Policies Forms & Financials

Click on a branch to go to a listing of forms that branch uses and serves. Note that some links will take you outside this site; those links will open in a new window. Microsoft Excel or the free Adobe Acrobat Reader.

• Administrative and Fiscal Services
• Budgeting
• Accounts Payable
• PeopleSoft
• Office of the Bursar

Administrative and Fiscal Services 

• University of Massachusetts General Purpose Financial Reports
• University of Massachusetts A-133 Audit Reports
• Operating Budgets
  
  • Operating Budget Information FY 2005
    
    • Summary of current fund revenues (PDF)
    • Summary of revenues and expenditures (PDF)
    • Fund expenditure summary (PDF)
    • FY 2005 Fund Summary (PDF)
  • Operating Budget Information FY 2006
    
    • 2006 Operating Budget Statement (PDF)
  • Operating Budget Information FY 2007
    
    • 2007 Operating Budget Statement (PDF)
• Policies
  
  • Principles of employee conduct (PDF)
  • Policy on Fraudulent Financial Activities (PDF)
  • Fraudulent financial activities guidelines (PDF)
  • Club Guidelines (PDF)
  • Travel Manual

Budgeting 

No forms are available at this time.

Accounts Payable 

• Expense report fact sheet (PDF)
• Pay advice fact sheet (PDF)
• Paper Travel Authorization Form (PDF)
• Fiscal Affairs - Manual Check Request (DOC)
• Fiscal Affairs - Direct Reimbursement Request (DOC)
• Fiscal Affairs - Business Expense Form - 1109 (DOC)
• Fiscal Affairs - Vendor Disbursement Form 1109 (DOC)
• Fiscal Affairs - Quick Trip Form (DOC)
  Note: For Quick Trip forms, contact Accounts Payable
• Travel Manual and Policies

PeopleSoft 

• PeopleSoft
• Job Aids
• PeopleSoft Training

Office of the Bursar 

• Tuition Management Systems (Payment Plan)