Financial Procedures and Forms
Fiscal Affairs provides reference materials and forms to assist IU Northwest faculty and staff.
Accounts Receivable Billing Request - According to Policy I-490 Non-Student (External) Accounts Receivable, Annual Write-off Report, departments cannot create/use their own invoice for billing non IU entities for goods or services. The FIS Accounts Receivable System must be used for this purpose.To accommodate this type of billing, the department must complete the Accounts Receivable Billing Request form for processing.
Amazon P-Card Request - All orders with Amazon.com will be processed centrally through Fiscal Affairs. Complete all information requested on the Amazon P-Card Request Form; obtain the account manager's signature.
Carry Forward Funds/Reserves Request - Complete if requesting support from Campus Carry Forward Funds / Reserves.
Hospitality Request Form - Complete the Hospitality Request Form for all hospitality-related expenses at least 15 days prior to your event date.
New Account Request - Complete when requesting a new account. Reasons for new accounts include New Faculty Research, New IUF Scholarships, Initiatives, etc.
Salary Expense Transfer Request - Periodically effort is allocated to the incorrect account. Please use this form to provide the necessary information to move the salary associated with effort to the appropriate account.
Transfer of Funds Request - Complete this request when requesting a Transfer of Funds between accounts.
