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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 as of September 2021

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 or submit a ticket through CherwellCommonly Used Reports - Navigation & Purpose (PDF)
Introduction to eReports Self-training Manual (PDF)
Requesting eReports Access SOP (PDF)
FORMSRELATED DOCUMENTS
Forecast Mass Upload Template Windows 7 - (Excel)
OPEN USING GOOGLE CHROME ONLY

Forecast Mass Upload Template Windows 10 - (Excel)
OPEN USING GOOGLE CHROME ONLY
Financial Forecast Guideline & Training Manual (PDF)
Troubleshooting Mass Upload Template (PDF)
VPA Account Groupings (as of June 28, 2021) (Excel)
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