Forms
ACCOUNTING
-
- No form required.
- Submit all Employee requests for reimbursement into the Concur platform. on self-service campus portal.
-
- For Request for Student Reimbursement, go to the Fiscal Services Portal
Employee Travel & Conference Request Form
Use form for advance authorization to incur Travel and Conference expenses. Following travel, attach signed form to Travel & Conference Expense Report in the employee reimbursement platform, called Concur. Read more about using Concur here.
- No form required.
- Submit all requests directly into the Employee Reimbursement platform, called Concur.
- No form required.
- Submit all requests to reclassify or transfer an existing expense (posted to Simpler) using the Expense Transfer Request on the Fiscal Services Portal
- No form required.
- Submit all requests to reclassify or transfer an existing District-provided budget (as posted to Simpler) using the Budget Transfer Request on the Fiscal Services Portal
Vendor ACH Registration for Electronic Payments
-
- This is our preferred method to pay and is the fastest and most secure method of payment.
- All electronic payments include automated email notification for Vendor management.
Attach the Vendor-completed form with the Vendor Purchase Order or with the Vendor invoice when submitting your invoice for payment in the Fiscal Services Portal. Accounts Payable will process the forms, verify the request with our Vendors, and update their payment methods to send all payments electronically to our Vendors and Consultants.
PAYROLL
STUDENT FINANCE
- No form required.
- use the form on the Fiscal Services Portal, located under Trust & Auxiliary.
Request for Student Reimbursement
or use the form contained within the Student Request for Reimbursement on the Fiscal Services Portal
Student Mileage Claim Worksheet
-
- Complete worksheet (automatically converts mileage to reimbursement calculation) and attach to Request for Student Reimbursement in the Fiscal Services Portal.
- Read more about how to use the Portal here.
- Procedures for Student Mileage Claims may be found here.
FOUNDATION TRANSFERS
Click links below to download forms:
- W-4 Form
- DE-4 Form
- Request for Student Reimbursement
- Employee Reimbursement Direct Deposit Registration Form
- Employee Mileage Claim Worksheet
- Missing Receipts Form
- Payroll Direct Deposit Form
- Foundation Transfer Request Form with FAQs
- Foundation Expense Authorization Form With FAQs
- How to Access Foundation Funds Flowchart
- Student Mileage Claim Worksheet
- Deposit Correction Transfer Form for Trust/Financial Aid
- Expense Correction Transfer Form for Trust/Financial Aid
- Transfer Form for Trust/Financial Aid
- Vendor ACH Registration for Electronic Payments