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Finance Forms

Listed below are all the forms managed by Finance along with any corresponding documents, manuals and standard operating procedures related to the task.

To access forms managed by Budgets and Asset Management visit their Forms web page.

DOCUMENT
Consumer Price Index Tables for the period ending August 2023 (EXCEL)

Cost Centre Setup documents (for funds 200, 300, and 700) are managed by Budgets & Asset Management. Please visit their forms page to access documents related to Cost Centre Setup.

FORMSRELATED DOCUMENTS
Canadian Deposit form (PDF)
Canadian Deposit Continuation form (PDF)
Foreign Funds Deposit form (PDF)
Cash Handling SOP (PDF)
Invoice Requisition form (Excel)NOTE: This form is completed by the unit who is providing services to a client of York University.
FORMSRELATED DOCUMENTS
Set-up requests should be sent via email to askit@yorku.ca Commonly Used Reports - Navigation & Purpose (PDF)
Introduction to eReports Self-training Manual (PDF)
Requesting eReports Access SOP (PDF)

Financial Forecast documents are managed by Budgets & Asset Management. Please visit their forms page to access documents related to Financial Forecast.

FORMSRELATED DOCUMENTS
Electronic Journal Upload Template and Instructions (Excel)
FOR BEST RESULTS OPEN USING GOOGLE CHROME
Preparing Journal Entries Manual (PDF)

To access forms managed by Risk Management visit their Forms Webpage