Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current View Version History

« Previous Version 5 Next »

General Accounting FAQ & Resources

FAQs:

 Q. I made a deposit in the prior fiscal year (Account 5xxxx), how come I do not see it in our budget in the next fiscal year?

A. Deposits are recorded as revenues in the year they are receipted. Unless they relate to a designated fund, they will not roll forward as a revenue.

(check the GL & Excel tips training below for detailed explanation)

 Q. There is a transaction I do not recognize, who should I contact?

A. Based on the document type, the following departments will be your best starting point.

INNI (Invoices) - AP (payable@spu.edu)

HGNL (Payroll) - Payroll (payroll@spu.edu)

JE16 (Journal Vouchers) - General Ledger (generalledger@spu.edu)

(See Presentation GL & Excel tips Slide 11 for more details. )

 Q. I reclassed the pcard transactions but don't see it in Banner. Who should I contact?

A. If the transaction is “approved” in US bank, General Ledger (generalledger@spu.edu) will be you best contact.

If the transaction status is showing “Pending”, the transaction is either sitting in your supervisor’s or AP’s approval queue (Check “current pending approver”). The transaction has not been posted to Banner and AP (payable@spu.edu) will be your best contact.

*For pcard reclass correction request, please check if the transaction is posted in banner before emailing GL.

 Q. How to request a new Fund/Org/Activity Code.

A. See Chart of Accounts (COA) page for more details.

 Q. How do I request access to a Fund/Org?

A. Please see instructions on the Budget page - /wiki/spaces/FO/pages/36332174

 Q. How do I get a document notarized? Does your office have any notary publics?

A. For University-related notary services, please contact johansenr@spu.edu to set up an appointment, and plan to bring both your state-issued ID and the document in question (unsigned). We do not currently offer services for documents not related to the University.

 Q. Do contracts have to be approved by Finance?

A. The University Contract Review and Approval process can be found HERE. 

 Q. How do I get information about University liability insurance?

A. Information on the University's liability insurance can be found HERE.

  • No labels