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Finance and Accounting Office: Resources You Need to Succeed
- HHD Policies, Procedures and Miscellaneous Information
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- Cost Accounting Justification Form (Non-Personnel)
- Cover Sheet for Cost Accounting Justification (Non-Personnel)
- Cash Advance Policy for HHD
- Charge Out Rates
- Checking the Status of a Workday Form
- Deposit Bag Tracking Link
- "Drop" Deposit Bags
- Gift Card Policy
- Group Meal and Meeting Support Form
- Guidelines for Allocating Sponsored Project Effort, Salary Release and Summer Salary Supplements
- Honorarium Payment Form
- Human Participants in Research (IRB)
- Membership Policy
- Mileage Log
- Online Research Surveys
- Request for Research Approval on Restricted GL Accounts Template
- Supplemental II Payments Over 20% Cap
- AD18 Possession, Use and Distribution of Alcoholic Beverages
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- Policy AD18 Possession, Use, and Distribution of Alcoholic Beverages
- Alumni Relations AD18
- Bennett Pierce Prevention Research Center AD18
- Biobehavioral Health AD18
- Center for Childhood Obesity Research AD18
- Center for Health Care Policy Research AD18
- Center for Healthy Aging AD18
- Center for Safe and Healthy Children AD18
- Communication Sciences and Disorders AD18
- Dean's Office AD18
- Health Policy and Administration AD18
- Human Development and Family Studies AD18
- Kinesiology AD18
- Nutritional Sciences AD18
- Recreation Park and Tourism Management AD18
- School of Hospitality Management AD18
- Policy AD18 Possession, Use, and Distribution of Alcoholic Beverages
- Forms
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- Cellular Usage Agreement (Dedicated Device)
- Cellular Usage Agreement (Pooled Devices)
- Consulting Justification
- Cost Accounting Justification (Administrative Clerical)
- Cost Accounting Justification (Non-Personnel)
- Cover Sheet for Cost Accounting Justification (Non-Personnel)
- Employee Travel Reimbursement Checklist - CONUS
- Employee Travel Reimbursement Checklist - OCONUS
- Entertainment Agreement Guide (forms below are located on Central Procurement SharePoint - access is not required if logged in with PSU credentials)
- Fly America Act Waiver Checklist
- GURU Forms Page
- Long-Term Vehicle Assignment Request
- Moving Expenses Support Form
- Non-Employee Information Form
- Non-Employee Travel Reimbursement Form
- Procurement Assistance Request Form
- Procurement Contract Request Intake Form
- Purchase Order Change Form
- Request for Authorization to Use University Tangible Assets at a Non-University Location
- Request for Travel Exception
- Research Participant Cash Payment Exception Form
- Scholarship Award Form
- Single/Sole Source Justification Form
- Substantiation for Lost or Unobtainable Receipts Form
- University Guest Presenter Agreement
- W-9 Form - Penn State University - signed
- Penn State Finance and Purchasing Information
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- Corporate Controller's Office
- Accounting Operations
- Cost Analysis
- Charge out rates
- F&A
- Membership allowability
- Restaurant allowability guidance
- Risk Management
- Purchasing
- Purchasing Website
- Purchasing Card Website
- Purchasing Forms Page
- Purchasing Decision Tools
- Supplier Registration Process
- Determination of Independent Contractor status is now part of the Supplier Registration process.
- Travel
- Airfare Booking Options and Services Chart
- Anthony Travel
- SAP Concur
- Employee Checklist for Travel - CONUS
- Employee Checklist for Travel - OCONUS
- Non-Employee Travel Reimbursement Form
- Travel Policy
- Travel Safety Network
- All Penn State students, faculty and staff traveling internationally on Penn State business are required to record their travel with TSN.
- Invoice/Billing Portal
- PSU Direct Billing Invoices
- Guru
- WorkLion
- Bank Deposit Tracking
- "Drop" Deposit Bags
- Corporate Controller's Office
- Penn State Policies
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- Penn State Policies
- Webpage with all Penn State Policies
- BS14 Penn State Purchasing Card
- FN10 Other Business Expenses and Activities
- Alcohol, events, group meals/meetings, awards, gifts and miscellaneous expenses
- RA04 Gifts, Grants and Contracts (The Funding Matrix)
- RP03 The Use of Human Participants in Research
- RPG03 Payments to Human Participants in Research
- TR02 Travel Policy
- Decision Tools
- Acquiring Services for the University
- Airfare Booking Options and Services
- Alcoholic Beverages Decision Tool
- Central Accounts Receivable: Invoicing
- General Ledger Accounts Decommissioned List
- Non-US Citizen Payment Guidelines - SIMBA
- Service Matrix - SIMBA
- SIMBA Transfer Process
- Software Request Form Decision Tool
- Speaking Engagement Payment Guidelines - SIMBA
- Visa Document Chart
- Penn State Policies
- Travel Information
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- SAP Concur
- Airfare Booking Options and Services Chart
- Anthony Travel
- Travel Forms
- CONUS Per Diem Rates
- OCONUS Per Diem Rates
- Travel Safety Network
- All Penn State students, faculty and staff traveling internationally on Penn State business are required to record their travel with TSN.
- Travel Policy
- SIMBA Helpful Hints
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- Shop OnLion
- Non-PO Invoice/ Journal Entry
- How to Edit a Rejected Document
- How to Find Check/ Payment Information for Non-PO Invoices
- Park Vendor Invoice
- Journal Entry for Cash Deposits
- Processing a Payback
- Cash Advances in SIMBA
- Reconciling a Cash Advance Through SIMBA
- Checks to UP Student Organizations ASA
- Creating a Standard Journal Entry
- SAP
- Request Purchasing Card Maintenance
- Requesting a New Purchasing Card
- Cancelling a Purchasing Card
- Temporary limit increase
- Permanent limit decrease
- Transfer Purchasing Card to new department
- Replace a worn out damaged card
- Suspending a Purchasing Card
- Request Purchasing Card Maintenance
- How to Approve
- Reporting
- Helpful Reports
- FM BOBJ Report
- FM Budgets vs Actuals Summary Report
- FM Budgets vs Actuals Detail Report
- Cost Objects Dashboard
- HCM PERNR Details
- Budget vs Actual by Funds Center
- DBAF Clearing Account Report - Clean up
- Helpful Reports