Card Applications/Forms

Lost or Missing Receipt Affidavit

W-9 Form (for BYU Customers)

W-9 Form (for BYU’s US Vendors, Award & Gift Recipients, Independent Contractors)

Personnel


Employee Retirement Checkout Form

Employee Termination Checkout Form

Payroll Policy

Tax


Independent Contractor Procedure

Sales Tax

Travel


Travel Policy

Undergraduate Student Travel Policy

Student Assumption of Risk and Limited Release Agreement Form

Student Travel Authorization Form