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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 December 2023 (EXCEL)

Cost Centre Requisition Form - Fund 100 (PDF)

Directions: Download and complete form, including signatures. Send completed form to finrept@yorku.ca.

NOTE: The above form is for Fund 100 Cost Centres only. The Cost Centre setup document for Funds 200, 300, and 700 is managed by Budgets & Asset Management and is available on the BAM website.

FORMSRELATED DOCUMENTS
Canadian Deposit form (PDF) - for best results, use Mozilla Firefox to open document
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