Forms Cabinet

Please obtain the form from this Forms Cabinet at all times to ensure you have the most recent version.

The format of the form (Excel, Word or PDF) is noted after each link. "Editable PDF" forms require Adobe Reader version 8 to function properly. For additional help refer to the website Adobe Reader Help.

Financial Services

GLJE Requests

Refer to the GLJE Submission user Manual to ensure the appropriate form is completed.

GLJE Forms Guide (Google)
GLJE Submission User Manual - GLJEs Processed by Units (Google)

Send to Research Administrative Services:

Research: General Ledger Journal Entry (Excel)

Send to Financial Reporting:

Accrual or Revenue Deferral (Excel)
Chartfield String Correction (Excel)
Transfer (Excel)
Internal Sales (Excel)
Other (Excel)

GLJE Request (processed by unit):

GLJE Request by Unit - Internal Sales (Excel)
GLJE Request by Unit - Other (Excel)
GLJE Submission Form (Google Form)

Transaction Source Document Filing (Jackets) - Samples

These "jackets" provide an effective means of retaining orderly supporting documentation for transactions processed.
Accounts Payable Journal Jacket (PDF)
External Billing Journal Jacket (PDF)
General Ledger Journal Jacket (PDF)
Generic Journal Jacket (PDF)

Accounts Payable

Accounts Payable Journal Voucher Entry Form (Excel)
Electronic Funds Transfer (Refer to Supplier Change Request Form)
Electronic Payments US Currency (Refer to Supplier Change Request Form)
New Supplier Request (Fillable PDF)
Non-Employee Reimbursement (Fillable PDF)
Payment Request (PDF)
Payment Request Multiple Payee Worksheet (Excel)
Supplier Change Request (Fillable PDF)
Wire Transfer Form (PDF)

Corporate Purchasing Card (P-Card)

Corporate P-Card Application and Agreement (PDF)
Change Request to Current Credit Card (Fillable PDF)
Credit Card Journal Entry Request (Fillable PDF)

Distribution Services

Declaration For Dangerous Goods - Air (Editable PDF)
Declaration For Dangerous Goods - Ground (Editable PDF)
Equipment Decontamination Form
Linde Cylinder Return Form (PDF)
Shipping Form (Editable PDF)
Storage Request Form (Editable PDF)
Surplus Disposal Form (PDF)

Equipment Services

1. Equipment Asset Form - Acceptance of Equipment Transferred From the University (PDF)
2. Asset Disposal Form - Asset Retirement (PDF)
3. Asset Disposal Form - Supplemental (PDF)
4. Asset Disposal Form - Donation to Registered Charity (PDF)
5. Asset Disposal Form - Request to Transfer Equipment to Another Institution (PDF)
6. Asset Disposal Form - Transfer or Sale (Internal) to Another University Unit (PDF)
7. Equipment Asset Acceptance of Gift in Kind to the University Unit (PDF)
8. Equipment Asset Acceptance of Equipment Transferred to the University (PDF)
9. Equipment Asset Loan Form - Equipment Loan from the University of Alberta (PDF)
10. Equipment Asset Loan Form - Equipment Loan to the University of Alberta (PDF)
11. Asset tag request form (PDF)

Asset Equipment Services Upload Template - Contact Equipment Services

Procurement and Contract Management

Competitive Bid Exception (CBE) Form (Word)
Invitation to Quote for Goods & Services Between $20,000-$75,000 (PDF)
Sole and Single Source Justification Form (PDF)
Statutory Declaration Form (Editable PDF)
Supplier Quote Checklist (PDF)

Travel and Expense Management

Employee Expense Reimbursement Worksheet (non travel) (PDF)
Employee Travel Expense Reimbursement Worksheet (PDF)
Hotel Authorization Payment (HAP) (CCID required)
Non-Employee Travel Expense Payment (See Accounts Payable - Non-Employee Reimbursement)
Travel Authorization Payment (TAP) (CCID required)
Travel & Expense Journal Entry Form (Fillable PDF)
Travel & Expense Adjusting Entry Access Request Form (PeopleSoft HCM eSecurity)

Financial Management

Insurance

Customs

Payment

Procurement

Travel + Expense

Contact

Forms Cabinet

Financial Services

Accounts - Chart of Accounts (COA)

Report (nVision) Maintenance

Fund 100 (Central Institution) Maintenance

Billing - External

Billing - Internal

Cash Management Office (CMO)