Listed below are all the forms managed by Finance along with any corresponding documents, manuals and standard operating procedures related to the task.
| FORM | RELATED DOCUMENTS |
|---|---|
| Payment Requisition Form (PDF) | Payment Requisition SOP (PDF) Tips on completing a Payment Requisition (PDF) |
| Wire Draft to Foreign Countries Form (PDF) | Wire/Draft to Foreign Countries SOP (PDF) |
To access forms managed by Budgets and Asset Management visit their Forms web page.
| DOCUMENT |
|---|
| Consumer Price Index Tables for the period ending December 2022 (EXCEL) |
| FORMS |
|---|
| Data Integrity Approval Form (PDF) |
| FORMS | RELATED 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. |
| FORMS |
|---|
| Employee Direct Deposit (PDF) Vendor Application for Direct Deposit (PDF) |
| FORMS | RELATED DOCUMENTS |
|---|---|
| Independent Contractor Questionnaire (PDF) | Guideline - Employee/Employer vs. Independent Contractor (PDF) |
| RELATED DOCUMENTS |
|---|
| Awards and Faculty Fund 600 Cost Centre Management SOP (PDF) |
| FORMS | RELATED 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) |
| FORMS | RELATED 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 January 2023) (Excel) |
| FORMS | RELATED DOCUMENTS |
|---|---|
| Electronic Journal Upload Template and Instructions (Excel) FOR BEST RESULTS OPEN USING GOOGLE CHROME | Preparing Journal Entries Manual (PDF) |
| FORMS | RELATED DOCUMENTS |
|---|---|
| Petty Cash Reimbursement Form (PDF) Petty Cash Voucher (PDF) | Cash Handling SOP (PDF) |
To access forms managed by Risk Management visit their Forms Webpage
Concur Expense, York University's online, automated expense reporting system, is now available for current faculty and staff. Concur Expense lets you submit expense claims & cash advance requests electronically, eliminating the manual paper based process.
| RELATED DOCUMENTS |
|---|
| Variance Analysis Form - Quick Reference Guide (PDF) Variance Analysis form FAQ's (PDF) |
| FORMS | RELATED DOCUMENTS |
|---|---|
| 2022 Year End Accountability Letter (PDF) | Fiscal 2021-2022 Year End Closing Timetable (PDF) Fiscal 2021-2022 Year End Guide for Faculty & Staff (PDF) 2022 Year-End Info Session Presentation (PDF) |